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RKT vs VTR

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

RKT is from the Financial Services sector, while VTR is from the Real Estate sector.

5-Year PerformanceVTR has outperformed RKT, delivering a return of +12.6% compared to -3.2%

RKT vs VTR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
RKT
$42B
Winner
VTR
$42B
Max Drawdown
RKT
84.90%
Winner
VTR
79.54%
Sharpe Ratio
RKT
0.22
Winner
VTR
1.68
5Y Beta
RKT
0.93
Winner
VTR
0.17
Industry
RKT
Mortgage Finance
VTR
Reit - Healthcare Facilities
P/E Ratio
Winner
RKT
-286.45
VTR
149.56
Forward P/E
Winner
RKT
19.65
VTR
142.86
PEG Ratio
Winner
RKT
0.52
VTR
2.17
Dividend Yield
RKT
N/A
VTR
2.30%
5Y Dividends CAGR
RKT
N/A
VTR
-1.21%
5Y EPS CAGR
RKT
N/A
VTR
-12.40%
Debt to Equity
RKT
44.90%
Winner
VTR
0.00%
Free Cash Flow Yield
RKT
-3.34%
Winner
VTR
4.09%
P/S Ratio
Winner
RKT
4.75
VTR
6.89
P/B Ratio
Winner
RKT
1.79
VTR
3.21

RKT vs VTR - Historical Returns

Returns include dividend reinvestment.

1M
Winner
RKT
+6.84%
VTR
+0.77%
3M
RKT
+7.53%
Winner
VTR
+8.42%
6M
RKT
-22.72%
Winner
VTR
+13.25%
1Y
RKT
+3.52%
Winner
VTR
+44.45%
5Y(CAGR)
RKT
-3.18%
Winner
VTR
+12.57%
10Y(CAGR)
RKT
N/A
VTR
+6.63%
Max(CAGR)
RKT
-3.07%
Winner
VTR
+18.01%

RKT vs VTR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearRKTVTR
2026-24.55%+15.89%
2025+88.39%+37.23%
2024-21.15%+20.45%
2023+104.23%+14.27%
2022-48.58%-9.97%
2021-26.86%+12.72%
2020-6.00%-7.55%
2019N/A+6.46%
2018N/A+3.84%
2017N/A+1.31%
2016N/A+15.51%
2015N/A-7.59%
2014N/A+31.98%
2013N/A-8.26%
2012N/A+21.30%
2011N/A+7.02%
2010N/A+26.54%
2009N/A+46.10%
2008N/A-20.28%
2007N/A+13.16%
2006N/A+34.99%
2005N/A+24.19%
2004N/A+29.52%
2003N/A+106.66%
2002N/A+4.13%
2001N/A+118.55%
2000N/A+66.92%
1999N/A-19.28%

RKT vs VTR 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 VTR was -76.93%, occurring on Mar 18, 2020. Recovery took 1232 trading sessions.

The current RKT drawdown is -56.95%. The current VTR drawdown is -1.44%.

RankRKTVTR
#1-82.93%
Mar 2, 2021 - Oct 20, 2022
-76.93%
Oct 4, 2019 - Aug 28, 2024
#2-41.78%
Sep 2, 2020 - Mar 2, 2021
-64.16%
Sep 19, 2008 - Mar 16, 2010
#3-24.74%
Aug 7, 2020 - Aug 21, 2020
-45.78%
Nov 1, 1999 - Aug 1, 2000
#4-6.90%
Aug 24, 2020 - Sep 1, 2020
-33.09%
Aug 1, 2016 - Jun 14, 2019
#5N/A-32.37%
Feb 7, 2007 - Dec 6, 2007
#6N/A-31.13%
May 21, 2013 - Jan 12, 2015
#7N/A-28.37%
Jan 29, 2015 - May 10, 2016
#8N/A-26.13%
Oct 1, 2002 - May 5, 2003
#9N/A-23.74%
Apr 2, 2004 - Aug 31, 2004
#10N/A-21.52%
Apr 28, 2011 - Oct 28, 2011
#11N/A-19.49%
Apr 25, 2008 - Sep 18, 2008
#12N/A-17.32%
Aug 21, 2001 - Oct 5, 2001
#13N/A-15.30%
Aug 1, 2000 - Sep 8, 2000
#14N/A-14.22%
Nov 15, 2004 - May 31, 2005
#15N/A-14.04%
Dec 10, 2007 - Mar 20, 2008

Correlation

Correlation between RKT and VTR is 0.39 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.39
-101

Dividend Comparison (2000 - 2026)

RKT vs VTR dividend yield comparison.

YearRKTVTR
20260.00%0.58%
20254.13%2.48%
20240.00%3.06%
20230.00%3.61%
202214.43%4.00%
20217.93%3.52%
20200.00%4.37%
20190.00%5.49%
20180.00%5.40%
20170.00%5.19%
20160.00%4.74%
20150.00%20.47%
20140.00%4.14%
20130.00%4.77%
20120.00%3.83%
20110.00%4.17%
20100.00%4.08%
20090.00%4.69%
20080.00%6.11%
20070.00%4.20%
20060.00%3.73%
20050.00%4.50%
20040.00%4.74%
20030.00%4.86%
20020.00%8.30%
20010.00%9.91%
20000.00%16.18%

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