GE vs. ROK: GE Aerospace vs. Rockwell Automation Stock Comparison
How do GE Aerospace (GE) 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
GE Aerospace (GE) and Rockwell Automation (ROK) both fall under the Capital Goods industry group, but GE is classified in Industrial Conglomerates while ROK is classified in Electrical Equipment.
| Profile Item | GE | ROK |
|---|---|---|
| Name | General Electric Company | Rockwell Automation Inc. |
| Country/Region | United States | United States |
| GICS Sector | Industrials | Industrials |
| GICS Industry Group | Capital Goods | Capital Goods |
| GICS Industry | Industrial Conglomerates | Electrical Equipment |
| GICS Sub-Industry | Industrial Conglomerates | Electrical Components & Equipment |
| Market Capitalization | 335.38 billion USD | 41.82 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | January 2, 1962 | December 31, 1981 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | GE | ROK |
|---|---|---|
| Total Return (1Y) | 9.16% | 6.19% |
| Total Return (3Y, Annualized) | 55.50% | 16.94% |
| Total Return (5Y, Annualized) | 37.59% | 4.86% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | GE | ROK |
|---|---|---|
| Volatility (1Y, Annualized) | 34.52% | 34.28% |
| Beta (5Y) | 1.39 | 1.54 |
| Max Drawdown (5Y) | -44.94% | -45.09% |
| Avg. Volume (3M) | 4.48M | 799.28K |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | GE | ROK |
|---|---|---|
| Sharpe Ratio (1Y) | 0.14 | 0.06 |
| Sortino Ratio (1Y) | 0.20 | 0.07 |
Profitability
ROE (TTM)
Both companies show strong equity returns, but GE Aerospace (GE) at 50.17% is the standout with ROE above its industry range; Rockwell Automation (ROK) at 38.73% also sits in the top quartile.
GE
Capital Goods industry group
50.17%
- GE
- 50.17%
- Max
- 40.55%
- Q3
- 19.29%
- Median
- 12.12%
- Q1
- 4.08%
- 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%
Net Margin (TTM)
For every dollar of sales, both GE Aerospace (GE) at 17.31% and Rockwell Automation (ROK) at 15.68% retain more as net profit than most peers, landing in the top net margin quartile of their industries.
GE
Capital Goods industry group
17.31%
- Max
- 27.47%
- GE
- 17.31%
- Q3
- 12.10%
- Median
- 6.30%
- Q1
- 1.40%
- 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%
Operating Margin (TTM)
GE Aerospace (GE) at 18.49% operates in the top operating margin quartile, ahead of Rockwell Automation (ROK) at 14.75%, which runs around its industry’s norm.
GE
Capital Goods industry group
18.49%
- Max
- 36.60%
- GE
- 18.49%
- Q3
- 18.33%
- Median
- 11.12%
- 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%
Profitability Metrics
| Metric | GE | ROK |
|---|---|---|
| ROE (TTM) | 50.17% | 38.73% |
| ROA (TTM) | 5.06% | 9.32% |
| Net Margin (TTM) | 17.31% | 15.68% |
| Operating Margin (TTM) | 18.49% | 14.75% |
| Gross Margin (TTM) | 30.07% | 48.95% |
Growth
Revenue Growth
Only one side can be read here: GE Aerospace (GE) reports revenue growth of 18.48%, ranked against its industry; Rockwell Automation (ROK) has no revenue growth figure this period.
EPS Growth
Both GE Aerospace (GE) at 35.89% and Rockwell Automation (ROK) at 63.49% sit in the top peer quartile for EPS growth, so each is compounding per-share earnings faster than typical industry peers.
Growth Metrics
| Metric | GE | ROK |
|---|---|---|
| Revenue Growth (YoY) | 18.48% | -- |
| Revenue Growth (3Y CAGR) | 16.32% | -- |
| EPS Growth (YoY) | 35.89% | 63.49% |
| EPS Growth (3Y CAGR) | 446.03% | 1.62% |
Financial Strength
Current Ratio (MRQ)
Rockwell Automation (ROK) at 2.11 keeps current ratio within its industry’s typical mid-range, while GE Aerospace (GE) at 0.98 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for GE.
GE
Capital Goods industry group
0.98
- Max
- 5.22
- Q3
- 2.95
- Median
- 2.08
- Q1
- 1.43
- GE
- 0.98
- 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
Debt / Equity (MRQ)
Rockwell Automation (ROK) at 1.00 carries an industry-typical debt-to-equity mix, while GE Aerospace (GE) at 1.16 uses more debt funding than most peers.
GE
Capital Goods industry group
1.16
- Max
- 2.33
- GE
- 1.16
- 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
Financial Strength Metrics
| Metric | GE | ROK |
|---|---|---|
| Current Ratio (MRQ) | 0.98 | 2.11 |
| Debt / Equity (MRQ) | 1.16 | 1.00 |
| Net Debt / EBITDA | 0.93 | 1.58 |
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 GE Aerospace (GE) reports a yield of 0.56%, ranking against industry peers normally.
GE
Capital Goods industry group
0.56%
- Max
- 2.66%
- Q3
- 1.14%
- GE
- 0.56%
- 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%
Dividend Payout Ratio (TTM)
GE Aerospace (GE) at 20.23% pays out a band-typical share of earnings, while Rockwell Automation (ROK) at 51.03% distributes more than its industry norm — less retained, thinner cover.
GE
Capital Goods industry group
20.23%
- Max
- 67.39%
- Q3
- 28.02%
- GE
- 20.23%
- 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%
Dividend Metrics
| Metric | GE | ROK |
|---|---|---|
| Dividend Yield (TTM) | 0.56% | 0.00% |
| Dividend Payout Ratio (TTM) | 20.23% | 51.03% |
Valuation
P/E Ratio (TTM)
Rockwell Automation (ROK) at 29.97 is near its industry’s usual P/E ratio, while GE Aerospace (GE) at 36.94 sits in the richer quartile — GE needs stronger growth or earnings quality to justify the premium.
GE
Capital Goods industry group
36.94
- Max
- 59.38
- GE
- 36.94
- Q3
- 35.92
- Median
- 25.41
- Q1
- 19.47
- Min
- 3.03
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
P/S Ratio (TTM)
Both GE Aerospace (GE) at 6.38 and Rockwell Automation (ROK) at 4.65 command a richer price per dollar of sales than most peers, sitting in the upper P/S ratio quartile of their industries.
GE
Capital Goods industry group
6.38
- Max
- 7.54
- GE
- 6.38
- Q3
- 3.76
- Median
- 2.15
- 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
P/B Ratio (MRQ)
Measured against book value, both GE Aerospace (GE) at 19.06 and Rockwell Automation (ROK) at 11.76 look expensive — each P/B ratio sits above its industry’s benchmark range.
GE
Capital Goods industry group
19.06
- GE
- 19.06
- Max
- 9.66
- Q3
- 5.00
- 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
Valuation Metrics
| Metric | GE | ROK |
|---|---|---|
| P/E Ratio (TTM) | 36.94 | 29.97 |
| P/S Ratio (TTM) | 6.38 | 4.65 |
| P/B Ratio (MRQ) | 19.06 | 11.76 |
| Free Cash Flow Yield (TTM) | 1.89% | -1.13% |