RKT vs. SPGI: Rocket vs. S&P Global Stock Comparison
How do Rocket (RKT) and S&P Global (SPGI) 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
Rocket (RKT) and S&P Global (SPGI) both fall under the Financial Services industry group, but RKT is classified in Financial Services while SPGI is classified in Capital Markets.
S&P Global (SPGI) has more than two decades of public-market history since February 21, 1973, whereas Rocket (RKT) listed on August 6, 2020 and has a much shorter record to draw on.
| Profile Item | RKT | SPGI |
|---|---|---|
| Name | Rocket Companies Inc. Class A Common Stock | S&P Global Inc. |
| Country/Region | United States | United States |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Financial Services | Capital Markets |
| GICS Sub-Industry | Commercial & Residential Mortgage Finance | Financial Exchanges & Data |
| Market Capitalization | 42.74 billion USD | 135.62 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | August 6, 2020 | February 21, 1973 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | RKT | SPGI |
|---|---|---|
| Total Return (1Y) | -7.27% | 1.66% |
| Total Return (3Y, Annualized) | 26.30% | 9.75% |
| Total Return (5Y, Annualized) | 0.22% | 2.47% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
Rocket (RKT) carries a highly aggressive beta of 2.19, indicating much higher sensitivity to broad-market moves, whereas S&P Global (SPGI) is closer to market-like at 1.02 — a noticeable difference in market-sensitivity profile.
| Metric | RKT | SPGI |
|---|---|---|
| Volatility (1Y, Annualized) | 58.88% | 31.02% |
| Beta (5Y) | 2.19 | 1.02 |
| Max Drawdown (5Y) | -59.90% | -39.76% |
| Avg. Volume (3M) | 34.27M | 1.86M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | RKT | SPGI |
|---|---|---|
| Sharpe Ratio (1Y) | -0.20 | -0.08 |
| Sortino Ratio (1Y) | -0.29 | -0.11 |
Profitability
ROE (TTM)
Both Rocket (RKT) at 7.86% and S&P Global (SPGI) at 17.88% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.
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%
SPGI
Financial Services industry group
17.88%
- Max
- 44.78%
- Q3
- 21.85%
- SPGI
- 17.88%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
S&P Global (SPGI) at 30.60% retains a top-quartile share of revenue as profit, ahead of Rocket (RKT) at 11.02%, which keeps about the industry-typical share.
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%
SPGI
Financial Services industry group
30.60%
- Max
- 62.84%
- SPGI
- 30.60%
- Q3
- 28.05%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Both Rocket (RKT) at 43.54% and S&P Global (SPGI) at 48.21% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.
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%
SPGI
Financial Services industry group
48.21%
- Max
- 107.33%
- Q3
- 55.90%
- SPGI
- 48.21%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | RKT | SPGI |
|---|---|---|
| ROE (TTM) | 7.86% | 17.88% |
| ROA (TTM) | 4.45% | 8.33% |
| Net Margin (TTM) | 11.02% | 30.60% |
| Operating Margin (TTM) | 43.54% | 48.21% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Rocket (RKT) at 26.87% sits in the top revenue growth quartile, while S&P Global (SPGI) at 7.94% is closer to the peer norm — faster top-line expansion for RKT.
EPS Growth
S&P Global (SPGI) at 18.70% 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
| Metric | RKT | SPGI |
|---|---|---|
| Revenue Growth (YoY) | 26.87% | 7.94% |
| Revenue Growth (3Y CAGR) | 3.25% | 11.11% |
| EPS Growth (YoY) | -123.81% | 18.70% |
| EPS Growth (3Y CAGR) | -- | 12.85% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Rocket (RKT) in Financial Services and S&P Global (SPGI) 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: Rocket (RKT) in Financial Services and S&P Global (SPGI) 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
| Metric | RKT | SPGI |
|---|---|---|
| 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 S&P Global (SPGI) reports a yield of 0.82%, ranking against industry peers normally.
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%
SPGI
Financial Services industry group
0.82%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- SPGI
- 0.82%
- Q1
- 0.00%
- Min
- 0.00%
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 S&P Global (SPGI) reports a payout of 22.06%, ranking against industry peers normally.
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%
SPGI
Financial Services industry group
22.06%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- SPGI
- 22.06%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | RKT | SPGI |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.82% |
| Dividend Payout Ratio (TTM) | 0.00% | 22.06% |
Valuation
P/E Ratio (TTM)
An earnings multiple is available for just one side: S&P Global (SPGI) trades at 27.95 times trailing earnings, ranked against its peers, while Rocket (RKT) has no P/E ratio this period.
RKT
Financial Services industry group
--
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
- RKT
- --
SPGI
Financial Services industry group
27.95
- Max
- 45.85
- SPGI
- 27.95
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
Rocket (RKT) at 3.61 is priced about in line with its industry on P/S ratio, while S&P Global (SPGI) at 8.32 sits in the pricier quartile — SPGI costs more per dollar of sales.
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
SPGI
Financial Services industry group
8.32
- Max
- 9.23
- SPGI
- 8.32
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
Rocket (RKT) at 1.76 is valued about in line with its industry on P/B ratio, while S&P Global (SPGI) at 6.88 carries an above-peer premium to book — SPGI is pricier on assets.
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
SPGI
Financial Services industry group
6.88
- Max
- 7.79
- SPGI
- 6.88
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | RKT | SPGI |
|---|---|---|
| P/E Ratio (TTM) | -- | 27.95 |
| P/S Ratio (TTM) | 3.61 | 8.32 |
| P/B Ratio (MRQ) | 1.76 | 6.88 |
| Free Cash Flow Yield (TTM) | -- | -- |