ScoreWhy is Rockwell Automation, Inc. ?
1
High Management Efficiency with a high ROCE of 23.21%
2
Strong ability to service debt as the company has a low Debt to EBITDA ratio of 1.95 times
3
Poor long term growth as Operating profit has grown by an annual rate 4.27% of over the last 5 years
4
Positive results in Jun 25
- OPERATING CASH FLOW(Y) Highest at USD 1,522.3 MM
- DIVIDEND PER SHARE(HY) Highest at USD 4.31
- INTEREST COVERAGE RATIO(Q) Highest at 1,172.5
5
With ROCE of 20.09%, it has a expensive valuation with a 9.04 Enterprise value to Capital Employed
- The stock is trading at a discount compared to its peers' average historical valuations
- Over the past year, while the stock has generated a return of 38.90%, its profits have fallen by -4.8%
6
Market Beating Performance
- The stock has generated a return of 38.90% in the last 1 year, much higher than market (S&P 500) returns of 14.11%
Real-Time Research ReportHow much should you hold?
- Overall Portfolio exposure to Rockwell Automation, Inc. should be less than 10%
- Overall Portfolio exposure to Electronics & Appliances should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Electronics & Appliances)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is Rockwell Automation, Inc. for you?
Medium Risk, High Return
Absolute
Risk Adjusted
Volatility
Rockwell Automation, Inc.
40.93%
1.88
32.83%
S&P 500
22.24%
0.70
20.15%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
6.64%
EBIT Growth (5y)
7.60%
EBIT to Interest (avg)
10.76
Debt to EBITDA (avg)
1.95
Net Debt to Equity (avg)
0.96
Sales to Capital Employed (avg)
1.20
Tax Ratio
14.00%
Dividend Payout Ratio
68.36%
Pledged Shares
0
Institutional Holding
91.04%
ROCE (avg)
23.21%
ROE (avg)
35.98%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
63
Industry P/E
Price to Book Value
16.68
EV to EBIT
42.11
EV to EBITDA
34.84
EV to Capital Employed
9.65
EV to Sales
7.65
PEG Ratio
NA
Dividend Yield
0.99%
ROCE (Latest)
22.91%
ROE (Latest)
26.55%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Mildly Bearish
Bullish
RSI
No Signal
No Signal
Bollinger Bands
Bullish
Bullish
Moving Averages
Bullish (Daily)
KST
Bearish
Bullish
Dow Theory
Mildly Bullish
No Trend
OBV
Mildly Bullish
No Trend
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend10What is working for the Company
OPERATING CASH FLOW(Y)
Highest at USD 1,535 MM
DIVIDEND PER SHARE(HY)
Highest at USD 4.75
RAW MATERIAL COST(Y)
Fallen by -26.29% (YoY
DEBTORS TURNOVER RATIO(HY)
Highest at 4.75 times
PRE-TAX PROFIT(Q)
Highest at USD 440 MM
NET PROFIT(Q)
Highest at USD 349 MM
EPS(Q)
Highest at USD 3.1
-6What is not working for the Company
INTEREST COVERAGE RATIO(Q)
Lowest at 202.86
DIVIDEND PAYOUT RATIO(Y)
Lowest at 44.52%
CASH AND EQV(HY)
Lowest at USD 867 MM
OPERATING PROFIT(Q)
Lowest at USD 71 MM
OPERATING PROFIT MARGIN(Q)
Lowest at 3.17 %
Here's what is working for Rockwell Automation, Inc.
Operating Cash Flow
Highest at USD 1,535 MM and Grown
In each year in the last three yearsMOJO Watch
The company has generated higher cash revenues from business operations
Operating Cash Flows (USD MM)
Dividend per share
Highest at USD 4.75 and Grown
In each year in the last five yearsMOJO Watch
Company is distributing higher dividend from profits generated
DPS (USD)
Pre-Tax Profit
Highest at USD 440 MM
in the last five periodsMOJO Watch
Near term Pre-Tax Profit trend is positive
Pre-Tax Profit (USD MM)
Net Profit
Highest at USD 349 MM
in the last five periodsMOJO Watch
Near term Net Profit trend is positive
Net Profit (USD MM)
EPS
Highest at USD 3.1
in the last five periodsMOJO Watch
Increasing profitability; company has created higher earnings for shareholders
EPS (USD)
Debtors Turnover Ratio
Highest at 4.75 times
in the last five Semi-Annual periodsMOJO Watch
Company has been able to sell its Debtors faster
Debtors Turnover Ratio
Raw Material Cost
Fallen by -26.29% (YoY)
MOJO Watch
The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin
Raw Material Cost as a percentage of Sales
Here's what is not working for Rockwell Automation, Inc.
Interest Coverage Ratio
Lowest at 202.86
in the last five periodsMOJO Watch
The company's ability to manage interest payments is deteriorating
Operating Profit to Interest
Operating Profit
Lowest at USD 71 MM
in the last five periodsMOJO Watch
Near term Operating Profit trend is negative
Operating Profit (USD MM)
Operating Profit Margin
Lowest at 3.17 %
in the last five periodsMOJO Watch
Company's profit margin has deteriorated
Operating Profit to Sales
Cash and Eqv
Lowest at USD 867 MM
in the last six Semi-Annual periodsMOJO Watch
Short Term liquidity is deteriorating
Cash and Cash Equivalents
Dividend Payout Ratio
Lowest at 44.52%
in the last five yearsMOJO Watch
Company is distributing lower proportion of profits generated as dividend
DPR (%)
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