RKT vs PUK

Comparison between Rocket Companies Inc Class A (RKT, Company) and Prudential plc (PUK, Company).

Both RKT and PUK are from the Financial Services sector.

5-Year PerformancePUK has outperformed RKT, delivering a return of -2.1% compared to -3.4%

RKT vs PUK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RKT(COMPANY)	PUK(COMPANY)
Market Cap	$38B	$38B
Max Drawdown	84.90%	83.15%
Sharpe Ratio	-0.13	0.63
5Y Beta	0.94	0.99
Industry	Mortgage Finance	Insurance - Life
P/E Ratio	-261.36	5.77
Forward P/E	20.37	10.38
PEG Ratio	0.53	0.00
Dividend Yield	N/A	0.92%
5Y Dividends CAGR	N/A	22.39%
5Y EPS CAGR	N/A	19.83%
Debt to Equity	44.90%	30.00%
Free Cash Flow Yield	-3.66%	14.48%
P/S Ratio	4.27	2.54
P/B Ratio	1.66	1.79

Market Cap

RKT

$38B

Winner

PUK

$38B

Max Drawdown

RKT

84.90%

Winner

PUK

83.15%

Sharpe Ratio

RKT

-0.13

Winner

PUK

0.63

5Y Beta

Winner

RKT

0.94

PUK

0.99

Industry

RKT

Mortgage Finance

PUK

Insurance - Life

P/E Ratio

Winner

RKT

-261.36

PUK

5.77

Forward P/E

RKT

20.37

Winner

PUK

10.38

PEG Ratio

RKT

0.53

Winner

PUK

0.00

Dividend Yield

RKT

N/A

PUK

0.92%

5Y Dividends CAGR

RKT

N/A

PUK

22.39%

5Y EPS CAGR

RKT

N/A

PUK

19.83%

Debt to Equity

RKT

44.90%

Winner

PUK

30.00%

Free Cash Flow Yield

RKT

-3.66%

Winner

PUK

14.48%

P/S Ratio

RKT

4.27

Winner

PUK

2.54

P/B Ratio

Winner

RKT

1.66

PUK

1.79

RKT vs PUK - Historical Returns

Returns include dividend reinvestment.

Period	RKT	PUK
1 month	-5.12%	+8.87%
3 months	-16.36%	-4.21%
6 months	-39.35%	-6.72%
1 year	-21.16%	+17.55%
5 years(CAGR)	-3.38%	-2.06%
10 years(CAGR)	N/A	+2.33%
Max(CAGR)	-5.60%	+7.78%

RKT

-5.12%

Winner

PUK

+8.87%

RKT

-16.36%

Winner

PUK

-4.21%

RKT

-39.35%

Winner

PUK

-6.72%

RKT

-21.16%

Winner

PUK

+17.55%

5Y(CAGR)

RKT

-3.38%

Winner

PUK

-2.06%

10Y(CAGR)

RKT

N/A

PUK

+2.33%

Max(CAGR)

RKT

-5.60%

Winner

PUK

+7.78%

RKT vs PUK - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	RKT	PUK
2026	-35.71%	-6.81%
2025	+88.39%	+102.41%
2024	-21.15%	-24.68%
2023	+104.23%	-19.00%
2022	-48.58%	-20.88%
2021	-26.86%	-1.20%
2020	-6.00%	-2.38%
2019	N/A	+29.52%
2018	N/A	-28.65%
2017	N/A	+30.01%
2016	N/A	-4.56%
2015	N/A	+0.73%
2014	N/A	+6.71%
2013	N/A	+56.31%
2012	N/A	+46.11%
2011	N/A	-2.79%
2010	N/A	+4.41%
2009	N/A	+73.80%
2008	N/A	-53.90%
2007	N/A	+3.47%
2006	N/A	+43.19%
2005	N/A	+15.14%
2004	N/A	+6.69%
2003	N/A	+22.50%
2002	N/A	-38.91%
2001	N/A	-25.12%
2000	N/A	+187.24%

RKT vs PUK 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 PUK was -82.51%, occurring on Mar 9, 2009. Recovery took 1352 trading sessions.

The current RKT drawdown is -63.32%. The current PUK drawdown is -24.60%.

Rank	RKT	PUK
#1	-82.93% Mar 2, 2021 - Oct 20, 2022	-82.51% May 7, 2007 - Sep 14, 2012
#2	-41.78% Sep 2, 2020 - Mar 2, 2021	-68.74% Jan 3, 2001 - Mar 20, 2006
#3	-24.74% Aug 7, 2020 - Aug 21, 2020	-63.59% Oct 7, 2021 - Jan 13, 2025
#4	-6.90% Aug 24, 2020 - Sep 1, 2020	-63.54% Jan 24, 2018 - May 7, 2021
#5	N/A	-41.52% May 21, 2015 - Jul 31, 2017
#6	N/A	-23.52% Mar 20, 2006 - Nov 17, 2006
#7	N/A	-20.02% May 7, 2021 - Oct 7, 2021
#8	N/A	-19.39% Jul 21, 2000 - Nov 30, 2000
#9	N/A	-15.09% Jan 10, 2014 - Mar 4, 2014
#10	N/A	-14.02% Jan 17, 2007 - Mar 20, 2007
#11	N/A	-13.46% May 21, 2013 - Aug 2, 2013
#12	N/A	-13.11% Aug 25, 2014 - Jan 26, 2015
#13	N/A	-11.07% Aug 12, 2013 - Sep 16, 2013
#14	N/A	-8.82% Mar 14, 2013 - Apr 26, 2013
#15	N/A	-7.41% Mar 12, 2014 - Apr 30, 2014

Correlation

Correlation between RKT and PUK is 0.36 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.36

-101

Dividend Comparison (2000 - 2026)

RKT vs PUK dividend yield comparison.

Year	RKT	PUK
2026	0.00%	1.30%
2025	4.13%	1.54%
2024	0.00%	2.64%
2023	0.00%	1.72%
2022	14.43%	1.28%
2021	7.93%	4.60%
2020	0.00%	1.70%
2019	0.00%	17.06%
2018	0.00%	3.71%
2017	0.00%	2.33%
2016	0.00%	3.50%
2015	0.00%	2.62%
2014	0.00%	2.53%
2013	0.00%	2.09%
2012	0.00%	2.84%
2011	0.00%	4.05%
2010	0.00%	2.90%
2009	0.00%	2.99%
2008	0.00%	5.57%
2007	0.00%	2.42%
2006	0.00%	2.21%
2005	0.00%	3.02%
2004	0.00%	6.16%
2003	0.00%	4.28%
2002	0.00%	5.50%
2001	0.00%	3.03%
2000	0.00%	0.73%