Rockwell Automation Inc. (ROK)

NYSE: ROK · USD

$444

+4.79 (+1.1%)· Recorded snapshot

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StockMarketAgent Research · Analyzed 2026-05-13

Our latest published analysis: ROK rated Sell

Rockwell Automation Inc.'s published Sell conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.

Fair value

$162 / share

Potential value

$199 / share

Upside to FV

-64.4%

from $444

Moat

6.4/10

Strong

Read full analysis →View archive · 24mo

9-phase methodology · same model in each published edition

Market cap	$50.6B
Revenue (ttm)	9B
Net income (ttm)	1.2B
EPS (ttm)	$10.7
Shares out	111M
P/E (trailing)	41.6x
P/E (forward)	31.5x
Dividend	$5.52 (1.25%)
Volume	526,554
Beta	1.50

Market data

Price

Recent price action with selectable time range.

Financial snapshot

Revenue (ttm): 9B
Net income (ttm): 1.2B
EPS (ttm): $10.7
P/E (trailing): 41.6x
P/E (forward): 31.5x
Market cap: $50.6B

Item	P1	P2	P3	P4	Trend
Period	2022-09-30	2023-09-30	2024-09-30	2025-09-30	Trend
Revenue	$7.76B	$9.06B	$8.26B	$8.34B	+2.4%
Gross profit	$3.10B	$4.42B	$3.85B	$4.02B	+9.0%
Operating income	$1.20B	$1.74B	$1.25B	$1.07B	-3.6%
Net income	$932.2M	$1.39B	$953.0M	$869.0M	-2.3%
EPS (diluted)	$7.97	$11.95	$8.28	$7.67	-1.3%
EBITDA	$1.44B	$1.99B	$1.57B	$1.40B	-0.9%
R&D	—	$706.0M	$658.0M	$679.0M	-1.9%
SG&A	$1.77B	$2.02B	$2.00B	$1.91B	+2.7%

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
ABBV	AbbVie Inc.	505.6B	80.8x	7.9x	17.7%	+3.7%	+29.1%	Verkopen
ABT	Abbott Laboratories	177.6B	38.2x	3.7x	7.2%	+2.7%	-17.2%	Verminderen
ACN	Accenture plc	144.3B	18.0x	2.0x	27.9%	+8.0%	+0.4%	Aanhouden
AAL	American Airlines Group Inc.	8.3B	—	0.1x	3.0%	+20.0%	-6.9%	Aanhouden
ADP	Automatic Data Processing, Inc.	113B	25.3x	5.1x	62.8%	+7.7%	+4.5%	Aanhouden
ALLE	Allegion plc	15.2B	22.5x	3.5x	19.4%	+8.8%	+7.2%	Aanhouden

Base and Bull scenarios

Bull20%

Price target

$199.06

-56.3% from spot

Hyper-growth in reshoring capex sustains higher multiples.
Software mix pushes margins structurally higher.

Base60%

Price target

$162.13

-64.4% from spot

Valuation normalizes to mature industrial averages as the market digests the impossibility of sustained 18.8% growth.

Terminal growth normalizes to 2.5%.
Terminal multiple reverts to 18x.

Sensitivity: Ke × terminal growth

Ke ↓ / g →	1.5%	2.0%	2.5%	3.0%	3.5%
7.6%	$234	$255	$280	$310	$348
8.6%	$201	$216	$234	$255	$280
9.6%	$176	$188	$201	$216	$234
10.6%	$157	$166	$176	$188	$201
11.6%	$141	$149	$157	$166	$176

Scorecard

Published factor rows and weighted composite

Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector percentile context

Refreshed 2026-10-28 19:55 UTC

Forward P/E31.5

P25 13.2P50 18.7P75 25.2

Trailing P/E47.2

P25 16.3P50 24.9P75 35.2

ROE30.6

P25 -18.2P50 6.2P75 16.4

ROIC21.4

P25 -10.4P50 5.2P75 12.3

Benchmarks · 1M

All ROK indicators

Market & fundamental data

Available fields

292

Groups with data

Currency

USD

Showing 292 of 292 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Amount currency	USD
CIK code	0001024478
Company name	Rockwell Automation, Inc.
Country	United States
Country code	US
CUSIP number	773903109
Earnings date	2026-11-05
Earnings time	bmo
Employees	26,000
Employees change	-1,000
Employees growth	-3.7%
Enterprise value	$52.4B
Exchange	NYSE
Financial currency	USD
Financial report date	2026-06-30
First seen	2026-05-09
Fiscal year end	September
Founded	1903
In index	SP500
Industry	Specialty Industrial Machinery
IPO date	1987-01-01
Is primary listing	Yes
Is SPAC	No
ISIN number	US7739031091
Last 10-K release date	2025-11-12
Last earnings date	2026-08-04
Last refreshed	2026-10-28
Last stock split date	1987-04-14
Last stock split type	Forward
Market cap	$49.3B
Market cap category	Large-Cap
Next earnings date	2026-11-05
Options	Yes
Price	$443.99
Price currency	USD
Sector	Industrials
SIC code	3829
Stock price date	2026-10-28
Symbol	ROK
Tags	artificial-intelligence, robotics
U.S. state	Wisconsin
Website	https://www.rockwellautomation.com

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Adjusted P/E ratio	34.47x
Average P/E ratio (10Y)	32.05x
Average P/E ratio (3Y)	35.3x
Average P/E ratio (5Y)	34.04x
Earnings yield	2.4%
EV/Earnings	43.62x
EV/EBIT	29.37x
EV/EBITDA	25x
EV/FCF	34.78x
EV/Sales	5.83x
FCF / EV yield	2.88%
FCF yield	3.06%
Forward EV/Sales	5.55x
Forward P/E	30.53x
Forward P/S	5.22x
Graham number	86.9167
Graham upside	-80.37%
Industry forward P/E	24.96x
Industry P/E	31.67x
Lynch fair value	$53.36
Lynch upside	-87.95%
P/(FCF - SBC) ratio	34.75x
P/(OCF - SBC) ratio	29.93x
P/B ratio	13.96x
P/E ratio	41.61x
P/FCF ratio	32.69x
P/OCF ratio	28.39x
P/S ratio	5.48x
PEG ratio	1.75x
Price/EBITDA ratio	23.5x
Sector forward P/E	26.24x
Sector P/E	40.28x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
EBIT margin	19.85%
EBITDA margin	23.31%
Effective tax rate	17.03%
FCF margin	16.76%
Gross margin	49.09%
Operating margin	19.85%
Pretax margin	14.66%
Profit margin	13.38%
Profit per employee	$46,115
Profitable quarters	34
Profitable years	27
Revenue per employee	$345,115
ROA	9.99%
ROA (5Y)	8.01%
ROCE	24.01%
ROE	30.63%
ROE (5Y)	36.47%
ROIC	21.36%
ROIC (5Y)	18.49%
SBC / revenue	0.99%
Tax / revenue	2.5%

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
EPS growth	25.25%
EPS growth (Q)	40.39%
EPS growth (QoQ)	17.74%
EPS growth 10Y	6.62%
EPS growth 3Y	-4.51%
EPS growth 5Y	-4.11%
EPS growth quarters	3
EPS growth years	0
FCF growth	13.94%
FCF growth (Q)	33.74%
FCF growth (QoQ)	137.82%
FCF growth 3Y	23.61%
FCF growth 5Y	3.21%
Gross profit growth	1.9%
Gross profit growth (Q)	9.37%
Gross profit growth 3Y	7.48%
Gross profit growth 5Y	9.35%
Net income growth	23.69%
Net income growth (Q)	38.31%
Net income growth (QoQ)	16.62%
Net income growth 3Y	-5.43%
Net income growth 5Y	-4.88%
Net income growth quarters	3
Net income growth years	0
OCF growth	13.8%
OCF growth (Q)	37.38%
OCF growth (QoQ)	126.25%
OCF growth 10Y	5.4%
OCF growth 3Y	22.84%
OCF growth 5Y	4.61%
Operating income growth	38.82%
Operating income growth (Q)	28.31%
Operating income growth 3Y	4.96%
Operating income growth 5Y	8.78%
Revenue growth	11.31%
Revenue growth (Q)	7.88%
Revenue growth (QoQ)	3.31%
Revenue growth 10Y	4.2%
Revenue growth 3Y	1.34%
Revenue growth 5Y	5.83%
Revenue growth quarters	5
Revenue growth years	1

Financial statements

Income-statement and cash-flow amounts, totals and per share.

Metric	Value
Capital expenditures	$-228M
Depreciation and amortization	$311M
EBIT	$1.8B
EBITDA	$2.1B
EPS	$10.67
FCF per share	$13.54
Financing cash flow	$-1.5B
Free cash flow	$1.5B
Free cash flow minus SBC	$1.4B
Gross profit	$4.4B
Income taxes	$224M
Investing cash flow	$-256M
Net borrowing	$-174M
Net cash flow	$-16M
Net income	$1.2B
Operating cash flow minus SBC	$1.6B
Operating income	$1.8B
Revenue	$9B
Stock-based compensation	$89M

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Altman Z-Score	5.54
Book value per share	$31.46
Debt / EBITDA	1.62
Debt / equity	1.03
Debt / FCF	2.4
Goodwill	$3.8B
Interest coverage	12.91
Long-term assets	$7.1B
Long-term liabilities	$3.9B
Net cash (debt)	$-3.1B
Net cash / market cap	-6.37%
Net debt / EBITDA	1.5
Net debt / equity	0.9
Net debt / FCF	2.08
Piotroski F-Score	7
Property, plant and equipment	$1.2B
Shareholders' equity	$3.5B
Tangible book value	$-1B
Tangible book value per share	$-9.28
Total assets	$11.1B
Total cash	$479M
Total debt	$3.6B
Total liabilities	$7.6B
WACC	11.87%

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Asset turnover	0.81
Current assets	$3.9B
Current liabilities	$3.7B
Current ratio	1.08
Inventory turnover	3.66
Net working capital	$572M
Quick ratio	0.66
Working capital	$276M
Working capital turnover	36.11

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback yield / dilution	0.84%
Dividend growth	5.34%
Dividend growth (10Y)	6.65%
Dividend growth (3Y)	5.36%
Dividend growth (5Y)	5.22%
Dividend growth years	16
Dividend payment date	2026-09-10
Dividend payment years	56
Dividend payout frequency	Quarterly
Dividend per share	$5.52
Dividend yield	1.25%
Ex-dividend date	2026-08-17
FCF payout ratio	40.76%
Last dividend	$1.38
Payout ratio	51.73%
Shareholder yield	2.08%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
10Y price change	274.67%
10Y return CAGR	16.23%
10Y total return	350.02%
150-day SMA	$437.04
15Y price change	529.57%
15Y return CAGR	15.32%
15Y total return	748.46%
1D price change	1.09%
1M price change	2.02%
1M total return	2.02%
1W price change	3.54%
1W total return	3.54%
1Y price change	22.51%
1Y return CAGR	24.16%
1Y total return	24.15%
20-day SMA	$435.10
200-day SMA	$426.80
20Y price change	600.57%
20Y return CAGR	12.57%
20Y total return	967.59%
3M price change	-4.96%
3M total return	-4.66%
3Y price change	69.05%
3Y return CAGR	21.09%
3Y total return	77.58%
50-day SMA	$430.39
50-day SMA vs 200-day SMA	50over200
52-week high	$497.36
52-week high date	2026-06-30
52-week low	$347.53
52-week low date	2026-03-30
5Y price change	41.18%
5Y return CAGR	8.95%
5Y total return	53.49%
6M price change	8.84%
6M total return	9.51%
All-time high	$497.36
All-time high date	2026-06-30
All-time low	$11.78
All-time low date	2001-09-25
Average true range (ATR)	$11.40
Average volume	848.2K
Beta (1Y)	0.96
Beta (2Y)	0.98
Beta (5Y)	1.5
Change from 52-week high	-10.73%
Change from 52-week low	27.75%
Change from all-time high	-10.95%
Change from all-time low	3,659.76%
Change from open	-0.17%
Day's gap	1.26%
Dollar volume	$233.8M
High price	$445.68
Low price	$441.81
Monthly RSI	60.28
Open price	$444.72
Position in 52-week range	56.2%
Premarket change	1.36%
Premarket close	$439.20
Premarket price	$445.18
Previous close	$439.20
Price vs 150-day SMA	1.34%
Price vs 20-day SMA	1.79%
Price vs 200-day SMA	3.77%
Price vs 50-day SMA	2.91%
Relative volume	0.62
RSI	57.45
Sharpe ratio	0.72
Sharpe ratio (3Y)	0.61
Sharpe ratio (5Y)	0.29
Sortino ratio	1.26
Sortino ratio (3Y)	1.08
Sortino ratio (5Y)	0.59
Volume	526.6K
Weekly RSI	53.52
YTD price change	13.84%
YTD total return	14.94%

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Float	110.7M
Float percentage	99.68%
Shares change (QoQ)	-0.89%
Shares change (YoY)	-0.84%
Shares held by insiders	0.2%
Shares held by institutions	90.7%
Shares outstanding	111M
Short % of float	3.31%
Short % of shares	3.3%
Short ratio	5.2 days

Deeper analysis on ROK

14 sections in the full report · jump straight to what you need

Forecast

Base and Bull forecast paths with report-date return framing.

→

Valuation

Fair-value bridge, DCF, owner earnings, and peer multiples.

→

Sensitivity

Cost-of-equity and terminal-growth stress table.

→

Risks

Kill scenarios, soft-pass flags, and downside catalysts.

→

Earnings

Next earnings setup and beat / inline / miss thresholds.

→

Position sizing

Entry, exit, conviction, and quarterly monitoring rules.

→

Financials

Revenue, margins, cash flow, and balance-sheet context.

→

Peers

Relative valuation and profitability against the cohort.

→

Moat

Economic-profit evidence and competitive advantage risk.

→

Industry cycle

Sector phase, capital cycle, and secular tailwinds.

→

Quote this valuation with its source: Fair value, Potential value and the price at analysis.

Frequently asked questions

About this ROK report

What is the latest published ROK stock rating?

Rockwell Automation Inc. is shown with Sell in the latest published report, analyzed 2026-05-13. The hub links directly to the full analysis surface where the dated rating, fair-value bridge, risks, and scorecard are documented together.

Where can I read the full ROK analysis?

The full latest published report, analyzed 2026-05-13, lives at /stocks/ROK/analysis. The bare ticker page summarizes that read and links to each analysis tab; earlier editions remain under /analysis/archive.

What fair value is used for ROK?

The latest published report analyzed 2026-05-13 gives ROK a fair value of USD 162 and a potential value of USD 199. These are dated research outputs, not live market prices; review the valuation assumptions, sensitivity analysis, and material risks before making a decision.

How often is the ROK page updated?

The hub selects the latest published stock report regardless of age and displays its analysis date (2026-05-13). Separately sourced market data is labeled with its own recorded timestamp and is never inferred from the report.

SellROK · Fair value $162-64.4%

Read full analysis →

Category	Score	Reading
Valuation	1.5
Management	7.3
Balance Sheet	5.0
Profitability	7.5
Revenue Growth	6.0
Risk Assessment	5.0
Competitive Moat	6.4
Earnings Quality	9.0
Capital Efficiency	6.5

Rockwell Automation Inc. (ROK)

Our latest published analysis: ROK rated Sell

Price

Financial snapshot

Fair-value bridge

Latest news · ROK

Valuation

Profitability

Balance sheet

Trading

Base and Bull scenarios

Sensitivity: Ke × terminal growth

Scorecard

Next earnings

Sector percentile context

All ROK indicators

Profile and market data

Valuation

Profitability

Growth

Financial statements

Financial strength

Liquidity

Dividends and buybacks

Performance and technicals

Ownership and float

Deeper analysis on ROK

Frequently asked questions

Ratinggeschiedenis