Rockwell Automation, Inc. (ROK)
Company Info
| ISIN | US7739031091 |
|---|---|
| CUSIP | 773903109 |
| Sector | Industrials |
| Industry | Specialty Industrial Machinery |
Highlights
| Market Cap | $30.75B |
|---|---|
| EPS | $10.22 |
| PE Ratio | 26.40 |
| PEG Ratio | 2.32 |
| Revenue (TTM) | $8.98B |
| Gross Profit (TTM) | $3.72B |
| EBITDA (TTM) | $1.83B |
| Year Range | $248.69 - $342.33 |
| Target Price | $286.38 |
| Short % | 2.99% |
| Short Ratio | 3.44 |
Share Price Chart
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Compare to other instruments
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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 -12.32% year-to-date (YTD) and -2.30% in the last 12 months. Over the past 10 years, Rockwell Automation, Inc. had an annualized return of 10.77%, which was very close to the S&P 500 benchmark's annualized return of 10.99%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -12.32% | 11.18% |
| 1 month | -2.74% | 5.60% |
| 6 months | -1.10% | 17.48% |
| 1 year | -2.30% | 26.33% |
| 5 years (annualized) | 13.03% | 13.16% |
| 10 years (annualized) | 10.77% | 10.99% |
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% | -12.32% | ||||||||
| 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 40, 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.
ROK (Rockwell Automation, Inc.)
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. granted a 1.83% dividend yield in the last twelve months. The annual payout for that period amounted to $4.93 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $4.93 | $4.79 | $4.54 | $4.33 | $4.13 | $3.93 | $3.65 | $3.12 | $2.94 | $2.68 | $2.39 | $2.09 |
Dividend yield | 1.83% | 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 | $2.50 | |||||||
| 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.
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 20.83%.
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 |
| -49.38% | Mar 27, 1987 | 143 | Oct 19, 1987 | 456 | Aug 8, 1989 | 599 |
| -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 6.24%, 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
Income Statement
| TTM | |
|---|---|
| Revenue | |
Total Revenue | 0.00 |
Cost Of Revenue | 0.00 |
Gross Profit | 0.00 |
| Operating Expenses | |
Selling, General & Admin Expenses | 0.00 |
R&D Expenses | 0.00 |
Total Operating Expenses | 0.00 |
| Income | |
Income Before Tax | 0.00 |
Operating Income | 0.00 |
EBIT | 0.00 |
Earnings From Continuing Operations | 0.00 |
Net Income | 0.00 |
Income Tax Expense | 0.00 |
Interest Expense | 0.00 |
Other Non-Operating Income (Expenses) | 0.00 |
Extraordinary Items | 0.00 |
Discontinued Operations | 0.00 |
Effect Of Accounting Charges | 0.00 |
Non Recurring | 0.00 |
Minority Interest | 0.00 |
Other Items | 0.00 |