BRK.B vs. RKT: Berkshire Hathaway vs. Rocket Stock Comparison

Company Profile

Berkshire Hathaway (BRK.B) and Rocket (RKT) both belong to the Financial Services industry, though BRK.B is classified under Multi-Sector Holdings while RKT falls under Commercial & Residential Mortgage Finance.

Berkshire Hathaway (BRK.B) has more than two decades of public-market history since May 9, 1996, whereas Rocket (RKT) listed on August 6, 2020 and has a much shorter record to draw on.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Rocket (RKT) has a highly aggressive beta of 2.19, indicating much higher sensitivity to broad-market moves, while Berkshire Hathaway (BRK.B) is defensive at 0.56 and tends to be less market-sensitive — a wide gap in beta profiles.

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Both Berkshire Hathaway (BRK.B) at 12.12% and Rocket (RKT) at 7.86% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.

Both Berkshire Hathaway (BRK.B) at 22.30% and Rocket (RKT) at 11.02% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

Both Berkshire Hathaway (BRK.B) at 32.56% and Rocket (RKT) at 43.54% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

Profitability Metrics

Growth

Rocket (RKT) at 26.87% sits in the top revenue growth quartile, while Berkshire Hathaway (BRK.B) at -3.23% is in the bottom quartile, showing a clear gap in revenue momentum.

Both Berkshire Hathaway (BRK.B) at -24.78% and Rocket (RKT) at -123.81% post bottom-quartile EPS growth versus peers, pointing to weaker earnings momentum than typical rivals.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: Berkshire Hathaway (BRK.B) in Financial Services and Rocket (RKT) in Financial Services both report balance sheets without a current/non-current split, so their short-term liquidity is better judged through regulatory and funding measures.

debt-to-equity ratio is set aside for both: Berkshire Hathaway (BRK.B) in Financial Services and Rocket (RKT) in Financial Services run businesses where balance-sheet leverage is part of the model, so capital-adequacy and funding measures are the better gauges of balance-sheet risk.

Financial Strength Metrics

Dividends

Neither Berkshire Hathaway (BRK.B) nor Rocket (RKT) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.

Neither Berkshire Hathaway (BRK.B) nor Rocket (RKT) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.

Dividend Metrics

Valuation

An earnings multiple is available for just one side: Berkshire Hathaway (BRK.B) trades at 14.36 times trailing earnings, ranked against its peers, while Rocket (RKT) has no P/E ratio this period.

On P/S ratio, both Berkshire Hathaway (BRK.B) at 3.18 and Rocket (RKT) at 3.61 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

Berkshire Hathaway (BRK.B) at 0.00 sits in the lower P/B ratio quartile against book while Rocket (RKT) at 1.76 is valued near its industry’s middle — BRK.B is cheaper on assets, though weigh it against ROE and asset quality.

Valuation Metrics