Seek Returns

RKT vs. UBS: Rocket vs. UBS Stock Comparison

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

UBS (UBS) has more than two decades of public-market history since May 16, 2000, whereas Rocket (RKT) listed on August 6, 2020 and has a much shorter record to draw on.

Company profile comparison for Rocket (RKT) and UBS (UBS)
Profile ItemRKTUBS
NameRocket Companies Inc. Class A Common StockUBS Group AG
Country/RegionUnited StatesSwitzerland
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryFinancial ServicesCapital Markets
GICS Sub-IndustryCommercial & Residential Mortgage FinanceDiversified Capital Markets
Market Capitalization42.74 billion USD144.79 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateAugust 6, 2020May 16, 2000
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

RKT
UBS
GSPC
Loading price history…
Rocket (RKT) vs. UBS (UBS), 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

Loading price history…
Trailing total returns for Rocket (RKT) and UBS (UBS). Returns over one year are annualized.

Calendar-Year Returns

Loading price history…
Calendar-year total returns for Rocket (RKT) and UBS (UBS). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Rocket (RKT) and UBS (UBS)
MetricRKTUBS
Total Return (1Y)-7.27%30.78%
Total Return (3Y, Annualized)26.30%29.39%
Total Return (5Y, Annualized)0.22%25.00%

Risk Profile

Drawdown History

RKT
UBS
GSPC
Loading price history…
Rocket (RKT) vs. UBS (UBS), 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

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

Risk Metrics

Rocket (RKT) carries a highly aggressive beta of 2.19, indicating much higher sensitivity to broad-market moves, whereas UBS (UBS) is closer to market-like at 1.15 — a noticeable difference in market-sensitivity profile.

Risk profile metrics for Rocket (RKT) and UBS (UBS)
MetricRKTUBS
Volatility (1Y, Annualized)58.88%27.78%
Beta (5Y)2.191.15
Max Drawdown (5Y)-59.90%-32.48%
Avg. Volume (3M)34.27M1.93M

Risk-Adjusted Performance

Risk-Return Positioning

Loading chart…
RKT and UBS 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 Rocket (RKT) and UBS (UBS)
MetricRKTUBS
Sharpe Ratio (1Y)-0.200.95
Sortino Ratio (1Y)-0.291.44

Profitability

ROE (TTM)

Capital efficiency shows on one side only: Rocket (RKT) earns 7.86% on shareholders’ equity, ranked against its industry; UBS (UBS) has no ROE this period.

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%

UBS

Financial Services industry group

--

Max
44.78%
Q3
21.85%
Median
12.91%
Q1
4.48%
Min
-18.71%
UBS
--
Loading chart…
Rocket (RKT) vs. UBS (UBS): UBS does not report ROE, so it has no value marker; RKT is benchmarked against the Financial Services industry group.

Net Margin (TTM)

Both Rocket (RKT) at 11.02% and UBS (UBS) at 18.18% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

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%

UBS

Financial Services industry group

18.18%

Max
62.84%
Q3
28.05%
UBS
18.18%
Median
15.36%
Q1
4.82%
Min
-28.52%
Loading chart…
Rocket (RKT) vs. UBS (UBS): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both Rocket (RKT) at 43.54% and UBS (UBS) at 27.10% 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%

UBS

Financial Services industry group

27.10%

Max
107.33%
Q3
55.90%
Median
30.09%
UBS
27.10%
Q1
14.60%
Min
-44.34%
Loading chart…
Rocket (RKT) vs. UBS (UBS): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Rocket (RKT) and UBS (UBS)
MetricRKTUBS
ROE (TTM)7.86%--
ROA (TTM)4.45%--
Net Margin (TTM)11.02%18.18%
Operating Margin (TTM)43.54%27.10%
Gross Margin (TTM)----

Growth

Revenue Growth

Rocket (RKT) at 26.87% sits in the top revenue growth quartile, while UBS (UBS) at 4.30% is closer to the peer norm — faster top-line expansion for RKT.

Loading chart…
Rocket (RKT) vs. UBS (UBS): A comparison of their Revenue Growth across different time periods.

EPS Growth

UBS (UBS) at 55.26% sits in the top EPS growth quartile, while Rocket (RKT) at -123.81% is in the bottom quartile, showing a clear gap in earnings momentum.

Loading chart…
Rocket (RKT) vs. UBS (UBS): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Rocket (RKT) and UBS (UBS)
MetricRKTUBS
Revenue Growth (YoY)26.87%4.30%
Revenue Growth (3Y CAGR)3.25%12.44%
EPS Growth (YoY)-123.81%55.26%
EPS Growth (3Y CAGR)--1.60%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Rocket (RKT) in Financial Services and UBS (UBS) 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 UBS (UBS) 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 Rocket (RKT) and UBS (UBS)
MetricRKTUBS
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

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

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%

UBS

Financial Services industry group

0.00%

Max
9.77%
Q3
3.92%
Median
1.09%
UBS
0.00%
Q1
0.00%
Min
0.00%
Loading chart…
Rocket (RKT) vs. UBS (UBS): 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 UBS (UBS) reports a payout of 36.30%, 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%

UBS

Financial Services industry group

36.30%

Max
241.07%
Q3
97.36%
UBS
36.30%
Median
25.77%
Q1
0.00%
Min
0.00%
Loading chart…
Rocket (RKT) vs. UBS (UBS): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Rocket (RKT) and UBS (UBS)
MetricRKTUBS
Dividend Yield (TTM)0.00%0.00%
Dividend Payout Ratio (TTM)0.00%36.30%

Valuation

P/E Ratio (TTM)

An earnings multiple is available for just one side: UBS (UBS) trades at 15.77 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
--

UBS

Financial Services industry group

15.77

Max
45.85
Q3
24.64
UBS
15.77
Median
15.37
Q1
9.68
Min
0.16
Loading chart…
Rocket (RKT) vs. UBS (UBS): RKT does not report P/E ratio, so it has no value marker; UBS is benchmarked against the Financial Services industry group.

P/S Ratio (TTM)

On P/S ratio, both Rocket (RKT) at 3.61 and UBS (UBS) at 2.71 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

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

UBS

Financial Services industry group

2.71

Max
9.23
Q3
4.57
Median
2.72
UBS
2.71
Q1
1.28
Min
-0.55
Loading chart…
Rocket (RKT) vs. UBS (UBS): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

On P/B ratio, both Rocket (RKT) at 1.76 and UBS (UBS) at 1.64 are valued close to their industries’ norm against book — neither stands out from peers.

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

UBS

Financial Services industry group

1.64

Max
7.79
Q3
3.63
UBS
1.64
Median
1.57
Q1
0.81
Min
-0.39
Loading chart…
Rocket (RKT) vs. UBS (UBS): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Rocket (RKT) and UBS (UBS)
MetricRKTUBS
P/E Ratio (TTM)--15.77
P/S Ratio (TTM)3.612.71
P/B Ratio (MRQ)1.761.64
Free Cash Flow Yield (TTM)----