Rockwell Automation Stock Performance

ROK Stock  USD 291.21  6.76  2.38%   
The company holds a Beta of 2.35, which implies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Rockwell Automation will likely underperform. Rockwell Automation has an expected return of -0.0586%. Please make sure to check Rockwell Automation treynor ratio, as well as the relationship between the kurtosis and day typical price , to decide if Rockwell Automation performance from the past will be repeated at some point in the near future.

Risk-Adjusted Performance

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Over the last 90 days Rockwell Automation has generated negative risk-adjusted returns adding no value to investors with long positions. Despite quite persistent basic indicators, Rockwell Automation is not utilizing all of its potentials. The current stock price mess, may contribute to short-term losses for the institutional investors. ...more

Actual Historical Performance (%)

One Day Return
2.38
Five Day Return
0.4
Year To Date Return
(4.95)
Ten Year Return
134.37
All Time Return
3.5 K
Forward Dividend Yield
0.0176
Payout Ratio
0.4154
Last Split Factor
2:1
Forward Dividend Rate
5
Dividend Date
2024-03-11
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Rockwell Automation dividend paid on 11th of March 2024
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3
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03/12/2024
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03/19/2024
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03/20/2024
9
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03/21/2024
10
Why Rockwell Automation Dipped More Than Broader Market Today
03/22/2024
11
New Study Finds GenAI as Top Tech Investment for Manufacturers, While 94 percent Expect to Maintain or Expand Their Workforce
03/26/2024
Begin Period Cash Flow507.9 M
Total Cashflows From Investing Activities854.3 M
  

Rockwell Automation Relative Risk vs. Return Landscape

If you would invest  30,910  in Rockwell Automation on December 29, 2023 and sell it today you would lose (1,789) from holding Rockwell Automation or give up 5.79% of portfolio value over 90 days. Rockwell Automation is generating negative expected returns assuming volatility of 2.6982% on return distribution over 90 days investment horizon. In other words, 23% of stocks are less volatile than Rockwell, and above 99% of all equities are expected to generate higher returns over the next 90 days.
  Expected Return   
       Risk  
Considering the 90-day investment horizon Rockwell Automation is expected to under-perform the market. In addition to that, the company is 4.71 times more volatile than its market benchmark. It trades about -0.02 of its total potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.23 per unit of volatility.

Rockwell Automation Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Rockwell Automation's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Rockwell Automation, and traders can use it to determine the average amount a Rockwell Automation's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = -0.0217

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Negative ReturnsROK

Estimated Market Risk

 2.7
  actual daily
23
77% of assets are more volatile

Expected Return

 -0.06
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 -0.02
  actual daily
0
Most of other assets perform better
Based on monthly moving average Rockwell Automation is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Rockwell Automation by adding Rockwell Automation to a well-diversified portfolio.

Rockwell Automation Fundamentals Growth

Rockwell Stock prices reflect investors' perceptions of the future prospects and financial health of Rockwell Automation, and Rockwell Automation fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Rockwell Stock performance.

About Rockwell Automation Performance

To evaluate Rockwell Automation Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Rockwell Automation generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Rockwell Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Rockwell Automation market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Rockwell's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
Last ReportedProjected for 2024
Return On Capital Employed 0.19  0.20 
Return On Assets 0.10  0.07 
Return On Equity 0.32  0.26 

Things to note about Rockwell Automation performance evaluation

Checking the ongoing alerts about Rockwell Automation for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Rockwell Automation help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Rockwell Automation generated a negative expected return over the last 90 days
Rockwell Automation has a poor financial position based on the latest SEC disclosures
Over 80.0% of the company shares are owned by institutional investors
On 11th of March 2024 Rockwell Automation paid $ 1.25 per share dividend to its current shareholders
Latest headline from finance.yahoo.com: New Study Finds GenAI as Top Tech Investment for Manufacturers, While 94 percent Expect to Maintain or Expand Their Workforce
Evaluating Rockwell Automation's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Rockwell Automation's stock performance include:
  • Analyzing Rockwell Automation's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Rockwell Automation's stock is overvalued or undervalued compared to its peers.
  • Examining Rockwell Automation's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Rockwell Automation's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Rockwell Automation's management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of Rockwell Automation's stock. These opinions can provide insight into Rockwell Automation's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Rockwell Automation's stock performance is not an exact science, and many factors can impact Rockwell Automation's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
When determining whether Rockwell Automation is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if Rockwell Stock is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Rockwell Automation Stock. Highlighted below are key reports to facilitate an investment decision about Rockwell Automation Stock:
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Rockwell Automation. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in persons.
For more information on how to buy Rockwell Stock please use our How to buy in Rockwell Stock guide.
You can also try the AI Portfolio Architect module to use AI to generate optimal portfolios and find profitable investment opportunities.

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When running Rockwell Automation's price analysis, check to measure Rockwell Automation's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Rockwell Automation is operating at the current time. Most of Rockwell Automation's value examination focuses on studying past and present price action to predict the probability of Rockwell Automation's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Rockwell Automation's price. Additionally, you may evaluate how the addition of Rockwell Automation to your portfolios can decrease your overall portfolio volatility.
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Is Rockwell Automation's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Rockwell Automation. If investors know Rockwell will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Rockwell Automation listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
(0.44)
Dividend Share
4.79
Earnings Share
10.5
Revenue Per Share
79.556
Quarterly Revenue Growth
0.036
The market value of Rockwell Automation is measured differently than its book value, which is the value of Rockwell that is recorded on the company's balance sheet. Investors also form their own opinion of Rockwell Automation's value that differs from its market value or its book value, called intrinsic value, which is Rockwell Automation's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Rockwell Automation's market value can be influenced by many factors that don't directly affect Rockwell Automation's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Rockwell Automation's value and its price as these two are different measures arrived at by different means. Investors typically determine if Rockwell Automation is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Rockwell Automation's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.