Rockwell Automation (ROK) is a electrical components & equipment company in the Industrials sector. Listed on the NASDAQ, Rockwell Automation is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $440.07.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $440.07 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 15.57% |
| Risk / Std Dev (Annualized) | 31.81% |
| Sharpe Ratio (rf=4.5%) | 0.35 |
S&P 500 Context
- Sector: Industrials
- Sub-Industry: Electrical Components & Equipment
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 15.57% with an annualized volatility of 31.81%. The Sharpe ratio of 0.35 (assuming 4.5% risk-free rate) indicates below-average risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 48.97B |
| Enterprise Value | 52.65B |
| Trailing P/E | 45.65 |
| Forward P/E | 30.3 |
| Price to Book | 13.9 |
| Price to Sales | 5.56 |
| EV/Revenue | 5.98 |
| EV/EBITDA | 26.74 |
| Profitability | | | Profit Margin | 12.36% | | Operating Margin | 20.72% | | ROE | 27.18% | | ROA | 9.34% |
| Growth | | | Revenue Growth | 11.9% | | Earnings Growth | 39.6% |
| Dividend | | | Dividend Yield | 125.0% | | Payout Ratio | 55.87% | | 5Y Avg Yield | 163.0% |
| Financial Health | | | Total Revenue | 8.8B | | Total Debt | 4.05B | | Total Cash | 0.42B | | Free Cash Flow | 0.97B | | Operating Cash Flow | 1.54B |
| Price & Technical | | | 52W High | $468.11$ | | 52W Low | $305.44$ | | 50-Day Avg | $422.64$ | | 200-Day Avg | $389.35$ | | Beta | 1.56 | | Shares Outstanding | 0.11B | | Float Shares | 0.11B | | Insider Holdings | 0.17% | | Institutional Holdings | 91.07% | | Short Ratio | 3.99 | | Short % of Float | 3.38% |
| Analyst Targets | | | Target High | $525.0$ | | Target Low | $282.0$ | | Target Mean | $462.17$ | | Target Median | $480.0$ | | # of Analysts | 25 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.