ROK:NYE-Rockwell Automation Inc. (USD)

EQUITY | Specialty Industrial Machinery | New York Stock Exchange

Last Closing

USD 299.34

Change

-1.81 (-0.60)%

Market Cap

USD 16.85B

Volume

0.66M

Analyst Target

USD 219.30
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Rockwell Automation Inc is a provider of industrial automation power, control and information solutions. It operates in two segments: architecture & software and control products & solutions.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-02-19 )

Largest Industry Peers for Specialty Industrial Machinery

Symbol Name Price(Change) Market Cap
ETN Eaton Corporation PLC

-0.61 (-0.20%)

USD 124.82B
EMR Emerson Electric Company

+0.32 (+0.26%)

USD 69.55B
CMI Cummins Inc

-1.68 (-0.44%)

USD 51.09B
AME Ametek Inc

-0.08 (-0.04%)

USD 42.69B
OTIS Otis Worldwide Corp

+0.73 (+0.74%)

USD 38.12B
XYL Xylem Inc

-0.53 (-0.41%)

USD 31.85B
PNR Pentair PLC

-0.92 (-0.96%)

USD 16.06B
IEX IDEX Corporation

-2.58 (-1.30%)

USD 14.84B
GGG Graco Inc

+0.06 (+0.07%)

USD 14.32B
ITT ITT Inc

-1.87 (-1.25%)

USD 12.01B

ETFs Containing ROK

MAKX ProShares S&P Kensho Smar.. 5.26 % 0.00 %

-0.43 (0.00%)

USD 1.07M
NNWH:AU Nanuk New World Fund (Cur.. 4.14 % 0.00 %

N/A

N/A
ROBO:SW L&G ROBO Global Robotics .. 1.73 % 0.00 %

-0.14 (0.00%)

N/A
ROBO:AU ETFS ROBO Global Robotics.. 1.72 % 0.00 %

-0.81 (0.00%)

USD 0.25B
ROBO Robo Global® Robotics an.. 1.68 % 0.00 %

-0.23 (0.00%)

USD 1.11B
ROBO Robo Global® Robotics an.. 1.68 % 0.95 %

-0.23 (0.00%)

USD 1.11B
IBCD 0.00 % 0.10 %

N/A

N/A
RGI Invesco S&P 500® Equal W.. 0.00 % 0.40 %

N/A

N/A
FOUR:CA Global X Industry 4.0 Ind.. 0.00 % 0.74 %

-0.14 (0.00%)

CAD 6.02M
GMAN 0.00 % 0.00 %

N/A

N/A
ROBO:CA 0.00 % 0.90 %

N/A

N/A
ROBE:LSE L&G ROBO Global Robotics .. 0.00 % 0.00 %

-0.29 (0.00%)

USD 0.70B
ROBG:LSE L&G ROBO Global Robotics .. 0.00 % 0.00 %

-18.25 (0.00%)

USD 0.70B
ROBO:LSE L&G ROBO Global Robotics .. 0.00 % 0.00 %

-0.05 (0.00%)

USD 0.70B
IROB:F 0.00 % 0.00 %

N/A

N/A
IROB:XETRA 0.00 % 0.00 %

N/A

N/A
ECOZ 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Specialty Industrial Machinery) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 4.74% 61% D- 66% D+
Dividend Return 0.46% 100% F 24% F
Total Return 5.20% 65% D 68% D+
Trailing 12 Months  
Capital Gain 9.00% 45% F 56% F
Dividend Return 1.86% 81% B- 31% F
Total Return 10.86% 47% F 51% F
Trailing 5 Years  
Capital Gain 42.97% 45% F 69% C-
Dividend Return 11.05% 71% C- 35% F
Total Return 54.02% 45% F 68% D+
Average Annual (5 Year Horizon)  
Capital Gain 7.10% 26% F 57% F
Dividend Return 8.93% 26% F 55% F
Total Return 1.83% 71% C- 44% F
Risk Return Profile  
Volatility (Standard Deviation) 29.12% 60% D- 36% F
Risk Adjusted Return 30.66% 34% F 44% F
Market Capitalization 16.85B 84% B 94% A

Key Financial Ratios

  Ratio vs. Industry/Classification (Specialty Industrial Machinery) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 23.60 29% 17%
Price/Book Ratio 9.98 10% 11%
Price / Cash Flow Ratio 39.10 10% 7%
Price/Free Cash Flow Ratio 24.38 10% 13%
Management Effectiveness  
Return on Equity 24.85% 94% 89%
Return on Invested Capital 9.93% 48% 65%
Return on Assets 7.11% 66% 87%
Debt to Equity Ratio 73.22% 28% 48%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.