MSCI vs RKT

Comparison between MSCI Inc (MSCI, Company) and Rocket Companies Inc Class A (RKT, Company).

Both MSCI and RKT are from the Financial Services sector.

5-Year PerformanceMSCI has outperformed RKT, delivering a return of +2.0% compared to -3.2%

MSCI vs RKT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MSCI(COMPANY)	RKT(COMPANY)
Market Cap	$42B	$42B
Max Drawdown	69.06%	84.90%
Sharpe Ratio	-0.13	0.22
5Y Beta	0.70	0.93
Industry	Financial Data & Stock Exchanges	Mortgage Finance
P/E Ratio	32.63	-286.45
Forward P/E	29.59	19.65
PEG Ratio	1.55	0.52
Dividend Yield	1.28%	N/A
5Y Dividends CAGR	24.94%	N/A
5Y EPS CAGR	17.64%	N/A
Debt to Equity	-230.84%	44.90%
Free Cash Flow Yield	3.71%	-3.34%
P/S Ratio	12.96	4.75
P/B Ratio	37.57	1.79

Market Cap

Winner

MSCI

$42B

RKT

$42B

Max Drawdown

Winner

MSCI

69.06%

RKT

84.90%

Sharpe Ratio

MSCI

-0.13

Winner

RKT

0.22

5Y Beta

Winner

MSCI

0.70

RKT

0.93

Industry

MSCI

Financial Data & Stock Exchanges

RKT

Mortgage Finance

P/E Ratio

MSCI

32.63

Winner

RKT

-286.45

Forward P/E

MSCI

29.59

Winner

RKT

19.65

PEG Ratio

MSCI

1.55

Winner

RKT

0.52

Dividend Yield

MSCI

1.28%

RKT

N/A

5Y Dividends CAGR

MSCI

24.94%

RKT

N/A

5Y EPS CAGR

MSCI

17.64%

RKT

N/A

Debt to Equity

Winner

MSCI

-230.84%

RKT

44.90%

Free Cash Flow Yield

Winner

MSCI

3.71%

RKT

-3.34%

P/S Ratio

MSCI

12.96

Winner

RKT

4.75

P/B Ratio

MSCI

37.57

Winner

RKT

1.79

MSCI vs RKT - Historical Returns

Returns include dividend reinvestment.

Period	MSCI	RKT
1 month	-5.72%	+6.84%
3 months	+4.15%	+7.53%
6 months	-4.44%	-22.72%
1 year	-0.54%	+3.52%
5 years(CAGR)	+1.98%	-3.18%
10 years(CAGR)	+24.05%	N/A
Max(CAGR)	+18.69%	-3.07%

MSCI

-5.72%

Winner

RKT

+6.84%

MSCI

+4.15%

Winner

RKT

+7.53%

Winner

MSCI

-4.44%

RKT

-22.72%

MSCI

-0.54%

Winner

RKT

+3.52%

5Y(CAGR)

Winner

MSCI

+1.98%

RKT

-3.18%

10Y(CAGR)

MSCI

+24.05%

RKT

N/A

Max(CAGR)

Winner

MSCI

+18.69%

RKT

-3.07%

MSCI vs RKT - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	MSCI	RKT
2026	-1.10%	-24.55%
2025	-2.69%	+88.39%
2024	+9.21%	-21.15%
2023	+23.97%	+104.23%
2022	-21.13%	-48.58%
2021	+40.95%	-26.86%
2020	+69.23%	-6.00%
2019	+77.76%	N/A
2018	+16.88%	N/A
2017	+62.75%	N/A
2016	+12.99%	N/A
2015	+53.19%	N/A
2014	+10.40%	N/A
2013	+36.07%	N/A
2012	-5.55%	N/A
2011	-16.53%	N/A
2010	+21.83%	N/A
2009	+70.51%	N/A
2008	-47.53%	N/A
2007	+47.13%	N/A

MSCI vs RKT Drawdown Comparison

The maximum drawdown for MSCI was -69.06%, occurring on Nov 20, 2008. Recovery took 750 trading sessions.

The maximum drawdown for RKT was -82.93%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current MSCI drawdown is -13.82%. The current RKT drawdown is -56.95%.

Rank	MSCI	RKT
#1	-69.06% Dec 31, 2007 - Dec 21, 2010	-82.93% Mar 2, 2021 - Oct 20, 2022
#2	-43.74% Nov 16, 2021 - Jun 1, 2026	-41.78% Sep 2, 2020 - Mar 2, 2021
#3	-36.06% Dec 27, 2010 - Sep 16, 2013	-24.74% Aug 7, 2020 - Aug 21, 2020
#4	-32.21% Feb 19, 2020 - Apr 27, 2020	-6.90% Aug 24, 2020 - Sep 1, 2020
#5	-25.58% Sep 4, 2018 - Feb 28, 2019	N/A
#6	-15.42% Jun 1, 2026 - Jun 25, 2026	N/A
#7	-14.93% Jul 31, 2015 - Nov 2, 2015	N/A
#8	-14.85% Jul 18, 2019 - Nov 1, 2019	N/A
#9	-14.11% Aug 31, 2016 - Feb 3, 2017	N/A
#10	-13.71% Jul 27, 2020 - Nov 4, 2020	N/A
#11	-13.50% May 18, 2020 - Jul 6, 2020	N/A
#12	-13.49% Sep 18, 2014 - Nov 24, 2014	N/A
#13	-13.30% Dec 29, 2015 - Feb 22, 2016	N/A
#14	-13.21% Jan 12, 2021 - Apr 12, 2021	N/A
#15	-12.38% Mar 12, 2014 - Jul 1, 2014	N/A

Correlation

Correlation between MSCI and RKT is 0.13 which considered as a very weak or no correlation - the stocks move independently of each other.

0.13

-101

Dividend Comparison (2014 - 2026)

MSCI vs RKT dividend yield comparison.

Year	MSCI	RKT
2026	0.74%	0.00%
2025	1.25%	4.13%
2024	1.07%	0.00%
2023	0.98%	0.00%
2022	0.98%	14.43%
2021	0.59%	7.93%
2020	0.65%	0.00%
2019	0.98%	0.00%
2018	1.30%	0.00%
2017	1.04%	0.00%
2016	1.27%	0.00%
2015	1.11%	0.00%
2014	0.38%	0.00%