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Rockwell Automation Inc(ROK)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for ROK
10/14/2026: ROK (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Rockwell Automation is a major player in industrial automation, focusing on hardware control systems and increasingly on industrial software solutions. Its primary strength lies in its deeply entrenched customer base and domain expertise, which provide steady demand for its core products. The company’s main growth opportunity centers on the digital transformation of manufacturing, helping firms modernize via cloud-based analytics. However, investors must consider risks like cyclicality, intense competition from global industrial conglomerates, and the challenges of integrating software-led revenue. Rockwell Automation may suit investors looking for exposure to the industrial sector with reliable dividends, provided they monitor the firm's successful transition toward a more software-integrated business model.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Growth is largely tied to cyclical industrial capital spending and long-term digital transformation trends. |
| Momentum investor | Mixed fit | Momentum is conditional on positive industrial production trends and sustained demand for automation. |
| Value investor | Mixed fit | Valuation fluctuates significantly based on industrial cycles rather than traditional value metrics. |
| Dividend investor | Strong fit | The company has a consistent history of reliable dividend payments suitable for income-focused portfolios. |
| Low-risk investor | Mixed fit | While established, the stock remains sensitive to cyclical industrial volatility. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | The stock is susceptible to cyclical swings in the industrial sector. |
| Valuation risk | Medium | Market pricing often reflects optimistic expectations for industrial digital transformation. |
| Competition risk (automation conglomerates) | High | Intense competition from global peers keeps pricing pressure on hardware components. |
| Business quality | Strong | The company maintains a high-quality franchise with sticky, long-term customer relationships. |
| Dividend income | Medium | Dividend growth is reliable but tied to capital allocation priorities. |
| Execution risk | Medium | Integrating software acquisitions into the core hardware business remains an ongoing challenge. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit 5.78% | Avg. Invested days 47 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/14/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 48.10B USD | Price to earnings Ratio 40.48 | 1Y Target Price 476.48 |
Price to earnings Ratio 40.48 | 1Y Target Price 476.48 | ||
Volume (30-day avg) 726.7K shares | Beta 1.5 | 52 Weeks Range 339.27 - 495.83 | Updated Date 10/14/2026 |
52 Weeks Range 339.27 - 495.83 | Updated Date 10/14/2026 | ||
Dividends yield (FY) 1.26% | Basic EPS (TTM) 10.68 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Intelligent Devices | Drives, motion control, sensors, and industrial safety hardware. | This is the 'physical' backbone of their business that generates steady revenue from factory equipment. |
| Software & Control | Control platforms (Logix) and FactoryTalk automation software. | This is the higher-margin, 'brain' of the system that provides more predictable, recurring revenue. |
| Geography: North America | Sales and service operations within the United States, Canada, and Mexico. | The company relies heavily on the North American industrial market, making it sensitive to regional economic health. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 40.48 | Forward PE 29.76 | Enterprise Value 51.21B | Price to Sales(TTM) 5.36 |
Enterprise Value 51.21B | Price to Sales(TTM) 5.36 | ||
Enterprise Value to Revenue 5.71 | Enterprise Value to EBITDA 28.85 | Shares Outstanding 111.27M | Shares Floating 110.67M |
Shares Outstanding 111.27M | Shares Floating 110.67M | ||
Percent Insiders 0.16 | Percent Institutions 92.98 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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