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v0.1
ROK$456.71+1.25%
Fair $290.38-36.4%

ROK

Rockwell Automation, Inc.

Industrials / Specialty Industrial MachineryNYSE

$456.71

+5.65 (+1.25%)

Modestly Overvalued-36.4%Fair Value $290.38Fund rank 40/100 · PassSEC 19/19 yrs|
SA 56/C
F-Score: 6/9
Significantly Overvalued

FCF base 3Y

$238.75

-19.4% CAGR · yield 6.3%

FCF base 5Y

$296.44

-8.3% base · -6.8% expected

Precio de entrada

$138.60

MOS 18% · confianza 87%

FCF escenarios

audited · normalized FCF $1.2B · quality 66.7/100

Pass 40/100
Bear 5Y$167.31-18.2%
Base 5Y$296.44-8.3%
Bull 5Y$521.67+2.7%
Return 6/100Downside 24/100Model quality 74/100Data QA 100/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

56/100

C

Piotroski

6/9

balance/quality

Valuation

14/100

-36.4% upside

5Y CAGR

-6.8%

23/100

Data QA

100/100

SEC 100%

Latest source: sec-companyfactsPeriods: 19Warnings: 1sec-companyfacts: 19
Estimated downside of 36.4% from current price
Thesis & Journal · ROKLocal privado en este navegador · Rockwell Automation, Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$50.8B

P/E

59.0x

↑

EV/EBITDA

39.2x

↑

ROE

23.8%

↑

Gross Margin

48.1%

↑

Debt/Equity

0.72

↑
52-Week Range$457
$305$463
EV/EBITDA Historical39.2x

TradingView lightweight chart

ROK price, volumen y niveles de valoración

Último $456.71Periodo +825.0%
Buy zone: $138.60Bear 5Y: $167.31Fair value: $290.38Base 5Y: $296.44Bull 5Y: $521.67

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2007–2025 · 18 años de histórico normalizado

Revenue CAGR

+2.9%

FCF CAGR

—

FCF margin

16.3%

FCF / Net income

1.56x

Latest source

SEC-backed

Margin decomposition

Último año: revenue $8.34B · net income $869.0M · FCF $1.36B

2007-FY → 2025-FY

Gross margin

48.1%+6.2% pts

Operating margin

20.4%— pts

Net margin

10.4%-19.3% pts

FCF margin

16.3%— pts
SEC-backed annual metrics active for 2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2011, 2010, 2009, 2008, 2007. Local SEC Companyfacts override Yahoo/FMP for audited annual line items; provider-only fields remain as fallback.
MetricTTM
2025SEC
2024SEC
2023SEC
2022SEC
2021SEC
2020SEC
2019SEC
2018SEC
2017SEC
2016SEC
2015SEC
2014SEC
2013SEC
2012SEC
2011SEC
2010SEC
2009SEC
2008SEC
2007SEC
Income Statement
Revenue$8.34B$8.34B$8.26B$9.06B$7.76B$7.00B$6.33B$6.69B$6.67B$6.31B$5.88B$6.31B$6.62B$6.35B$6.26B$6.00B$4.86B$4.33B$5.70B$5.00B
Net Income$869.0M$869.0M$953.0M$1.39B$932.2M$1.36B$1.02B$695.8M$535.5M$825.7M$729.7M$827.6M$826.8M$756.3M$737.0M$697.8M$464.3M$220.7M$577.6M$1.49B
EBITDA$1.40B$1.40B$1.57B$1.99B$1.44B———————————————
EPS7.677.678.2811.957.9711.588.775.834.216.355.566.095.915.365.134.803.221.553.899.23
Gross Margin48.1%48.1%46.6%48.8%40.0%41.4%41.0%43.3%43.3%42.3%42.1%42.9%41.6%40.5%40.3%39.8%39.9%36.2%41.1%41.9%
Operating Margin20.4%20.4%19.3%21.3%17.2%———————————————
Net Margin10.4%10.4%11.5%15.3%12.0%19.4%16.2%10.4%8.0%13.1%12.4%13.1%12.5%11.9%11.8%11.6%9.6%5.1%10.1%29.7%
Balance Sheet
Debt/Equity0.720.720.820.000.221.451.925.580.760.560.760.670.340.350.490.520.620.690.54—
Current Ratio1.091.09——————————————————
Cash Flow
Free Cash Flow$1.36B$1.36B$639.0M$1.21B$682.0M$1.14B$1.01B$1.05B$1.17B$892.3M——————————
Returns
ROE23.8%23.8%27.2%38.9%34.2%56.8%99.6%172.1%33.1%31.0%36.7%36.7%31.1%29.3%39.8%39.9%31.8%16.8%34.2%85.4%
Valuation
P/E58.9758.9754.6237.8556.7539.0651.5777.58107.4371.2381.3574.2776.5384.3888.1794.23140.46291.80116.2749.00
EV/EBITDA39.2239.2221.7617.9720.89———————————————
P/B14.0014.0014.8014.6819.3722.1651.31133.4935.4822.0629.8027.2023.7724.6535.0337.5744.6048.9339.6641.83
Growth & Yield
Revenue Growth0.9%0.9%-8.8%16.7%10.9%10.5%-5.5%0.4%5.6%7.3%-6.8%-4.8%4.3%1.5%4.3%23.5%12.1%-24.0%13.9%—
EPS Growth-7.4%-7.4%-30.7%49.9%-31.2%32.0%50.4%38.5%-33.7%14.2%-8.7%3.0%10.3%4.5%6.9%49.1%107.7%-60.2%-57.9%—
Dividend Yield1.2%1.2%——————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

74.2%

muy exigente

EPS terminal req.

$40.53

Spread vs growth

-81.5%

5Y implied EPS CAGR

44.9%

muy exigente

EPS terminal req.

$49.04

Spread vs growth

-52.3%

10Y implied EPS CAGR

26.3%

muy exigente

EPS terminal req.

$78.97

Spread vs growth

-33.6%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +46.0%

Total return

+46.0%

Start / end P/E

38.1x → 59.5x

EPS bridge

8.28 → 7.67

Residual

-4.1%

EPS growth-7.4%
Multiple rerating+56.2%
Dividend+1.2%
Residual / FX / buybacks / cross-term-4.1%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.

18.0x
39.2x
EV/EBITDA vs Sector39.2x
4.9xmed 9.9x58.8x