Rockwell Automation Stock Performance
| ROK Stock | USD 356.00 0.49 0.14% |
On a scale of 0 to 100, Rockwell Automation holds a performance score of 31. The company holds a Beta of 1.06, which implies a somewhat significant risk relative to the market. Rockwell Automation returns are very sensitive to returns on the market. As the market goes up or down, Rockwell Automation is expected to follow. Please check Rockwell Automation's jensen alpha, skewness, relative strength index, as well as the relationship between the value at risk and day median price , to make a quick decision on whether Rockwell Automation's historical price patterns will revert.
Risk-Adjusted Performance
Very Strong
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Rockwell Automation are ranked lower than 31 (%) of all global equities and portfolios over the last 90 days. Despite quite abnormal basic indicators, Rockwell Automation disclosed solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return (0.14) | Five Day Return 4.13 | Year To Date Return 26.74 | Ten Year Return 188.54 | All Time Return 19.5 K |
Forward Dividend Yield 0.0158 | Payout Ratio | Last Split Factor 2:1 | Forward Dividend Rate 5.24 | Dividend Date 2025-09-10 |
1 | Disposition of 371 shares by Veena Lakkundi of Rockwell Automation subject to Rule 16b-3 | 04/30/2025 |
| Rockwell Automation dividend paid on 10th of June 2025 | 06/10/2025 |
2 | M. Kraus Co Trims Holdings in Rockwell Automation, Inc. | 06/16/2025 |
3 | Acquisition by Scott Genereux of 962 shares of Rockwell Automation subject to Rule 16b-3 | 06/20/2025 |
4 | Rockwell Automation Advances Sustainability Through Smart Manufacturing | 06/24/2025 |
5 | Rockwell Automation price target raised by 30 at BofA, heres why ROK | 07/02/2025 |
6 | Rockwell Medical and Innovative Renal Care sign three-year partnership agreement RMTI | 07/08/2025 |
7 | Process Instrumentation Market Size to Reach USD 27.93 billion by 2031 with a 5.8 percent CAGR, Experiences Growth with Rising Industrial Automation Across the ... | 07/09/2025 |
8 | Prime Day Deal These HexClad Knives Are My Most Used Kitchen Tools and Theyre 20 percent Off | 07/10/2025 |
9 | Rockwell Automations PharmaSuite Powers Sinteticas Swiss Drug Production | 07/11/2025 |
10 | Citigroup Raises Price Target for Rockwell Automation ROK Stock News | 07/14/2025 |
11 | Rockwell Automation Price Target Raised by Keybanc Analyst ROK Stock News | 07/15/2025 |
12 | Citigroup hires two senior JPMorgan bankers to boost investment banking | 07/16/2025 |
13 | Rockwell Automation Inc Partners with Circulor to Enhance Battery Supply Chain ... | 07/17/2025 |
14 | Rockwell Automation Earns Overweight Rating from Stephens | 07/18/2025 |
| Begin Period Cash Flow | 1.1 B | |
| Total Cashflows From Investing Activities | -982.5 M |
Rockwell Automation Relative Risk vs. Return Landscape
If you would invest 22,597 in Rockwell Automation on April 21, 2025 and sell it today you would earn a total of 13,003 from holding Rockwell Automation or generate 57.54% return on investment over 90 days. Rockwell Automation is generating 0.7403% of daily returns assuming volatility of 1.859% on return distribution over 90 days investment horizon. In other words, 16% of stocks are less volatile than Rockwell, and above 86% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Rockwell Automation Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Rockwell Automation's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Rockwell Automation, and traders can use it to determine the average amount a Rockwell Automation's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.3982
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Estimated Market Risk
| 1.86 actual daily | 16 84% of assets are more volatile |
Expected Return
| 0.74 actual daily | 14 86% of assets have higher returns |
Risk-Adjusted Return
| 0.4 actual daily | 31 69% of assets perform better |
Based on monthly moving average Rockwell Automation is performing at about 31% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Rockwell Automation by adding it to a well-diversified portfolio.
Rockwell Automation Fundamentals Growth
Rockwell Stock prices reflect investors' perceptions of the future prospects and financial health of Rockwell Automation, and Rockwell Automation fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Rockwell Stock performance.
| Return On Equity | 0.24 | ||||
| Return On Asset | 0.0711 | ||||
| Profit Margin | 0.11 % | ||||
| Operating Margin | 0.17 % | ||||
| Current Valuation | 42.71 B | ||||
| Shares Outstanding | 112.72 M | ||||
| Price To Earning | 33.23 X | ||||
| Price To Book | 9.15 X | ||||
| Price To Sales | 5.04 X | ||||
| Revenue | 8.26 B | ||||
| Gross Profit | 3.13 B | ||||
| EBITDA | 1.57 B | ||||
| Net Income | 947.3 M | ||||
| Cash And Equivalents | 1.07 B | ||||
| Cash Per Share | 4.38 X | ||||
| Total Debt | 4.09 B | ||||
| Debt To Equity | 1.40 % | ||||
| Current Ratio | 1.01 X | ||||
| Book Value Per Share | 30.51 X | ||||
| Cash Flow From Operations | 863.8 M | ||||
| Earnings Per Share | 7.95 X | ||||
| Market Capitalization | 40.13 B | ||||
| Total Asset | 11.23 B | ||||
| Retained Earnings | 9.63 B | ||||
| Working Capital | 277.3 M | ||||
| Current Asset | 1.76 B | ||||
| Current Liabilities | 966 M | ||||
About Rockwell Automation Performance
By examining Rockwell Automation's fundamental ratios, stakeholders can obtain critical insights into Rockwell Automation's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Rockwell Automation is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 83.77 | 56.06 | |
| Return On Tangible Assets | 0.14 | 0.10 | |
| Return On Capital Employed | 0.13 | 0.20 | |
| Return On Assets | 0.08 | 0.07 | |
| Return On Equity | 0.25 | 0.26 |
Things to note about Rockwell Automation performance evaluation
Checking the ongoing alerts about Rockwell Automation for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Rockwell Automation help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Rockwell is showing solid risk-adjusted performance over 90 days | |
| Over 85.0% of the company shares are owned by institutional investors | |
| On 10th of June 2025 Rockwell Automation paid $ 1.31 per share dividend to its current shareholders | |
| Latest headline from thelincolnianonline.com: Rockwell Automation Earns Overweight Rating from Stephens |
- Analyzing Rockwell Automation's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Rockwell Automation's stock is overvalued or undervalued compared to its peers.
- Examining Rockwell Automation's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Rockwell Automation's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Rockwell Automation's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Rockwell Automation's stock. These opinions can provide insight into Rockwell Automation's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Rockwell Automation. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in persons. For more information on how to buy Rockwell Stock please use our How to buy in Rockwell Stock guide.You can also try the Content Syndication module to quickly integrate customizable finance content to your own investment portal.
Is Electrical Components & Equipment space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Rockwell Automation. If investors know Rockwell will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Rockwell Automation listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.04) | Dividend Share 5.12 | Earnings Share 7.95 | Revenue Per Share | Quarterly Revenue Growth (0.06) |
The market value of Rockwell Automation is measured differently than its book value, which is the value of Rockwell that is recorded on the company's balance sheet. Investors also form their own opinion of Rockwell Automation's value that differs from its market value or its book value, called intrinsic value, which is Rockwell Automation's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Rockwell Automation's market value can be influenced by many factors that don't directly affect Rockwell Automation's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Rockwell Automation's value and its price as these two are different measures arrived at by different means. Investors typically determine if Rockwell Automation is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Rockwell Automation's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.