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KKR vs. RKT: KKR vs. Rocket Stock Comparison

How do KKR (KKR) and Rocket (RKT) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

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

Company profile comparison for KKR (KKR) and Rocket (RKT)
Profile ItemKKRRKT
NameKorro Bio, Inc.Rocket Companies Inc. Class A Common Stock
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsFinancial Services
GICS Sub-IndustryAsset Management & Custody BanksCommercial & Residential Mortgage Finance
Market Capitalization89.11 billion USD42.74 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateJuly 15, 2010August 6, 2020
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

KKR
RKT
GSPC
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KKR (KKR) vs. Rocket (RKT), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for KKR (KKR) and Rocket (RKT). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for KKR (KKR) and Rocket (RKT). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for KKR (KKR) and Rocket (RKT)
MetricKKRRKT
Total Return (1Y)-18.61%-7.27%
Total Return (3Y, Annualized)17.09%26.30%
Total Return (5Y, Annualized)5.12%0.22%

Risk Profile

Drawdown History

KKR
RKT
GSPC
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KKR (KKR) vs. Rocket (RKT), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for KKR (KKR) and Rocket (RKT). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for KKR (KKR) and Rocket (RKT)
MetricKKRRKT
Volatility (1Y, Annualized)38.71%58.88%
Beta (5Y)1.692.19
Max Drawdown (5Y)-49.42%-59.90%
Avg. Volume (3M)4.77M34.27M

Risk-Adjusted Performance

Risk-Return Positioning

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KKR and RKT are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for KKR (KKR) and Rocket (RKT)
MetricKKRRKT
Sharpe Ratio (1Y)-0.59-0.20
Sortino Ratio (1Y)-0.81-0.29

Profitability

ROE (TTM)

Both KKR (KKR) at 7.28% 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.

KKR

Financial Services industry group

7.28%

Max
44.78%
Q3
21.85%
Median
12.91%
KKR
7.28%
Q1
4.48%
Min
-18.71%

RKT

Financial Services industry group

7.86%

Max
44.78%
Q3
21.85%
Median
12.91%
RKT
7.86%
Q1
4.48%
Min
-18.71%
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KKR (KKR) vs. Rocket (RKT): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

Both KKR (KKR) at 12.20% 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.

KKR

Financial Services industry group

12.20%

Max
62.84%
Q3
28.05%
Median
15.36%
KKR
12.20%
Q1
4.82%
Min
-28.52%

RKT

Financial Services industry group

11.02%

Max
62.84%
Q3
28.05%
Median
15.36%
RKT
11.02%
Q1
4.82%
Min
-28.52%
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KKR (KKR) vs. Rocket (RKT): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both KKR (KKR) at 20.65% and Rocket (RKT) at 43.54% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

KKR

Financial Services industry group

20.65%

Max
107.33%
Q3
55.90%
Median
30.09%
KKR
20.65%
Q1
14.60%
Min
-44.34%

RKT

Financial Services industry group

43.54%

Max
107.33%
Q3
55.90%
RKT
43.54%
Median
30.09%
Q1
14.60%
Min
-44.34%
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KKR (KKR) vs. Rocket (RKT): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for KKR (KKR) and Rocket (RKT)
MetricKKRRKT
ROE (TTM)7.28%7.86%
ROA (TTM)1.39%4.45%
Net Margin (TTM)12.20%11.02%
Operating Margin (TTM)20.65%43.54%
Gross Margin (TTM)----

Growth

Revenue Growth

Rocket (RKT) at 26.87% sits in the top revenue growth quartile, while KKR (KKR) at -11.24% is in the bottom quartile, showing a clear gap in revenue momentum.

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KKR (KKR) vs. Rocket (RKT): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both KKR (KKR) at -28.66% and Rocket (RKT) at -123.81% post bottom-quartile EPS growth versus peers, pointing to weaker earnings momentum than typical rivals.

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KKR (KKR) vs. Rocket (RKT): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for KKR (KKR) and Rocket (RKT)
MetricKKRRKT
Revenue Growth (YoY)-11.24%26.87%
Revenue Growth (3Y CAGR)51.12%3.25%
EPS Growth (YoY)-28.66%-123.81%
EPS Growth (3Y CAGR)----

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: KKR (KKR) 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 / Equity (MRQ)

debt-to-equity ratio is set aside for both: KKR (KKR) 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

Financial strength metrics for KKR (KKR) and Rocket (RKT)
MetricKKRRKT
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Rocket (RKT) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile KKR (KKR) reports a yield of 0.77%, ranking against industry peers normally.

KKR

Financial Services industry group

0.77%

Max
9.77%
Q3
3.92%
Median
1.09%
KKR
0.77%
Q1
0.00%
Min
0.00%

RKT

Financial Services industry group

0.00%

Max
9.77%
Q3
3.92%
Median
1.09%
RKT
0.00%
Q1
0.00%
Min
0.00%
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KKR (KKR) vs. Rocket (RKT): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Rocket (RKT) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile KKR (KKR) reports a payout of 23.96%, ranking against industry peers normally.

KKR

Financial Services industry group

23.96%

Max
241.07%
Q3
97.36%
Median
25.77%
KKR
23.96%
Q1
0.00%
Min
0.00%

RKT

Financial Services industry group

0.00%

Max
241.07%
Q3
97.36%
Median
25.77%
RKT
0.00%
Q1
0.00%
Min
0.00%
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KKR (KKR) vs. Rocket (RKT): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for KKR (KKR) and Rocket (RKT)
MetricKKRRKT
Dividend Yield (TTM)0.77%0.00%
Dividend Payout Ratio (TTM)23.96%0.00%

Valuation

P/E Ratio (TTM)

An earnings multiple is available for just one side: KKR (KKR) trades at 30.82 times trailing earnings, ranked against its peers, while Rocket (RKT) has no P/E ratio this period.

KKR

Financial Services industry group

30.82

Max
45.85
KKR
30.82
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16

RKT

Financial Services industry group

--

Max
45.85
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
RKT
--
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KKR (KKR) vs. Rocket (RKT): RKT does not report P/E ratio, so it has no value marker; KKR is benchmarked against the Financial Services industry group.

P/S Ratio (TTM)

On P/S ratio, both KKR (KKR) at 3.45 and Rocket (RKT) at 3.61 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

KKR

Financial Services industry group

3.45

Max
9.23
Q3
4.57
KKR
3.45
Median
2.72
Q1
1.28
Min
-0.55

RKT

Financial Services industry group

3.61

Max
9.23
Q3
4.57
RKT
3.61
Median
2.72
Q1
1.28
Min
-0.55
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KKR (KKR) vs. Rocket (RKT): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

On P/B ratio, both KKR (KKR) at 3.04 and Rocket (RKT) at 1.76 are valued close to their industries’ norm against book — neither stands out from peers.

KKR

Financial Services industry group

3.04

Max
7.79
Q3
3.63
KKR
3.04
Median
1.57
Q1
0.81
Min
-0.39

RKT

Financial Services industry group

1.76

Max
7.79
Q3
3.63
RKT
1.76
Median
1.57
Q1
0.81
Min
-0.39
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KKR (KKR) vs. Rocket (RKT): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for KKR (KKR) and Rocket (RKT)
MetricKKRRKT
P/E Ratio (TTM)30.82--
P/S Ratio (TTM)3.453.61
P/B Ratio (MRQ)3.041.76
Free Cash Flow Yield (TTM)----