Rockwell Automation, Inc (ROK)
Industrials · Electrical Components & Equipment · US stock · S&P 500 component
$423.87
▼ -14.64 (3.34%)
Fair valueFair
$359 −15.2% to fair value
$180fair band $306–$436$539
Day's range
$417.62 – $431.09
52-week range
$347.53 – $497.36
About Rockwell Automation, Inc
Rockwell Automation provides industrial automation and digital transformation products for manufacturers. Its offerings include programmable controllers and drives, sensors, industrial software and engineering and support services, many under the Allen-Bradley and FactoryTalk names. Customers are factories and process plants in industries such as automotive, food and beverage, life sciences and oil and gas, reached through distributors, system integrators and direct teams. Its operations are grouped into intelligent devices, software and control, and lifecycle services segments.
Revenue comes from hardware, software licences and subscriptions, and services that customers add over the life of a plant. Sales were $9.0 billion over the last twelve months, with growth of 2.4% a year across the last three years. The operating margin is 22.7%, and the business earns a profit of 27% on the capital invested in it. Net debt is 1.2 times EBITDA. A dividend is paid, with a yield of 1.3%. On the site's X-Ray Score it receives 47 out of 100.
Price chart
52-wk range $347.53 – $497.36Volume 1,471,893Daily, split-adjusted
Vitals
Market cap$47.3B
52-week range$347.53 – $497.36
Volume (last day)1,471,893
P/E (TTM)39.7
EBIT / EV yield4.1%
Free-cash-flow yield3.2%
Dividend yield1.3%
Revenue (TTM)$9.0B
Net income (TTM)$1.2B
Operating margin22.7%
Return on capital26.9%
Debt incl. leases$3.3B
Cash & securities$479M
Debt = borrowings plus lease liabilities. Cash & securities = cash, equivalents and short-term marketable securities (long-term securities are not counted, so net cash can be understated for companies that hold large long-term investments). Net debt = debt minus cash & securities. Source: latest SEC 10-Q/10-K. EBIT / EV yield = operating profit divided by market cap plus net debt.
Fair value estimate
$359middle half of models $315 – $412
Fair
−15.2% to fair value
Average of the 14 valuation models that pass our checks: multiples, discounted cash flow, dividend discount and earnings power value. A model more than 100% above or 60% below the price is left out as unrealistic. Model uncertainty is Medium, based on how far apart the models are. Undervalued or Overvalued means the gap to fair value is more than 17.5%.
Price $424
Undervalued < $306Fair $306 – $436Overvalued > $436
P/E multiple
$412
P/B multiple
$361
P/S multiple
$407
EV/EBITDA multiple
$453
EV/EBIT multiple
$446
EV/revenue multiple
$410
10-year DCF, EBITDA exit
$391
5-year DCF, EBITDA exit
$429
10-year DCF, revenue exit
$377
5-year DCF, revenue exit
$409
10-year DCF, growth exit
$207
5-year DCF, growth exit
$194
Dividend discount, stable · not used
$154
Dividend discount, multi-stage
$300
Earnings power value
$238
Growth the price implies
19.5%/yr
A model estimate, not a price target or recommendation. Inputs: risk-free 5.13%, equity risk premium 4.30% (Damodaran). How it works.
What this means
Average business, fairly priced
The price sits inside our fair-value band. A high score does not guarantee a good outcome; it shifts the odds a little. Use the checklist as a prompt for your own research.
Before you invest · decision checklist
Ticked boxes are filled in from our data; the rest are yours to answer.
The five-lens scan
Every score explained in one sentence, ranked against Industrials peers. Open a lens to see the numbers behind it.
Strong: 70 to 100Fair: 50 to 69Weak: under 50No score: not enough data
Valuation
Weak
24/100
Expensive against its sector on earnings and cash flow.
See the numbers →
EBIT / EV yield4.1%
Free-cash-flow yield3.2%
Fair value vs price0.8×
Growth
Weak
36/100
Growing slower than most of its sector.
See the numbers →
Revenue growth (3y)2.4%
EPS growth (3y)-1.3%
Growth consistency50%
Profitability
Fair
68/100
Returns on capital are typical for its sector.
See the numbers →
Return on invested capital26.9%
Operating margin22.7%
Gross profitability39.7%
Financial health
Fair
64/100
Balance sheet is in typical shape for its sector.
See the numbers →
Piotroski F-Score8 / 9
Net debt / EBITDA1.2×
Interest cover14.7×
Dividends
Weak
46/100
Dividend is modest or less certain than peers.
See the numbers →
Dividend yield1.3%
Dividends vs free cash flow41%
Dividend growth4.4%
Quarterly results: last 6 quarters
-5.9%
Mar '25
+4.5%
Jun '25
+13.8%
Sep '25
+11.9%
Dec '25
+11.9%
Mar '26
+7.9%
Jun '26
Revenue against the same quarter a year earlier. Latest quarter revenue $2.3B, diluted EPS $3.65.
Compare with peers
VRT Vertiv Holdings Co58 EMR Emerson Electric Co49 AME Ametek Inc/48 ETN Eaton Corp plc41Other Electrical Components & Equipment companies by X-Ray Score.
SWOT analysis: Rockwell Automation, Inc
Strengthsinside the company
- Return on invested capital is 26.9%, against a median of 11.0% for industry peers.
- Operating profit covers interest 15x, so debt costs are a small drag.
- Passes 8 of the 9 Piotroski tests, which points to improving profitability, funding and efficiency.
Weaknessesinside the company
- No clear weakness in the figures we track.
Opportunitiesvaluation and setting
- Dividends use only 41% of free cash flow, which leaves room to raise them.
Threatsvaluation and setting
- No specific threat is flagged by our checks; general market and interest-rate risk still applies.
Written by fixed rules from the figures on this page and the peer table below: filings, our fair value, the sector climate and the price trend. It summarises the data, it is not a forecast or advice.
Compare ROK with peers and sector
Medians of 5 Electrical Components & Equipment peers and of 80 Industrials stocks in our universe.
Largest peers (X-Ray Score): ETN 41, EMR 49, VRT 58, BE 32, AME 48.
| Metric | ROK | Peers | Sector |
|---|---|---|---|
| X-Ray Score (out of 100) | 47 | 48 | 51 |
| Valuation | 24 | 27 | 48 |
| Growth | 36 | 76 | 51 |
| Profitability | 68 | 35 | 50 |
| Financial health | 64 | 49 | 49 |
| Dividends | 46 | 49 | 53 |
Sector leaders: highest X-Ray Score in Industrials
ROK ranks #52 of 81 in Industrials and #4 of 6 in Electrical Components & Equipment by X-Ray Score. A higher score is stronger on our five pillars; it is a ranking of facts, not a forecast.
Green means better than the peer median, red worse (only where a higher or lower figure is clearly better). A dash means too few companies report the figure. P/E, EV/EBITDA and price changes are not graded: a different level is not good or bad by itself.
Factor ratings for ROK
Each factor is rated by where ROK stands among the 81 Industrials stocks in our universe.
Rating against the sector
Goodthe top third of these stocks
Averagethe middle third of these stocks
Badthe bottom third of these stocks
"Beats" is the share of those stocks it is ahead of.
Against its own history
The last columns set today's figure against the company's own median of its last five financial years:
▲ Betterbetter than its usual level
▼ Worseworse than its usual level
≈ In linewithin its usual range
For valuation factors Good means cheaper than most of the sector and Better means cheaper than usual for this company, which is not the same as a bargain.
In total: 8 Good · 5 Average · 10 Bad of 23
Growth: 0 · 0 · 3
Profitability: 4 · 1 · 0
Financial strength: 2 · 1 · 1
Valuation: 0 · 0 · 5
Cash flow: 2 · 2 · 0
Efficiency: 0 · 1 · 1
| Factor | ROK | Rating | Sector median | Own 5-year median | Against own history |
|---|---|---|---|---|---|
| Growth | |||||
| Revenue growth, 3 years a year | +2.4% | Bad beats 32% | +5.6% | – | – |
| Revenue growth, last year | +0.9% | Bad beats 24% | +4.5% | +10.5% | ▼ Worse |
| EPS growth, 3 years a year | −1.3% | Bad beats 30% | +5.7% | – | – |
| Profitability | |||||
| Gross margin | 49.1% | Good beats 78% | 38.0% | 46.6% | ≈ In line |
| Operating margin | 22.7% | Good beats 77% | 17.5% | 20.4% | ▲ Better |
| Net margin | 13.4% | Average beats 55% | 12.8% | 12.0% | ▲ Better |
| Return on invested capital | 26.9% | Good beats 76% | 14.9% | – | – |
| Return on equity | 34.4% | Good beats 69% | 23.7% | 34.2% | ≈ In line |
| Financial strength | |||||
| Net debt / EBITDA | 1.2x | Good beats 69% | 1.8x | 1.7x | ▲ Better |
| Interest cover | 14.7x | Average beats 46% | 21.4x | 10.9x | ▲ Better |
| Current ratio | 1.08 | Bad beats 30% | 1.25 | 1.08 | ≈ In line |
| Piotroski F-score | 8 / 9 | Good beats 86% | 6 / 9 | – | – |
| Valuation | |||||
| P/E ratio | 39.4x | Bad beats 15% | 28.9x | 26.9x | ▼ Worse |
| Price / book | 13.5x | Bad beats 20% | 6.2x | 9.3x | ▼ Worse |
| Price / sales | 5.3x | Bad beats 27% | 3.5x | 3.7x | ▼ Worse |
| EV / EBITDA | 21.2x | Bad beats 29% | 18.5x | 19.8x | ≈ In line |
| Free cash flow yield | 3.2% | Bad beats 22% | 3.8% | 3.3% | ≈ In line |
| Cash flow | |||||
| Free cash flow margin | 16.8% | Average beats 63% | 13.8% | 13.4% | ▲ Better |
| Cash from operations / net income | 1.44 | Average beats 56% | 1.39 | 0.93 | ▲ Better |
| Free cash flow growth, 3 years a year | +25.8% | Good beats 76% | +14.5% | – | – |
| Accruals (lower is better) | −4.8% | Good beats 67% | −3.2% | – | – |
| Efficiency | |||||
| Inventory turnover | 3.7x | Average beats 39% | 4.0x | 3.5x | ≈ In line |
| Days sales outstanding | 79 days | Bad beats 20% | 57 days | 82 days | ≈ In line |
These ratings compare companies with each other and describe the past; they are not a forecast, a recommendation or part of the X-Ray Score. A factor is left out when its data is missing or meaningless (for example a P/E on negative earnings). A dash in the history columns means fewer than three usable years.
Fundamentals checklist
● 7 Good · ● 2 Average · ● 7 BadCash quality
Earnings backed by cashGood
Free-cash-flow yieldBad
Risk models
Altman Z''Average
Piotroski F-ScoreGood
Growth
EPS growth (3y)Bad
Free-cash-flow growth (3y)Good
Revenue growth (3y)Bad
Growth consistencyBad
Balance sheet
Current ratioBad
Net debt / EBITDAGood
Interest coverAverage
Valuation
Fair value vs priceBad
EBIT / EV yieldBad
Profitability
Return on invested capitalGood
Operating marginGood
Gross profitabilityGood
Each check is graded against the company's sector, not a fixed number. Checklist score 50/100.
Financials
| FY21 | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Revenue | $7.0B | $7.8B | $9.1B | $8.3B | $8.3B |
| Operating income | $1.6B | $1.2B | $1.9B | $1.6B | $1.7B |
| Net income | $1.4B | $932M | $1.4B | $953M | $869M |
| Operating cash flow | $1.3B | $823M | $1.4B | $864M | $1.5B |
| Operating margin | 23.2% | 15.4% | 21.3% | 19.3% | 20.4% |
| Free cash flow | $1.1B | $682M | $1.2B | $639M | $1.4B |
| Diluted EPS | $11.58 | $7.97 | $11.95 | $8.28 | $7.67 |
Fiscal years, from SEC filings.
Technical summary
Daily
Strongly bearish
1 bullish · 4 neutral · 11 bearish
Weekly
Neutral
6 bullish · 1 neutral · 5 bearish
Monthly
Strongly bullish
6 bullish · 1 neutral · 1 bearish
Moving averages (daily)
| SMA 10 | 428.5 | Bearish |
| EMA 10 | 429.8 | Bearish |
| SMA 20 | 434.8 | Bearish |
| EMA 20 | 431.3 | Bearish |
| SMA 50 | 431.0 | Bearish |
| EMA 50 | 434.3 | Bearish |
| SMA 100 | 446.5 | Bearish |
| EMA 100 | 434.5 | Bearish |
| SMA 200 | 424.5 | Bearish |
| EMA 200 | 420.3 | Bullish |
Oscillators (daily)
| RSI (14) | 44.27 | Neutral |
| MACD (12, 26) | -1.50 | Bearish |
| Momentum (12) | -5.96 | Bearish |
| Stochastic %K (14) | 23.60 | Neutral |
| Williams %R (14) | -76.40 | Neutral |
| CCI (20) | -95.89 | Neutral |
Pivot points (classic, last session)
S3 403.8 | S2 410.7 | S1 417.3 | Pivot 424.2 | R1 430.8 | R2 437.7 | R3 444.2 |
Signals describe what the chart is doing, not what to do. Moving averages: price above the average is bullish. Oscillators use the usual thresholds (RSI 30/70, Stochastic 20/80, CCI ±100, Williams %R −80/−20; MACD and momentum above zero are bullish). Weekly and monthly views use closing prices only.
Dividends
Paid, last 12 months
5.52 USD
Yield on today's price
1.30%
Frequency
Quarterly
Next ex-dividend date
Not announced
| Ex-dividend date | Amount per share |
|---|---|
| 1.3800 | |
| 1.3800 | |
| 1.3800 | |
| 1.3800 | |
| 1.3100 | |
| 1.3100 | |
| 1.3100 | |
| 1.3100 | |
| 1.2500 | |
| 1.2500 | |
| 1.2500 | |
| 1.2500 |
Ex-dividend dates and amounts from EODHD. Shown as declared, before tax.
ETFs that hold ROK
| ETF | Share of the fund |
|---|---|
| PAVE Global X U.S. Infrastructure Developme... | 2.92% |
| PWB Invesco Dynamic Large Cap Growth | 1.54% |
| RSPN Invesco S&P 500 Equal Weight Industria... | 1.29% |
| IWP iShares Russell Mid-Cap Growth | 1.25% |
| XLI Industrial Select Sector SPDR | 0.96% |
| JTEK JPMorgan U.S. Tech Leaders | 0.86% |
| FIDU Fidelity MSCI Industrials Index | 0.77% |
| VIS Vanguard Industrials | 0.72% |
The eight funds with the largest weight in ROK among the ETFs we cover, from each fund's latest SEC Form N-PORT (quarter-end positions, so they can be months old). All ETFs.
ROK SEC filings
8-KSEC EDGAR
Director or officer change
10-QSEC EDGAR
Quarterly report
8-KSEC EDGAR
Results of operations
10-QSEC EDGAR
Quarterly report
8-KSEC EDGAR
Results of operations
8-KSEC EDGAR
Director or officer change
8-KSEC EDGAR
Director or officer change
8-KSEC EDGAR
Shareholder vote results
Where the numbers come from
Statements SEC EDGAR filings (10-K, 10-Q), quarters derived from year-to-date figures.
Prices end-of-day closes, split-adjusted.
Industry inputs beta, multiples and equity risk premium from Damodaran Online (NYU Stern).
StocksXray is for education only and is not financial advice. Scores and fair values are model estimates from public filings and carry uncertainty.