Rockwell Automation Stock Performance
| ROK Stock | USD 294.95 0.00 0.00% |
Rockwell Automation has a performance score of 6 on a scale of 0 to 100. The company holds a Beta of 1.77, which implies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Rockwell Automation will likely underperform. Rockwell Automation right now holds a risk of 2.04%. Please check Rockwell Automation value at risk, and the relationship between the jensen alpha and skewness , to decide if Rockwell Automation will be following its historical price patterns.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Rockwell Automation are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. Despite quite abnormal basic indicators, Rockwell Automation may actually be approaching a critical reversion point that can send shares even higher in December 2024. ...more
Actual Historical Performance (%)
One Day Return (0.85) | Five Day Return 4.82 | Year To Date Return (4.21) | Ten Year Return 154.31 | All Time Return 16 K |
Forward Dividend Yield 0.0177 | Payout Ratio 0.5206 | Last Split Factor 2:1 | Forward Dividend Rate 5.24 | Dividend Date 2024-12-10 |
1 | Disposition of 1356 shares by Bulho Matheus De A G Viera of Rockwell Automation subject to Rule 16b-3 | 09/06/2024 |
| Rockwell Automation dividend paid on 10th of September 2024 | 09/10/2024 |
2 | Rockwell Medical Non-GAAP EPS of 0.09, revenue of 28.32M beats by 1.82M | 11/12/2024 |
3 | Rockwell Medical, Inc.s 28 percent Dip In Price Shows Sentiment Is Matching Revenues | 11/15/2024 |
4 | FLEX vs. ROK Which Stock Is the Better Value Option | 11/18/2024 |
5 | Rockwell Medical Expands Distribution in the Philippines | 11/19/2024 |
6 | Pyure Announces Market Availability of Industry-leading Air and Surface Purification Systems at Rockwell Automation Fair | 11/20/2024 |
7 | Rockwell Automation, Inc. Price Target Raised to 260 by Loop Capital Amid Focus on Growth Drivers and AI Innovations | 11/22/2024 |
8 | Rockwell Automation Inc Shares Up 3.05 percent on Nov 25 | 11/25/2024 |
| Begin Period Cash Flow | 1.1 B |
Rockwell |
Rockwell Automation Relative Risk vs. Return Landscape
If you would invest 27,078 in Rockwell Automation on August 30, 2024 and sell it today you would earn a total of 2,417 from holding Rockwell Automation or generate 8.93% return on investment over 90 days. Rockwell Automation is generating 0.1558% of daily returns assuming volatility of 2.0359% on return distribution over 90 days investment horizon. In other words, 18% of stocks are less volatile than Rockwell, and above 97% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Rockwell Automation Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Rockwell Automation's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Rockwell Automation, and traders can use it to determine the average amount a Rockwell Automation's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0765
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Estimated Market Risk
| 2.04 actual daily | 18 82% of assets are more volatile |
Expected Return
| 0.16 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Rockwell Automation is performing at about 6% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Rockwell Automation by adding it to a well-diversified portfolio.
Rockwell Automation Fundamentals Growth
Rockwell Stock prices reflect investors' perceptions of the future prospects and financial health of Rockwell Automation, and Rockwell Automation fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Rockwell Stock performance.
| Return On Equity | 0.26 | ||||
| Return On Asset | 0.0725 | ||||
| Profit Margin | 0.12 % | ||||
| Operating Margin | 0.16 % | ||||
| Current Valuation | 37.03 B | ||||
| Shares Outstanding | 112.9 M | ||||
| Price To Earning | 33.23 X | ||||
| Price To Book | 9.55 X | ||||
| Price To Sales | 4.04 X | ||||
| Revenue | 8.26 B | ||||
| Gross Profit | 3.72 B | ||||
| EBITDA | 1.61 B | ||||
| Net Income | 947.3 M | ||||
| Cash And Equivalents | 1.07 B | ||||
| Cash Per Share | 4.38 X | ||||
| Total Debt | 4.09 B | ||||
| Debt To Equity | 1.40 % | ||||
| Current Ratio | 1.01 X | ||||
| Book Value Per Share | 30.93 X | ||||
| Cash Flow From Operations | 863.8 M | ||||
| Earnings Per Share | 8.29 X | ||||
| Market Capitalization | 33.42 B | ||||
| Total Asset | 11.23 B | ||||
| Retained Earnings | 9.63 B | ||||
| Working Capital | 277.3 M | ||||
| Current Asset | 1.76 B | ||||
| Current Liabilities | 966 M | ||||
About Rockwell Automation Performance
By examining Rockwell Automation's fundamental ratios, stakeholders can obtain critical insights into Rockwell Automation's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Rockwell Automation is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 93.08 | 56.06 | |
| 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 |
Things to note about Rockwell Automation performance evaluation
Checking the ongoing alerts about Rockwell Automation for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Rockwell Automation help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| 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 |
- Analyzing Rockwell Automation's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Rockwell Automation's stock is overvalued or undervalued compared to its peers.
- Examining Rockwell Automation's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Rockwell Automation's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Rockwell Automation's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Rockwell Automation's stock. These opinions can provide insight into Rockwell Automation's potential for growth and whether the stock is currently undervalued or overvalued.
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 Pattern Recognition module to use different Pattern Recognition models to time the market across multiple global exchanges.
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.