Rockwell Automation Inc (ROK)
OvervaluedFundamental
62
Price
$426.11
Market Cap
$48.70B
Part 1 · What the company is worth
Overview
Rockwell Automation, Inc., together with its subsidiaries, provides industrial automation and digital transformation solutions in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. It operates in three segments: Intelligent Devices, Software & Control, and Lifecycle Services. The company offers drives, motion, advanced material handling, safety, sensing, industrial components, hardware, software, and configured-to-order products; and control and visualization software and hardware, digital twin, simulation and information software, network and security infrastructure, and custom-engineered systems. It also provides digital consulting, professional services, engineered-to-order solutions, recurring services, cybersecurity, safety, remote monitoring, customer technical support and repair, asset management and optimization consulting, and training, as well as spare parts. The company sells its products through independent distributors in relation to its direct sales force. It serves discrete end markets, including automotive, semiconductor, e-commerce, and warehouse automation; hybrid end markets, such as food and beverage, life sciences, and tire; and process end markets comprising energy, mining, and chemicals. The company was formerly known as Rockwell International Corporation and changed its name to Rockwell Automation, Inc. in February 2002. Rockwell Automation, Inc. was founded in 1903 and is headquartered in Milwaukee, Wisconsin.
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Direct competitors
Who this company fights with for the same customers
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No competitor list for this company yet.
Balance Sheet & Liquidity
Revenue
$8.97B
Trailing 12 months (through 6/30/2026)
Net Income
$1.20B
Trailing 12 months (through 6/30/2026)
Free Cash Flow
$1.36B
Total Equity
$3.65B
Total Liabilities
$7.51B
Current Ratio
1.08
Interest Coverage
14.75
Debt/EBITDA
1.78
Earnings Per Share
Revenue & Net Income
Free Cash Flow
Income Breakdown
Historical statement
Margins over time
Debt over time
How heavy the debt is
Growth grid
Growth — Revenue
Fair Value Estimation
Fair Value
$277.57
Current Price
$426.11
Margin of Safety
-53.5%
Fair Value Range
$180.42 - $374.72
Spread across the valuation methods used, not a statistically calibrated confidence interval.
Estimation Methods
Valuation Metrics
P/E Ratio
39.90
ROE
23.8%
P/B Ratio
13.54
P/FCF
31.46
Gross Margin
49.1%
ROIC
21.7%
Profitability Radar
Value Creation (Economic Moat)
ROIC
21.7%
WACC
12.2%
ROIC − WACC
+9.5 pp
ROIC exceeds the cost of capital — the company is creating value for shareholders.
Fundamental Analysis Criteria
Passed (18)
- Price CAGR 12.16%
- ROIC 21.7%
- Gross margin 49.1%
- Debt/equity ratio
- Operating margin 22.7%
- Positive free cash flow
- CapEx intensity
- Current ratio
- Interest coverage
- Debt/EBITDA
- Return on tangible assets
- ROE 33.3%
- Revenue growth 5Y 5.7%
- Earnings surprise, average 8.3%
- Earnings quality (operating cash flow / net income) 1.44
- Share dilution -1.6%
- Net margin trend 13.4% vs 12.0%
- Piotroski F-Score 8/9
Failed (7)
- EPS shows upward trend
- EPS CAGR -1.02%
- P/FCF 31.46
- P/B ratio 13.54
- Low reliance on intangibles
- Price below Graham Number
- DCF valuation (Overvalued)
Unavailable (2)
- Dividend payout –
- PEG ratio (needs P/E > 0 and growth > 0)
Piotroski F-Score
Strong financial health
Earnings Quality
High quality: earnings backed by cash
Share Dilution
Buying back shares. Shareholder friendly
Institutional Holdings
Governance
Executive Team
| Name | Title | Age |
|---|---|---|
| Mr. Blake D. Moret | President, Chairman & CEO | 62 |
| Mr. Christian E. Rothe CPA | Senior VP & CFO | 51 |
| Ms. Rebecca W. House J.D. | Senior VP, Chief People & Legal Officer and Corporate Secretary | 51 |
| Mr. Scott A. Genereux | Senior Vice President | 62 |
| Mr. Matthew W. Fordenwalt | Senior Vice President of Intelligent Devices | 48 |
| Mr. Cyril P. Perducat | Senior VP & CTO | 56 |
| Mr. Christopher Nardecchia | Senior VP of Information Technology & Chief Information Officer | 63 |
| Ms. Aijana Zellner | Head of Investor Relations | - |
| Mr. Brian Hovey | VP of Global Marketing & Chief Marketing Officer | - |
| Ms. Sharon S. Van Zeeland | Vice President of Strategy & Corporate Development | 57 |
Audit Risk
7
Board Risk
4
Compensation Risk
2
Shareholder Rights Risk
10
Documents
- View document
Annual Report (10-K)
A yearly overview of the business, its financial results, and the risks it faces.
Filed on 2025-11-12
- View document
Quarterly Report (10-Q)
A snapshot of financial performance for the most recent three-month period.
Filed on 2026-08-04
- View document
Current Report (8-K)
An announcement of a major event, such as a leadership change or big news.
Filed on 2026-09-24
via SEC EDGAR
Income History
via SEC EDGAR
Part 2 · The price and its context
This part shows how the price has behaved, not whether the company is worth owning. Inside: technical analysis, potential, historical drawdowns, gamma exposure.
Market Reaction Profile
How much ROK moves, measured on its daily prices.
More volatile than 31% of the tracked stocks (90-day volatility).
- Volatility 30d
- 22.7%
- Volatility 90d
- 28.9%
- Beta vs S&P 500 (1y)
- 1.39Correlation 0.57
- Max drawdown (12m)
- -19.0%
- ATR (14d, % of price)
- 2.82%
Earnings reactions
How ROK moved around its past quarterly results.
Next earnings release
Nov 5, 2026 · In 12 days · Before the open
EPS estimate: 3.69Revenue estimate: $2.4B
What usually happens
- Over the last 12 releases the stock moved a median of 5.6% the next day, up or down.
- Next-day moves: up 4, down 8 (out of 12).
- Of the 4 releases that beat estimates, the stock fell the next day after 2.
Release history
| Date | When | EPS est. | EPS actual | Surprise | Gap | 1 day | 5 days |
|---|---|---|---|---|---|---|---|
| Aug 4, 2026 | During the session | 3.42 | 3.49 | +2.1% | -6.0% | -7.4% | -9.5% |
| May 5, 2026 | During the session | 2.92 | 3.30 | +13.1% | +13.5% | +8.9% | +14.1% |
| Feb 5, 2026 | During the session | 2.49 | 2.75 | +10.5% | -5.7% | -5.4% | -5.4% |
| Nov 6, 2025 | During the session | 2.96 | 3.34 | +12.7% | +5.7% | +2.7% | +8.8% |
| Aug 6, 2025 | During the session | n/a | n/a | n/a | -4.0% | -5.0% | -1.8% |
| May 7, 2025 | During the session | n/a | n/a | n/a | +10.7% | +11.9% | +21.9% |
| Feb 10, 2025 | During the session | n/a | n/a | n/a | +8.3% | +12.6% | +9.7% |
| Nov 7, 2024 | During the session | n/a | n/a | n/a | -0.6% | -5.8% | -2.5% |
| Aug 7, 2024 | During the session | n/a | n/a | n/a | +1.7% | -0.6% | +3.8% |
| May 7, 2024 | During the session | n/a | n/a | n/a | -2.7% | -1.9% | -3.1% |
| Jan 31, 2024 | During the session | n/a | n/a | n/a | -14.1% | -17.6% | -15.4% |
| Nov 2, 2023 | During the session | n/a | n/a | n/a | -4.3% | -3.1% | -3.7% |
Release dates from SEC 8-K filings.
Updated 10/24/2026
Historical statistics for educational purposes only. They are not forecasts and not investment advice.
Price reaction to the news
Latest news on ROK and what the price did next.
Return of the stock minus return of SPY over the same days. A news item close to a price move did not necessarily cause it. Historical data for educational purposes only, not investment advice.
Latest News
Recent headlines for ROK.