Rockwell Automation (ROK)
Forward P/E is 30.63x against a peer median of 27.41x, a ratio of 1.12x — inside the 0.90–1.15 fairly priced band — with trailing P/E 41.65x and PEG 1.75. Latest-quarter revenue grew 7.9% year over year (PRIMARY, EDGAR), positive and close to the group pace, so there is no move to overvalued. Delivered demand check: the Electrical equipment & building products group's median growth was 9.6% year over year — demand steady, and this company is growing a little below that pace.
What would change this label: Move to UNDERVALUED if the forward P/E compresses to about 24.7x or below (0.90x the peer median) at unchanged estimates. Move to OVERVALUED if the forward P/E rises to about 31.5x or above (1.15x the peer median) at unchanged estimates, or if revenue growth falls below 3% year over year for two quarters while the multiple stays above 31.5x.
Rockwell Automation makes hardware and software that control factory production lines. Its shares cost a little more than similar companies, and its sales grew 7.9%, close to the group pace. That balance makes the shares look fairly priced — neither a clear bargain nor clearly expensive.
Both lines start at 100 on 2020-09-01. Over the full window Rockwell Automation returned +87.74% and the S&P 500 +118.28% (price returns; dividends not reinvested). Worst peak-to-trough fall for Rockwell Automation: -45.6% (2021-12-15 to 2022-06-17). Source: Nasdaq official daily history.
What the label rests on
Forward P/E is 30.63x against a peer median of 27.41x, a ratio of 1.12x — inside the 0.90–1.15 fairly priced band — with trailing P/E 41.65x and PEG 1.75. Latest-quarter revenue grew 7.9% year over year (PRIMARY, EDGAR), positive and close to the group pace, so there is no move to overvalued. Delivered demand check: the Electrical equipment & building products group's median growth was 9.6% year over year — demand steady, and this company is growing a little below that pace. The company’s forward P/E is 30.6× against a peer median of 27.4×. Its own history: UNVERIFIED — no sourced range available. Sector demand read: Delivered demand check: the Electrical equipment & building products group's median latest-quarter revenue growth was 9.6% year over year (SEC filings) — demand steady, and this company is growing a little below that pace at 7.9%. Latest-quarter sales growth was +7.9% versus a year earlier (SEC filings).
| Company | Price (Oct 28, 2026) | Forward P/E | Trailing P/E |
|---|---|---|---|
| Rockwell Automation (ROK) | $444.42 | 30.6× | 41.6× |
| CARR | — | 18.5× | 39.1× |
| AME | — | 27.7× | 36.1× |
| BE | — | 46.5× | 131.2× |
| VRT | — | 27.4× | 44.3× |
| ALLE | — | 18.3× | 22.6× |
| Peer median | 27.4× |
Multiples: stockanalysis.com (SECONDARY, S&P Global data), fetched Oct 28, 2026. Peer set chosen by sector; the median is the middle value of the set. The label and its numbers were recorded in the programme’s label registry on Oct 28, 2026 and will be scored at 6 and 12 months.
Sales, profit and cash
Gross margin = gross profit divided by sales, from SEC filings.
Free cash flow = cash from operations minus spending on plant and equipment, both from the company’s SEC cash-flow statement. Gaps are quarters where that spending line is not separately tagged in the filings — shown as gaps, never estimated.
| Quarter | Sales | Gross margin | Net income | EPS (GAAP, diluted) | Free cash flow |
|---|---|---|---|---|---|
| Q/E Jun 2026 2026-06-30 | $2.3B | 49.5% | $408M | 3.65 | $654M |
| Q/E Mar 2026 2026-03-31 | $2.2B | 50.2% | $350M | 3.10 | $275M |
| Q/E Dec 2025 2025-12-31 | $2.1B | 48.3% | $305M | 2.69 | $170M |
| Q/E Sep 2025 2025-09-30 | $2.3B | 69.4% | $138M | — | — |
| Q/E Jun 2025 2025-06-30 | $2.1B | 40.9% | $295M | 2.60 | $489M |
| Q/E Mar 2025 2025-03-31 | $2.0B | 40.5% | $252M | 2.22 | $171M |
| Q/E Dec 2024 2024-12-31 | $1.9B | 38.4% | $184M | 1.61 | $293M |
| Q/E Sep 2024 2024-09-30 | $2.0B | 37.9% | $239M | — | — |
| Q/E Jun 2024 2024-06-30 | $2.1B | 38.8% | $232M | 2.02 | $238M |
| Q/E Mar 2024 2024-03-31 | $2.1B | 39.2% | $266M | 2.31 | $69M |
| Q/E Dec 2023 2023-12-31 | $2.1B | 38.7% | $215M | 1.86 | $-35M |
| Q/E Sep 2023 2023-09-30 | $2.6B | 41.2% | $303M | — | $776M |
The last twelve reported quarters. Full 24-quarter history sits in the data pack behind this page. A dash means the figure is not tagged as a standalone quarter in the company’s SEC facts (the usual case is the fourth quarter, which many companies only report inside the full-year filing) — it is missing, not zero.
Earnings: getting better or worse?
Each box is one quarter’s earnings per share (EPS). Green means EPS was higher than the same quarter a year earlier; red means lower; a dash means the figure is not tagged in the filings.
Basis: GAAP diluted EPS from SEC company facts, compared with the same quarter a year earlier.
Key facts
| Item | Value |
|---|---|
| Company (legal name in filings) | ROCKWELL AUTOMATION, INC |
| Chief executive | Blake Moret (source: https://www.rockwellautomation.com/en-us/company/investor-relations/governance/executive-leadership.html) |
| Sector | Industrials — Electrical Components & Equipment — makes factory automation hardware and software that run production lines |
| Share price (Oct 28, 2026) | $444.42 |
| Market value (market cap) | $48.8B — share price times shares outstanding of 111,048,676 (SEC filings; SEC EDGAR dei EntityCommonStockSharesOutstanding (latest)) |
| Sales, last twelve months | $9.0B |
| Net income, last twelve months | $1.2B |
| Free cash flow, last twelve months | — |
| Latest reported quarter | Q/E Jun 2026 (of 24 quarters in the data pack) |
| Six-year price return vs S&P 500 | +87.74% vs +118.28% |
| Worst peak-to-trough fall | -45.6% (2021-12-15 to 2022-06-17) |
What we could not verify
- TTM GAAP diluted EPS could not be summed from company facts because at least one of the last four quarters (typically Q4) has no standalone tagged EPS; trailing P/E is therefore taken from the labelled secondary source in valuation_label.md.
- Free cash flow is absent for one or more quarters: either the filer does not separately tag PP&E purchases in its EDGAR cash-flow facts (common for banks), or — for a successor registrant's newest quarter — the cash-flow lines are year-to-date without the prior-quarter rung needed to difference them. Affected quarters are null in the data, never estimated.
- Own-history P/E (5-year median): not computed in the Phase 1 batch — UNVERIFIED
- Guidance record (each quarter scored against the guidance the company gave the quarter before) is not yet compiled for this company — it is a Phase 2 layer. The earnings strip below therefore uses reported EPS versus a year earlier, which is fully sourced from filings.
The IT factor — the most exciting thing the market is overlooking — is not assessed on an X-Ray page. It belongs to the Deep Dive (Phase 2), where it gets the evidence standard it needs. Leadership-era scoring (the six years split by chief executive) is likewise a Phase 2 layer; this page names the current chief executive only, from a sourced profile.
Sources
- SEC EDGAR submissions — Filing index; company legal name.
https://data.sec.gov/submissions/CIK0001024478.json - SEC EDGAR company facts — Quarterly financial spine: revenue, gross profit, net income, GAAP diluted EPS, operating cash flow, PP&E capex, buybacks, dividends, diluted shares.
https://data.sec.gov/api/xbrl/companyfacts/CIK0001024478.json - Nasdaq official daily history — Daily closes for the company; SPY (assetclass=etf) saved as raw/nasdaq_spy_raw.json over identical dates.
https://api.nasdaq.com/api/quote/ROK/historical?assetclass=stocks - Valuation multiples and peer figures — stockanalysis.com (SECONDARY, S&P Global data), fetched Oct 28, 2026; see valuation_label.md in the data pack.
Conventions: earliest-filed value per period, as first reported; cash-flow years-to-date differenced quarter by quarter; EPS never differenced; free cash flow = operating cash flow minus plant-and-equipment spending. This page is a dated snapshot — updates are new versions, never silent edits.