Hide

FocusBar

FeedbackFeedback
Subscribe to Premium Member
90.95 (1y: +23%)
Market Cap 12.49 B P/E(ttm) 17.90
Enterprise Value 12.3 B P/B
ROK- NYSE (USA)
Rockwell Automation
  • Currently 3/5
Business Predictability Rank: 3-Star
Back Testing Results:
Average gain of all 3-Star stocks: 8.2% per year.
% of Stocks that are in still loss if held for 10yrs: 11%.
Read more:
What is Predictability Rank?
Performances of real portfolio
Top Ranked Predictable Companies
$90.95
Switch to:

GuruFocus Financial Strength Rank measures how strong a companyย’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 7/10

vs
industry		 vs
history
Cash to Debt No Debt
ROK's Cash to Debt is ranked lower than
53% of the 1074 Companies
in the Global Diversified Industrials industry.

( Industry Median: 3.06 vs. ROK: No Debt )
ROK' s 10-Year Cash to Debt Range
Min: 0.13   Max: No Debt
Current: No Debt
Interest Coverage 16.6
ROK's Interest Coverage is ranked lower than
58% of the 1074 Companies
in the Global Diversified Industrials industry.

( Industry Median: 457.80 vs. ROK: 16.6 )
ROK' s 10-Year Interest Coverage Range
Min: 3   Max: 24
Current: 16.6
3
24
F-Score: 6
Z-Score: 5.03
M-Score: -2.7
GuruFocus Profitability Rank ranks how profitable a company is and how likely the companyย’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
ย•ย•3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rankย•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 7/10

vs
industry		 vs
history
Operating margin (%) 16.00
ROK's Operating margin (%) is ranked higher than
89% of the 1074 Companies
in the Global Diversified Industrials industry.

( Industry Median: 5.70 vs. ROK: 16.00 )
ROK' s 10-Year Operating margin (%) Range
Min: 5.8   Max: 16.8
Current: 16
5.8
16.8
Net-margin (%) 11.4
ROK's Net-margin (%) is ranked higher than
88% of the 1074 Companies
in the Global Diversified Industrials industry.

( Industry Median: 3.70 vs. ROK: 11.4 )
ROK' s 10-Year Net-margin (%) Range
Min: 3.1   Max: 29.7
Current: 11.4
3.1
29.7
Revenue Growth (%) 6.8
ROK's Revenue Growth (%) is ranked higher than
95% of the 1074 Companies
in the Global Diversified Industrials industry.

( Industry Median: 0.45 vs. ROK: 6.8 )
ROK' s 10-Year Revenue Growth (%) Range
Min: -13   Max: 9.5
Current: 6.8
-13
9.5
EBITDA Growth (%) 11.8
ROK's EBITDA Growth (%) is ranked higher than
97% of the 1074 Companies
in the Global Diversified Industrials industry.

( Industry Median: -0.35 vs. ROK: 11.8 )
ROK' s 10-Year EBITDA Growth (%) Range
Min: -19.8   Max: 25
Current: 11.8
-19.8
25
EPS Growth (%) 11.7
ROK's EPS Growth (%) is ranked higher than
96% of the 1074 Companies
in the Global Diversified Industrials industry.

( Industry Median: 3.40 vs. ROK: 11.7 )
ROK' s 10-Year EPS Growth (%) Range
Min: -23.1   Max: 45.6
Current: 11.7
-23.1
45.6
ยป ROK's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades
Q2 2012

ROK Guru Trades in Q2 2012

Jim Simons 458,400 sh (New)
Joel Greenblatt 28,424 sh (New)
Steven Cohen 91,373 sh (+896.33%)
Ken Fisher 355,258 sh (+46.51%)
Murray Stahl 10,201 sh (+3.03%)
Louis Moore Bacon 10,000 sh (unchged)
Ray Dalio Sold Out
Jeremy Grantham Sold Out
Mario Gabelli 559,695 sh (-0.61%)
PRIMECAP Management 2,955,137 sh (-13.23%)
Pioneer Investments 897,599 sh (-24.23%)
» More
Q3 2012

ROK Guru Trades in Q3 2012

Lee Ainslie 212,548 sh (New)
Steven Cohen 843,321 sh (+822.94%)
Joel Greenblatt 40,579 sh (+42.76%)
Jim Simons 532,400 sh (+16.14%)
Mario Gabelli 559,840 sh (+0.03%)
Murray Stahl 10,201 sh (unchged)
Signature Select Canadian Fund Sold Out
PRIMECAP Management 2,823,537 sh (-4.45%)
Pioneer Investments 564,918 sh (-37.06%)
Ken Fisher 123,166 sh (-65.33%)
» More
Q4 2012

ROK Guru Trades in Q4 2012

Lee Ainslie Sold Out
Mario Gabelli 533,740 sh (-4.66%)
Ken Fisher 113,581 sh (-7.78%)
Murray Stahl 9,213 sh (-9.69%)
PRIMECAP Management 2,535,737 sh (-10.19%)
Pioneer Investments 411,684 sh (-27.12%)
Joel Greenblatt 19,410 sh (-52.17%)
Steven Cohen 70,500 sh (-91.64%)
Jim Simons 38,800 sh (-92.71%)
» More
Q1 2013

ROK Guru Trades in Q1 2013

Ray Dalio 32,679 sh (New)
Jim Simons 471,300 sh (+1114.69%)
Joel Greenblatt 36,307 sh (+87.05%)
Ken Fisher 122,919 sh (+8.22%)
Mario Gabelli 524,740 sh (-1.69%)
Murray Stahl 8,963 sh (-2.71%)
Pioneer Investments 316,406 sh (-23.14%)
PRIMECAP Management 1,746,237 sh (-31.13%)
Steven Cohen 29,139 sh (-58.67%)
» More
» Details

Insider Trades

Latest Guru Trades with ROK

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
PRIMECAP Management 2013-03-31 Reduce -31.13%0.11%$83.99 - $91.45 $ 90.953%1746237
Joel Greenblatt 2013-03-31 Add 87.05%0.07%$83.99 - $91.45 $ 90.953%36307
Ray Dalio 2013-03-31 New Buy0.03%$83.99 - $91.45 $ 90.953%32679
Lee Ainslie 2012-12-31 Sold Out 0.2%$68.73 - $84.42 $ 90.9519%0
Joel Greenblatt 2012-12-31 Reduce -52.17%0.1%$68.73 - $84.42 $ 90.9519%19410
Lee Ainslie 2012-09-30 New Buy0.2%$61.52 - $73.21 $ 90.9533%212548
Joel Greenblatt 2012-09-30 Add 42.76%0.06%$61.52 - $73.21 $ 90.9533%40579
Ken Fisher 2012-09-30 Reduce -65.33%0.05%$61.52 - $73.21 $ 90.9533%123166
Joel Greenblatt 2012-06-30 New Buy0.14%$63.67 - $79.64 $ 90.9523%28424
Ken Fisher 2012-06-30 Add 46.51%0.02%$63.67 - $79.64 $ 90.9523%355258
Ray Dalio 2012-06-30 Sold Out 0.01%$63.67 - $79.64 $ 90.9523%0
Premium More recent guru trades are included for Premium Members only!!

Ratios

vs
industry		 vs
history
P/E(ttm) 17.90
ROK's P/E(ttm) is ranked higher than
77% of the 1074 Companies
in the Global Diversified Industrials industry.

( Industry Median: 18.99 vs. ROK: 17.90 )
ROK' s 10-Year P/E(ttm) Range
Min: 3.27   Max: 43.45
Current: 17.9
3.27
43.45
P/S 2.07
ROK's P/S is ranked lower than
81% of the 1074 Companies
in the Global Diversified Industrials industry.

( Industry Median: 0.75 vs. ROK: 2.07 )
ROK' s 10-Year P/S Range
Min: 0.29   Max: 2.7
Current: 2.07
0.29
2.7
PFCF 14.51
ROK's PFCF is ranked lower than
51% of the 1074 Companies
in the Global Diversified Industrials industry.

( Industry Median: 15.61 vs. ROK: 14.51 )
ROK' s 10-Year PFCF Range
Min: 3.38   Max: 75.38
Current: 14.51
3.38
75.38
EV-to-EBIT 12.47
ROK's EV-to-EBIT is ranked higher than
82% of the 1074 Companies
in the Global Diversified Industrials industry.

( Industry Median: 12.70 vs. ROK: 12.47 )
ROK' s 10-Year EV-to-EBIT Range
Min: 2.9   Max: 40.9
Current: 12.47
2.9
40.9
PEG 0.72
ROK's PEG is ranked higher than
98% of the 1074 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.80 vs. ROK: 0.72 )
ROK' s 10-Year PEG Range
Min: 0.27   Max: 16.67
Current: 0.72
0.27
16.67
Shiller P/E 22.22
ROK's Shiller P/E is ranked higher than
89% of the 1074 Companies
in the Global Diversified Industrials industry.

( Industry Median: 16.60 vs. ROK: 22.22 )
ROK' s 10-Year Shiller P/E Range
Min: 4.44   Max: 34.51
Current: 22.22
4.44
34.51

Dividend & Buy Back

vs
industry		 vs
history
Dividend Yield 2.12
ROK's Dividend Yield is ranked higher than
71% of the 1074 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.85 vs. ROK: 2.12 )
ROK' s 10-Year Dividend Yield Range
Min: 1.06   Max: 9.34
Current: 2.12
1.06
9.34
Dividend Payout 0.4
ROK's Dividend Payout is ranked higher than
89% of the 1074 Companies
in the Global Diversified Industrials industry.

( Industry Median: 0.66 vs. ROK: 0.4 )
ROK' s 10-Year Dividend Payout Range
Min: 0.13   Max: 1.03
Current: 0.4
0.13
1.03
Dividend growth (3y) 10.1
ROK's Dividend growth (3y) is ranked higher than
97% of the 1074 Companies
in the Global Diversified Industrials industry.

( Industry Median: -0.20 vs. ROK: 10.1 )
ROK' s 10-Year Dividend growth (3y) Range
Min: -10.3   Max: 15.1
Current: 10.1
-10.3
15.1
Yield on cost (5-Year) 3.87
ROK's Yield on cost (5-Year) is ranked higher than
89% of the 1074 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.88 vs. ROK: 3.87 )
ROK' s 10-Year Yield on cost (5-Year) Range
Min: 1.95   Max: 17.21
Current: 3.87
1.95
17.21
Share Buyback Rate 0.2
ROK's Share Buyback Rate is ranked lower than
77% of the 1074 Companies
in the Global Diversified Industrials industry.

( Industry Median: -0.90 vs. ROK: 0.2 )
ROK' s 10-Year Share Buyback Rate Range
Min: 5.7   Max: -0.8
Current: 0.2

Valuation & Return

vs
industry		 vs
history
Price/DCF (Projected) 1.9
ROK's Price/DCF (Projected) is ranked higher than
95% of the 1074 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.10 vs. ROK: 1.9 )
ROK' s 10-Year Price/DCF (Projected) Range
Min: 0.7   Max: 1.8
Current: 1.9
0.7
1.8
Price/Median PS Value 1.3
ROK's Price/Median PS Value is ranked higher than
85% of the 1074 Companies
in the Global Diversified Industrials industry.

( Industry Median: 0.80 vs. ROK: 1.3 )
ROK' s 10-Year Price/Median PS Value Range
Min: 0.2   Max: 1.4
Current: 1.3
0.2
1.4
Price/Peter Lynch Fair Value 2
ROK's Price/Peter Lynch Fair Value is ranked lower than
66% of the 1074 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.85 vs. ROK: 2 )
ROK' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.3   Max: 2.2
Current: 2
0.3
2.2
Earnings Yield (Greenblatt) 8.00
ROK's Earnings Yield (Greenblatt) is ranked higher than
91% of the 1074 Companies
in the Global Diversified Industrials industry.

( Industry Median: 7.10 vs. ROK: 8.00 )
ROK' s 10-Year Earnings Yield (Greenblatt) Range
Min: 2.4   Max: 34.1
Current: 8
2.4
34.1
Forward Rate of Return (Yacktman) 14.6
ROK's Forward Rate of Return (Yacktman) is ranked higher than
89% of the 1074 Companies
in the Global Diversified Industrials industry.

( Industry Median: 4.32 vs. ROK: 14.6 )
ROK' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -17.8   Max: 29.9
Current: 14.6
-17.8
29.9

Business Description

Rockwell Automation, Inc. (Rockwell Automation) was incorporated in Delaware in 1996. It is a provider of industrial automation power, control and information solutions. Rockwell Automation has two operating segments: Architecture & Software and Control Products & Solutions. Both operating segments conduct business in North America, Europe, Middle East and Africa, Asia Pacific and Latin America. The Architecture & Software segment contains all of the elements of its integrated control and information architecture capable of controlling the customer's plant floor and connecting with its manufacturing enterprise. Architecture & Software has a broad portfolio of products. Architecture & Software's products are marketed under the Allen-Bradley(r), A-B(r), Rockwell Software(r) and FactoryTalk(r) brand names. Markets served include food and beverage, automotive, oil and gas, metals, mining, home and personal care and life sciences. Other Architecture & Software products, including rotary and linear motion control products, sensors and machine safety components. The Control Products & Solutions segment combines a portfolio of intelligent motor control and industrial control products with the customer support and application knowledge necessary to implement an automation or information solution on the plant floor. Control Products & Solutions products are marketed under the Allen Bradley(r), A-B(r) and ICS Triple (tm) brand names. Markets served include food and beverage, oil and gas, metals, mining, automotive, pulp and paper and life sciences. The Company sells large systems and service offerings through a direct sales force, though opportunities are sometimes identified through distributors. Competitors include Siemens AG, Mitsubishi Corp., ABB Ltd, Honeywell International Inc., Schneider Electric SA and Emerson Electric Co., ABB Ltd, Schneider Electric SA, Honeywell International Inc. and Emerson Electric Co. The Company is subject to regulation by environmental regulatory authorities concerned with the impact of the environment on human health, the limitation and control of emissions and discharges into the air, ground and waters, the quality of air and bodies of water, and the handling, use and disposal of specified substances.
Company Website
SEC Reports
Industry: Diversified Industrials
Compare:UTX, MMM, ARG, AP, EMR
Traded in other countries:RWL.Germany
ยป More Articles for ROK

Headlines

Articles On GuruFocus.com
6 Stocks Building Wealth Through Higher Dividends Apr 08 2013 
My 3 Favorite Industrial Dividend Stocks with Double-Digit Expected Earnings Growth Feb 12 2013 
Stocks to Buy on Dips: Schneider Electric (PINK:SBGSF) Dec 12 2012 
United Technologies (UTX) Raises Dividend 11.5% and 7 Other Increases Jun 18 2012 
Guru Stocks Raising Dividends: TGT, ARE, CLNY, SSI, ROK Jun 17 2012 
The Best Dividends on May 10, 2012 May 09 2012 
The Best Industrial Dividend Stocks 2012 Mar 16 2012 
Guru Stocks Raising Dividends: NFG, TGT, CAT, ROK Jun 13 2011 
4 Stocks Growing Their Dividends Jun 13 2011 
Daily Dividend Roundup: ROK, DAKT, ELRC, JOYG, HT Jun 03 2011 

Personalized Checklist





Within your circle of competence?
Macro economic environment favorable?
High quality business?
Enough margin of safety with stocks?
Gurus are buying?
Insiders are buying?
Management capable and shareholder friendly?
Catalyst for stock price to appreciate?
Your level of confidence with the research?

GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names
Free 7-day Trial