Rockwell Automation, Inc. (ROK)
Company Info
US7739031091
773903109
Jan 1, 1987
Highlights
$31.62B
$8.29
33.79
5.55
$8.26B
$3.22B
$1.61B
$240.53 - $307.01
$282.98
2.08%
4.13
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Rockwell Automation, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Rockwell Automation, Inc. had a return of -4.57% year-to-date (YTD) and 8.61% in the last 12 months. Over the past 10 years, Rockwell Automation, Inc. had an annualized return of 11.99%, outperforming the S&P 500 benchmark which had an annualized return of 11.21%.
ROK
-4.57%
9.67%
11.14%
8.61%
10.31%
11.99%
^GSPC (Benchmark)
25.15%
2.97%
12.53%
31.00%
13.95%
11.21%
Monthly Returns
The table below presents the monthly returns of ROK, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -18.42% | 13.06% | 2.19% | -6.99% | -4.52% | 6.89% | 1.22% | -1.90% | -1.31% | -0.65% | -4.57% | ||
| 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% | 5.61% | 3.76% | 41.21% |
| 2020 | -5.43% | -3.77% | -17.76% | 25.56% | 14.69% | -1.46% | 2.41% | 6.14% | -4.27% | 7.45% | 8.27% | -1.86% | 26.17% |
| 2019 | 12.65% | 5.92% | -1.74% | 2.99% | -17.15% | 10.06% | -1.86% | -4.38% | 7.86% | 4.36% | 14.52% | 3.49% | 37.85% |
| 2018 | 0.48% | -7.95% | -3.65% | -5.55% | 7.17% | -5.23% | 12.83% | -3.01% | 3.63% | -12.15% | 6.41% | -13.69% | -21.79% |
| 2017 | 10.11% | 2.61% | 3.05% | 1.05% | 1.36% | 2.04% | 1.90% | -0.13% | 8.62% | 12.69% | -3.43% | 1.69% | 48.87% |
| 2016 | -6.86% | 9.75% | 9.28% | -0.25% | 2.93% | -1.06% | -0.37% | 1.96% | 5.53% | -2.14% | 12.37% | 0.52% | 34.46% |
| 2015 | -2.05% | 8.06% | -0.90% | 2.25% | 4.16% | 1.42% | -6.31% | -3.70% | -9.26% | 7.58% | -1.82% | -3.60% | -5.54% |
| 2014 | -2.81% | 7.51% | 1.39% | -4.31% | 2.09% | 3.37% | -10.79% | 4.98% | -5.77% | 2.25% | 3.32% | -3.65% | -3.90% |
| 2013 | 6.19% | 1.81% | -4.42% | -1.82% | 4.43% | -5.54% | 16.49% | 0.92% | 9.99% | 3.24% | 3.40% | 4.03% | 43.73% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ROK is 48, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Rockwell Automation, Inc. (ROK) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Rockwell Automation, Inc. provided a 1.74% dividend yield over the last twelve months, with an annual payout of $5.06 per share. The company has been increasing its dividends for 21 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $5.06 | $4.79 | $4.54 | $4.33 | $4.13 | $3.93 | $3.65 | $3.12 | $2.94 | $2.68 | $2.39 | $2.09 |
Dividend yield | 1.74% | 1.54% | 1.76% | 1.24% | 1.65% | 1.94% | 2.42% | 1.59% | 2.18% | 2.61% | 2.15% | 1.77% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $1.25 | $0.00 | $0.00 | $1.25 | $0.00 | $0.00 | $1.25 | $0.00 | $0.00 | $1.31 | $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 |
| 2020 | $0.00 | $1.02 | $0.00 | $0.00 | $1.02 | $0.00 | $0.00 | $1.02 | $0.00 | $0.00 | $1.07 | $0.00 | $4.13 |
| 2019 | $0.00 | $0.97 | $0.00 | $0.00 | $0.97 | $0.00 | $0.00 | $0.97 | $0.00 | $0.00 | $1.02 | $0.00 | $3.93 |
| 2018 | $0.00 | $0.84 | $0.00 | $0.00 | $0.92 | $0.00 | $0.00 | $0.92 | $0.00 | $0.00 | $0.97 | $0.00 | $3.65 |
| 2017 | $0.00 | $0.76 | $0.00 | $0.00 | $0.76 | $0.00 | $0.00 | $0.76 | $0.00 | $0.00 | $0.84 | $0.00 | $3.12 |
| 2016 | $0.00 | $0.73 | $0.00 | $0.00 | $0.73 | $0.00 | $0.00 | $0.73 | $0.00 | $0.00 | $0.76 | $0.00 | $2.94 |
| 2015 | $0.00 | $0.65 | $0.00 | $0.00 | $0.65 | $0.00 | $0.00 | $0.65 | $0.00 | $0.00 | $0.73 | $0.00 | $2.68 |
| 2014 | $0.00 | $0.58 | $0.00 | $0.00 | $0.58 | $0.00 | $0.00 | $0.58 | $0.00 | $0.00 | $0.65 | $0.00 | $2.39 |
| 2013 | $0.47 | $0.00 | $0.00 | $0.52 | $0.00 | $0.00 | $0.52 | $0.00 | $0.00 | $0.58 | $0.00 | $2.09 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
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.
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.
The current Rockwell Automation, Inc. drawdown is 13.83%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -75.83% | Apr 25, 2006 | 721 | Mar 5, 2009 | 447 | Dec 10, 2010 | 1168 |
| -52.41% | Jul 12, 1999 | 304 | Sep 20, 2000 | 360 | Mar 4, 2002 | 664 |
| -48.42% | May 15, 1987 | 109 | Oct 19, 1987 | 425 | Jun 23, 1989 | 534 |
| -46.71% | Apr 27, 2011 | 104 | Sep 22, 2011 | 456 | Jul 18, 2013 | 560 |
| -45.09% | Dec 16, 2021 | 127 | Jun 17, 2022 | 267 | Jul 13, 2023 | 394 |
Volatility
Volatility Chart
The current Rockwell Automation, Inc. volatility is 12.90%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Rockwell Automation, Inc. compared to its peers in the Specialty Industrial Machinery industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for ROK in comparison to other companies of the Specialty Industrial Machinery industry. Currently, ROK has a PE value of 33.8. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for ROK in comparison to other companies of the Specialty Industrial Machinery industry. Currently, ROK has a PEG value of 5.5. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Rockwell Automation, Inc..
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Income Statement
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