PEG vs RKT

Comparison between Public Service Enterprise Group Inc (PEG, Company) and Rocket Companies Inc Class A (RKT, Company).

PEG is from the Utilities sector, while RKT is from the Financial Services sector.

5-Year PerformancePEG has outperformed RKT, delivering a return of +8.3% compared to -1.4%

PEG vs RKT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PEG(COMPANY)	RKT(COMPANY)
Market Cap	$39B	$39B
Max Drawdown	57.67%	84.90%
Sharpe Ratio	0.18	0.43
5Y Beta	0.44	0.85
Industry	Utilities - Regulated Electric	Mortgage Finance
P/E Ratio	15.35	-265.06
Forward P/E	17.89	17.79
PEG Ratio	0.27	0.47
Dividend Yield	3.28%	N/A
5Y Dividends CAGR	10.01%	N/A
5Y EPS CAGR	10.82%	N/A
Debt to Equity	133.45%	44.90%
Free Cash Flow Yield	0.47%	-3.61%
P/S Ratio	3.04	4.25
P/B Ratio	2.23	1.66

Market Cap

Winner

PEG

$39B

RKT

$39B

Max Drawdown

Winner

PEG

57.67%

RKT

84.90%

Sharpe Ratio

PEG

0.18

Winner

RKT

0.43

5Y Beta

Winner

PEG

0.44

RKT

0.85

Industry

PEG

Utilities - Regulated Electric

RKT

Mortgage Finance

P/E Ratio

PEG

15.35

Winner

RKT

-265.06

Forward P/E

PEG

17.89

Winner

RKT

17.79

PEG Ratio

Winner

PEG

0.27

RKT

0.47

Dividend Yield

PEG

3.28%

RKT

N/A

5Y Dividends CAGR

PEG

10.01%

RKT

N/A

5Y EPS CAGR

PEG

10.82%

RKT

N/A

Debt to Equity

PEG

133.45%

Winner

RKT

44.90%

Free Cash Flow Yield

Winner

PEG

0.47%

RKT

-3.61%

P/S Ratio

Winner

PEG

3.04

RKT

4.25

P/B Ratio

PEG

2.23

Winner

RKT

1.66

PEG vs RKT - Historical Returns

Returns include dividend reinvestment.

Period	PEG	RKT
1 month	+1.27%	-9.93%
3 months	-7.14%	-19.31%
6 months	-0.59%	-20.93%
1 year	+6.08%	+9.71%
5 years(CAGR)	+8.30%	-1.44%
10 years(CAGR)	+9.68%	N/A
Max(CAGR)	+9.76%	-4.51%

Winner

PEG

+1.27%

RKT

-9.93%

Winner

PEG

-7.14%

RKT

-19.31%

Winner

PEG

-0.59%

RKT

-20.93%

PEG

+6.08%

Winner

RKT

+9.71%

5Y(CAGR)

Winner

PEG

+8.30%

RKT

-1.44%

10Y(CAGR)

PEG

+9.68%

RKT

N/A

Max(CAGR)

Winner

PEG

+9.76%

RKT

-4.51%

PEG vs RKT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PEG	RKT
2026	-1.04%	-30.63%
2025	-2.60%	+88.39%
2024	+41.72%	-21.15%
2023	+2.31%	+104.23%
2022	-4.28%	-48.58%
2021	+23.79%	-26.86%
2020	+2.98%	-6.00%
2019	+19.89%	N/A
2018	+5.70%	N/A
2017	+23.15%	N/A
2016	+17.75%	N/A
2015	-3.92%	N/A
2014	+37.41%	N/A
2013	+8.26%	N/A
2012	+0.72%	N/A
2011	+8.29%	N/A
2010	-1.21%	N/A
2009	+15.72%	N/A
2008	-37.20%	N/A
2007	+51.44%	N/A
2006	+3.10%	N/A
2005	+32.32%	N/A
2004	+24.38%	N/A
2003	+40.15%	N/A
2002	-20.92%	N/A
2001	-5.22%	N/A
2000	+51.80%	N/A
1999	-9.91%	N/A

PEG vs RKT Drawdown Comparison

The maximum drawdown for PEG was -54.33%, occurring on Oct 17, 2002. Recovery took 662 trading sessions.

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

The current PEG drawdown is -11.86%. The current RKT drawdown is -60.43%.

Rank	PEG	RKT
#1	-54.33% May 31, 2001 - Jan 22, 2004	-82.93% Mar 2, 2021 - Oct 20, 2022
#2	-51.21% Jan 9, 2008 - Apr 16, 2014	-41.78% Sep 2, 2020 - Mar 2, 2021
#3	-40.74% Oct 31, 2019 - Mar 29, 2021	-24.74% Aug 7, 2020 - Aug 21, 2020
#4	-32.10% Nov 2, 1999 - Sep 6, 2000	-6.90% Aug 24, 2020 - Sep 1, 2020
#5	-27.29% Apr 20, 2022 - May 1, 2024	N/A
#6	-23.44% Dec 26, 2000 - May 17, 2001	N/A
#7	-17.16% Nov 26, 2024 - Apr 7, 2025	N/A
#8	-16.84% Apr 1, 2004 - Dec 16, 2004	N/A
#9	-16.81% Aug 22, 2006 - Feb 9, 2007	N/A
#10	-16.41% Sep 16, 2005 - Jan 6, 2006	N/A
#11	-16.28% Jun 30, 2014 - Oct 30, 2014	N/A
#12	-14.79% Oct 19, 2015 - Feb 22, 2016	N/A
#13	-14.79% Apr 1, 2016 - Apr 12, 2017	N/A
#14	-14.11% Jan 24, 2006 - Aug 15, 2006	N/A
#15	-14.00% Oct 2, 2000 - Dec 7, 2000	N/A

Correlation

Correlation between PEG and RKT is 0.25 which considered as a very weak or no correlation - the stocks move independently of each other.

0.25

-101

Dividend Comparison (1999 - 2026)

PEG vs RKT dividend yield comparison.

Year	PEG	RKT
2026	0.84%	0.00%
2025	3.14%	4.13%
2024	2.84%	0.00%
2023	3.73%	0.00%
2022	3.53%	14.43%
2021	3.06%	7.93%
2020	3.36%	0.00%
2019	3.18%	0.00%
2018	3.46%	0.00%
2017	3.34%	0.00%
2016	3.74%	0.00%
2015	4.03%	0.00%
2014	3.57%	0.00%
2013	4.49%	0.00%
2012	4.64%	0.00%
2011	4.15%	0.00%
2010	4.31%	0.00%
2009	4.00%	0.00%
2008	4.42%	0.00%
2007	2.38%	0.00%
2006	3.43%	0.00%
2005	3.45%	0.00%
2004	4.25%	0.00%
2003	4.93%	0.00%
2002	6.73%	0.00%
2001	5.12%	0.00%
2000	4.44%	0.00%
1999	1.55%	0.00%