Rockwell Automation Stock Buy Hold or Sell Recommendation
| ROK Stock | USD 295.14 0.19 0.06% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Rockwell Automation is 'Strong Hold'. The recommendation algorithm takes into account all of Rockwell Automation's available fundamental, technical, and predictive indicators you will find on this site.
Check out Rockwell Automation Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For more information on how to buy Rockwell Stock please use our How to buy in Rockwell Stock guide. Note, we conduct extensive research on individual companies such as Rockwell and provide practical buy, sell, or hold advice based on investors' constraints. Rockwell Automation. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in persons.
Rockwell |
Execute Rockwell Automation Buy or Sell Advice
The Rockwell recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Rockwell Automation. Macroaxis does not own or have any residual interests in Rockwell Automation or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Rockwell Automation's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Actively responds to the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Rockwell Automation Trading Alerts and Improvement Suggestions
| Over 85.0% of the company shares are owned by institutional investors | |
| Latest headline from finance.yahoo.com: Industrial Asset Management Market to reach 557.5 Bn by 2032, Says Global Market Insights Inc. |
Rockwell Automation Returns Distribution Density
The distribution of Rockwell Automation's historical returns is an attempt to chart the uncertainty of Rockwell Automation's future price movements. The chart of the probability distribution of Rockwell Automation daily returns describes the distribution of returns around its average expected value. We use Rockwell Automation price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Rockwell Automation returns is essential to provide solid investment advice for Rockwell Automation.
| Mean Return | 0.21 | Value At Risk | -1.96 | Potential Upside | 3.13 | Standard Deviation | 2.01 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Rockwell Automation historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Rockwell Stock Institutional Investors
| Shares | Goldman Sachs Group Inc | 2024-06-30 | 1.4 M | Northern Trust Corp | 2024-09-30 | 1.2 M | Ubs Asset Mgmt Americas Inc | 2024-09-30 | 1.1 M | Alecta Pensionsforsakring, Omsesidigt | 2024-09-30 | 1.1 M | Amvescap Plc. | 2024-06-30 | 1.1 M | Legal & General Group Plc | 2024-06-30 | 1 M | Norges Bank | 2024-06-30 | 1 M | Sumitomo Mitsui Trust Group Inc | 2024-09-30 | 986.8 K | Jpmorgan Chase & Co | 2024-06-30 | 947 K | Vanguard Group Inc | 2024-09-30 | 13.8 M | Blackrock Inc | 2024-06-30 | 9.1 M |
Rockwell Automation Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change To Inventory | 30.4M | (202.8M) | (292.8M) | (295.9M) | 131.5M | 138.1M | |
| Change In Cash | (288M) | (51M) | (171.5M) | 64.6M | (609.4M) | (578.9M) | |
| Free Cash Flow | 1.0B | 1.1B | 682M | 1.2B | 639.1M | 543.4M | |
| Depreciation | 172.7M | 189.8M | 238.9M | 250.4M | 317.4M | 227.7M | |
| Other Non Cash Items | 49.9M | (136.7M) | 306.1M | 132.5M | (10.9M) | (11.4M) | |
| Dividends Paid | 472.8M | 497.1M | 519.4M | 542.4M | (571M) | (542.5M) | |
| Capital Expenditures | 113.9M | 120.3M | 141.1M | 160.5M | 224.7M | 251.6M | |
| Net Income | 1.0B | 1.3B | 919.1M | 1.3B | 947.3M | 718.6M | |
| End Period Cash Flow | 730.4M | 679.4M | 507.9M | 572.5M | 471M | 663.7M | |
| Change To Netincome | (94.1M) | (282.9M) | 327.5M | (143.1M) | (128.8M) | (122.4M) | |
| Investments | 33.2M | (13M) | 153.7M | 854.3M | (982.5M) | (933.4M) | |
| Change Receivables | (10.4M) | (9M) | (138.1M) | (415.6M) | (374.0M) | (355.3M) | |
| Net Borrowings | (277.1M) | 2.0B | (150.4M) | (875.5M) | (1.0B) | (956.5M) |
Rockwell Automation Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Rockwell Automation or Electrical Equipment sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Rockwell Automation's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Rockwell stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | -0.03 | |
β | Beta against Dow Jones | 1.76 | |
σ | Overall volatility | 1.97 | |
Ir | Information ratio | 0.03 |
Rockwell Automation Volatility Alert
Rockwell Automation has relatively low volatility with skewness of 1.26 and kurtosis of 6.49. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Rockwell Automation's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Rockwell Automation's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Rockwell Automation Fundamentals Vs Peers
Comparing Rockwell Automation's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Rockwell Automation's direct or indirect competition across all of the common fundamentals between Rockwell Automation and the related equities. This way, we can detect undervalued stocks with similar characteristics as Rockwell Automation or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Rockwell Automation's fundamental indicators could also be used in its relative valuation, which is a method of valuing Rockwell Automation by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Rockwell Automation to competition |
| Fundamentals | Rockwell Automation | Peer Average |
| Return On Equity | 0.26 | -0.31 |
| Return On Asset | 0.0725 | -0.14 |
| Profit Margin | 0.12 % | (1.27) % |
| Operating Margin | 0.16 % | (5.51) % |
| Current Valuation | 36.91 B | 16.62 B |
| Shares Outstanding | 112.9 M | 571.82 M |
| Shares Owned By Insiders | 0.23 % | 10.09 % |
| Shares Owned By Institutions | 84.68 % | 39.21 % |
| Number Of Shares Shorted | 3.11 M | 4.71 M |
| Price To Earning | 33.23 X | 28.72 X |
| Price To Book | 9.52 X | 9.51 X |
| Price To Sales | 4.03 X | 11.42 X |
| Revenue | 8.26 B | 9.43 B |
| Gross Profit | 3.72 B | 27.38 B |
| EBITDA | 1.57 B | 3.9 B |
| Net Income | 947.3 M | 570.98 M |
| Cash And Equivalents | 1.07 B | 2.7 B |
| Cash Per Share | 4.38 X | 5.01 X |
| Total Debt | 4.09 B | 5.32 B |
| Debt To Equity | 1.40 % | 48.70 % |
| Current Ratio | 1.01 X | 2.16 X |
| Book Value Per Share | 30.93 X | 1.93 K |
| Cash Flow From Operations | 863.8 M | 971.22 M |
| Short Ratio | 3.80 X | 4.00 X |
| Earnings Per Share | 8.29 X | 3.12 X |
| Price To Earnings To Growth | 5.84 X | 4.89 X |
| Target Price | 285.17 | |
| Number Of Employees | 27 K | 18.84 K |
| Beta | 1.36 | -0.15 |
| Market Capitalization | 33.32 B | 19.03 B |
| Total Asset | 11.23 B | 29.47 B |
| Retained Earnings | 9.63 B | 9.33 B |
| Working Capital | 277.3 M | 1.48 B |
Note: Disposition of 1356 shares by Bulho Matheus De A G Viera of Rockwell Automation subject to Rule 16b-3 [view details]
Rockwell Automation Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Rockwell . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Rockwell Automation Buy or Sell Advice
When is the right time to buy or sell Rockwell Automation? Buying financial instruments such as Rockwell Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having Rockwell Automation in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Machinery Thematic Idea Now
Machinery
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Machinery theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Machinery Theme or any other thematic opportunities.
| View All Next | Launch |
Check out Rockwell Automation Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For more information on how to buy Rockwell Stock please use our How to buy in Rockwell Stock guide.You can also try the Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.
Is Electrical Components & Equipment space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Rockwell Automation. If investors know Rockwell will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Rockwell Automation listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.20) | Dividend Share 5 | Earnings Share 8.29 | Revenue Per Share 72.493 | Quarterly Revenue Growth (0.21) |
The market value of Rockwell Automation is measured differently than its book value, which is the value of Rockwell that is recorded on the company's balance sheet. Investors also form their own opinion of Rockwell Automation's value that differs from its market value or its book value, called intrinsic value, which is Rockwell Automation's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Rockwell Automation's market value can be influenced by many factors that don't directly affect Rockwell Automation's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Rockwell Automation's value and its price as these two are different measures arrived at by different means. Investors typically determine if Rockwell Automation is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Rockwell Automation's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.