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Revenue

Fair value of originated MSRs

Rocket Companies Fair value of originated MSRs decreased by 5.4% to $688M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 159.6%, from $265M to $688M. Over 4 years (FY 2021 to FY 2025), Fair value of originated MSRs shows a downward trend with a -18.3% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.

Analysis

StatementIncome Statement
SectionRevenue
CategoryCapital Allocation
SignalHigher is better
VolatilityModerate
First reportedQ1 2018
Last reportedQ1 2026May 12, 2026

How to read this metric

Higher values indicate the creation of more valuable long-term servicing assets, often driven by higher interest rate environments or specific loan characteristics.

Detailed definition

This represents the initial fair value assigned to the right to service a mortgage loan at the time of its origination a...

Peer comparison

Common in mortgage banking; peers report this as part of their total gain-on-sale revenue.

Metric ID: revenue_mortgage_servicing_right_fair_value_on_origination

Historical Data

20 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$857.11M$907.24M$926.84M$796.62M$459.47M$426.28M$288.28M$204.56M$314.84M$330.63M$241.97M$222.8M$345.55M$337.7M$423.96M$265M$343.53M$385.69M$727.36M$688M
QoQ Change+5.8%+2.2%-14.1%-42.3%-7.2%-32.4%-29.0%+53.9%+5.0%-26.8%-7.9%+55.1%-2.3%+25.5%-37.5%+29.6%+12.3%+88.6%-5.4%
YoY Change-46.4%-53.0%-68.9%-74.3%-31.5%-22.4%-16.1%+8.9%+9.8%+2.1%+75.2%+18.9%-0.6%+14.2%+71.6%+159.6%
Range$204.56M$926.84M
CAGR-4.5%
Avg YoY Growth+2.9%
Median YoY Growth+0.8%

Frequently Asked Questions

What is Rocket Companies's fair value of originated msrs?
Rocket Companies (RKT) reported fair value of originated msrs of $688M in Q1 2026.
How has Rocket Companies's fair value of originated msrs changed year-over-year?
Rocket Companies's fair value of originated msrs increased by 159.6% year-over-year, from $265M to $688M.
What is the long-term trend for Rocket Companies's fair value of originated msrs?
Over 4 years (2021 to 2025), Rocket Companies's fair value of originated msrs has grown at a -18.3% compound annual growth rate (CAGR), from $3.86B to $1.72B.
What does fair value of originated msrs mean?
The estimated value of the right to collect payments on a loan, recorded when the loan is first originated.