Rockwell Automation (ROK) Stock Analysis

November 11, 2026

This is a peer-relative look at Rockwell Automation (ROK): its performance, risk, profitability, growth, financial strength, dividend, and valuation are each measured against its Capital Goods peers, so every number reads in context rather than in isolation.

Company Profile

Company profile fields for Rockwell Automation (ROK)
Profile Item	ROK
Name	Rockwell Automation Inc.
Country/Region	United States
GICS Sector	Industrials
GICS Industry Group	Capital Goods
GICS Industry	Electrical Equipment
GICS Sub-Industry	Electrical Components & Equipment
Market Capitalization	41.82 billion USD
Currency	USD
Exchange	NYSE
Listing Date	December 31, 1981
Security Type	Common Stock

Price Performance

Cumulative Growth

ROK

GSPC

Rockwell Automation (ROK) vs. S&P 500 (GSPC): Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

Loading price history…

Trailing total returns for Rockwell Automation (ROK) and S&P 500 (GSPC). Returns over one year are annualized.

Calendar-Year Returns

Loading price history…

Calendar-year total returns for Rockwell Automation (ROK) and S&P 500 (GSPC). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Rockwell Automation (ROK) metric values compared with Capital Goods industry-group medians
Metric	Current stock: ROK	Industry group median
Total Return (1Y)	6.19%	6.84%
Total Return (3Y, Annualized)	16.94%	17.66%
Total Return (5Y, Annualized)	4.86%	9.09%

Risk Profile

Drawdown History

ROK

GSPC

Rockwell Automation (ROK) vs. S&P 500 (GSPC): Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

Loading price history…

Distribution of monthly total returns for Rockwell Automation (ROK) and S&P 500 (GSPC). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Rockwell Automation (ROK) metric values compared with Capital Goods industry-group medians
Metric	Current stock: ROK	Industry group median
Volatility (1Y, Annualized)	34.28%	44.38%
Beta (5Y)	1.54	1.19
Max Drawdown (5Y)	-45.09%	-49.95%

Risk-Adjusted Performance

Risk-Return Positioning

Each dot is a stock plotted by 1-year volatility (risk) and 1-year return. ROK is highlighted; the dashed line is the Capital Allocation Line from the risk-free rate through the industry median — dots above it are stronger on a risk-adjusted basis.

Risk-Adjusted Metrics

Rockwell Automation (ROK) metric values compared with Capital Goods industry-group medians
Metric	Current stock: ROK	Industry group median
Sharpe Ratio (1Y)	0.06	0.06
Sortino Ratio (1Y)	0.07	0.09

Profitability

ROE (TTM)

Rockwell Automation (ROK) posts ROE of 38.73%, in the upper peer quartile. That suggests the company earns more from each dollar of shareholders’ equity than most industry peers, a useful capital-efficiency signal.

ROK

Capital Goods industry group

38.73%

Group distribution

Max: 40.55%
ROK: 38.73%
Q3: 19.29%
Median: 12.12%
Q1: 4.08%
Min: -17.12%

Largest peers

GEV: 93.04%
CAT: 56.14%
GE: 50.17%
ROK: 38.73%
DE: 18.24%
RTX: 12.85%
BA: --

Where Rockwell Automation (ROK) stands on ROE within its Capital Goods peer group — the box is the group’s distribution and the dots its largest members.

Net Margin (TTM)

Rockwell Automation (ROK) keeps 15.68% of revenue as net profit, putting net margin in the upper peer quartile. After operating costs, interest, and taxes, more of each sales dollar reaches shareholders than it does at most industry peers.

ROK

Capital Goods industry group

15.68%

Group distribution

Max: 27.47%
ROK: 15.68%
Q3: 12.10%
Median: 6.30%
Q1: 1.40%
Min: -12.89%

Largest peers

GEV: 23.54%
GE: 17.31%
ROK: 15.68%
CAT: 15.21%
DE: 10.17%
RTX: 8.75%
BA: 8.07%

Where Rockwell Automation (ROK) stands on net margin within its Capital Goods peer group — the box is the group’s distribution and the dots its largest members.

Operating Margin (TTM)

Rockwell Automation (ROK) turns 14.75% of revenue into operating profit, roughly in line with the peer group’s normal operating margin range. Its core cost structure looks typical for the industry.

ROK

Capital Goods industry group

14.75%

Group distribution

Max: 36.60%
Q3: 18.33%
ROK: 14.75%
Median: 11.12%
Q1: 5.14%
Min: -12.63%

Largest peers

CAT: 20.19%
GE: 18.49%
RTX: 15.54%
ROK: 14.75%
DE: 13.37%
GEV: 12.77%
BA: 0.30%

Where Rockwell Automation (ROK) stands on operating margin within its Capital Goods peer group — the box is the group’s distribution and the dots its largest members.

Profitability Metrics

Rockwell Automation (ROK) metric values compared with Capital Goods industry-group medians
Metric	Current stock: ROK	Industry group median
ROE (TTM)	38.73%	12.12%
ROA (TTM)	9.32%	5.29%
Net Margin (TTM)	15.68%	6.30%
Operating Margin (TTM)	14.75%	11.12%
Gross Margin (TTM)	48.95%	29.63%

Growth

Revenue Growth

No usable revenue growth is available for Rockwell Automation (ROK) this period, so the top-line momentum read is skipped.

Rockwell Automation (ROK) doesn't report Revenue Growth this period; the bars show the Capital Goods industry-group medians on their own.

EPS Growth

Rockwell Automation (ROK) grew earnings per share 63.49%, in the upper peer quartile. Per-share profits are compounding faster than at most industry peers.

Rockwell Automation (ROK): EPS Growth across different time periods, set against Capital Goods industry-group medians.

Growth Metrics

Rockwell Automation (ROK) metric values compared with Capital Goods industry-group medians
Metric	Current stock: ROK	Industry group median
Revenue Growth (YoY)	--	8.11%
Revenue Growth (3Y CAGR)	--	6.45%
EPS Growth (YoY)	63.49%	5.45%
EPS Growth (3Y CAGR)	1.62%	7.15%

Financial Strength

Current Ratio (MRQ)

Rockwell Automation (ROK) has current ratio of 2.11, in the healthier middle range for its industry. The short-term asset cushion looks balanced relative to peers rather than stretched thin.

ROK

Capital Goods industry group

2.11

Group distribution

Max: 5.22
Q3: 2.95
ROK: 2.11
Median: 2.08
Q1: 1.43
Min: 0.36

Largest peers

DE: 2.13
ROK: 2.11
CAT: 1.42
BA: 1.13
RTX: 1.05
GE: 0.98
GEV: 0.83

Where Rockwell Automation (ROK) stands on current ratio within its Capital Goods peer group — the box is the group’s distribution and the dots its largest members.

Debt / Equity (MRQ)

Rockwell Automation (ROK) has debt-to-equity ratio of 1.00, roughly in line with the peer group’s normal leverage range. Its mix of debt and equity looks typical for the industry.

ROK

Capital Goods industry group

1.00

Group distribution

Max: 2.33
Q3: 1.12
ROK: 1.00
Median: 0.60
Q1: 0.29
Min: 0.00

Largest peers

BA: 7.39
DE: 2.30
CAT: 2.10
GE: 1.16
ROK: 1.00
RTX: 0.55
GEV: 0.30

Where Rockwell Automation (ROK) stands on debt-to-equity ratio within its Capital Goods peer group — the box is the group’s distribution and the dots its largest members.

Financial Strength Metrics

Rockwell Automation (ROK) metric values compared with Capital Goods industry-group medians
Metric	Current stock: ROK	Industry group median
Current Ratio (MRQ)	2.11	2.08
Debt / Equity (MRQ)	1.00	0.60
Net Debt / EBITDA	1.58	1.78

Dividends

Dividend Yield (TTM)

Rockwell Automation (ROK) pays no dividend, leaving dividend yield at 0.00% this period. Shareholders may still receive value through reinvestment or buybacks, but there is no dividend income to compare here.

ROK

Capital Goods industry group

0.00%

Group distribution

Max: 2.66%
Q3: 1.14%
Median: 0.24%
ROK: 0.00%
Q1: 0.00%
Min: 0.00%

Largest peers

RTX: 1.47%
CAT: 1.13%
DE: 0.98%
GE: 0.56%
GEV: 0.26%
ROK: 0.00%
BA: 0.00%

Where Rockwell Automation (ROK) stands on dividend yield within its Capital Goods peer group — the box is the group’s distribution and the dots its largest members.

Dividend Payout Ratio (TTM)

Rockwell Automation (ROK) has payout ratio of 51.03%, above the industry’s usual payout band. A larger share of earnings is going to dividends, so the cushion narrows if profit weakens.

ROK

Capital Goods industry group

51.03%

Group distribution

Max: 67.39%
ROK: 51.03%
Q3: 28.02%
Median: 6.86%
Q1: 0.00%
Min: 0.00%

Largest peers

ROK: 51.03%
RTX: 45.85%
DE: 36.02%
CAT: 24.18%
GE: 20.23%
GEV: 4.59%
BA: 0.00%

Where Rockwell Automation (ROK) stands on payout ratio within its Capital Goods peer group — the box is the group’s distribution and the dots its largest members.

Dividend Metrics

Rockwell Automation (ROK) metric values compared with Capital Goods industry-group medians
Metric	Current stock: ROK	Industry group median
Dividend Yield (TTM)	0.00%	0.24%
Dividend Payout Ratio (TTM)	51.03%	6.86%

Valuation

P/E Ratio (TTM)

Rockwell Automation (ROK) trades at P/E ratio of 29.97, near the industry’s usual earnings multiple. The stock is not showing a clear peer discount or premium on trailing earnings.

ROK

Capital Goods industry group

29.97

Group distribution

Max: 59.38
Q3: 35.92
ROK: 29.97
Median: 25.41
Q1: 19.47
Min: 3.03

Largest peers

DE: 37.33
GE: 36.94
RTX: 30.82
ROK: 29.97
CAT: 21.92
GEV: 20.32
BA: 17.89

Where Rockwell Automation (ROK) stands on P/E ratio within its Capital Goods peer group — the box is the group’s distribution and the dots its largest members.

P/S Ratio (TTM)

Rockwell Automation (ROK) trades at 4.65 on P/S ratio, in the higher sales-valuation quartile. Investors are paying up for each dollar of revenue, so stronger margins, growth, or revenue quality need to carry that price.

ROK

Capital Goods industry group

4.65

Group distribution

Max: 7.54
ROK: 4.65
Q3: 3.76
Median: 2.15
Q1: 1.03
Min: 0.03

Largest peers

GE: 6.38
ROK: 4.65
GEV: 4.65
DE: 3.78
CAT: 3.29
RTX: 2.66
BA: 1.45

Where Rockwell Automation (ROK) stands on P/S ratio within its Capital Goods peer group — the box is the group’s distribution and the dots its largest members.

P/B Ratio (MRQ)

Rockwell Automation (ROK) trades at 11.76 on P/B ratio, above the industry benchmark range. Investors are putting an unusually rich price on each dollar of book equity relative to peers.

ROK

Capital Goods industry group

11.76

Group distribution

ROK: 11.76
Max: 9.66
Q3: 5.00
Median: 3.12
Q1: 1.81
Min: -1.08

Largest peers

BA: 20.99
GE: 19.06
GEV: 18.00
CAT: 11.90
ROK: 11.76
DE: 6.47
RTX: 3.69

Where Rockwell Automation (ROK) stands on P/B ratio within its Capital Goods peer group — the box is the group’s distribution and the dots its largest members.

Valuation Metrics

Rockwell Automation (ROK) metric values compared with Capital Goods industry-group medians
Metric	Current stock: ROK	Industry group median
P/E Ratio (TTM)	29.97	25.41
P/S Ratio (TTM)	4.65	2.15
P/B Ratio (MRQ)	11.76	3.12
Free Cash Flow Yield (TTM)	-1.13%	3.03%