RKT vs HSY

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

RKT is from the Financial Services sector, while HSY is from the Consumer Defensive sector.

5-Year PerformanceHSY has outperformed RKT, delivering a return of +1.7% compared to -3.4%

RKT vs HSY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RKT(COMPANY)	HSY(COMPANY)
Market Cap	$38B	$38B
Max Drawdown	84.90%	53.86%
Sharpe Ratio	0.05	0.01
5Y Beta	0.93	0.04
Industry	Mortgage Finance	Confectioners
P/E Ratio	-261.36	72.72
Forward P/E	20.37	20.70
Dividend Yield	N/A	3.24%
5Y Dividends CAGR	N/A	17.10%
Debt to Equity	44.90%	109.60%
Free Cash Flow Yield	-3.66%	5.11%

Market Cap

Winner

RKT

$38B

HSY

$38B

Max Drawdown

RKT

84.90%

Winner

HSY

53.86%

Sharpe Ratio

Winner

RKT

0.05

HSY

0.01

5Y Beta

RKT

0.93

Winner

HSY

0.04

Industry

RKT

Mortgage Finance

HSY

Confectioners

P/E Ratio

Winner

RKT

-261.36

HSY

72.72

Forward P/E

Winner

RKT

20.37

HSY

20.70

Dividend Yield

RKT

N/A

HSY

3.24%

5Y Dividends CAGR

RKT

N/A

HSY

17.10%

Debt to Equity

Winner

RKT

44.90%

HSY

109.60%

Free Cash Flow Yield

RKT

-3.66%

Winner

HSY

5.11%

RKT vs HSY - Historical Returns

Returns include dividend reinvestment.

Period	RKT	HSY
1 month	-5.12%	-3.98%
3 months	-16.36%	-9.69%
6 months	-39.35%	-8.67%
1 year	-21.16%	-3.23%
5 years(CAGR)	-3.38%	+1.67%
10 years(CAGR)	N/A	+7.12%
Max(CAGR)	-5.60%	+9.84%

RKT

-5.12%

Winner

HSY

-3.98%

RKT

-16.36%

Winner

HSY

-9.69%

RKT

-39.35%

Winner

HSY

-8.67%

RKT

-21.16%

Winner

HSY

-3.23%

5Y(CAGR)

RKT

-3.38%

Winner

HSY

+1.67%

10Y(CAGR)

RKT

N/A

HSY

+7.12%

Max(CAGR)

RKT

-5.60%

Winner

HSY

+9.84%

RKT vs HSY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	RKT	HSY
2026	-35.71%	-4.27%
2025	+88.39%	+11.38%
2024	-21.15%	-9.24%
2023	+104.23%	-16.20%
2022	-48.58%	+22.03%
2021	-26.86%	+30.78%
2020	-6.00%	+8.13%
2019	N/A	+42.52%
2018	N/A	-1.69%
2017	N/A	+11.80%
2016	N/A	+20.48%
2015	N/A	-11.83%
2014	N/A	+10.62%
2013	N/A	+33.47%
2012	N/A	+21.56%
2011	N/A	+35.34%
2010	N/A	+33.94%
2009	N/A	+3.28%
2008	N/A	-7.41%
2007	N/A	-18.95%
2006	N/A	-7.45%
2005	N/A	+3.23%
2004	N/A	+47.76%
2003	N/A	+16.17%
2002	N/A	+1.51%
2001	N/A	+5.88%
2000	N/A	+41.84%
1999	N/A	-8.53%

RKT vs HSY Drawdown Comparison

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

The maximum drawdown for HSY was -49.17%, occurring on Mar 10, 2009. Recovery took 1491 trading sessions.

The current RKT drawdown is -63.32%. The current HSY drawdown is -31.77%.

Rank	RKT	HSY
#1	-82.93% Mar 2, 2021 - Oct 20, 2022	-49.17% May 16, 2005 - Apr 15, 2011
#2	-41.78% Sep 2, 2020 - Mar 2, 2021	-45.26% May 1, 2023 - Feb 4, 2025
#3	-24.74% Aug 7, 2020 - Aug 21, 2020	-30.77% Mar 4, 2020 - Mar 26, 2021
#4	-6.90% Aug 24, 2020 - Sep 1, 2020	-29.19% Dec 3, 1999 - May 24, 2000
#5	N/A	-23.24% Jan 22, 2015 - Jun 30, 2016
#6	N/A	-22.92% May 26, 2000 - Nov 6, 2000
#7	N/A	-22.00% Jul 29, 2002 - Nov 4, 2003
#8	N/A	-21.92% Dec 19, 2017 - Mar 1, 2019
#9	N/A	-20.06% Feb 25, 2002 - Jul 25, 2002
#10	N/A	-18.02% Feb 24, 2014 - Dec 23, 2014
#11	N/A	-16.46% Aug 22, 2016 - May 19, 2017
#12	N/A	-15.18% Mar 30, 2001 - Jan 15, 2002
#13	N/A	-13.15% Dec 27, 2000 - Mar 16, 2001
#14	N/A	-13.08% Sep 4, 2019 - Feb 20, 2020
#15	N/A	-11.55% Apr 20, 2022 - Aug 1, 2022

Correlation

Correlation between RKT and HSY is -0.59 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.59

-101

Dividend Comparison (1999 - 2026)

RKT vs HSY dividend yield comparison.

Year	RKT	HSY
2026	0.00%	1.69%
2025	4.13%	3.01%
2024	0.00%	3.24%
2023	0.00%	2.39%
2022	14.43%	1.67%
2021	7.93%	1.76%
2020	0.00%	2.07%
2019	0.00%	2.03%
2018	0.00%	2.57%
2017	0.00%	2.24%
2016	0.00%	2.32%
2015	0.00%	2.50%
2014	0.00%	1.96%
2013	0.00%	1.86%
2012	0.00%	2.16%
2011	0.00%	2.23%
2010	0.00%	2.71%
2009	0.00%	3.32%
2008	0.00%	3.43%
2007	0.00%	2.88%
2006	0.00%	2.07%
2005	0.00%	1.68%
2004	0.00%	1.50%
2003	0.00%	1.88%
2002	0.00%	1.87%
2001	0.00%	1.72%
2000	0.00%	1.68%
1999	0.00%	0.55%