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 37.32%, its profits have fallen by -4.8%
6
Market Beating Performance
- The stock has generated a return of 37.32% in the last 1 year, much higher than market (S&P 500) returns of 12.94%
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.
37.46%
1.73
32.88%
S&P 500
13.22%
0.64
20.20%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
4.44%
EBIT Growth (5y)
4.27%
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
60.38%
Pledged Shares
0
Institutional Holding
89.55%
ROCE (avg)
23.21%
ROE (avg)
35.98%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
54
Industry P/E
Price to Book Value
16.80
EV to EBIT
45.02
EV to EBITDA
36.46
EV to Capital Employed
9.04
EV to Sales
7.66
PEG Ratio
NA
Dividend Yield
1.03%
ROCE (Latest)
20.09%
ROE (Latest)
30.84%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Bullish
Bullish
RSI
No Signal
No Signal
Bollinger Bands
Bullish
Bullish
Moving Averages
Bullish (Daily)
KST
Mildly Bearish
Bullish
Dow Theory
Mildly Bearish
Bullish
OBV
Mildly Bullish
Mildly Bearish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend13What is working for the Company
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
RAW MATERIAL COST(Y)
Fallen by -3.18% (YoY
NET SALES(Q)
Highest at USD 2,144 MM
OPERATING PROFIT(Q)
Highest at USD 469 MM
PRE-TAX PROFIT(Q)
Highest at USD 352 MM
NET PROFIT(Q)
Highest at USD 302.57 MM
EPS(Q)
Highest at USD 2.6
0What is not working for the Company
NO KEY NEGATIVE TRIGGERS
Here's what is working for Rockwell Automation, Inc.
Operating Cash Flow
Highest at USD 1,522.3 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)
Interest Coverage Ratio
Highest at 1,172.5
in the last five periodsMOJO Watch
The company's ability to manage interest payments is improving
Operating Profit to Interest
Dividend per share
Highest at USD 4.31 and Grown
In each year in the last five yearsMOJO Watch
Company is distributing higher dividend from profits generated
DPS (USD)
Net Sales
Highest at USD 2,144 MM
in the last five periodsMOJO Watch
Near term sales trend is positive
Net Sales (USD MM)
Operating Profit
Highest at USD 469 MM
in the last five periodsMOJO Watch
Near term Operating Profit trend is positive
Operating Profit (USD MM)
Pre-Tax Profit
Highest at USD 352 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 302.57 MM
in the last five periodsMOJO Watch
Near term Net Profit trend is positive
Net Profit (USD MM)
EPS
Highest at USD 2.6
in the last five periodsMOJO Watch
Increasing profitability; company has created higher earnings for shareholders
EPS (USD)
Raw Material Cost
Fallen by -3.18% (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
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