How do Rocket Companies, Inc. and Yum! Brands compare by revenue?

Rocket Companies, Inc. reported revenue of $2.7B in Q4 FY2025, while Yum! Brands reported $2.5B in Q4 FY2025. Rocket Companies, Inc. is 1.1× larger by last-quarter revenue.

Which is growing revenue faster, Rocket Companies, Inc. or Yum! Brands?

Rocket Companies, Inc.'s latest revenue grew 52.2% year-over-year, versus 6.5% for Yum! Brands. Rocket Companies, Inc. is growing faster on a YoY basis.

Which has a higher net margin, Rocket Companies, Inc. or Yum! Brands?

Rocket Companies, Inc.'s net margin is 2.5% vs Yum! Brands's 21.3%. Yum! Brands has the higher bottom-line margin.

Which generates more free cash flow, Rocket Companies, Inc. or Yum! Brands?

Rocket Companies, Inc. generated $-1.3B of free cash flow last quarter, versus $482.0M for Yum! Brands. Free cash flow is operating cash flow minus capital expenditure — what's actually left for dividends, buybacks and debt repayment.

What is the 2-year revenue CAGR for Rocket Companies, Inc. vs Yum! Brands?

Over the trailing 8 quarters, Rocket Companies, Inc. compounded revenue at roughly 39.5% per year, versus 25.5% for Yum! Brands. Rocket Companies, Inc. has the faster medium-term growth trajectory.

Where does this RKT vs YUM data come from?

All figures are parsed directly from SEC EDGAR 10-Q / 10-K / 20-F / 6-K filings (for US-listed issuers) or EDINET filings (for Japanese issuers), then normalised into a common schema. Numbers update automatically as new filings are released.

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Side-by-side financial comparison of Rocket Companies, Inc. (RKT) and Yum! Brands (YUM). Click either name above to swap in a different company.

Rocket Companies, Inc. is the larger business by last-quarter revenue ($2.7B vs $2.5B, roughly 1.1× Yum! Brands). Yum! Brands runs the higher net margin — 21.3% vs 2.5%, a 18.7% gap on every dollar of revenue. On growth, Rocket Companies, Inc. posted the faster year-over-year revenue change (52.2% vs 6.5%). Yum! Brands produced more free cash flow last quarter ($482.0M vs $-1.3B). Over the past eight quarters, Rocket Companies, Inc.'s revenue compounded faster (39.5% CAGR vs 25.5%).

Rocket Companies, Inc.RKTEarnings & Financial Report

NYSE · Financials · Mortgage Bankers & Loan Correspondents

Rocket Companies, Inc., is an American fintech and homeownership services company. Founded by Dan Gilbert and based in Downtown Detroit, Michigan, the company is one of the largest mortgage lenders in the United States through its flagship subsidiary Rocket Mortgage. Its subsidiaries include Redfin, Forsalebyowner.com, and Rocket Money.

Yum! BrandsYUMEarnings & Financial Report

NYSE · Consumer Discretionary · Restaurants

Yum! Brands, Inc. is an American multinational fast food corporation. It was formed in 1977 as a subsidiary of PepsiCo, after the company acquired KFC, Pizza Hut, and Taco Bell. PepsiCo divested the brands in 1997, and these consolidated as Yum!. The company operates KFC, Pizza Hut, Taco Bell, Habit Burger & Grill, and several technology companies.

RKT vs YUM — Head-to-Head

Bigger by revenue

RKT

1.1× larger

$2.7B

$2.5B

Growing faster (revenue YoY)

RKT

+45.7% gap

52.2%

6.5%

Higher net margin

YUM

18.7% more per $

21.3%

2.5%

More free cash flow

YUM

$1.8B more FCF

$482.0M

$-1.3B

Faster 2-yr revenue CAGR

RKT

Annualised

39.5%

25.5%

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric	RKT	YUM
Revenue	$2.7B	$2.5B
Net Profit	$68.0M	$535.0M
Gross Margin	—	67.6%
Operating Margin	6.3%	29.3%
Net Margin	2.5%	21.3%
Revenue YoY	52.2%	6.5%
Net Profit YoY	100.8%	26.5%
EPS (diluted)	$0.10	$1.91

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue

RKT

YUM

Q4 25	$2.7B	$2.5B
Q3 25	$1.6B	$2.0B
Q2 25	$1.4B	$1.9B
Q1 25	$1.0B	$1.8B
Q4 24	$1.8B	$2.4B
Q3 24	$646.9M	$1.8B
Q2 24	$1.3B	$1.8B
Q1 24	$1.4B	$1.6B

Net Profit

RKT

YUM

Q4 25	$68.0M	$535.0M
Q3 25	$-123.9M	$397.0M
Q2 25	$-1.8M	$374.0M
Q1 25	$-10.4M	$253.0M
Q4 24	$33.9M	$423.0M
Q3 24	$-22.0M	$382.0M
Q2 24	$1.3M	$367.0M
Q1 24	$16.2M	$314.0M

Gross Margin

RKT

YUM

Q4 25	—	67.6%
Q3 25	—	70.3%
Q2 25	—	71.0%
Q1 25	—	70.9%
Q4 24	58.9%	69.2%
Q3 24	-8.4%	71.4%
Q2 24	47.4%	73.3%
Q1 24	51.2%	75.0%

Operating Margin

RKT

YUM

Q4 25	6.3%	29.3%
Q3 25	-11.5%	33.7%
Q2 25	1.8%	32.2%
Q1 25	-21.5%	30.7%
Q4 24	38.1%	27.8%
Q3 24	-76.9%	33.9%
Q2 24	14.8%	34.4%
Q1 24	21.6%	32.5%

Net Margin

RKT

YUM

Q4 25	2.5%	21.3%
Q3 25	-7.7%	20.1%
Q2 25	-0.1%	19.3%
Q1 25	-1.0%	14.2%
Q4 24	1.9%	17.9%
Q3 24	-3.4%	20.9%
Q2 24	0.1%	20.8%
Q1 24	1.2%	19.6%

EPS (diluted)

RKT

YUM

Q4 25	$0.10	$1.91
Q3 25	$-0.06	$1.41
Q2 25	$-0.01	$1.33
Q1 25	$-0.08	$0.90
Q4 24	$0.28	$1.49
Q3 24	$-0.19	$1.35
Q2 24	$0.01	$1.28
Q1 24	$0.11	$1.10

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric	RKT	YUM
Cash + ST InvestmentsLiquidity on hand	$2.7B	$709.0M
Total DebtLower is stronger	—	$11.9B
Stockholders' EquityBook value	$22.9B	$-7.3B
Total Assets	$60.7B	$8.2B
Debt / EquityLower = less leverage	—	—

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments

RKT

YUM

Q4 25	$2.7B	$709.0M
Q3 25	$5.8B	$1.0B
Q2 25	$5.1B	$677.0M
Q1 25	$1.4B	$607.0M
Q4 24	$1.3B	$707.0M
Q3 24	$1.2B	$548.0M
Q2 24	$1.3B	$520.0M
Q1 24	$861.4M	$652.0M

Total Debt

RKT

YUM

Q4 25	—	$11.9B
Q3 25	—	$11.5B
Q2 25	—	$10.4B
Q1 25	—	$11.3B
Q4 24	—	$11.3B
Q3 24	—	$11.2B
Q2 24	—	$11.1B
Q1 24	—	$11.1B

Stockholders' Equity

RKT

YUM

Q4 25	$22.9B	$-7.3B
Q3 25	$8.9B	$-7.5B
Q2 25	$7.4B	$-7.7B
Q1 25	$8.6B	$-7.8B
Q4 24	$9.0B	$-7.6B
Q3 24	$8.4B	$-7.7B
Q2 24	$8.8B	$-7.6B
Q1 24	$8.6B	$-7.8B

Total Assets

RKT

YUM

Q4 25	$60.7B	$8.2B
Q3 25	$33.6B	$7.2B
Q2 25	$30.4B	$6.9B
Q1 25	$25.3B	$6.7B
Q4 24	$24.5B	$6.7B
Q3 24	$25.1B	$6.5B
Q2 24	$23.6B	$6.4B
Q1 24	$22.2B	$6.2B

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric	RKT	YUM
Operating Cash FlowLast quarter	$-1.2B	$617.0M
Free Cash FlowOCF − Capex	$-1.3B	$482.0M
FCF MarginFCF / Revenue	-47.2%	19.2%
Capex IntensityCapex / Revenue	1.5%	5.4%
Cash ConversionOCF / Net Profit	-18.08×	1.15×
TTM Free Cash FlowTrailing 4 quarters	$-4.0B	$1.6B

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow

RKT

YUM

Q4 25	$-1.2B	$617.0M
Q3 25	$-50.3M	$543.0M
Q2 25	$-1.9B	$446.0M
Q1 25	$-797.0M	$404.0M
Q4 24	$1.8B	$513.0M
Q3 24	$-1.3B	$471.0M
Q2 24	$-122.3M	$342.0M
Q1 24	$-3.0B	$363.0M

Free Cash Flow

RKT

YUM

Q4 25	$-1.3B	$482.0M
Q3 25	$-71.8M	$449.0M
Q2 25	$-1.9B	$375.0M
Q1 25	$-811.0M	$333.0M
Q4 24	$1.8B	$407.0M
Q3 24	$-1.4B	$419.0M
Q2 24	$-138.3M	$292.0M
Q1 24	$-3.0B	$314.0M

FCF Margin

RKT

YUM

Q4 25	-47.2%	19.2%
Q3 25	-4.5%	22.7%
Q2 25	-137.2%	19.4%
Q1 25	-78.2%	18.6%
Q4 24	103.1%	17.2%
Q3 24	-209.6%	22.9%
Q2 24	-10.6%	16.6%
Q1 24	-218.7%	19.6%

Capex Intensity

RKT

YUM

Q4 25	1.5%	5.4%
Q3 25	1.3%	4.7%
Q2 25	1.1%	3.7%
Q1 25	1.4%	4.0%
Q4 24	1.1%	4.5%
Q3 24	2.9%	2.8%
Q2 24	1.2%	2.8%
Q1 24	1.0%	3.1%

Cash Conversion

RKT

YUM

Q4 25	-18.08×	1.15×
Q3 25	—	1.37×
Q2 25	—	1.19×
Q1 25	—	1.60×
Q4 24	54.42×	1.21×
Q3 24	—	1.23×
Q2 24	-94.46×	0.93×
Q1 24	-185.80×	1.16×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

RKT

Other	$1.4B	51%
Direct To Customer Segment	$945.8M	35%
Partner Network Segment	$216.7M	8%
Subscription Revenue	$91.3M	3%
Closing Fees	$47.1M	2%
Appraisal Revenue	$10.7M	0%