Rockwell Automation Stock Buy Hold or Sell Recommendation
| ROK Stock | USD 276.33 2.86 1.05% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Rockwell Automation is 'Strong Hold'. Macroaxis provides Rockwell Automation buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding ROK positions. The advice algorithm takes into account all of Rockwell Automation's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Rockwell Automation's buy or sell advice are summarized below:
Real Value 294.68 | Target Price 311.78 | Hype Value 276 | Market Value 276.33 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Rockwell Automation given historical horizon and risk tolerance towards Rockwell Automation. When Macroaxis issues a 'buy' or 'sell' recommendation for Rockwell Automation, the advice is generated through an automated system that utilizes algorithms and statistical models.
Rockwell |
Execute Rockwell Automation Buy or Sell Advice
The Rockwell recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Rockwell Automation. Macroaxis does not own or have any residual interests in Rockwell Automation or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Rockwell Automation's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Hyperactively responds to market trends | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Poor | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Rockwell Automation Trading Alerts and Improvement Suggestions
| 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 benzinga.com: Disposition of 1356 shares by Bulho Matheus De A G Viera of Rockwell Automation subject to Rule 16b-3 |
Rockwell Automation Returns Distribution Density
The distribution of Rockwell Automation's historical returns is an attempt to chart the uncertainty of Rockwell Automation's future price movements. The chart of the probability distribution of Rockwell Automation daily returns describes the distribution of returns around its average expected value. We use Rockwell Automation price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Rockwell Automation returns is essential to provide solid investment advice for Rockwell Automation.
| Mean Return | -0.1 | Value At Risk | -2.54 | Potential Upside | 2.95 | Standard Deviation | 2.66 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Rockwell Automation historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Rockwell Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Rockwell Automation is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Rockwell Automation backward and forwards among themselves. Rockwell Automation's institutional investor refers to the entity that pools money to purchase Rockwell Automation's securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Northern Trust Corp | 2023-12-31 | 1.4 M | Lazard Asset Management Llc | 2023-12-31 | 1.1 M | Jpmorgan Chase & Co | 2023-12-31 | 1.1 M | Amvescap Plc. | 2023-12-31 | 1.1 M | Alecta Pensionsforsakring, Omsesidigt | 2023-12-31 | 1.1 M | Legal & General Group Plc | 2023-12-31 | 1 M | Sumitomo Mitsui Trust Holdings Inc | 2023-12-31 | 900.6 K | Harding Loevner L.p. | 2023-12-31 | 850.4 K | Hhg Plc | 2023-12-31 | 849.8 K | Vanguard Group Inc | 2023-12-31 | 13.6 M | Blackrock Inc | 2023-12-31 | 9.9 M |
Rockwell Automation Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change To Inventory | 30.4M | (202.8M) | (292.8M) | (295.9M) | (266.3M) | (253.0M) | |
| Change In Cash | (288M) | (51M) | (171.5M) | 64.6M | 74.3M | 78.0M | |
| Free Cash Flow | 1.0B | 1.1B | 682M | 1.2B | 1.4B | 1.5B | |
| Depreciation | 172.7M | 189.8M | 238.9M | 250.4M | 225.4M | 227.0M | |
| Other Non Cash Items | 49.9M | (136.7M) | 306.1M | 132.5M | 152.4M | 160.0M | |
| Dividends Paid | 472.8M | 497.1M | 519.4M | 542.4M | 623.8M | 654.9M | |
| Capital Expenditures | 113.9M | 120.3M | 141.1M | 160.5M | 144.5M | 253.7M | |
| Net Income | 1.0B | 1.3B | 919.1M | 1.3B | 1.5B | 1.5B | |
| End Period Cash Flow | 730.4M | 679.4M | 507.9M | 572.5M | 658.4M | 667.9M | |
| Change To Netincome | (94.1M) | (282.9M) | 327.5M | (143.1M) | (128.8M) | (122.4M) | |
| Investments | 33.2M | (13M) | 153.7M | 854.3M | 982.4M | 1.0B | |
| Change Receivables | (10.4M) | (9M) | (138.1M) | (415.6M) | (374.0M) | (355.3M) | |
| Net Borrowings | (277.1M) | 2.0B | (150.4M) | (875.5M) | (1.0B) | (956.5M) |
Rockwell Automation Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Rockwell Automation or Electrical Equipment sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Rockwell Automation's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Rockwell stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | -0.27 | |
β | Beta against NYSE Composite | 2.08 | |
σ | Overall volatility | 2.73 | |
Ir | Information ratio | -0.07 |
Rockwell Automation Volatility Alert
Rockwell Automation exhibits very low volatility with skewness of -4.36 and kurtosis of 28.68. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Rockwell Automation's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Rockwell Automation's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Rockwell Automation Fundamentals Vs Peers
Comparing Rockwell Automation's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Rockwell Automation's direct or indirect competition across all of the common fundamentals between Rockwell Automation and the related equities. This way, we can detect undervalued stocks with similar characteristics as Rockwell Automation or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Rockwell Automation's fundamental indicators could also be used in its relative valuation, which is a method of valuing Rockwell Automation by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Rockwell Automation to competition |
| Fundamentals | Rockwell Automation | Peer Average |
| Return On Equity | 0.32 | -0.31 |
| Return On Asset | 0.0856 | -0.14 |
| Profit Margin | 0.13 % | (1.27) % |
| Operating Margin | 0.14 % | (5.51) % |
| Current Valuation | 34.82 B | 16.62 B |
| Shares Outstanding | 114.59 M | 571.82 M |
| Shares Owned By Insiders | 0.17 % | 10.09 % |
| Shares Owned By Institutions | 79.97 % | 39.21 % |
| Number Of Shares Shorted | 2.83 M | 4.71 M |
| Price To Earning | 33.23 X | 28.72 X |
| Price To Book | 9.05 X | 9.51 X |
| Price To Sales | 3.58 X | 11.42 X |
| Revenue | 9.06 B | 9.43 B |
| Gross Profit | 3.72 B | 27.38 B |
| EBITDA | 1.87 B | 3.9 B |
| Net Income | 1.28 B | 570.98 M |
| Cash And Equivalents | 1.07 B | 2.7 B |
| Cash Per Share | 4.38 X | 5.01 X |
| Total Debt | 3.25 B | 5.32 B |
| Debt To Equity | 1.40 % | 48.70 % |
| Current Ratio | 1.01 X | 2.16 X |
| Book Value Per Share | 31.48 X | 1.93 K |
| Cash Flow From Operations | 1.37 B | 971.22 M |
| Short Ratio | 2.88 X | 4.00 X |
| Earnings Per Share | 10.50 X | 3.12 X |
| Price To Earnings To Growth | 2.32 X | 4.89 X |
| Target Price | 289.51 | |
| Number Of Employees | 29 K | 18.84 K |
| Beta | 1.43 | -0.15 |
| Market Capitalization | 31.34 B | 19.03 B |
| Total Asset | 11.3 B | 29.47 B |
| Retained Earnings | 9.26 B | 9.33 B |
| Working Capital | 3.39 B | 1.48 B |
Note: Disposition of 1356 shares by Bulho Matheus De A G Viera of Rockwell Automation subject to Rule 16b-3 [view details]
Rockwell Automation Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Rockwell . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 15138.98 | |||
| Daily Balance Of Power | 0.4497 | |||
| Rate Of Daily Change | 1.01 | |||
| Day Median Price | 275.65 | |||
| Day Typical Price | 275.88 | |||
| Price Action Indicator | 2.11 | |||
| Period Momentum Indicator | 2.86 |
About Rockwell Automation Buy or Sell Advice
When is the right time to buy or sell Rockwell Automation? Buying financial instruments such as Rockwell Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.| 2021 | 2022 | 2023 | 2024 (projected) | Short and Long Term Debt Total | 4.1B | 3.3B | 3.7B | 3.9B | Total Assets | 10.8B | 11.3B | 10.2B | 5.8B |
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Check out Rockwell Automation Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For more information on how to buy Rockwell Stock please use our How to buy in Rockwell Stock guide.You can also try the Portfolio Analyzer module to portfolio analysis module that provides access to portfolio diagnostics and optimization engine.
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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.