COMP <GO>
RKT vs JPM // RSI-14 & 200D SMA MOMENTUM
Rocket Companies Inc. (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: RKT 5
— JPM 6
▲ RSI-14 & 200D SMA MOMENTUM LEADER: RKT
LAST: $13.77 (+7.58%) • MKT CAP: $36.25B
rsi-technicals
59.2
LAST: $340.58 (+1.05%) • MKT CAP: $895.92B
rsi-technicals
51.2
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (RKT VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | RKT | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -0.20% | 17.37% | -17.57 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 9.8x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | -11.90% | -17.93% | +6.03 | RKT | /fcf-yield <GO> |
| Operating Margin | -0.90% | 42.07% | -42.97 | JPM | /operating-margins <GO> |
| Net Profit Margin | -0.70% | 32.63% | -33.33 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 22.00% | 13.53% | +8.47 | RKT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.94% | -1.94 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 0.37 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 2/9 | +2.00 | RKT | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.77% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum ACTIVE | 59.2 | 51.2 | +8.00 | RKT | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.11 | 1.00 | +0.11 | RKT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 21.0x | 13.3x | +7.73 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $36.25B | $895.92B | -$859.67B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | RKT REV | JPM REV | RKT GROSS % | JPM GROSS % | RKT FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $224.7M | $182.45B | — | — | -$4.02B | -$147.78B |
| FY 2024 | $3.82B | $177.56B | — | — | -$2.70B | -$42.01B |
| FY 2023 | $52.9M | $158.10B | — | — | $111.0M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
RKT // BETA 1.11
JPM // BETA 1.00