Highlights
- Market Cap
- $40.59B
- Enterprise Value
- $44.37B
- EPS (TTM)
- $8.76
- PE Ratio
- 40.98
- Total Revenue (TTM)
- $6.46B
- Gross Profit (TTM)
- $4.30B
- EBITDA (TTM)
- $1.60B
- Year Range
- $215.00 - $438.72
- Target Price
- $421.57
- ROA (TTM)
- 11.75%
- ROE (TTM)
- 26.43%
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.
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Returns By Period
Rockwell Automation, Inc. (ROK) has returned -7.44% so far this year and 41.03% over the past 12 months. Looking at the last ten years, ROK has achieved an annualized return of 14.34%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.
Rockwell Automation, Inc.
- 1D
- 2.98%
- 1M
- -11.92%
- YTD
- -7.44%
- 6M
- 3.41%
- 1Y
- 41.03%
- 3Y*
- 8.79%
- 5Y*
- 8.20%
- 10Y*
- 14.34%
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Jan 2, 1987, ROK's average daily return is +0.07%, while the average monthly return is +1.44%. At this rate, your investment would double in approximately 4.0 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% | -7.44% | |||||||||
| 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 6.91%, beta of 1.13, and R² of 0.40 versus S&P 500 Index. Calculated based on daily prices since January 05, 1987.
- This stock captured 120.38% of S&P 500 Index gains but only 99.04% 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
- 6.91%
- Beta
- 1.13
- R²
- 0.40
- Upside Capture
- 120.38%
- Downside Capture
- 99.04%
Return for Risk
Risk / Return Rank
ROK ranks 79 for risk / return — better than 79% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Rockwell Automation, Inc. (ROK) and compare them to a chosen benchmark (S&P 500 Index).
| ROK | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.29 | 0.90 | +0.39 |
Sortino ratioReturn per unit of downside risk | 1.92 | 1.39 | +0.53 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.21 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.18 | 1.40 | +0.78 |
Martin ratioReturn relative to average drawdown | 6.79 | 6.61 | +0.18 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore ROK risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Rockwell Automation, Inc. provided a 1.50% dividend yield over the last twelve months, with an annual payout of $5.38 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 | $5.38 | $5.31 | $5.06 | $4.79 | $4.54 | $4.33 | $4.13 | $3.93 | $3.65 | $3.12 | $2.94 | $2.68 |
Dividend yield | 1.50% | 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 | $1.38 | |||||||||
| 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 1.50%, 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 60.40%, 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.
The current Rockwell Automation, Inc. drawdown is 16.31%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -75.83% | Apr 25, 2006 | 721 | Mar 5, 2009 | 447 | Dec 10, 2010 | 1168 |
| -54.66% | Jul 12, 1999 | 304 | Sep 20, 2000 | 578 | Jan 13, 2003 | 882 |
| -49.98% | May 6, 1987 | 116 | Oct 19, 1987 | 659 | May 29, 1990 | 775 |
| -46.71% | Apr 27, 2011 | 104 | Sep 22, 2011 | 456 | Jul 18, 2013 | 560 |
| -45.7% | Mar 17, 1998 | 142 | Oct 6, 1998 | 95 | Feb 23, 1999 | 237 |
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 41.0. 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 6.3. 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 10.8. 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
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EBITDA | — |
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