Is Rockwell Automation Stock a Good Investment?
Rockwell Automation Investment Advice | ROK |
- Examine Rockwell Automation's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Rockwell Automation's leadership team and their track record. Good management can help Rockwell Automation navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Electrical Components & Equipment space and any emerging trends that could impact Rockwell Automation's business and its evolving consumer preferences.
- Compare Rockwell Automation's performance and market position to its competitors. Analyze how Rockwell Automation is positioned in terms of product offerings, innovation, and market share.
- Check if Rockwell Automation pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Rockwell Automation's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Rockwell Automation stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Rockwell Automation is a good investment.
Sell | Buy |
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 |
Examine Rockwell Automation Stock
Researching Rockwell Automation's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 85.0% of the company shares are owned by institutional investors. The company recorded earning per share (EPS) of 8.29. Rockwell Automation last dividend was issued on the 18th of November 2024. The entity had 2:1 split on the 14th of April 1987.
To determine if Rockwell Automation is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Rockwell Automation's research are outlined below:
| Over 85.0% of the company shares are owned by institutional investors | |
| Latest headline from gurufocus.com: Rockwell Automation Inc Shares Up 3.05 percent on Nov 25 |
Rockwell Automation Quarterly Gross Profit |
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Rockwell Automation uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Rockwell Automation. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Rockwell Automation's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 31st of January 2024 Upcoming Quarterly Report | View | |
| 25th of April 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 7th of November 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 30th of September 2023 Last Financial Announcement | View |
Earnings surprises can significantly impact Rockwell Automation's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Rockwell Automation's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2003-01-21 | 2002-12-31 | 0.2 | 0.22 | 0.02 | 10 | ||
2009-07-28 | 2009-06-30 | 0.2 | 0.23 | 0.03 | 15 | ||
2001-11-07 | 2001-09-30 | 0.06 | 0.09 | 0.03 | 50 | ||
2001-07-24 | 2001-06-30 | 0.06 | 0.1 | 0.04 | 66 | ||
2006-04-27 | 2006-03-31 | 0.75 | 0.83 | 0.08 | 10 | ||
2006-01-25 | 2005-12-31 | 0.72 | 0.8 | 0.08 | 11 | ||
1999-01-19 | 1998-12-31 | 0.63 | 0.71 | 0.08 | 12 | ||
2009-11-09 | 2009-09-30 | 0.27 | 0.37 | 0.1 | 37 |
Know Rockwell Automation's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Rockwell Automation is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Rockwell Automation backward and forwards among themselves. Rockwell Automation's institutional investor refers to the entity that pools money to purchase Rockwell Automation's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| 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's market capitalization trends
The company currently falls under 'Large-Cap' category with a total capitalization of 33.42 B.Market Cap |
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Rockwell Automation's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.15 | 0.10 | |
| Return On Capital Employed | 0.11 | 0.20 | |
| Return On Assets | 0.08 | 0.07 | |
| Return On Equity | 0.27 | 0.26 |
Determining Rockwell Automation's profitability involves analyzing its financial statements and using various financial metrics to determine if Rockwell Automation is a good buy. For example, gross profit margin measures Rockwell Automation's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Rockwell Automation's profitability and make more informed investment decisions.
Rockwell Automation's Earnings Breakdown by Geography
Evaluate Rockwell Automation's management efficiency
Rockwell Automation has Return on Asset of 0.0725 % which means that on every $100 spent on assets, it made $0.0725 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.2554 %, implying that it generated $0.2554 on every 100 dollars invested. Rockwell Automation's management efficiency ratios could be used to measure how well Rockwell Automation manages its routine affairs as well as how well it operates its assets and liabilities. Return On Capital Employed is expected to rise to 0.20 this year, although the value of Return On Tangible Assets will most likely fall to 0.1. At this time, Rockwell Automation's Total Current Liabilities is quite stable compared to the past year. Change To Liabilities is expected to rise to about 213.7 M this year, although the value of Liabilities And Stockholders Equity will most likely fall to about 5.8 B.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 32.24 | 33.85 | |
| Tangible Book Value Per Share | (12.14) | (11.54) | |
| Enterprise Value Over EBITDA | 21.83 | 22.93 | |
| Price Book Value Ratio | 8.75 | 4.79 | |
| Enterprise Value Multiple | 21.83 | 22.93 | |
| Price Fair Value | 8.75 | 4.79 | |
| Enterprise Value | 30.8 B | 32.3 B |
The management team at Rockwell Automation has a track record of steering the company towards sustained growth. Evaluating their strategies helps in understanding the stock's long-term potential.
Dividend Yield 0.0177 | Forward Dividend Yield 0.0177 | Forward Dividend Rate 5.24 | Beta 1.359 |
Basic technical analysis of Rockwell Stock
As of the 28th of November, Rockwell Automation holds the Coefficient Of Variation of 1145.35, risk adjusted performance of 0.073, and Semi Deviation of 1.44. Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Rockwell Automation, as well as the relationship between them.Rockwell Automation's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Rockwell Automation insiders, such as employees or executives, is commonly permitted as long as it does not rely on Rockwell Automation's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Rockwell Automation insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Rockwell Automation's Outstanding Corporate Bonds
Rockwell Automation issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Rockwell Automation uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Rockwell bonds can be classified according to their maturity, which is the date when Rockwell Automation has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| HSBC Holdings PLC Corp BondUS404280DR76 | View | |
| ROK 175 15 AUG 31 Corp BondUS773903AL39 | View | |
| ROK 28 15 AUG 61 Corp BondUS773903AM12 | View | |
| US773903AJ82 Corp BondUS773903AJ82 | View | |
| US773903AH27 Corp BondUS773903AH27 | View | |
| ROCKWELL AUTOMATION INC Corp BondUS773903AG44 | View |
Understand Rockwell Automation's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Rockwell Automation's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.073 | |||
| Market Risk Adjusted Performance | 0.1044 | |||
| Mean Deviation | 1.34 | |||
| Semi Deviation | 1.44 | |||
| Downside Deviation | 1.64 | |||
| Coefficient Of Variation | 1145.35 | |||
| Standard Deviation | 2.03 | |||
| Variance | 4.11 | |||
| Information Ratio | 0.023 | |||
| Jensen Alpha | (0.05) | |||
| Total Risk Alpha | (0.15) | |||
| Sortino Ratio | 0.0284 | |||
| Treynor Ratio | 0.0944 | |||
| Maximum Drawdown | 14.96 | |||
| Value At Risk | (1.96) | |||
| Potential Upside | 3.13 | |||
| Downside Variance | 2.68 | |||
| Semi Variance | 2.08 | |||
| Expected Short fall | (1.54) | |||
| Skewness | 1.26 | |||
| Kurtosis | 6.29 |
| Risk Adjusted Performance | 0.073 | |||
| Market Risk Adjusted Performance | 0.1044 | |||
| Mean Deviation | 1.34 | |||
| Semi Deviation | 1.44 | |||
| Downside Deviation | 1.64 | |||
| Coefficient Of Variation | 1145.35 | |||
| Standard Deviation | 2.03 | |||
| Variance | 4.11 | |||
| Information Ratio | 0.023 | |||
| Jensen Alpha | (0.05) | |||
| Total Risk Alpha | (0.15) | |||
| Sortino Ratio | 0.0284 | |||
| Treynor Ratio | 0.0944 | |||
| Maximum Drawdown | 14.96 | |||
| Value At Risk | (1.96) | |||
| Potential Upside | 3.13 | |||
| Downside Variance | 2.68 | |||
| Semi Variance | 2.08 | |||
| Expected Short fall | (1.54) | |||
| Skewness | 1.26 | |||
| Kurtosis | 6.29 |
Consider Rockwell Automation's intraday indicators
Rockwell Automation intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Rockwell Automation stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Accumulation Distribution | 0.0181 | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 295.7 | |||
| Day Typical Price | 295.45 | |||
| Market Facilitation Index | 5.4 | |||
| Price Action Indicator | (0.75) | |||
| Relative Strength Index | 61.26 |
Rockwell Automation Corporate Filings
F4 | 25th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
13A | 14th of November 2024 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934 | ViewVerify |
10K | 12th of November 2024 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
8K | 7th of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
Rockwell Stock media impact
Far too much social signal, news, headlines, and media speculation about Rockwell Automation that are available to investors today. That information is available publicly through Rockwell media outlets and privately through word of mouth or via Rockwell internal channels. However, regardless of the origin, that massive amount of Rockwell data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Rockwell Automation news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Rockwell Automation relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Rockwell Automation's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Rockwell Automation alpha.
Rockwell Automation Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Rockwell Automation can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Rockwell Automation Historical Investor Sentiment
Investor biases related to Rockwell Automation's public news can be used to forecast risks associated with an investment in Rockwell. The trend in average sentiment can be used to explain how an investor holding Rockwell can time the market purely based on public headlines and social activities around Rockwell Automation. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Rockwell Automation's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Rockwell Automation and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Rockwell Automation news discussions. The higher the estimate score, the more favorable the investor's outlook on Rockwell Automation.
Rockwell Automation Corporate Directors
| Thomas Rosamilia | Independent Director | Profile | |
| Steven Kalmanson | Independent Director | Profile | |
| William Gipson | Independent Director | Profile | |
| James Keane | Independent Director | Profile |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in 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. For more information on how to buy Rockwell Stock please use our How to buy in Rockwell Stock guide.You can also try the Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.
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.
In summary, please note that there is a difference between Rockwell Automation's value and its price, as these two are different measures arrived at by various 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.