Rockwell Automation, Inc. provides industrial automation and digital transformation solutions.
Established dividend payer with mediocre balance sheet.
Share Price & News
How has Rockwell Automation's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: ROK's share price has been volatile over the past 3 months.
7 Day Return
1 Year Return
Return vs Industry: ROK exceeded the US Electrical industry which returned 3.7% over the past year.
Return vs Market: ROK exceeded the US Market which returned 5.3% over the past year.
Price Volatility Vs. Market
How volatile is Rockwell Automation's share price compared to the market and industry in the last 5 years?
Simply Wall St News
4 days ago | Simply Wall StHave Insiders Been Selling Rockwell Automation, Inc. (NYSE:ROK) Shares?
4 weeks ago | Simply Wall StRockwell Automation (NYSE:ROK) Has A Pretty Healthy Balance Sheet
1 month ago | Simply Wall StRockwell Automation, Inc. (NYSE:ROK) Delivered A Better ROE Than Its Industry
Is Rockwell Automation undervalued compared to its fair value and its price relative to the market?
Price to Earnings (PE) ratio
Share Price vs. Fair Value
Below Fair Value: ROK ($219.07) is trading above our estimate of fair value ($163.9)
Significantly Below Fair Value: ROK is trading above our estimate of fair value.
Price To Earnings Ratio
PE vs Industry: ROK is poor value based on its PE Ratio (35.8x) compared to the US Electrical industry average (17.2x).
PE vs Market: ROK is poor value based on its PE Ratio (35.8x) compared to the US market (16.1x).
Price to Earnings Growth Ratio
PEG Ratio: ROK is poor value based on its PEG Ratio (2.9x)
Price to Book Ratio
PB vs Industry: ROK is overvalued based on its PB Ratio (40.9x) compared to the US Electrical industry average (2.3x).
How is Rockwell Automation forecast to perform in the next 1 to 3 years based on estimates from 23 analysts?
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: ROK's forecast earnings growth (12.5% per year) is above the savings rate (2.2%).
Earnings vs Market: ROK's earnings (12.5% per year) are forecast to grow slower than the US market (22.5% per year).
High Growth Earnings: ROK's earnings are forecast to grow, but not significantly.
Revenue vs Market: ROK's revenue (5.2% per year) is forecast to grow slower than the US market (9.2% per year).
High Growth Revenue: ROK's revenue (5.2% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: ROK's Return on Equity is forecast to be very high in 3 years time (118.5%).
How has Rockwell Automation performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: ROK has a large one-off loss of $327.8M impacting its March 31 2020 financial results.
Growing Profit Margin: ROK's current net profit margins (10.5%) are lower than last year (14.4%).
Past Earnings Growth Analysis
Earnings Trend: ROK's earnings have declined by -1.2% per year over the past 5 years.
Accelerating Growth: ROK's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.
Earnings vs Industry: ROK had negative earnings growth (-26.7%) over the past year, making it difficult to compare to the Electrical industry average (-20.9%).
Return on Equity
High ROE: Whilst ROK's Return on Equity (76.21%) is outstanding, this metric is skewed due to their high level of debt.
How is Rockwell Automation's financial position?
Financial Position Analysis
Short Term Liabilities: ROK's short term assets ($2.8B) exceed its short term liabilities ($1.8B).
Long Term Liabilities: ROK's short term assets ($2.8B) do not cover its long term liabilities ($4.0B).
Debt to Equity History and Analysis
Debt Level: ROK's debt to equity ratio (218.8%) is considered high.
Reducing Debt: ROK's debt to equity ratio has increased from 58.7% to 218.8% over the past 5 years.
Debt Coverage: ROK's debt is well covered by operating cash flow (62.1%).
Interest Coverage: ROK's interest payments on its debt are well covered by EBIT (14x coverage).
What is Rockwell Automation current dividend yield, its reliability and sustainability?
Current Dividend Yield
Upcoming Dividend Payment
Dividend Yield vs Market
Notable Dividend: ROK's dividend (1.86%) is higher than the bottom 25% of dividend payers in the US market (1.68%).
High Dividend: ROK's dividend (1.86%) is low compared to the top 25% of dividend payers in the US market (4.59%).
Stability and Growth of Payments
Stable Dividend: ROK's dividends per share have been stable in the past 10 years.
Growing Dividend: ROK's dividend payments have increased over the past 10 years.
Current Payout to Shareholders
Dividend Coverage: With its reasonable payout ratio (65.1%), ROK's dividend payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: ROK's dividends in 3 years are forecast to be well covered by earnings (45% payout ratio).
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Blake Moret (57yo)
Mr. Blake D. Moret has been a Independent Director of PTC Inc. since July 19, 2018. He has been the Chief Executive Officer and President of Rockwell Automation Inc. since July 1, 2016 and its Chairman sin ...
CEO Compensation Analysis
Compensation vs Market: Blake's total compensation ($USD11.71M) is about average for companies of similar size in the US market ($USD11.56M).
Compensation vs Earnings: Blake's compensation has increased by more than 20% whilst company earnings have fallen more than 20% in the past year.
|Senior VP & CFO||3.42yrs||US$2.93m||0.0097% $2.5m|
|Senior VP||3.5yrs||US$1.89m||0.0036% $908.4k|
|Senior VP and Head of Control Products & Solutions segment||no data||US$4.34m||0.018% $4.4m|
|Senior Vice President||2yrs||US$2.82m||no data|
|Senior Vice President of Operations & Engineering Services||0.67yr||no data||0.0052% $1.3m|
|CTO & Senior VP||14.83yrs||US$2.24m||0.030% $7.7m|
|Senior VP for IT & Chief Information Officer||2.67yrs||no data||0.0032% $812.0k|
|Head of Investor Relations||no data||no data||no data|
|Vice President Public Affairs||no data||no data||no data|
|Senior Vice President of Global Sales & Marketing||1.5yrs||no data||0.0021% $540.5k|
|Senior Vice President of Corporate Development||3.08yrs||no data||0.012% $3.1m|
Experienced Management: ROK's management team is considered experienced (3.1 years average tenure).
|Independent Director||5.5yrs||US$267.63k||0.0046% $1.2m|
|Independent Director||9.5yrs||US$263.00k||0.0095% $2.4m|
|Lead Independent Director||no data||US$288.22k||0.0093% $2.4m|
|Independent Director||9.5yrs||US$252.31k||0.0095% $2.4m|
|Independent Director||7.25yrs||US$279.09k||no data|
|Independent Director||7.25yrs||US$279.34k||0.0066% $1.7m|
|Independent Director||1.08yrs||US$97.84k||0.0011% $276.6k|
|Independent Director||4.25yrs||US$255.00k||0.0035% $888.1k|
|Independent Director||3yrs||US$257.50k||0.0023% $581.1k|
Experienced Board: ROK's board of directors are considered experienced (5.5 years average tenure).
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: ROK insiders have only sold shares in the past 3 months.
Recent Insider Transactions
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Rockwell Automation, Inc.'s company bio, employee growth, exchange listings and data sources
- Name: Rockwell Automation, Inc.
- Ticker: ROK
- Exchange: NYSE
- Founded: 1903
- Industry: Electrical Components and Equipment
- Sector: Capital Goods
- Market Cap: US$25.374b
- Shares outstanding: 115.82m
- Website: https://www.rockwellautomation.com
Number of Employees
- Rockwell Automation, Inc.
- 1201 South 2nd Street
- United States
|Ticker||Exchange||Primary Security||Security Type||Country||Currency||Listed on|
|ROK||NYSE (New York Stock Exchange)||Yes||Common Stock||US||USD||Jan 1968|
|0KXA||LSE (London Stock Exchange)||Yes||Common Stock||GB||USD||Jan 1968|
|RWL||DB (Deutsche Boerse AG)||Yes||Common Stock||DE||EUR||Jan 1968|
|RWL||XTRA (XETRA Trading Platform)||Yes||Common Stock||DE||EUR||Jan 1968|
|ROK *||BMV (Bolsa Mexicana de Valores)||Yes||Common Stock||MX||MXN||Jan 1968|
|RWL||ETLX (Eurotlx)||Yes||Common Stock||IT||EUR||Jan 1968|
|R1OK34||BOVESPA (Bolsa de Valores de Sao Paulo)||BDR EACH 4 REPR 1 COM||BR||BRL||Jan 2020|
Rockwell Automation, Inc. provides industrial automation and digital transformation solutions. It operates in two segments, Architecture & Software, and Control Products & Solutions. The Architecture & Software segment offers a portfolio of automation and information platforms, including hardware and software. Its products include programmable automation controllers; design, visualization, and simulation software; and human machine interface products, networking products, industrial computers, sensing devices, machine safety devices, motion control products, and independent cart technology products. This segment also offers manufacturing execution systems and analytics software to enhance operational productivity and meet regulatory requirements. The Control Products & Solutions segment offers low and medium voltage electro-mechanical and electronic motor starters, AC/DC variable frequency drives, motor control and circuit protection devices, operator and signaling devices, termination and protection devices, relays and timers, and electrical control accessories. This segment also provides pre-configured line and load power solutions, packaged drives, motor control centers, and intelligent packaged power and engineered to order automation equipment solutions; and professional lifecycle services, such as safety, security, and digital transformation consulting, as well as automation and information project delivery capabilities, plant network, cloud, cybersecurity, asset management and predictive analytics, and remote, on-site, and managed support services. It primarily serves a range of industries, which include the automotive, semiconductor, and warehousing and logistics; food and beverage, and life sciences; and oil and gas, metals, and chemicals through independent distributors and direct sales force worldwide. Rockwell Automation, Inc. was founded in 1903 and is headquartered in Milwaukee, Wisconsin.
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2020/07/14 23:51|
|End of Day Share Price||2020/07/14 00:00|
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.