Rockwell Automation Stock Performance
| ROK Stock | USD 394.37 12.37 3.24% |
Rockwell Automation has a performance score of 5 on a scale of 0 to 100. The company holds a Beta of 1.75, which implies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Rockwell Automation will likely underperform. Rockwell Automation right now holds a risk of 1.84%. Please check Rockwell Automation value at risk, and the relationship between the jensen alpha and skewness , to decide if Rockwell Automation will be following its historical price patterns.
Risk-Adjusted Performance
Mild
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Rockwell Automation are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. Despite quite uncertain basic indicators, Rockwell Automation may actually be approaching a critical reversion point that can send shares even higher in March 2026. ...more
Actual Historical Performance (%)
One Day Return (6.09) | Five Day Return (6.14) | Year To Date Return (4.15) | Ten Year Return 296.55 | All Time Return 20.9 K |
Forward Dividend Yield 0.0136 | Payout Ratio | Last Split Factor 2:1 | Forward Dividend Rate 5.52 | Dividend Date 2025-12-10 |
1 | Disposition of 2043 shares by Lisa Payne of Rockwell Automation subject to Rule 16b-3 | 11/28/2025 |
| Rockwell Automation dividend paid on 10th of December 2025 | 12/10/2025 |
2 | Strength Seen in MKS Can Its 7.9 percent Jump Turn into More Strength | 01/16/2026 |
3 | Rockwell Automation to Present at Citis 2026 Global Industrial Tech and Mobility Conference | 01/29/2026 |
4 | Rockwell Automation Q1 Earnings on the Horizon Analysts Insights on Key Performance Measures | 02/03/2026 |
5 | Rockwell Automation Q1 2026 Earnings Preview | 02/04/2026 |
6 | Rockwell Automation ROK Earnings Call Transcript | 02/05/2026 |
7 | FLEX vs. ROK Which Stock Should Value Investors Buy Now | 02/09/2026 |
8 | Lucid VP for Engineering Says Technology is Finite, Human Creativity Infinite | 02/10/2026 |
9 | Rockwell Medical Named Great Place to Work for Fourth Year in a Row | 02/12/2026 |
| Begin Period Cash Flow | 471 M | |
| Total Cashflows From Investing Activities | -216 M |
Rockwell Automation Relative Risk vs. Return Landscape
If you would invest 37,010 in Rockwell Automation on November 15, 2025 and sell it today you would earn a total of 2,570 from holding Rockwell Automation or generate 6.94% return on investment over 90 days. Rockwell Automation is generating 0.1269% of daily returns assuming volatility of 1.8383% on return distribution over 90 days investment horizon. In other words, 16% of stocks are less volatile than Rockwell, and above 98% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Rockwell Automation Target Price Odds to finish over Current Price
The tendency of Rockwell Stock price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 394.37 | 90 days | 394.37 | about 67.87 |
Based on a normal probability distribution, the odds of Rockwell Automation to move above the current price in 90 days from now is about 67.87 (This Rockwell Automation probability density function shows the probability of Rockwell Stock to fall within a particular range of prices over 90 days) .
Rockwell Automation Price Density |
| Price |
Predictive Modules for Rockwell Automation
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Rockwell Automation. Regardless of method or technology, however, to accurately forecast the stock market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the stock market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Rockwell Automation Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Rockwell Automation is not an exception. The market had few large corrections towards the Rockwell Automation's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Rockwell Automation, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Rockwell Automation within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.08 | |
β | Beta against Dow Jones | 1.75 | |
σ | Overall volatility | 15.90 | |
Ir | Information ratio | -0.01 |
Rockwell Automation Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Rockwell Automation for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Rockwell Automation can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Rockwell Automation has a strong financial position based on the latest SEC filings | |
| Over 87.0% of the company shares are owned by institutional investors | |
| Latest headline from finance.yahoo.com: Rockwell Medical Named Great Place to Work for Fourth Year in a Row |
Rockwell Automation Price Density Drivers
Market volatility will typically increase when nervous long traders begin to feel the short-sellers pressure to drive the market lower. The future price of Rockwell Stock often depends not only on the future outlook of the current and potential Rockwell Automation's investors but also on the ongoing dynamics between investors with different trading styles. Because the market risk indicators may have small false signals, it is better to identify suitable times to hedge a portfolio using different long/short signals. Rockwell Automation's indicators that are reflective of the short sentiment are summarized in the table below.
| Common Stock Shares Outstanding | 113.1 M | |
| Cash And Short Term Investments | 468 M |
Rockwell Automation Fundamentals Growth
Rockwell Stock prices reflect investors' perceptions of the future prospects and financial health of Rockwell Automation, and Rockwell Automation fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Rockwell Stock performance.
| Return On Equity | 0.24 | ||||
| Return On Asset | 0.0871 | ||||
| Profit Margin | 0.12 % | ||||
| Operating Margin | 0.18 % | ||||
| Current Valuation | 49.03 B | ||||
| Shares Outstanding | 112.36 M | ||||
| Price To Earning | 33.23 X | ||||
| Price To Book | 12.20 X | ||||
| Price To Sales | 5.34 X | ||||
| Revenue | 8.34 B | ||||
| Gross Profit | 4.15 B | ||||
| EBITDA | 1.4 B | ||||
| Net Income | 749 M | ||||
| Cash And Equivalents | 468 M | ||||
| Cash Per Share | 4.38 X | ||||
| Total Debt | 3.65 B | ||||
| Debt To Equity | 1.40 % | ||||
| Current Ratio | 1.01 X | ||||
| Book Value Per Share | 33.34 X | ||||
| Cash Flow From Operations | 1.54 B | ||||
| Earnings Per Share | 8.75 X | ||||
| Market Capitalization | 45.73 B | ||||
| Total Asset | 11.22 B | ||||
| Retained Earnings | 5.42 B | ||||
| Working Capital | 466 M | ||||
| Current Asset | 1.76 B | ||||
| Current Liabilities | 966 M | ||||
About Rockwell Automation Performance
By examining Rockwell Automation's fundamental ratios, stakeholders can obtain critical insights into Rockwell Automation's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Rockwell Automation is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 121.00 | 88.10 | |
| Return On Tangible Assets | 0.12 | 0.10 | |
| Return On Capital Employed | 0.16 | 0.15 | |
| Return On Assets | 0.07 | 0.07 | |
| Return On Equity | 0.21 | 0.24 |
Things to note about Rockwell Automation performance evaluation
Checking the ongoing alerts about Rockwell Automation for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Rockwell Automation help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Rockwell Automation has a strong financial position based on the latest SEC filings | |
| Over 87.0% of the company shares are owned by institutional investors | |
| Latest headline from finance.yahoo.com: Rockwell Medical Named Great Place to Work for Fourth Year in a Row |
- Analyzing Rockwell Automation's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Rockwell Automation's stock is overvalued or undervalued compared to its peers.
- Examining Rockwell Automation's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Rockwell Automation's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Rockwell Automation's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Rockwell Automation's stock. These opinions can provide insight into Rockwell Automation's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Rockwell Automation. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in employment. For more information on how to buy Rockwell Stock please use our How to buy in Rockwell Stock guide.You can also try the Sign In To Macroaxis module to sign in to explore Macroaxis' wealth optimization platform and fintech modules.
Is Electrical Components & Equipment space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Rockwell Automation. Anticipated expansion of Rockwell directly elevates investor willingness to pay premium valuations. The financial industry is built on trying to define current growth potential and future valuation accurately. Comprehensive Rockwell Automation assessment requires weighing all these inputs, though not all factors influence outcomes equally.
Quarterly Earnings Growth 0.671 | Dividend Share 5.31 | Earnings Share 8.75 | Revenue Per Share | Quarterly Revenue Growth 0.119 |
Investors evaluate Rockwell Automation using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating Rockwell Automation's intrinsic value - the estimated true worth - helps identify when the stock trades at a discount or premium to fair value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. External factors like market trends, sector rotation, and investor psychology can cause Rockwell Automation's market price to deviate significantly from intrinsic value.
It's important to distinguish between Rockwell Automation's intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding Rockwell Automation should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. Conversely, Rockwell Automation's market price signifies the transaction level at which participants voluntarily complete trades.