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Rockwell Automation, Inc. (ROK) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated today

Rockwell Automation, Inc.

ROKMarket cap $48BPrice $434.1

Country🇺🇸United States

SectorIndustrials

IndustryElectrical Equipment

Builds the software and hardware that automate factories worldwide, from car assembly lines to food processing plants. Controls over 28% of the global industrial automation market, powering manufacturing efficiency everywhere.

In Bastion Portfolios?

52W Return+26%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+2%4

Revenue Forecast

Rev CAGR (1y)+9%6

Rev CAGR (3y)+7%5

Rev CAGR (5y)+6%5

Earnings Forecast

EPS Growth Y+1+75%10

EPS Growth Y+2+13%7

EPS Growth Y+3+11%7

Quality

Margins

EBIT Margin20%7

Net Income Margin13%7

Free Cash Flow Margin17%7

Debt

Net Debt/EBITDA1.45

Efficiency

ROE34%9

ROA10%8

Earnings Stability55

GEAR+AVERAGE56

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)302

P/E Ratio (Forward 3y)262

P/BV13.81

EV Multiples

EV/EBITDA Fwd242

EV/EBIT Fwd263

Yield

Free Cash Flow Yield3.1%5

Dividend Yield1.3%4

Momentum

Short term

1 month return+2%8

3 month return-7%4

YTD return+13%7

Mid term

Price vs 52wHigh88%7

1 year return+28%8

Long term

3 year return+57%6

5 year return+57%6

Risk Shield

Price Risk

Beta1.04

Volatility31%7

Free Cash Flow

Free Cash Flow Margin17%7

Free Cash Flow Yield3.1%5

Quality

ROCE24%9

Earnings Stability55

Net Debt/EBITDA1.45

02Growth

Is it actually growing, and how fast?

ROKRockwell Automation

Revenue FY25$8.3B

GROWTH RATING↗

AVERAGE50 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+2%4

Revenue, next 1Y+9%6

Revenue, next 3Y, CAGR+7%5

Revenue, next 5Y, CAGR+6%5

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+75%10

EPS growth, FY27E+13%7

EPS growth, FY28E+11%7

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 2%/yr over the last 3 years and is set to grow 7%/yr from here.

Earnings are set to grow faster than sales (EPS about 13%/yr vs revenue 7%/yr), so margins should widen.

WATCH

A mid-pack grower, ahead of 50% of companies worldwide.

Revenue is set to grow 7%/yr over the next 3 years, in line with the market.5/10

Over five years revenue is set to grow 6%/yr, about average versus companies worldwide.5/10

WEAKNESSES

None flagged.

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower that's speeding up. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE64 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+2%8

3-month return-7%4

YTD return+13%7

MID & LONG-TERM▾SCORE

% of 52-week high88%7

1-year return+28%8

3-year return+57%6

5-year return+57%6

MOMENTUM ASSESSMENT

STRENGTHS

It's up 28% over the past year, but 12% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+2%) and so far this year (+13%).

WATCH

Average long-term results. Multi-year returns are middling (+57% over three years and +57% over five), roughly average for the market.

Returns sit at the market level over three months (-7%).

WEAKNESSES

None flagged.

BOTTOM LINE

Fresh Momentum

Short-term returns are strong but the long track record is thin. Momentum is building — confirmation from longer horizons would strengthen the case.

04Value

Are you paying a fair price for it?

Stop guessing on Rockwell. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

ROKRockwell Automation

Revenue FY25$8.3B

GROWTH RATING↗

AVERAGE50 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+2%4

Revenue, next 1Y+9%6

Revenue, next 3Y, CAGR+7%5

Revenue, next 5Y, CAGR+6%5

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+75%10

EPS growth, FY27E+13%7

EPS growth, FY28E+11%7

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 2%/yr over the last 3 years and is set to grow 7%/yr from here.

Earnings are set to grow faster than sales (EPS about 13%/yr vs revenue 7%/yr), so margins should widen.

WATCH

A mid-pack grower, ahead of 50% of companies worldwide.

Revenue is set to grow 7%/yr over the next 3 years, in line with the market.5/10

Over five years revenue is set to grow 6%/yr, about average versus companies worldwide.5/10

WEAKNESSES

None flagged.

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower that's speeding up. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE64 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+2%8

3-month return-7%4

YTD return+13%7

MID & LONG-TERM▾SCORE

% of 52-week high88%7

1-year return+28%8

3-year return+57%6

5-year return+57%6

MOMENTUM ASSESSMENT

STRENGTHS

It's up 28% over the past year, but 12% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+2%) and so far this year (+13%).

WATCH

Average long-term results. Multi-year returns are middling (+57% over three years and +57% over five), roughly average for the market.

Returns sit at the market level over three months (-7%).

WEAKNESSES

None flagged.

BOTTOM LINE

Fresh Momentum

Short-term returns are strong but the long track record is thin. Momentum is building — confirmation from longer horizons would strengthen the case.

04Value

Are you paying a fair price for it?

Stop guessing on Rockwell. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community