COMP <GO>
RKT vs MS // GROSS PROFIT MARGIN
Rocket Companies Inc. (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: RKT 4
— MS 9
■ METRIC PARITY
LAST: $12.80 (+7.38%) • MKT CAP: $33.75B
gross-margins
41.00%
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
gross-margins
41.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (RKT VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | RKT | MS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin ACTIVE | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -0.20% | 3.00% | -3.20 | MS | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 31.0x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | -11.90% | -7.25% | -4.65 | MS | /fcf-yield <GO> |
| Operating Margin | -0.90% | 24.60% | -25.50 | MS | /operating-margins <GO> |
| Net Profit Margin | -0.70% | 20.20% | -20.90 | MS | /net-margins <GO> |
| Revenue Growth (YoY) | 22.00% | 5.50% | +16.50 | RKT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 2.21% | -2.21 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.90 | 0.46 | +0.44 | RKT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 5/9 | -1.00 | MS | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.30% | 7.00% | +0.30 | MS | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 61.5 | 43.3 | +18.26 | RKT | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.11 | 1.04 | +0.07 | RKT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 21.0x | 16.5x | +4.50 | MS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $33.75B | $298.41B | -$264.65B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | RKT REV | MS REV | RKT GROSS % | MS GROSS % | RKT FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $0 | — | — | -$4.02B | -$17.89B |
| FY 2024 | $0 | $0 | — | — | -$2.70B | $1.36B |
| FY 2023 | $0 | $0 | — | — | $111.0M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
RKT // BETA 1.11
MS // BETA 1.04