ROK vs. ORCL
ROK (Rockwell Automation, Inc.) and ORCL (Oracle Corporation) are both stocks. ROK operates in Specialty Industrial Machinery (Industrials), while ORCL operates in Software - Infrastructure (Technology). Over the past 10 years, ROK returned 16.90%/yr vs 18.60%/yr for ORCL. At a 0.32 correlation, their price movements are largely independent.
Performance
ROK vs. ORCL - Performance Comparison
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Returns By Period
In the year-to-date period, ROK achieves a 18.84% return, which is significantly higher than ORCL's -4.95% return. Over the past 10 years, ROK has underperformed ORCL with an annualized return of 16.90%, while ORCL has yielded a comparatively higher 18.60% annualized return.
ROK
- 1D
- 0.38%
- 1M
- 2.68%
- YTD
- 18.84%
- 6M
- 14.11%
- 1Y
- 46.56%
- 3Y*
- 15.25%
- 5Y*
- 11.95%
- 10Y*
- 16.90%
ORCL
- 1D
- 0.02%
- 1M
- -4.57%
- YTD
- -4.95%
- 6M
- -2.48%
- 1Y
- -13.59%
- 3Y*
- 17.80%
- 5Y*
- 18.90%
- 10Y*
- 18.60%
ROK vs. ORCL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ROK Rockwell Automation, Inc. | 18.84% | 38.36% | -6.23% | 22.63% | -24.78% | 41.21% | 26.17% | 37.85% | -21.79% | 48.87% |
ORCL Oracle Corporation | -4.95% | 18.13% | 59.99% | 30.94% | -4.65% | 36.89% | 24.25% | 19.34% | -2.97% | 24.94% |
Correlation
The correlation between ROK and ORCL is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.19 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.32 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.39 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.39 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 1987 | 0.32 |
The correlation between ROK and ORCL shifts across timeframes, from 0.19 (1 year) to 0.39 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
ROK:
$51.72B
ORCL:
$536.74B
ROK:
$9.63
ORCL:
$5.86
ROK:
47.68
ORCL:
31.41
ROK:
5.89
ORCL:
7.97
ROK:
14.69
ORCL:
12.47
ROK:
$8.80B
ORCL:
$67.36B
ROK:
$4.63B
ORCL:
$79.58B
ROK:
$1.56B
ORCL:
$6.20B
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Return for Risk
ROK vs. ORCL — Risk / Return Rank
ROK
ORCL
ROK vs. ORCL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Rockwell Automation, Inc. (ROK) and Oracle Corporation (ORCL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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 | ORCL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.61 | ||
| Sortino ratioReturn per unit of downside risk | +1.83 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.04 | +0.23 |
| Calmar ratioReturn relative to maximum drawdown | 2.32 | -0.12 | +2.44 |
| Martin ratioReturn relative to average drawdown | 7.33 | -0.20 | +7.53 |
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Drawdowns
ROK vs. ORCL - Drawdown Comparison
The maximum ROK drawdown since its inception was -75.83%, smaller than the maximum ORCL drawdown of -84.19%. Use the drawdown chart below to compare losses from any high point for ROK and ORCL.
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Drawdown Indicators
| ROK | ORCL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -75.83% | -84.19% | +8.36% |
Max Drawdown (1Y)Largest decline over 1 year | -18.73% | -58.25% | +39.52% |
Max Drawdown (3Y)Largest decline over 3 years | -34.84% | -58.25% | +23.41% |
Max Drawdown (5Y)Largest decline over 5 years | -45.09% | -58.25% | +13.16% |
Max Drawdown (10Y)Largest decline over 10 years | -45.09% | -58.25% | +13.16% |
Current DrawdownCurrent decline from peak | -0.88% | -43.48% | +42.60% |
Average DrawdownAverage peak-to-trough decline | -14.87% | -29.11% | +14.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.92% | 35.41% | -29.49% |
Volatility
ROK vs. ORCL - Volatility Comparison
The current volatility for Rockwell Automation, Inc. (ROK) is 10.07%, while Oracle Corporation (ORCL) has a volatility of 23.44%. This indicates that ROK experiences smaller price fluctuations and is considered to be less risky than ORCL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ROK | ORCL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.07% | 23.44% | -13.37% |
Volatility (6M)Calculated over the trailing 6-month period | 23.96% | 43.42% | -19.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.04% | 65.91% | -36.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.83% | 42.16% | -10.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.49% | 35.12% | -3.63% |
Dividends
ROK vs. ORCL - Dividend Comparison
ROK's dividend yield for the trailing twelve months is around 1.19%, more than ORCL's 1.09% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ORCL Oracle Corporation | 1.09% | 0.97% | 0.96% | 1.44% | 1.57% | 1.38% | 1.48% | 1.72% | 1.68% | 1.52% | 1.56% | 1.56% |
ROK Rockwell Automation, Inc. | 1.19% | 1.36% | 1.77% | 1.54% | 1.76% | 1.24% | 1.65% | 1.94% | 2.42% | 1.59% | 2.18% | 2.61% |
Financials
ROK vs. ORCL - Financials Comparison
This section allows you to compare key financial metrics between Rockwell Automation, Inc. and Oracle Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
ROK and ORCL have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ORCL has higher volatility (23.44%) compared to ROK (10.07%). In terms of maximum drawdown, ROK dropped -75.83% vs ORCL's -84.19%.
ROK currently has the higher Sharpe Ratio (1.50 vs -0.11), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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