Company / Shareholders' Equity
Rocket Companies, Inc. Shareholders' Equity History
FY2018-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Shareholders' Equity
$22.9B
FY2025
5-year range
$3.5B / $22.9B
FY2021-FY2025
Trend
+153.2%
vs FY2024
Sector context
#38 of 399
Financials
What the data says
Among 399 Financials companies, Rocket Companies, Inc. is in the top 10% for shareholders' equity. Shareholders' Equity has fluctuated over the past 8 years, ranging from $2.8B in FY2020 to $22.9B in FY2025.
Based on SEC 10-K filings.
$22.9B in FY2025 with a 5-year CAGR of +52.4%. Top quartile in the Financials sector.
Improved from $8.3B to $22.9B over the past 2 years.
Financials sector context is included.
Shareholders' Equity over time
Growth rates
- 3-Year CAGR
- +39.3%
- 5-Year CAGR
- +52.4%
- 10-Year CAGR
- -
Sector benchmark
+100.8% above sector average
Key checks
Key Insights
- 5-year CAGR of +52.4%, indicating consistent growth.
- In FY2025, shareholders' equity increased 153.2% year-over-year.
- Ranks #38 out of 399 companies in the Financials sector.
- Lowest shareholders' equity in the period was in FY2020.
Company context
Key Data Points
- Low Piotroski F-Score: 0/9 (multiple financial health concerns)
- Altman Z-Score 0.37 (distress zone, below 1.8 threshold)
- Negative profit margin: -12.5%
- Low earnings quality (accrual-heavy earnings)
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Shareholders' EquityValue | YoY GrowthYoY |
|---|---|---|
| FY2025 | $22.9B | +153.2% |
| FY2024 | $9.0B | +8.9% |
| FY2023 | $8.3B | -2.0% |
| FY2022 | $8.5B | +141.1% |
| FY2021 | $3.5B | +26.1% |
| FY2020 | $2.8B | -20.7% |
| FY2019 | $3.5B | +26.1% |
| FY2018 | $2.8B | - |
As of FY2025 · SEC 10-K · Updated Jun 30, 2026