Rockwell Automation, Inc. (ROK) Stock Analysis — Fair Value, Risk & Moat Rating
NYQ · Industrials · Specialty Industrial Machinery
Is Rockwell Automation, Inc. a safe investment right now?
Rockwell Automation, Inc.'s Altman Z-Score of 5.44 places it in the safe zone. Our fair value estimate is $386.31 (Fairly Valued). Moat rating: 3.7/5 stars.
Could Rockwell Automation, Inc. go bankrupt? Altman Z-Score analysis
Z-Score of 5.44 is above 3.0, indicating the company is financially healthy by this metric.
- Below 1.8 — Distress Zone (high bankruptcy risk)
- 1.8 to 3.0 — Gray Zone (elevated uncertainty)
- Above 3.0 — Safe Zone (financially healthy)
What drives ROK's Z-Score?
| Component | Formula | Value | Weight | Contribution |
|---|---|---|---|---|
| A · Working Capital / Total Assets | WC / TA | 0.0415 | 1.2 | 0.05 |
| B · Retained Earnings / Total Assets | RE / TA | 0.4833 | 1.4 | 0.68 |
| C · EBIT / Total Assets | EBIT / TA | 0.0956 | 3.3 | 0.32 |
| D · Market Cap / Total Liabilities | MCap / TL | 6.0952 | 0.6 | 3.66 |
| E · Revenue / Total Assets | Rev / TA | 0.7436 | 1.0 | 0.74 |
How has ROK's financial health changed over time?
| Year | Z-Score | Zone |
|---|---|---|
| 2022 | 5.73 | Safe |
| 2023 | 6.25 | Safe |
| 2024 | 5.97 | Safe |
| 2025 | 5.44 | Safe |
Source: Calculated from ROK's latest 10-K filing on SEC EDGAR.
What is Rockwell Automation, Inc. actually worth?
How we calculated this
| Input | Value | Source |
|---|---|---|
| Predicted EPS (α) | $9.78 | Proprietary blend of reported actuals (1Q actual) + analyst consensus, weighted by α |
| Last Year EPS | $7.67 | Annual report (SEC EDGAR) |
| Analyst Consensus EPS (This Year) | $12.14 | 25 analysts consensus |
| Trailing P/E | 46.5x | Current market pricing |
| Fair P/E (β discount) | 39.5x | Trailing PE adjusted by value discount factor β, hard-capped |
| Earnings Trend (γ) | Accelerating | Directional signal: predicted vs trailing EPS |
Wall Street Reference: Analyst consensus target price is $421.57 (25 analysts). This is shown for reference only and is not used in our valuation model.
Source: Earnings data from SEC EDGAR filings. Market data via Yahoo Finance.
Does Rockwell Automation, Inc. have a durable competitive advantage?
Moat rating: 3.7/5.
What makes up ROK's moat score?
ROIC Stability
ROIC variability over the past decade. Score: 4/5.
Gross Margin Trend
Gross margin trajectory over the past decade. Score: 4/5.
Switching Costs
Estimated customer lock-in based on margin level. Score: 3/5.
How stable is ROK's return on invested capital?
| Year | ROIC | Trend |
|---|---|---|
| 2022 | 18.2% | — |
| 2023 | 26.7% | Rising |
| 2024 | 17.6% | Declining |
| 2025 | 15.6% | Declining |
Source: ROIC calculated from SEC EDGAR filings.
Is Rockwell Automation, Inc.'s dividend safe?
Can Rockwell Automation, Inc. afford its dividend?
Payout ratio is 60.7%. FCF covers the dividend 1.3x. 45 consecutive years of payments.
Rockwell Automation, Inc.'s key financial metrics
| Metric | Latest | 1Y Ago | 3Y Ago | Trend |
|---|---|---|---|---|
| Revenue | $8.3B | $8.3B | $7.8B | Rising |
| Net Income | $0.9B | $1.0B | $0.9B | Declining |
| Free Cash Flow | $1.4B | $0.6B | $0.7B | Rising |
| Gross Margin | 48.1% | 46.6% | 40.0% | Rising |
Recent events that affect our ROK analysis
ROK earnings report scheduled
Upcoming report. Consensus EPS estimate: $2.88. Revenue estimate: $2.16B. Our current Fair Value: $386.31 — a significant beat or miss could shift this estimate.
ROK analyst consensus: 50% bullish (14 of 28 analysts)
4 Strong Buy, 10 Buy, 13 Hold, 0 Sell, 1 Strong Sell. Consensus target: $421.57 (3.6% upside). Compare with our independent Fair Value: $386.31.
ROK filed 8-K (material event)
8-K filings disclose material events — acquisitions, leadership changes, or guidance revisions that may affect valuation. View on SEC EDGAR →
ROK paid $1.3800/share dividend
Dividend Safety Grade: B. Payout ratio: 60.7%.
ROK filed 8-K (material event)
8-K filings disclose material events — acquisitions, leadership changes, or guidance revisions that may affect valuation. View on SEC EDGAR →
ROK filed 8-K (material event)
8-K filings disclose material events — acquisitions, leadership changes, or guidance revisions that may affect valuation. View on SEC EDGAR →
ROK beat EPS estimates by 16.8%
Reported EPS: $2.69 vs estimate $2.30. Earnings strength supports our Fair Value of $386.31 (5.1% below current price).
ROK filed quarterly report (10-Q)
Quarterly update with interim financials. May signal changes to earnings trajectory and balance sheet health. View on SEC EDGAR →
ROK filed 8-K (material event)
8-K filings disclose material events — acquisitions, leadership changes, or guidance revisions that may affect valuation. View on SEC EDGAR →
ROK filed 8-K (material event)
8-K filings disclose material events — acquisitions, leadership changes, or guidance revisions that may affect valuation. View on SEC EDGAR →
ROK paid $1.3800/share dividend
Dividend Safety Grade: B. Payout ratio: 60.7%.
ROK filed annual report (10-K)
Annual filing with full-year financials. Our Altman Z-Score, Moat, and Fair Value models are derived from this data. View on SEC EDGAR →
ROK beat EPS estimates by 13.6%
Reported EPS: $3.34 vs estimate $2.94. Earnings strength supports our Fair Value of $386.31 (5.1% below current price).
ROK filed 8-K (material event)
8-K filings disclose material events — acquisitions, leadership changes, or guidance revisions that may affect valuation. View on SEC EDGAR →
ROK filed 8-K (material event)
8-K filings disclose material events — acquisitions, leadership changes, or guidance revisions that may affect valuation. View on SEC EDGAR →
ROK paid $1.3100/share dividend
Dividend Safety Grade: B. Payout ratio: 60.7%.
ROK beat EPS estimates by 5.7%
Reported EPS: $2.82 vs estimate $2.67. Earnings strength supports our Fair Value of $386.31 (5.1% below current price).
ROK filed quarterly report (10-Q)
Quarterly update with interim financials. May signal changes to earnings trajectory and balance sheet health. View on SEC EDGAR →
ROK filed 8-K (material event)
8-K filings disclose material events — acquisitions, leadership changes, or guidance revisions that may affect valuation. View on SEC EDGAR →
ROK filed 8-K (material event)
8-K filings disclose material events — acquisitions, leadership changes, or guidance revisions that may affect valuation. View on SEC EDGAR →
ROK filed 8-K (material event)
8-K filings disclose material events — acquisitions, leadership changes, or guidance revisions that may affect valuation. View on SEC EDGAR →
ROK paid $1.3100/share dividend
Dividend Safety Grade: B. Payout ratio: 60.7%.
ROK beat EPS estimates by 15.8%
Reported EPS: $2.45 vs estimate $2.12. Earnings strength supports our Fair Value of $386.31 (5.1% below current price).
ROK filed quarterly report (10-Q)
Quarterly update with interim financials. May signal changes to earnings trajectory and balance sheet health. View on SEC EDGAR →
ROK filed 8-K (material event)
8-K filings disclose material events — acquisitions, leadership changes, or guidance revisions that may affect valuation. View on SEC EDGAR →
ROK paid $1.3100/share dividend
Dividend Safety Grade: B. Payout ratio: 60.7%.
ROK beat EPS estimates by 16.0%
Reported EPS: $1.83 vs estimate $1.58. Earnings strength supports our Fair Value of $386.31 (5.1% below current price).
ROK filed quarterly report (10-Q)
Quarterly update with interim financials. May signal changes to earnings trajectory and balance sheet health. View on SEC EDGAR →
ROK filed 8-K (material event)
8-K filings disclose material events — acquisitions, leadership changes, or guidance revisions that may affect valuation. View on SEC EDGAR →
ROK filed 8-K (material event)
8-K filings disclose material events — acquisitions, leadership changes, or guidance revisions that may affect valuation. View on SEC EDGAR →
Common questions about Rockwell Automation, Inc.
What is Rockwell Automation, Inc. stock price today?
Rockwell Automation, Inc. (ROK) stock price is $407.02 as of the latest market close, traded on the NYSE exchange.
What does Rockwell Automation, Inc. do?
Rockwell Automation, Inc., together with its subsidiaries, provides industrial automation and digital transformation solutions in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. It operates in three segments: Intelligent Devices, Software & Control, and Lifecycle Services. It offers drives, motion, advanced material handling, safety, sensing, industrial components, hardware, software, and configured-to-order products; and control and visualization software and hardware, digital twin, simulation and information software, network and security infrastructure, and custom-engineered systems.
What is Rockwell Automation, Inc. market cap?
Rockwell Automation, Inc. has a market capitalization of $45.76B, classifying it as a large-cap stock in the Industrials sector.
What sector and industry is ROK in?
Rockwell Automation, Inc. operates in the Industrials sector, specifically within the Specialty Industrial Machinery industry. It trades on the NYSE under the ticker symbol ROK.
Is ROK stock overvalued or undervalued?
Based on our valuation model, Rockwell Automation, Inc. trades 5.4% above our fair value estimate — potentially overvalued.
- FairValueLabs Fair Value: $386.31
- Current Price: $407.02
- Valuation Zone: Fairly Valued
What is ROK stock forecast and analyst target price?
Based on 25 Wall Street analysts, the consensus price target for Rockwell Automation, Inc. is $421.57, implying upside of 3.6% from the current price.
- Analyst High Target: $495.00
- Analyst Low Target: $248.00
Note: Analyst targets are shown for reference and are not used in our valuation model.
Is Rockwell Automation, Inc. revenue and earnings growing?
Here are the analyst consensus growth estimates for Rockwell Automation, Inc.:
- Revenue growth (current year est.): 6.3%
- EPS growth (current year est.): 15.3%
- Revenue growth (next year est.): 6.0%
- EPS growth (next year est.): 13.2%
What are Rockwell Automation, Inc.'s key financial metrics?
| Metric | Latest | Trend |
|---|---|---|
| Revenue | $8.3B | Rising |
| Net Income | $0.9B | Declining |
| Free Cash Flow | $1.4B | Rising |
| Gross Margin | 48.1% | Rising |
What is ROK's P/E ratio?
The price-to-earnings ratio measures how much investors pay per dollar of earnings:
- Trailing P/E (last 12 months): 46.5x
- Forward P/E (next 12 months est.): 29.6x
- FairValueLabs Fair P/E: 39.5x
How volatile is ROK stock?
Rockwell Automation, Inc. has a beta of 1.54, meaning it is significantly more volatile than the broader market. A beta above 1.0 indicates higher price swings relative to the S&P 500, while below 1.0 suggests more stability.
How much cash and debt does Rockwell Automation, Inc. have?
Rockwell Automation, Inc.'s balance sheet shows:
- Total Cash: $444.0M
- Total Debt: $3.77B
- Net Cash Position: $-3.33B
A positive net cash position means the company holds more cash than debt, reducing financial risk.
What is Rockwell Automation, Inc.'s free cash flow?
Rockwell Automation, Inc. generated $1.03B in trailing twelve-month free cash flow (from $1.41B in operating cash flow). Free cash flow represents the cash available for dividends, buybacks, and debt reduction after all capital expenditures.
Does Rockwell Automation, Inc. pay a dividend, and is it safe?
Yes, Rockwell Automation, Inc. pays a regular dividend. Here are the key metrics:
- Dividend Yield: 1.3%
- Payout Ratio: 60.7%
- Consecutive Years Paid: 45
- 5-Year Dividend Growth: -20.4%
- FairValueLabs Safety Grade: B
Is Rockwell Automation, Inc. at risk of going bankrupt?
Rockwell Automation, Inc.'s Altman Z-Score is 5.44, placing it in the safe zone (above 3.0) — bankruptcy risk is low. The Z-Score uses five balance sheet ratios to predict bankruptcy probability within two years.
Does Rockwell Automation, Inc. have a durable competitive advantage?
Rockwell Automation, Inc. scores 3.7/5 stars (Solid moat · eroding) in our moat analysis:
- ROIC Stability: 4/5
- Gross Margin Trend: 4/5
- Switching Costs: 3/5
A score above 3.5 suggests meaningful pricing power and a defensible market position.
What is ROK's return on equity (ROE)?
Rockwell Automation, Inc.'s return on equity is 23.7%. ROE measures how efficiently a company generates profits from shareholder equity. An ROE above 15% is generally considered strong, while below 10% may signal inefficiency.
How do I buy ROK stock?
ROK shares can be purchased through any brokerage account that provides access to the NYSE. Common steps:
- Open an account with a broker (e.g., Fidelity, Schwab, Interactive Brokers)
- Search for ticker symbol ROK
- Place a market or limit order for your desired number of shares
This is not investment advice. Always do your own research before buying any stock.
Is ROK a value stock or speculative?
FairValueLabs classifies Rockwell Automation, Inc. as Value-Speculation. It has some value characteristics but carries elevated risk factors that make it speculative. Extra due diligence is recommended.
Who is the CEO of Rockwell Automation, Inc.?
The current CEO of Rockwell Automation, Inc. is Mr. Blake D. Moret.
What is ROK's earnings per share (EPS)?
Earnings per share measures the company's profit allocated to each outstanding share:
- Trailing EPS (last 12 months): $8.75
- Forward EPS (next 12 months est.): $13.74
- Analyst consensus EPS (this year): $12.14
- Analyst consensus EPS (next year): $13.74
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FairValueLabs Disclaimer
All valuations, scores, ratings, and classifications on this page are produced by the FairValueLabs internal valuation system. They do not represent actual market value, guaranteed outcomes, or professional investment advice. These are analytical estimates for educational and research purposes only.
This is not financial advice. All data is sourced from SEC EDGAR public filings. Always consult a qualified financial advisor before making investment decisions.
Last updated: Apr 22, 2026. Data sources: SEC EDGAR (financial statements), Yahoo Finance (market data, analyst consensus). Data may not reflect the most recent quarter.
ROK analysis methodology: How we calculate fair value, Z-Scores, and moat ratings