FDS vs. RKT: FactSet Research Systems vs. Rocket Stock Comparison

Company Profile

FactSet Research Systems (FDS) and Rocket (RKT) both fall under the Financial Services industry group, but FDS is classified in Capital Markets while RKT is classified in Financial Services.

FactSet Research Systems (FDS) has more than two decades of public-market history since June 28, 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 FactSet Research Systems (FDS) is defensive at 0.69 and tends to be less market-sensitive — a wide gap in beta profiles.

Rocket (RKT) is heavily traded at around 34.27M shares per day, whereas FactSet Research Systems (FDS) sees a more moderate 803.71K — larger orders in the latter may require more patience and tighter control over order sizing.

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

FactSet Research Systems (FDS) at 25.48% sits in the top ROE quartile, while Rocket (RKT) at 7.86% is closer to the peer norm — stronger capital efficiency for FDS.

Both FactSet Research Systems (FDS) at 21.54% 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 FactSet Research Systems (FDS) at 22.22% 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 FactSet Research Systems (FDS) at 6.65% is closer to the peer norm — faster top-line expansion for RKT.

FactSet Research Systems (FDS) at -6.30% is around its peer norm for EPS growth, while Rocket (RKT) at -123.81% drops into the bottom quartile, signaling weaker earnings momentum.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: FactSet Research Systems (FDS) 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: FactSet Research Systems (FDS) 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

Rocket (RKT) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile FactSet Research Systems (FDS) reports a yield of 1.33%, ranking against industry peers normally.

Rocket (RKT) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile FactSet Research Systems (FDS) reports a payout of 31.02%, ranking against industry peers normally.

Dividend Metrics

Valuation

An earnings multiple is available for just one side: FactSet Research Systems (FDS) trades at 22.50 times trailing earnings, ranked against its peers, while Rocket (RKT) has no P/E ratio this period.

Rocket (RKT) at 3.61 is priced about in line with its industry on P/S ratio, while FactSet Research Systems (FDS) at 4.67 sits in the pricier quartile — FDS costs more per dollar of sales.

Rocket (RKT) at 1.76 is valued about in line with its industry on P/B ratio, while FactSet Research Systems (FDS) at 5.77 carries an above-peer premium to book — FDS is pricier on assets.

Valuation Metrics