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Rockwell Automation Inc Stock Research

ROK

278.94USD-6.23(-2.18%)Market Closed
Watchlist

Market Summary

USD278.94-6.23
Market Closed
-2.18%

ROK Alerts

  • 1 major insider sales recently.
  • Big jump in Earnings (Y/Y)

ROK Stock Price

ROK RSI Chart

ROK Valuation

Market Cap

32.7B

Price/Earnings (Trailing)

23

Price/Sales (Trailing)

3.8

EV/EBITDA

16.46

Price/Free Cashflow

41.11

ROK Price/Sales (Trailing)

ROK Profitability

EBT Margin

18.79%

Return on Equity

41.87%

Return on Assets

11.52%

Free Cashflow Yield

2.43%

ROK Fundamentals

ROK Revenue

Revenue (TTM)

8.6B

Revenue Y/Y

13.71%

Revenue Q/Q

-1.61%

ROK Earnings

Earnings (TTM)

1.4B

Earnings Y/Y

34.34%

Earnings Q/Q

33.27%

Price Action

52 Week Range

348.52
(Low)(High)

Last 7 days

-0.1%

Last 30 days

-2.6%

Last 90 days

-9.5%

Trailing 12 Months

21.3%

ROK Financial Health

Current Ratio

1.08

Debt/Equity

0.98

Debt/Cashflow

0.31

ROK Investor Care

Dividend Yield

1.66%

Dividend/Share (TTM)

4.72

Buy Backs (1Y)

1.03%

Diluted EPS (TTM)

12.26

Historical Charts for Stock Metrics

Get all data in R, Python etc through our Historical Stock Data APIs
Net sales

Latest Insider Trading transactions for ROK

Filter Transactions
Datesorted ascendingNameBuy/Sell$ ValueAvg. Price# SharesTitle
2023-08-29
Parfet Donald R
gifted
-
-
-1,100
-
2023-08-15
GENEREUX SCOTT
sold
-148,810
297
-500
sr.vp, chief revenue officer
2023-08-04
Myers Tessa M.
sold
-203,897
301
-677
svp, intelligent devices
2023-08-03
Myers Tessa M.
acquired
-
-
1,820
svp, intelligent devices
2023-06-28
Woods Isaac
sold
-48,750
325
-150
vice president and treasurer
2023-06-13
Kulaszewicz Frank C
sold
-2,395,990
310
-7,729
senior vice president
2023-06-13
Kulaszewicz Frank C
acquired
1,178,580
196
6,000
senior vice president
2023-06-13
Moret Blake D.
sold
-1,529,330
315
-4,855
president and ceo
2023-06-09
Moret Blake D.
acquired
2,730,280
115
23,600
president and ceo
2023-06-09
Moret Blake D.
sold
-7,198,000
305
-23,600
president and ceo

1–10 of 50

Which funds bought or sold ROK recently?

View All Details
Datesorted ascendingFund NameType% Chg$ Change$ Held% Portfolio
2023-09-19
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL
unchanged
-
75,600
691,845
0.29%
2023-09-12
Farther Finance Advisors, LLC
added
28.26
35,664
116,669
0.03%
2023-09-12
DCM Advisors, LLC
unchanged
-
59,652
545,899
0.23%
2023-09-08
TUCKER ASSET MANAGEMENT LLC
added
16.67
1,636
6,918
-%
2023-09-07
ST GERMAIN D J CO INC
new
-
172,961
172,961
0.01%
2023-09-07
Strategic Financial Concepts, LLC
added
0.29
38,471
343,585
0.13%
2023-08-30
Western Wealth Management, LLC
added
0.14
187,778
1,699,630
0.14%
2023-08-29
EFG Asset Management (Americas) Corp.
added
40.75
915,397
2,493,280
0.58%
2023-08-24
Alberta Investment Management Corp
unchanged
-
90,000
823,625
0.01%
2023-08-24
ProVise Management Group, LLC
unchanged
-
57,600
527,120
0.05%

1–10 of 48

Latest Funds Activity

Are funds buying ROK calls or puts?
Calls
Puts
No. of funds holding Calls - Puts
Net Call Options
No. of funds that own ROK
No. of Funds

Schedule 13G FIlings of Rockwell Automation

Date FiledName of FilerPercent of ClassNo. of SharesForm Type
Feb 09, 2023
vanguard group inc
11.85%
13,595,889
SC 13G/A
Feb 03, 2023
blackrock inc.
8.1%
9,243,687
SC 13G/A
Jul 11, 2022
vanguard group inc
11.57%
13,454,960
SC 13G/A
Feb 01, 2022
blackrock inc.
7.7%
8,966,745
SC 13G/A
Feb 10, 2021
vanguard group inc
9.81%
11,401,551
SC 13G/A
Feb 01, 2021
blackrock inc.
7.4%
8,650,528
SC 13G/A
Jun 10, 2020
vanguard group inc
10.43%
12,082,988
SC 13G/A
Feb 12, 2020
vanguard group inc
9.35%
10,840,560
SC 13G/A
Feb 06, 2020
blackrock inc.
7.7%
8,990,945
SC 13G/A

Recent SEC filings of Rockwell Automation

View All Filings
Date Filed Form Type Document
Aug 30, 2023
4
Insider Trading
Aug 15, 2023
144
Notice of Insider Sale Intent
Aug 15, 2023
4
Insider Trading
Aug 07, 2023
4
Insider Trading
Aug 04, 2023
144
Notice of Insider Sale Intent
Aug 01, 2023
10-Q
Quarterly Report
Aug 01, 2023
8-K
Current Report
Aug 01, 2023
SC 13D/A
13D - Major Acquisition
Jul 05, 2023
4
Insider Trading
Jul 05, 2023
4
Insider Trading

ROK Fair Value

Loading...

Peers (Alternatives to Rockwell Automation)

View All Peers In Detail
NameMkt Capsorted ascendingRevenuePrice %, 1MReturns, 1YP/EP/SRev 1-YrInc 1-Yr
LARGE-CAP
85.6B
22.0B
-0.51% 55.02%
31.59
3.88
11.48% 17.16%
56.0B
16.4B
3.10% 26.34%
4.24
3.41
10.61% 318.06%
34.9B
6.4B
-2.08% 27.81%
28.26
5.44
8.50% 12.86%
32.7B
8.6B
-2.62% 21.32%
23
3.8
15.85% 111.88%
18.1B
5.2B
1.03% 38.67%
33.07
3.57
12.87% 23.98%
MID-CAP
9.1B
3.0B
5.16% 67.15%
19.81
3
10.84% 58.75%
7.2B
4.1B
-0.45% -8.12%
23.31
1.8
5.44% 52.99%
5.2B
4.1B
2.89% 1.62%
13.79
1.29
4.21% 3.22%
4.8B
879.8M
-8.48% -68.88%
-5.78
5.5
47.16% -33.02%
SMALL-CAP
1.2B
1.5B
0.19% 20.41%
-10.64
0.78
149.77% -229.20%
961.9M
452.0M
14.24% 71.33%
23.77
2.13
18.97% 49.93%
543.5M
557.8M
-12.77% -4.22%
23.24
0.97
27.41% 60.00%
538.1M
41.4M
-21.43% -68.97%
-30.62
12.98
-60.61% 85.88%
429.9M
1.0B
1.47% -40.25%
-14.53
0.42
32.14% -192.53%
213.9M
113.6M
-16.54% 50.80%
-6.74
1.88
-38.89% 13.45%

Rockwell Automation News

InvestorsObserver
What is Wall Street's Target Price for Rockwell Automation Inc (ROK) Stock Wednesday?.
InvestorsObserver,
30 hours ago
Marketscreener.com
Watcher Guru
Best Stocks to Buy for Long-Term.
Watcher Guru,
9 days ago

Returns for ROK

Cumulative Returns on ROK

12.4%


10-Year Cumulative Returns

15.6%


7-Year Cumulative Returns

9.5%


5-Year Cumulative Returns

10.6%


3-Year Cumulative Returns

Risks for ROK

What is the probability of a big loss on ROK?

73.5%


Probability that Rockwell Automation stock will be more than 20% underwater in next one year

36.9%


Probability that Rockwell Automation stock will be more than 30% underwater in next one year.

13.5%


Probability that Rockwell Automation stock will be more than 40% underwater in next one year.
*Calculated based on probability distribution of losses observed in actual data in the last 5 years.

How does ROK drawdown profile look like?

Y-axis is the maximum loss one would have experienced if Rockwell Automation was unfortunately bought at previous high price.

Drawdowns

Financials for Rockwell Automation

Income Statement (Last 12 Months)
(In Millions)
Income Statement (Last 12 Months)
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q2
Revenue3.2%8,6218,3517,8847,7607,4427,3217,2896,9976,7606,3056,2116,3306,4906,7616,7376,6956,6946,7286,7226,6666,604
Gross Profit3.3%3,5483,4353,1673,1022,9352,8973,0002,8982,8182,6072,5392,5952,6792,8552,8642,9002,9132,9282,9232,8852,797
  S&GA Expenses3.2%1,9211,8611,7891,7671,7651,7601,7531,6801,5871,5211,4511,4801,5311,5221,5551,5391,5491,5861,5881,5881,564
EBITDA-100.0%-1,8261,5111,3239169441,4011,8112,0882,1131,7751,4121,1491,1381,3711,1511,5811,5011,3921,5681,365
EBITDA Margin-100.0%-0.22*0.19*0.17*0.12*0.13*0.19*0.26*0.31*0.34*0.29*0.22*0.18*0.17*0.20*0.17*0.24*0.22*0.21*0.24*0.21*
Interest Expenses2.7%13713312812311710810295.0095.0098.0010010410410610498.0090.0080.0074.0073.0073.00
Earnings Before Taxes8.1%1,6971,5691,2591,0746726411,1081,5261,8221,8431,5021,1368938801,1159011,3261,2571,1541,3311,123
EBT Margin-100.0%-0.19*0.16*0.14*0.09*0.09*0.15*0.22*0.27*0.29*0.24*0.18*0.14*0.13*0.17*0.13*0.20*0.19*0.17*0.20*0.17*
Net Income7.7%1,4231,3211,0759326726451,0061,3581,5421,5891,3061,0237697129266961,034971852536394
Net Income Margin-100.0%-0.16*0.14*0.12*0.09*0.09*0.14*0.19*0.23*0.25*0.21*0.16*0.12*0.11*0.14*0.10*0.15*0.14*0.13*0.08*0.06*
Free Cashflow-100.0%-8837736824845947721,1411,2841,1581,1321,0071,1541,1661,0731,0499149121,1661,175921
Balance Sheet
(In Millions)
Balance Sheet
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q2
Assets2.4%11,74311,46911,15010,75910,80010,71610,74310,7028,5738,3188,1717,2657,3306,6667,1086,1136,1596,2545,9356,2625,838
  Current Assets7.3%4,4014,1013,8603,6113,4923,2853,1323,0633,2862,9702,9322,6862,9432,7583,0082,9862,9462,9772,7382,8313,376
    Cash Equivalents-2.7%4444564604914834435406799146427307059106429261,018789780632619940
  Inventory8.0%1,4351,3291,2711,054989931869798734681641584675629625576656665627582570
  Net PPE2.6%654638623587569577584582551551568574565561574572557558560577537
  Goodwill0.4%3,7013,6853,6413,5243,5823,6203,6223,6261,9162252251,6501,6311,3621,3963071,0811,0861,0641,076-
  Current Liabilities3.4%3,9223,7943,7473,5723,2813,0282,9142,9922,4562,1402,1891,8112,2421,7622,0681,9371,9531,8722,2662,2371,754
  Short Term Borrowings-45.8%27951454835960264160651025.0026.0015125.0042382.0024.00-1.001.006315511.00
  Long Term Debt----2,868---3,465---1,975---------
    LT Debt, Current-0.1%608609609609---7.00------301301299297---
    LT Debt, Non Current0.0%2,8672,8682,8672,8683,4643,4663,4693,4651,9771,9781,9801,9751,9741,9701,9531,9561,9411,9321,2351,2251,227
Shareholder's Equity-2.7%3,3433,4363,2012,7262,6862,9302,8072,6942,5782,1291,8741,3471,0899381,0374041,1571,3361,2741,6181,444
  Retained Earnings1.5%8,9528,8248,6608,4128,0738,0358,1128,0007,9227,8997,6097,1406,8776,7966,7826,4406,4326,3986,1686,2045,852
  Additional Paid-In Capital1.4%2,0782,0492,0162,0071,9861,9671,9531,9341,9091,8871,8561,8311,8101,7911,7761,7091,6981,6871,6741,6811,670
Accumulated Depreciation1.2%1,7991,7771,7431,7021,7201,7131,7501,7441,7451,7241,7201,6751,6471,6161,6091,5661,5851,5571,5451,5611,579
Shares Outstanding0%115115115-116116116-116116116-116116116-118119120-124
Minority Interest-0.4%279280286291294298302305309312316319319317320------
Cashflow (Last 12 Months)
(In Millions)
Cashflow (Last 12 Months)
(In Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q2
Cashflow From Operations-6.3%9359989018236287449031,2611,3831,2671,2361,1211,2701,2751,2011,1821,0701,0621,2991,3001,044
  Share Based Compensation7.4%84.0079.0071.0068.0063.0059.0056.0052.0049.0048.0046.0046.0045.0044.0044.0043.0042.0042.0041.0039.0038.00
Cashflow From Investing53.3%18011723.00-7.80-2,353-2,434-2,365-2,626-399-681-695-618-495-166-148225-603-5554.00-170409
Cashflow From Financing-7.0%-1,164-1,088-987-9341,3221,4941,2831,298-993-604-740-798-633-1,213-753-985-609-1,091-2,190-1,888-2,052
  Dividend Payments1.0%536531525519515509503497491485479473467464461460459460450441426
  Buy Backs-25.1%3404544163012871722643002362242382644826808101,0091,1781,3521,5871,4821,120

ROK Income Statement

2023-06-30
Consolidated Statement of Operations - USD ($)
shares in Millions, $ in Millions
3 Months Ended9 Months Ended
Jun. 30, 2023
Jun. 30, 2022
Jun. 30, 2023
Jun. 30, 2022
Sales    
Sales$ 2,238.7$ 1,968.7$ 6,495.1$ 5,634.1
Cost of sales    
Cost of sales(1,323.3)(1,166.3)(3,833.6)(3,418.5)
Gross profit915.4802.42,661.52,215.6
Selling, general and administrative expenses(501.4)(442.0)(1,472.1)(1,318.0)
Change in fair value of investments85.7(5.2)289.3(138.3)
Other income (expense)6.519.8(83.3)(1.0)
Interest expense(34.4)(30.8)(104.3)(90.5)
Income before income taxes471.8344.21,291.1667.8
Income tax provision (Note 14)(73.1)(49.4)(218.8)(84.7)
Net income (loss)398.7294.81,072.3583.1
Net loss attributable to noncontrolling interests(1.5)(3.1)(12.2)(10.2)
Net income attributable to Rockwell Automation, Inc.$ 400.2$ 297.9$ 1,084.5$ 593.3
Earnings per share:    
Basic (in usd per share)$ 3.47$ 2.56$ 9.41$ 5.10
Diluted (in usd per share)$ 3.45$ 2.55$ 9.34$ 5.06
Weighted average outstanding shares:    
Basic (in shares)114.8116.0114.8116.1
Diluted (in shares)115.6116.5115.6116.9
Products and solutions    
Sales    
Sales$ 2,031.8$ 1,768.4$ 5,891.4$ 5,063.6
Cost of sales    
Cost of sales(1,189.9)(1,042.7)(3,440.9)(3,061.8)
Services    
Sales    
Sales206.9200.3603.7570.5
Cost of sales    
Cost of sales$ (133.4)$ (123.6)$ (392.7)$ (356.7)

ROK Balance Sheet

2023-06-30
Consolidated Balance Sheet - USD ($)
$ in Millions
Jun. 30, 2023
Sep. 30, 2022
Current assets  
Cash and cash equivalents$ 443.5$ 490.7
Receivables2,245.01,736.7
Inventories1,435.21,054.2
Other current assets277.4329.1
Total current assets4,401.13,610.7
Property, net of accumulated depreciation of $1,798.6 and $1,702.3, respectively654.1586.5
Operating lease right-of-use assets318.1321.0
Goodwill3,700.93,524.0
Other intangible assets, net883.1902.0
Deferred income taxes360.9384.3
Long-term investments1,002.01,056.0
Other assets423.1374.2
Total11,743.310,758.7
Current liabilities  
Short-term debt278.5359.3
Current portion of long-term debt608.3609.1
Accounts payable1,009.11,028.0
Compensation and benefits365.6292.7
Contract liabilities621.2507.0
Customer returns, rebates and incentives462.3373.1
Other current liabilities577.1403.0
Total current liabilities3,922.13,572.2
Long-term debt2,866.92,867.8
Retirement benefits517.2471.2
Operating lease liabilities256.6263.5
Other liabilities558.3567.3
Commitments and contingent liabilities (Note 13)
Shareowners’ equity  
Common stock ($1.00 par value, shares issued: 181.4)181.4181.4
Additional paid-in capital2,078.22,007.1
Retained earnings8,952.28,411.8
Accumulated other comprehensive loss(725.5)(917.5)
Common stock in treasury, at cost (shares held: 66.5 and 66.2, respectively)(7,143.1)(6,957.2)
Shareowners’ equity attributable to Rockwell Automation, Inc.3,343.22,725.6
Noncontrolling interests279.0291.1
Total shareowners’ equity3,622.23,016.7
Total$ 11,743.3$ 10,758.7
Blake D. Moret
24500
Rockwell Automation, Inc. provides industrial automation and digital transformation solutions in the United States and internationally. The company operates in three segments, Intelligent Devices, Software & Control, and Lifecycle Services. Its solutions include hardware and software products, and services. The Intelligent Devices segment offers drives, motion, safety, sensing, industrial components, and configured-to-order products. The Software & Control segment provides control and visualization software and hardware, information software, digital twin and simulation software, and network and security infrastructure solutions. The Lifecycle Services segment provides consulting, professional services and solutions, and connected and maintenance services. The company sells its solutions primarily through independent distributors in relation with its direct sales force. It serves discrete end markets, including automotive, semiconductor, warehousing and logistics, and other discrete markets, as well as general industries comprising printing and publishing, marine, glass, fiber and textiles, airports, and aerospace; hybrid end markets, such as food and beverage, life sciences, household and personal care, and tire, as well as eco industrial, including water/wastewater, waste management, mass transit, and renewable energy; and process end markets comprising oil and gas, mining, metals, chemicals, pulp and paper, and others. Rockwell Automation, Inc. was founded in 1903 and is headquartered in Milwaukee, Wisconsin.