Rockwell Automation EBITDA vs. Revenue
| ROK Stock | USD 289.21 0.58 0.20% |
EBITDA | First Reported 2010-12-31 | Previous Quarter 1.6 B | Current Value 994.4 M | Quarterly Volatility 266.1 M |
| Current Value | Last Year | Change From Last Year | 10 Year Trend | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Gross Profit Margin | 0.28 | 0.3864 |
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| Net Profit Margin | 0.0706 | 0.1153 |
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| Operating Profit Margin | 0.096 | 0.1005 |
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| Pretax Profit Margin | 0.096 | 0.133 |
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| Return On Assets | 0.0727 | 0.0848 |
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| Return On Equity | 0.26 | 0.2723 |
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For Rockwell Automation profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Rockwell Automation to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Rockwell Automation utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Rockwell Automation's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Rockwell Automation over time as well as its relative position and ranking within its peers.
Rockwell |
Rockwell Automation's Revenue Breakdown by Earning Segment
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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 8.27 | 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.
Rockwell Automation Revenue vs. EBITDA Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Rockwell Automation's current stock value. Our valuation model uses many indicators to compare Rockwell Automation value to that of its competitors to determine the firm's financial worth. Rockwell Automation is rated below average in ebitda category among its peers. It also is rated below average in revenue category among its peers totaling about 5.27 of Revenue per EBITDA. At this time, Rockwell Automation's EBITDA is quite stable compared to the past year. Comparative valuation analysis is a catch-all technique that is used if you cannot value Rockwell Automation by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.Rockwell Revenue vs. EBITDA
EBITDA stands for earnings before interest, taxes, depreciation, and amortization. It is a measure of a company operating cash flow based on data from the company income statement and is a very good way to compare companies within industries or across different sectors. However, unlike Operating Cash Flow, EBITDA does not include the effects of changes in working capital.
Rockwell Automation |
| = | 1.57 B |
In a nutshell, EBITDA is calculated by adding back each of the excluded items to the post-tax profit, and can be used to compare companies with very different capital structures.
Revenue is income that a firm generates from business activities such us rendering services or selling goods to customers. It is a crucial part of a business and an essential item when evaluating a company's financial statements. Revenues from a firm's primary business operations can be reported on the income statement as sales revenue, net sales, or simply sales, depending on the industry in which a given company operates.
Rockwell Automation |
| = | 8.26 B |
Revenue is typically recorded when cash or cash equivalents are exchanged for services or goods and can include products or services discounts, promotions, as well as early payments on invoices or services rendered in advance.
Rockwell Revenue vs Competition
Rockwell Automation is rated below average in revenue category among its peers. Market size based on revenue of Industrials industry is at this time estimated at about 142.33 Billion. Rockwell Automation holds roughly 8.26 Billion in revenue claiming about 6% of equities under Industrials industry.
Rockwell Automation Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Rockwell Automation, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Rockwell Automation will eventually generate negative long term returns. The profitability progress is the general direction of Rockwell Automation's change in net profit over the period of time. It can combine multiple indicators of Rockwell Automation, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
| Last Reported | Projected for Next Year | ||
| Accumulated Other Comprehensive Income | -772.4 M | -811 M | |
| Operating Income | 830.6 M | 1 B | |
| Income Before Tax | 1.1 B | 994.5 M | |
| Total Other Income Expense Net | 268.5 M | 281.9 M | |
| Net Income | 947.3 M | 718.6 M | |
| Income Tax Expense | 151.8 M | 215.9 M | |
| Net Income Applicable To Common Shares | 1.6 B | 1.7 B | |
| Net Income From Continuing Ops | 947.3 M | 880.1 M | |
| Non Operating Income Net Other | -159.3 M | -151.3 M | |
| Net Interest Income | -139 M | -145.9 M | |
| Interest Income | 15.6 M | 9.3 M | |
| Change To Netincome | -128.8 M | -122.4 M | |
| Net Income Per Share | 8.36 | 8.77 | |
| Income Quality | 0.91 | 1.01 | |
| Net Income Per E B T | 0.87 | 0.91 |
Rockwell Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Rockwell Automation. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Rockwell Automation position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Rockwell Automation's important profitability drivers and their relationship over time.
Use Rockwell Automation in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Rockwell Automation position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Rockwell Automation will appreciate offsetting losses from the drop in the long position's value.Rockwell Automation Pair Trading
Rockwell Automation Pair Trading Analysis
The ability to find closely correlated positions to Rockwell Automation could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Rockwell Automation when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Rockwell Automation - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Rockwell Automation to buy it.
The correlation of Rockwell Automation is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Rockwell Automation moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Rockwell Automation moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Rockwell Automation can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Rockwell Automation position
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?
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Check out Your Equity Center. For more information on how to buy Rockwell Stock please use our How to buy in Rockwell Stock guide.You can also try the Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.
To fully project Rockwell Automation's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Rockwell Automation at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Rockwell Automation's income statement, its balance sheet, and the statement of cash flows.