ROK vs. PH
Compare and contrast key facts about Rockwell Automation, Inc. (ROK) and Parker-Hannifin Corporation (PH).
Performance
ROK vs. PH - Performance Comparison
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ROK vs. PH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ROK Rockwell Automation, Inc. | -7.44% | 38.36% | -6.23% | 22.63% | -24.78% | 41.21% | 26.17% | 37.85% | -21.79% | 48.87% |
PH Parker-Hannifin Corporation | 2.04% | 39.54% | 39.58% | 60.81% | -6.91% | 18.30% | 34.78% | 40.75% | -24.00% | 44.91% |
Fundamentals
ROK:
$40.59B
PH:
$114.68B
ROK:
$8.76
PH:
$27.53
ROK:
40.98
PH:
32.52
ROK:
6.28
PH:
5.62
ROK:
10.84
PH:
7.48
ROK:
$6.46B
PH:
$20.46B
ROK:
$4.30B
PH:
$7.63B
ROK:
$1.60B
PH:
$5.26B
Returns By Period
In the year-to-date period, ROK achieves a -7.44% return, which is significantly lower than PH's 2.04% return. Over the past 10 years, ROK has underperformed PH with an annualized return of 14.34%, while PH has yielded a comparatively higher 25.06% annualized return.
ROK
- 1D
- 2.98%
- 1M
- -11.92%
- YTD
- -7.44%
- 6M
- 3.41%
- 1Y
- 41.03%
- 3Y*
- 8.79%
- 5Y*
- 8.20%
- 10Y*
- 14.34%
PH
- 1D
- 3.92%
- 1M
- -11.29%
- YTD
- 2.04%
- 6M
- 18.56%
- 1Y
- 48.64%
- 3Y*
- 40.22%
- 5Y*
- 24.76%
- 10Y*
- 25.06%
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Return for Risk
ROK vs. PH — Risk / Return Rank
ROK
PH
ROK vs. PH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Rockwell Automation, Inc. (ROK) and Parker-Hannifin Corporation (PH). 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.
| ROK | PH | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.29 | 1.59 | -0.30 |
Sortino ratioReturn per unit of downside risk | 1.92 | 2.19 | -0.27 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.33 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 2.18 | 2.83 | -0.64 |
Martin ratioReturn relative to average drawdown | 6.79 | 10.89 | -4.10 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ROK | PH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.29 | 1.59 | -0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.88 | -0.61 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.80 | -0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.45 | -0.04 |
Correlation
The correlation between ROK and PH is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
ROK vs. PH - Dividend Comparison
ROK's dividend yield for the trailing twelve months is around 1.50%, more than PH's 0.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ROK Rockwell Automation, Inc. | 1.50% | 1.36% | 1.77% | 1.54% | 1.76% | 1.24% | 1.65% | 1.94% | 2.42% | 1.59% | 2.18% | 2.61% |
PH Parker-Hannifin Corporation | 0.80% | 0.80% | 1.00% | 1.25% | 1.73% | 1.25% | 1.29% | 1.65% | 1.97% | 1.32% | 1.80% | 2.60% |
Drawdowns
ROK vs. PH - Drawdown Comparison
The maximum ROK drawdown since its inception was -75.83%, which is greater than PH's maximum drawdown of -66.92%. Use the drawdown chart below to compare losses from any high point for ROK and PH.
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Drawdown Indicators
| ROK | PH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -75.83% | -66.92% | -8.91% |
Max Drawdown (1Y)Largest decline over 1 year | -18.73% | -17.77% | -0.96% |
Max Drawdown (5Y)Largest decline over 5 years | -45.09% | -28.64% | -16.45% |
Max Drawdown (10Y)Largest decline over 10 years | -45.09% | -54.68% | +9.59% |
Current DrawdownCurrent decline from peak | -16.31% | -12.49% | -3.82% |
Average DrawdownAverage peak-to-trough decline | -14.93% | -15.35% | +0.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.03% | 4.61% | +1.42% |
Volatility
ROK vs. PH - Volatility Comparison
The current volatility for Rockwell Automation, Inc. (ROK) is 8.15%, while Parker-Hannifin Corporation (PH) has a volatility of 9.82%. This indicates that ROK experiences smaller price fluctuations and is considered to be less risky than PH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ROK | PH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.15% | 9.82% | -1.67% |
Volatility (6M)Calculated over the trailing 6-month period | 20.23% | 17.88% | +2.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.05% | 30.84% | +1.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.10% | 28.31% | +2.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.10% | 31.52% | -0.42% |
Financials
ROK vs. PH - Financials Comparison
This section allows you to compare key financial metrics between Rockwell Automation, Inc. and Parker-Hannifin 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