Rocket Companies Inc (RKT)vsWalker & Dunlop Inc (WD)
RKT
Rocket Companies Inc
$12.65
-4.38%
FINANCIAL SERVICES · Cap: $36.98B
WD
Walker & Dunlop Inc
$51.25
-0.85%
FINANCIAL SERVICES · Cap: $1.72B
Smart Verdict
WallStSmart Research — data-driven comparison
Rocket Companies Inc generates 625% more annual revenue ($8.91B vs $1.23B). WD leads profitability with a 5.7% profit margin vs 2.7%. RKT appears more attractively valued with a PEG of 0.44. WD earns a higher WallStSmart Score of 66/100 (B-).
RKT
Buy60
out of 100
Grade: C+
WD
Strong Buy66
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Revenue surging 167.1% year-over-year
Reasonable price relative to book value
Strong operational efficiency at 28.1%
Generating 1.8B in free cash flow
Reasonable price relative to book value
Revenue surging 32.0% year-over-year
Earnings expanding 471.1% YoY
Areas to Watch
ROE of 1.0% — below average capital efficiency
2.7% margin — thin
Elevated debt levels
Weak financial health signals
Smaller company, higher risk/reward
ROE of 4.2% — below average capital efficiency
5.7% margin — thin
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : RKT
The strongest argument for RKT centers on PEG Ratio, Revenue Growth, Price/Book. Revenue growth of 167.1% demonstrates continued momentum. PEG of 0.44 suggests the stock is reasonably priced for its growth.
Bull Case : WD
The strongest argument for WD centers on Price/Book, Revenue Growth, EPS Growth. Revenue growth of 32.0% demonstrates continued momentum. PEG of 1.09 suggests the stock is reasonably priced for its growth.
Bear Case : RKT
The primary concerns for RKT are Return on Equity, Profit Margin, Debt/Equity. Thin 2.7% margins leave little buffer for downturns.
Bear Case : WD
The primary concerns for WD are Market Cap, Return on Equity, Profit Margin. Debt-to-equity of 1.95 is elevated, increasing financial risk.
Key Dynamics to Monitor
RKT carries more volatility with a beta of 2.20 — expect wider price swings.
RKT is growing revenue faster at 167.1% — sustainability is the question.
RKT generates stronger free cash flow (1.8B), providing more financial flexibility.
Monitor MORTGAGE FINANCE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
WD scores higher overall (66/100 vs 60/100) and 32.0% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Rocket Companies Inc
FINANCIAL SERVICES · MORTGAGE FINANCE · USA
Rocket Companies, Inc. is engaged in the technology-driven real estate, mortgage and e-commerce businesses in the United States and Canada. The company is headquartered in Detroit, Michigan.
Visit Website →Walker & Dunlop Inc
FINANCIAL SERVICES · MORTGAGE FINANCE · USA
Walker & Dunlop, Inc. originates, sells and services a variety of commercial and multifamily real estate financing products and services for real estate owners and developers in the United States. The company is headquartered in Bethesda, Maryland.
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