# Rockwell Automation Inc. (ROK) fundamentals

Data as of 2026-09-08. NYSE, United States. Sector: Industrials / Machinery. Price $433.81, market value $48.3 billion.

## Valuation
- **P/E (trailing): 40.7×** (5-yr avg 29.7×, 3-yr avg 33.2×). Rockwell Automation Inc. trades at 40.7× trailing earnings, well above its own five-year average of 29.7×: investors are paying up relative to the company's past. The Industrials median in the September 2026 study was 25.7×. Forward P/E is 29.2×, lower than trailing, so analysts expect earnings to grow.
- **Price / sales: 5.4×**. Each dollar of revenue is priced at 5.4×.
- **Price / book: 13.8×**. The shares trade at 13.8× book value; most of the value is in earnings power and intangibles rather than the balance sheet.
- **Free-cash-flow yield: 3.1%** (5-yr avg 3.2%). Free cash flow equals 3.1% of the market value, in line with its five-year average of 3.2%.
- **Earnings yield: 2.5%**. The inverse of the P/E: 2.5% of the price is earned each year.

## Profitability
- **Gross margin: 51.0%**. Rockwell Automation Inc. keeps 51.0% of revenue after the direct cost of what it sells.
- **Net margin: 10.4%**. 10.4% of each dollar of sales reaches the bottom line.
- **Return on equity: 23.8%**. 23.8% on shareholders' equity is excellent if it is not driven by leverage; sustained above 20% usually signals a competitive advantage.
- **Return on assets: 10.7%**. Each dollar of assets produces 10.7% of profit.

## Growth
- **Revenue growth (1 yr): 0.9%** (3-yr 2.4%/yr, 5-yr 5.7%/yr). Revenue grew 0.9% over the last year, against 5.7% a year compounded over five years: growth is slowing.
- **EPS growth (1 yr): -7.4%** (3-yr -1.3%/yr, 5-yr -2.6%/yr). Earnings per share fell 7.4%, slower than revenue, so margins compressed.
- **Free-cash-flow growth (3 yr): 25.8%/yr**. Free cash flow has compounded at 25.8% a year over three years, keeping pace with earnings: the growth is real cash.

## Financial health
- **Debt to equity: 0.72**. Debt is 0.72 times equity, moderate leverage.
- **Piotroski F-score: 6/9**. 6 of 9 checks pass: mixed.

## Dividends
- **Dividend yield: 1.27%** ($5.45 per share, trailing). Rockwell Automation Inc. yields 1.27%, a modest yield more typical of a growth-oriented payer.
- **Payout ratio: 68%** (41% of free cash flow). 68% of earnings goes out as dividends, leaving room to keep raising it.
- **Consecutive years of increases: 23**. 23 straight years of increases, a record that survived at least one recession.
- **Dividend growth (5 yr): 5.2%/yr** (1-yr 4.9%). The dividend has grown 5.2% a year over five years.

## Price and momentum
- **Total return (1 yr): 28.2%** (YTD 12.2%, 3-mo -2.9%). The shares are up 28.2% over twelve months including dividends.
- **From 52-week high: -12.8%** (30.4% above the low). Trading 13% below its 52-week high.
- **200-day average: above**. The price sits above its 200-day moving average, the usual definition of an uptrend.
- **RSI (14-day): 47**. An RSI of 47 is neutral.
- **Beta (1 yr): 1.40** (volatility 31%). Beta of 1.40 against the S&P 500: the shares move much more than the market.

Live score and charts: https://foliofundamentals.com/analyzer?s=ROK · Page: https://foliofundamentals.com/stocks/rok

Not investment advice.