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LUV vs. ROK: A Head-to-Head Stock Comparison

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Here’s a clear look at LUV and ROK, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.

Company Profile

SymbolLUVROK
Company NameSouthwest Airlines Co.Rockwell Automation, Inc.
CountryUnited StatesUnited States
GICS SectorIndustrialsIndustrials
GICS IndustryPassenger AirlinesElectrical Equipment
Market Capitalization17.21 billion USD39.49 billion USD
ExchangeNYSENYSE
Listing DateJanuary 2, 1980December 31, 1981
Security TypeCommon StockCommon Stock

Historical Performance

This chart compares the performance of LUV and ROK by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period. Data is adjusted for dividends and splits.

LUV vs. ROK: Growth of a $10,000 investment over the past one year.

Historical Performance at a Glance

SymbolLUVROK
5-Day Price Return4.66%2.44%
13-Week Price Return3.18%16.38%
26-Week Price Return9.23%16.62%
52-Week Price Return23.29%32.25%
Month-to-Date Return5.95%-0.15%
Year-to-Date Return-2.53%22.88%
10-Day Avg. Volume7.37M0.90M
3-Month Avg. Volume11.58M0.94M
3-Month Volatility41.84%22.05%
Beta1.231.42

Profitability

Return on Equity (TTM)

LUV

4.11%

Passenger Airlines Industry

Max
49.96%
Q3
28.15%
Median
15.41%
Q1
8.29%
Min
-11.01%

LUV’s Return on Equity of 4.11% is in the lower quartile for the Passenger Airlines industry. This indicates a less efficient generation of profit from its equity base when compared to its competitors.

ROK

28.15%

Electrical Equipment Industry

Max
37.56%
Q3
20.60%
Median
14.38%
Q1
4.35%
Min
0.90%

In the upper quartile for the Electrical Equipment industry, ROK’s Return on Equity of 28.15% signals a highly effective use of shareholder capital to drive profitability compared to most of its peers.

LUV vs. ROK: A comparison of their Return on Equity (TTM) against their respective Passenger Airlines and Electrical Equipment industry benchmarks.

Net Profit Margin (TTM)

LUV

1.43%

Passenger Airlines Industry

Max
17.65%
Q3
8.90%
Median
5.80%
Q1
2.02%
Min
-3.12%

Falling into the lower quartile for the Passenger Airlines industry, LUV’s Net Profit Margin of 1.43% indicates weaker profitability. This means the company retains a smaller portion of each dollar in sales as profit compared to its competitors.

ROK

12.03%

Electrical Equipment Industry

Max
20.43%
Q3
10.97%
Median
6.07%
Q1
3.16%
Min
0.29%

A Net Profit Margin of 12.03% places ROK in the upper quartile for the Electrical Equipment industry, signifying strong profitability and more effective cost management than most of its peers.

LUV vs. ROK: A comparison of their Net Profit Margin (TTM) against their respective Passenger Airlines and Electrical Equipment industry benchmarks.

Operating Profit Margin (TTM)

LUV

1.15%

Passenger Airlines Industry

Max
22.47%
Q3
12.33%
Median
8.62%
Q1
4.43%
Min
-2.88%

LUV’s Operating Profit Margin of 1.15% is in the lower quartile for the Passenger Airlines industry. This indicates weaker profitability from core operations, which may stem from inefficiencies or competitive pressures on pricing.

ROK

13.99%

Electrical Equipment Industry

Max
26.20%
Q3
14.31%
Median
7.54%
Q1
3.77%
Min
-5.64%

ROK’s Operating Profit Margin of 13.99% is around the midpoint for the Electrical Equipment industry, indicating that its efficiency in managing core business operations is typical for the sector.

LUV vs. ROK: A comparison of their Operating Profit Margin (TTM) against their respective Passenger Airlines and Electrical Equipment industry benchmarks.

Profitability at a Glance

SymbolLUVROK
Return on Equity (TTM)4.11%28.15%
Return on Assets (TTM)1.20%8.75%
Net Profit Margin (TTM)1.43%12.03%
Operating Profit Margin (TTM)1.15%13.99%
Gross Profit Margin (TTM)73.31%39.43%

Financial Strength

Current Ratio (MRQ)

LUV

0.56

Passenger Airlines Industry

Max
1.46
Q3
0.94
Median
0.76
Q1
0.54
Min
0.17

LUV’s Current Ratio of 0.56 aligns with the median group of the Passenger Airlines industry, indicating that its short-term liquidity is in line with its sector peers.

ROK

1.06

Electrical Equipment Industry

Max
3.02
Q3
1.99
Median
1.41
Q1
1.07
Min
0.80

ROK’s Current Ratio of 1.06 falls into the lower quartile for the Electrical Equipment industry. This indicates a tighter liquidity situation and a more constrained capacity to handle short-term debt than many of its competitors.

LUV vs. ROK: A comparison of their Current Ratio (MRQ) against their respective Passenger Airlines and Electrical Equipment industry benchmarks.

Debt-to-Equity Ratio (MRQ)

LUV

0.51

Passenger Airlines Industry

Max
9.80
Q3
4.82
Median
1.30
Q1
0.89
Min
0.00

Falling into the lower quartile for the Passenger Airlines industry, LUV’s Debt-to-Equity Ratio of 0.51 points to a conservative financing strategy. This results in lower financial risk but potentially limits strategic investments compared to more leveraged competitors.

ROK

1.00

Electrical Equipment Industry

Max
1.44
Q3
0.99
Median
0.56
Q1
0.24
Min
0.00

ROK’s leverage is in the upper quartile of the Electrical Equipment industry, with a Debt-to-Equity Ratio of 1.00. While this approach can boost equity growth, it also exposes the company to greater financial vulnerability.

LUV vs. ROK: A comparison of their Debt-to-Equity Ratio (MRQ) against their respective Passenger Airlines and Electrical Equipment industry benchmarks.

Interest Coverage Ratio (TTM)

LUV

9.27

Passenger Airlines Industry

Max
22.60
Q3
16.29
Median
6.75
Q1
1.94
Min
-8.55

LUV’s Interest Coverage Ratio of 9.27 is positioned comfortably within the norm for the Passenger Airlines industry, indicating a standard and healthy capacity to cover its interest payments.

ROK

--

Electrical Equipment Industry

Max
36.12
Q3
19.29
Median
9.38
Q1
1.16
Min
-10.92

Interest Coverage Ratio data for ROK is currently unavailable.

LUV vs. ROK: A comparison of their Interest Coverage Ratio (TTM) against their respective Passenger Airlines and Electrical Equipment industry benchmarks.

Financial Strength at a Glance

SymbolLUVROK
Current Ratio (MRQ)0.561.06
Quick Ratio (MRQ)0.450.72
Debt-to-Equity Ratio (MRQ)0.511.00
Interest Coverage Ratio (TTM)9.27--

Growth

Revenue Growth

LUV vs. ROK: A side-by-side comparison of their Revenue Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

EPS Growth

LUV vs. ROK: A side-by-side comparison of their EPS Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

Dividend

Dividend Yield (TTM)

LUV

2.58%

Passenger Airlines Industry

Max
6.71%
Q3
3.95%
Median
1.10%
Q1
0.00%
Min
0.00%

LUV’s Dividend Yield of 2.58% is consistent with its peers in the Passenger Airlines industry, providing a dividend return that is standard for its sector.

ROK

1.52%

Electrical Equipment Industry

Max
2.20%
Q3
1.53%
Median
1.01%
Q1
0.00%
Min
0.00%

ROK’s Dividend Yield of 1.52% is consistent with its peers in the Electrical Equipment industry, providing a dividend return that is standard for its sector.

LUV vs. ROK: A comparison of their Dividend Yield (TTM) against their respective Passenger Airlines and Electrical Equipment industry benchmarks.

Dividend Payout Ratio (TTM)

LUV

59.15%

Passenger Airlines Industry

Max
71.59%
Q3
38.54%
Median
8.16%
Q1
0.00%
Min
0.00%

LUV’s Dividend Payout Ratio of 59.15% is in the upper quartile for the Passenger Airlines industry. This indicates a strong commitment to shareholder returns but also suggests that a smaller portion of earnings is retained for reinvestment compared to many peers.

ROK

60.38%

Electrical Equipment Industry

Max
119.44%
Q3
51.87%
Median
27.71%
Q1
0.00%
Min
0.00%

ROK’s Dividend Payout Ratio of 60.38% is in the upper quartile for the Electrical Equipment industry. This indicates a strong commitment to shareholder returns but also suggests that a smaller portion of earnings is retained for reinvestment compared to many peers.

LUV vs. ROK: A comparison of their Dividend Payout Ratio (TTM) against their respective Passenger Airlines and Electrical Equipment industry benchmarks.

Dividend at a Glance

SymbolLUVROK
Dividend Yield (TTM)2.58%1.52%
Dividend Payout Ratio (TTM)59.15%60.38%

Valuation

Price-to-Earnings Ratio (TTM)

LUV

42.24

Passenger Airlines Industry

Max
13.29
Q3
11.94
Median
8.78
Q1
7.42
Min
3.07

At 42.24, LUV’s P/E Ratio is exceptionally high, exceeding the typical maximum for the Passenger Airlines industry. This suggests the stock may be significantly overvalued compared to its peers and implies high market expectations that could be difficult to meet.

ROK

39.64

Electrical Equipment Industry

Max
81.85
Q3
44.17
Median
27.61
Q1
18.62
Min
7.73

ROK’s P/E Ratio of 39.64 is within the middle range for the Electrical Equipment industry. This suggests its valuation is in line with the sector average, representing neither a significant premium nor a discount compared to its peers.

LUV vs. ROK: A comparison of their Price-to-Earnings Ratio (TTM) against their respective Passenger Airlines and Electrical Equipment industry benchmarks.

Price-to-Sales Ratio (TTM)

LUV

0.60

Passenger Airlines Industry

Max
1.09
Q3
0.74
Median
0.61
Q1
0.44
Min
0.09

LUV’s P/S Ratio of 0.60 aligns with the market consensus for the Passenger Airlines industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.

ROK

4.77

Electrical Equipment Industry

Max
8.18
Q3
4.02
Median
1.84
Q1
0.97
Min
0.44

ROK’s P/S Ratio of 4.77 is in the upper echelon for the Electrical Equipment industry. This means the company is valued richly on its revenue stream compared to its peers, suggesting the stock is priced for a high level of future performance.

LUV vs. ROK: A comparison of their Price-to-Sales Ratio (TTM) against their respective Passenger Airlines and Electrical Equipment industry benchmarks.

Price-to-Book Ratio (MRQ)

LUV

2.31

Passenger Airlines Industry

Max
3.44
Q3
2.89
Median
1.84
Q1
1.22
Min
0.56

LUV’s P/B Ratio of 2.31 is within the conventional range for the Passenger Airlines industry. This shows a balanced market view, where the stock’s price is neither at a significant premium nor a discount to the book value of its peers.

ROK

10.81

Electrical Equipment Industry

Max
8.50
Q3
4.53
Median
3.39
Q1
1.70
Min
0.51

At 10.81, ROK’s P/B Ratio is at an extreme premium to the Electrical Equipment industry. This signifies that the market’s valuation is heavily reliant on future potential rather than its current net asset value, which can be a high-risk proposition.

LUV vs. ROK: A comparison of their Price-to-Book Ratio (MRQ) against their respective Passenger Airlines and Electrical Equipment industry benchmarks.

Valuation at a Glance

SymbolLUVROK
Price-to-Earnings Ratio (TTM)42.2439.64
Price-to-Sales Ratio (TTM)0.604.77
Price-to-Book Ratio (MRQ)2.3110.81
Price-to-Free Cash Flow Ratio (TTM)44.1629.13