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CARR vs. ROK: Carrier Global vs. Rockwell Automation Stock Comparison

How do Carrier Global (CARR) and Rockwell Automation (ROK) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Carrier Global (CARR) and Rockwell Automation (ROK) both fall under the Capital Goods industry group, but CARR is classified in Building Products while ROK is classified in Electrical Equipment.

Rockwell Automation (ROK) has more than two decades of public-market history since December 31, 1981, whereas Carrier Global (CARR) listed on March 19, 2020 and has a much shorter record to draw on.

Company profile comparison for Carrier Global (CARR) and Rockwell Automation (ROK)
Profile ItemCARRROK
NameCarrier Global Corp.Rockwell Automation Inc.
Country/RegionUnited StatesUnited States
GICS SectorIndustrialsIndustrials
GICS Industry GroupCapital GoodsCapital Goods
GICS IndustryBuilding ProductsElectrical Equipment
GICS Sub-IndustryBuilding ProductsElectrical Components & Equipment
Market Capitalization42.86 billion USD41.82 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateMarch 19, 2020December 31, 1981
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

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

Trailing Returns

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Trailing total returns for Carrier Global (CARR) and Rockwell Automation (ROK). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Carrier Global (CARR) and Rockwell Automation (ROK). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Carrier Global (CARR) and Rockwell Automation (ROK)
MetricCARRROK
Total Return (1Y)-4.90%6.19%
Total Return (3Y, Annualized)3.62%16.94%
Total Return (5Y, Annualized)1.11%4.86%

Risk Profile

Drawdown History

CARR
ROK
GSPC
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Carrier Global (CARR) vs. Rockwell Automation (ROK), with S&P 500 (GSPC) for reference: 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

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Distribution of monthly total returns for Carrier Global (CARR) and Rockwell Automation (ROK). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Carrier Global (CARR) and Rockwell Automation (ROK)
MetricCARRROK
Volatility (1Y, Annualized)35.35%34.28%
Beta (5Y)1.321.54
Max Drawdown (5Y)-39.75%-45.09%
Avg. Volume (3M)6.08M799.28K

Risk-Adjusted Performance

Risk-Return Positioning

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CARR and ROK are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Carrier Global (CARR) and Rockwell Automation (ROK)
MetricCARRROK
Sharpe Ratio (1Y)-0.260.06
Sortino Ratio (1Y)-0.360.07

Profitability

ROE (TTM)

Carrier Global (CARR) reports a negative ROE of -13.44%; negative ROE can reflect losses or negative shareholders’ equity, so it is harder to read as capital efficiency. Meanwhile Rockwell Automation (ROK) reports 38.73%, ranking against industry peers normally.

CARR

Capital Goods industry group

-13.44%

Max
40.55%
Q3
19.29%
Median
12.12%
Q1
4.08%
CARR
-13.44%
Min
-17.12%

ROK

Capital Goods industry group

38.73%

Max
40.55%
ROK
38.73%
Q3
19.29%
Median
12.12%
Q1
4.08%
Min
-17.12%
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Carrier Global (CARR) vs. Rockwell Automation (ROK): A comparison of their ROE against the Capital Goods industry group benchmark.

Net Margin (TTM)

Carrier Global (CARR) reports a negative net margin of -7.90%, usually indicating a net loss over the period. Meanwhile Rockwell Automation (ROK) reports 15.68%, ranking against industry peers normally.

CARR

Capital Goods industry group

-7.90%

Max
27.47%
Q3
12.10%
Median
6.30%
Q1
1.40%
CARR
-7.90%
Min
-12.89%

ROK

Capital Goods industry group

15.68%

Max
27.47%
ROK
15.68%
Q3
12.10%
Median
6.30%
Q1
1.40%
Min
-12.89%
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Carrier Global (CARR) vs. Rockwell Automation (ROK): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

Both Carrier Global (CARR) at 11.00% and Rockwell Automation (ROK) at 14.75% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

CARR

Capital Goods industry group

11.00%

Max
36.60%
Q3
18.33%
Median
11.12%
CARR
11.00%
Q1
5.14%
Min
-12.63%

ROK

Capital Goods industry group

14.75%

Max
36.60%
Q3
18.33%
ROK
14.75%
Median
11.12%
Q1
5.14%
Min
-12.63%
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Carrier Global (CARR) vs. Rockwell Automation (ROK): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for Carrier Global (CARR) and Rockwell Automation (ROK)
MetricCARRROK
ROE (TTM)-13.44%38.73%
ROA (TTM)3.43%9.32%
Net Margin (TTM)-7.90%15.68%
Operating Margin (TTM)11.00%14.75%
Gross Margin (TTM)24.38%48.95%

Growth

Revenue Growth

Only one side can be read here: Carrier Global (CARR) reports revenue growth of -3.29%, ranked against its industry; Rockwell Automation (ROK) has no revenue growth figure this period.

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Carrier Global (CARR) vs. Rockwell Automation (ROK): A comparison of their Revenue Growth across different time periods.

EPS Growth

Rockwell Automation (ROK) at 63.49% sits in the top EPS growth quartile, while Carrier Global (CARR) at -72.03% is in the bottom quartile, showing a clear gap in earnings momentum.

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Carrier Global (CARR) vs. Rockwell Automation (ROK): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Carrier Global (CARR) and Rockwell Automation (ROK)
MetricCARRROK
Revenue Growth (YoY)-3.29%--
Revenue Growth (3Y CAGR)7.95%--
EPS Growth (YoY)-72.03%63.49%
EPS Growth (3Y CAGR)-25.14%1.62%

Financial Strength

Current Ratio (MRQ)

Rockwell Automation (ROK) at 2.11 keeps current ratio within its industry’s typical mid-range, while Carrier Global (CARR) at 1.00 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for CARR.

CARR

Capital Goods industry group

1.00

Max
5.22
Q3
2.95
Median
2.08
Q1
1.43
CARR
1.00
Min
0.36

ROK

Capital Goods industry group

2.11

Max
5.22
Q3
2.95
ROK
2.11
Median
2.08
Q1
1.43
Min
0.36
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Carrier Global (CARR) vs. Rockwell Automation (ROK): A comparison of their current ratio against the Capital Goods industry group benchmark.

Debt / Equity (MRQ)

Rockwell Automation (ROK) at 1.00 carries an industry-typical debt-to-equity mix, while Carrier Global (CARR) at 1.14 uses more debt funding than most peers.

CARR

Capital Goods industry group

1.14

Max
2.33
CARR
1.14
Q3
1.12
Median
0.60
Q1
0.29
Min
0.00

ROK

Capital Goods industry group

1.00

Max
2.33
Q3
1.12
ROK
1.00
Median
0.60
Q1
0.29
Min
0.00
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Carrier Global (CARR) vs. Rockwell Automation (ROK): A comparison of their debt-to-equity ratio against the Capital Goods industry group benchmark.

Financial Strength Metrics

Financial strength metrics for Carrier Global (CARR) and Rockwell Automation (ROK)
MetricCARRROK
Current Ratio (MRQ)1.002.11
Debt / Equity (MRQ)1.141.00
Net Debt / EBITDA3.241.58

Dividends

Dividend Yield (TTM)

Rockwell Automation (ROK) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Carrier Global (CARR) reports a yield of 1.80%, ranking against industry peers normally.

CARR

Capital Goods industry group

1.80%

Max
2.66%
CARR
1.80%
Q3
1.14%
Median
0.24%
Q1
0.00%
Min
0.00%

ROK

Capital Goods industry group

0.00%

Max
2.66%
Q3
1.14%
Median
0.24%
ROK
0.00%
Q1
0.00%
Min
0.00%
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Carrier Global (CARR) vs. Rockwell Automation (ROK): A comparison of their dividend yield against the Capital Goods industry group benchmark.

Dividend Payout Ratio (TTM)

Both Carrier Global (CARR) at 67.39% and Rockwell Automation (ROK) at 51.03% pay out an above-typical share of earnings for their industries, leaving thinner cover if profits dip.

CARR

Capital Goods industry group

67.39%

CARR
67.39%
Max
67.39%
Q3
28.02%
Median
6.86%
Q1
0.00%
Min
0.00%

ROK

Capital Goods industry group

51.03%

Max
67.39%
ROK
51.03%
Q3
28.02%
Median
6.86%
Q1
0.00%
Min
0.00%
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Carrier Global (CARR) vs. Rockwell Automation (ROK): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for Carrier Global (CARR) and Rockwell Automation (ROK)
MetricCARRROK
Dividend Yield (TTM)1.80%0.00%
Dividend Payout Ratio (TTM)67.39%51.03%

Valuation

P/E Ratio (TTM)

An earnings multiple is available for just one side: Rockwell Automation (ROK) trades at 29.97 times trailing earnings, ranked against its peers, while Carrier Global (CARR) has no P/E ratio this period.

CARR

Capital Goods industry group

--

Max
59.38
Q3
35.92
Median
25.41
Q1
19.47
Min
3.03
CARR
--

ROK

Capital Goods industry group

29.97

Max
59.38
Q3
35.92
ROK
29.97
Median
25.41
Q1
19.47
Min
3.03
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Carrier Global (CARR) vs. Rockwell Automation (ROK): CARR does not report P/E ratio, so it has no value marker; ROK is benchmarked against the Capital Goods industry group.

P/S Ratio (TTM)

Carrier Global (CARR) at 1.88 is priced about in line with its industry on P/S ratio, while Rockwell Automation (ROK) at 4.65 sits in the pricier quartile — ROK costs more per dollar of sales.

CARR

Capital Goods industry group

1.88

Max
7.54
Q3
3.76
Median
2.15
CARR
1.88
Q1
1.03
Min
0.03

ROK

Capital Goods industry group

4.65

Max
7.54
ROK
4.65
Q3
3.76
Median
2.15
Q1
1.03
Min
0.03
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Carrier Global (CARR) vs. Rockwell Automation (ROK): A comparison of their P/S ratio against the Capital Goods industry group benchmark.

P/B Ratio (MRQ)

Carrier Global (CARR) at 4.27 sits near its industry’s typical P/B ratio, while Rockwell Automation (ROK) at 11.76 prices above its benchmark range — ROK looks rich relative to book.

CARR

Capital Goods industry group

4.27

Max
9.66
Q3
5.00
CARR
4.27
Median
3.12
Q1
1.81
Min
-1.08

ROK

Capital Goods industry group

11.76

ROK
11.76
Max
9.66
Q3
5.00
Median
3.12
Q1
1.81
Min
-1.08
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Carrier Global (CARR) vs. Rockwell Automation (ROK): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for Carrier Global (CARR) and Rockwell Automation (ROK)
MetricCARRROK
P/E Ratio (TTM)--29.97
P/S Ratio (TTM)1.884.65
P/B Ratio (MRQ)4.2711.76
Free Cash Flow Yield (TTM)4.54%-1.13%