- ISIN
- US7739031091
- CUSIP
- 773903109
- Sector
- Industrials
- Industry
- Specialty Industrial Machinery
- IPO Date
- Jan 1, 1987
Highlights
- Market Cap
- $53.83B
- Enterprise Value
- $58.49B
- EPS (TTM)
- $9.63
- PE Ratio
- 49.62
- Total Revenue (TTM)
- $8.80B
- Gross Profit (TTM)
- $4.63B
- EBITDA (TTM)
- $1.56B
- Year Range
- $305.44 - $479.59
- Target Price
- $436.56
- ROA (TTM)
- 9.67%
- ROE (TTM)
- 30.89%
Share Price Chart
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Performance
ROK Performance Chart
Rockwell Automation, Inc. (ROK) is up 23.7% since the beginning of the year. At $478 per share, ROK is currently trading at its 52-week high. Investors who bought $1,000 worth of ROK shares 5 years ago would now be looking at an investment worth $1,819.
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Returns By Period
Rockwell Automation, Inc. (ROK) has returned 23.68% so far this year and 50.86% over the past 12 months. Looking at the last ten years, ROK has achieved an annualized return of 17.75%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.
Rockwell Automation, Inc.
- 1D
- 0.91%
- 1M
- 5.70%
- YTD
- 23.68%
- 6M
- 20.73%
- 1Y
- 50.86%
- 3Y*
- 17.07%
- 5Y*
- 12.71%
- 10Y*
- 17.75%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
ROK Monthly Returns History
Based on dividend-adjusted daily data since Jan 2, 1987, ROK's average daily return is +0.07%, while the average monthly return is +1.50%. At this rate, an investment would double in approximately 3.9 years.
Historically, 58% of months were positive and 42% were negative. The best month was Apr 2009 with a return of +44.6%, while the worst month was Oct 2008 at -25.9%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 6 months.
On a daily basis, ROK closed higher 50% of trading days. The best single day was Oct 20, 1987 with a return of +22.7%, while the worst single day was Oct 19, 1987 at -27.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 8.37% | -3.03% | -11.92% | 13.94% | 10.65% | 5.99% | 23.68% | ||||||
| 2025 | -2.58% | 3.59% | -10.02% | -4.14% | 27.94% | 5.27% | 5.88% | -1.98% | 1.78% | 5.39% | 7.86% | -1.72% | 38.36% |
| 2024 | -18.42% | 13.06% | 2.19% | -6.99% | -4.52% | 6.89% | 1.22% | -1.90% | -1.31% | -0.65% | 11.17% | -3.17% | -6.23% |
| 2023 | 9.50% | 4.99% | -0.50% | -3.42% | -1.27% | 18.25% | 2.08% | -6.83% | -8.40% | -8.07% | 5.32% | 12.72% | 22.63% |
| 2022 | -17.09% | -7.45% | 5.05% | -9.77% | -15.15% | -6.52% | 28.08% | -6.77% | -9.21% | 18.68% | 3.98% | -2.52% | -24.78% |
| 2021 | -0.91% | -1.69% | 9.11% | -0.44% | 0.20% | 8.46% | 7.48% | 6.22% | -9.65% | 8.62% | 5.62% | 3.76% | 41.21% |
Benchmark Metrics
Rockwell Automation, Inc. has an annualized alpha of 7.27%, beta of 1.14, and R2 of 0.40 versus S&P 500 Index. Calculated based on daily prices since January 02, 1987.
- This stock captured 121.27% of S&P 500 Index gains but only 98.14% of its losses - a favorable profile for investors.
- R2 of 0.40 means the benchmark explains less than half of this stock's behavior - treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- 7.27%
- Beta
- 1.14
- R²
- 0.40
- Upside Capture
- 121.27%
- Downside Capture
- 98.14%
Return for Risk
Risk / Return Rank
ROK ranks 83 for risk / return — in the top 83% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Rockwell Automation, Inc. (ROK) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ROK | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.27 | ||
| Sortino ratioReturn per unit of downside risk | -0.31 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.37 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.73 | 2.78 | -0.06 |
| Martin ratioReturn relative to average drawdown | 8.62 | 12.44 | -3.82 |
Dividends
Dividend History
Rockwell Automation, Inc. provided a 1.14% dividend yield over the last twelve months, with an annual payout of $5.45 per share. The company has been increasing its dividends for 21 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $5.45 | $5.31 | $5.06 | $4.79 | $4.54 | $4.33 | $4.13 | $3.93 | $3.65 | $3.12 | $2.94 | $2.68 |
Dividend yield | 1.14% | 1.36% | 1.77% | 1.54% | 1.76% | 1.24% | 1.65% | 1.94% | 2.42% | 1.59% | 2.18% | 2.61% |
Monthly Dividends
The table displays the monthly dividend distributions for Rockwell Automation, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $1.38 | $0.00 | $0.00 | $1.38 | $0.00 | $2.76 | ||||||
| 2025 | $0.00 | $1.31 | $0.00 | $0.00 | $1.31 | $0.00 | $0.00 | $1.31 | $0.00 | $0.00 | $1.38 | $0.00 | $5.31 |
| 2024 | $0.00 | $1.25 | $0.00 | $0.00 | $1.25 | $0.00 | $0.00 | $1.25 | $0.00 | $0.00 | $1.31 | $0.00 | $5.06 |
| 2023 | $0.00 | $1.18 | $0.00 | $0.00 | $1.18 | $0.00 | $0.00 | $1.18 | $0.00 | $0.00 | $1.25 | $0.00 | $4.79 |
| 2022 | $0.00 | $1.12 | $0.00 | $0.00 | $1.12 | $0.00 | $0.00 | $1.12 | $0.00 | $0.00 | $1.18 | $0.00 | $4.54 |
| 2021 | $0.00 | $1.07 | $0.00 | $0.00 | $1.07 | $0.00 | $0.00 | $1.07 | $0.00 | $0.00 | $1.12 | $0.00 | $4.33 |
Dividend Yield & Payout
Dividend Yield
Rockwell Automation, Inc. has a dividend yield of 1.14%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
Rockwell Automation, Inc. has a payout ratio of 55.42%, which is quite average when compared to the overall market. This suggests that Rockwell Automation, Inc. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Rockwell Automation, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Rockwell Automation, Inc. was 75.83%, occurring on Mar 5, 2009. Recovery took 447 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -75.83%Mar 2009 | 2y 10mo | 1y 9mo | 4y 7moApr 2006 - Dec 2010 |
Dot-com crash2000–2002 | -54.66%Sep 2000 | 1y 2mo | 2y 3mo | 3y 6moJul 1999 - Jan 2003 |
Black Monday1987 | -49.98%Oct 1987 | 5mo 16d | 2y 7mo | 3y 24dMay 1987 - May 1990 |
2011 bear market2011 | -46.71%Sep 2011 | 4mo 28d | 1y 10mo | 2y 2moApr 2011 - Jul 2013 |
1998 bear market1998 | -45.70%Oct 1998 | 6mo 23d | 4mo 20d | 11mo 13dMar 1998 - Feb 1999 |
Drawdown Indicators
| ROK | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -75.83% | -56.78% | -19.05% |
Max Drawdown (1Y)Largest decline over 1 year | -18.73% | -9.10% | -9.63% |
Max Drawdown (3Y)Largest decline over 3 years | -34.84% | -18.90% | -15.94% |
Max Drawdown (5Y)Largest decline over 5 years | -45.09% | -25.43% | -19.66% |
Max Drawdown (10Y)Largest decline over 10 years | -45.09% | -33.92% | -11.17% |
Current DrawdownCurrent decline from peak | 0.00% | -1.80% | +1.80% |
Average DrawdownAverage peak-to-trough decline | -14.86% | -10.71% | -4.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.92% | 2.03% | +3.89% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Rockwell Automation, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Rockwell Automation, Inc. is priced in the market compared to other companies in the Specialty Industrial Machinery industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for ROK, comparing it with other companies in the Specialty Industrial Machinery industry. Currently, ROK has a P/E ratio of 49.6. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for ROK relative to other companies in the Specialty Industrial Machinery industry. Currently, ROK has a P/S ratio of 6.1. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for ROK in comparison with other companies in the Specialty Industrial Machinery industry. Currently, ROK has a P/B value of 15.3. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
Income Statement
| TTM | |
|---|---|
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Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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