ROK (Rockwell Automation) ROA %: 12.49% (As of Mar. 2026) — 13% Above Median


ROK Rockwell Automation Inc ROK
78 GF Score
Price $460.37
GF Value $312.87
Valuation Significantly Overvalued
! 8 Warning Signs
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What is Rockwell Automation ROA %?

Rockwell Automation ROK +0.88% 78 ROA % is 12.49% as of Mar. 2026, which is 13% above its 10-year median of 11.03. GuruFocus rates ROK with a GF Score™ of 78/100 and a GF Value™ of $312.87 (Significantly Overvalued). The stock has 8 warning signs investors should review. Among 3,081 Industrial Products companies, Rockwell Automation ranks better than 87.18% on this metric.

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Rockwell Automation's annualized Net Income for the quarter that ended in Mar. 2026 was $1,404 Mil. Rockwell Automation's average Total Assets over the quarter that ended in Mar. 2026 was $11,243 Mil. Therefore, Rockwell Automation's annualized ROA % for the quarter that ended in Mar. 2026 was 12.49%.

The historical rank and industry rank for Rockwell Automation's ROA % or its related term are showing as below:

ROK' s ROA % Range Over the Past 10 Years
Min: 7.74   Med: 11.03   Max: 15.3
Current: 9.74

During the past 13 years, Rockwell Automation's highest ROA % was 15.30%. The lowest was 7.74%. And the median was 11.03%.

ROK's ROA % is ranked better than
87.18% of 3081 companies
in the Industrial Products industry
Industry Median: 3.06 vs ROK: 9.74

Rockwell Automation  (NYSE:ROK) ROA % Explanation

ROA % measures the rate of return on the total assets (shareholder equity plus liabilities). It measures a firm's efficiency at generating profits from shareholders' equity plus its liabilities. ROA % shows how well a company uses what it has to generate earnings. ROA %s can vary drastically across industries. Therefore, ROA % should not be used to compare companies in different industries. For retailers, a ROA % of higher than 5% is expected. For example, Wal-Mart (WMT) has a ROA % of about 8% as of 2012. For banks, ROA % is close to their interest spread. A bank’s ROA % is typically well under 2%.

Similar to ROE, ROA % is affected by profit margins and asset turnover. This can be seen from the Du Pont Formula:

ROA %(Q: Mar. 2026 )
=Net Income/Total Assets
=1404/11243
=(Net Income / Revenue)*(Revenue / Total Assets)
=(1404 / 8956)*(8956 / 11243)
=Net Margin %*Asset Turnover
=15.68 %*0.7966
=12.49 %

Note: The Net Income data used here is four times the quarterly (Mar. 2026) net income data. The Revenue data used here is four times the quarterly (Mar. 2026) revenue data.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.


Be Aware

Like ROE, ROA % is calculated with only 12 months data. Fluctuations in the company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective. ROA % can be affected by events such as stock buyback or issuance, and by goodwill, a company's tax rate and its interest payment. ROA % may not reflect the true earning power of the assets. A more accurate measurement is ROC % (ROC).

Many analysts argue the higher return the better. Buffett states that really high ROA % may indicate vulnerability in the durability of the competitive advantage.

E.g. Raising $43b to take on KO is impossible, but $1.7b to take on Moody's is. Although Moody's ROA % and underlying economics is far superior to Coca Cola, the durability is far weaker because of lower entry cost.


Rockwell Automation ROA % Related Terms


Rockwell Automation ROA % Historical Data

* Premium members only.

The historical data trend for Rockwell Automation's ROA % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Rockwell Automation ROA % Chart

Rockwell Automation Annual Data
Trend Sep16 Sep17 Sep18 Sep19 Sep20 Sep21 Sep22 Sep23 Sep24 Sep25
ROA %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 14.96 8.69 12.57 8.46 7.74

Rockwell Automation Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
ROA % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 9.04 10.64 4.93 10.87 12.49

ROK vs AME, ITW, DOV: ROA % Comparison

For the Specialty Industrial Machinery subindustry, Rockwell Automation's ROA %, along with its competitors' market caps and ROA % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Rockwell Automation ROA % vs Industrial Products Industry

For the Industrial Products industry and Industrials sector, Rockwell Automation's ROA % distribution charts can be found below:

* The bar in red indicates where Rockwell Automation's ROA % falls into.


ROK
78GF Score
Rockwell Automation Inc ROK
ROA % is just one metric. See GF Score™, valuation, warning signs, and more.
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Rockwell Automation ROA % Calculation

Rockwell Automation's annualized ROA % for the fiscal year that ended in Sep. 2025 is calculated as:

ROA %=Net Income (A: Sep. 2025 )/( (Total Assets (A: Sep. 2024 )+Total Assets (A: Sep. 2025 ))/ count )
=869/( (11232+11219)/ 2 )
=869/11225.5
=7.74 %

Rockwell Automation's annualized ROA % for the quarter that ended in Mar. 2026 is calculated as:

ROA %=Net Income (Q: Mar. 2026 )/( (Total Assets (Q: Dec. 2025 )+Total Assets (Q: Mar. 2026 ))/ count )
=1404/( (11230+11256)/ 2 )
=1404/11243
=12.49 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of annual ROA %, the net income of the last fiscal year and the average total assets over the fiscal year are used. In calculating the quarterly data, the Net Income data used here is four times the quarterly (Mar. 2026) net income data. ROA % is displayed in the 30-year financial page.

Frequently Asked Questions Learn more about ROA % →
What does a ROA % of 12.49% mean?
Rockwell Automation (ROK) has a ROA % of 12.49% as of Mar. 2026. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Rockwell Automation and its competitors. This is 13% above median its historical median of 11.03. Over the past decade, Rockwell Automation's ROA % has ranged from 7.74 to 15.30. According to the industry distribution chart, Rockwell Automation ranks #395 out of 3081 companies in the Industrial Products industry, placing it in the top 12.8%.
Is Rockwell Automation's ROA % too high?
Rockwell Automation's current ROA % of 12.49% is 13% above median its 10-year median of 11.03. Over the past 10 years, this metric has ranged from a low of 7.74 to a high of 15.30. The Industrial Products industry median ROA % is 3.06. Rockwell Automation's value of 12.49% is 308.2% above this industry median. Based on the distribution chart, Rockwell Automation ranks #395 out of 3081 companies in the Industrial Products industry, which is in the top quartile — a strong position relative to peers. Overall, Rockwell Automation has a GF Score™ of 78/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Rockwell Automation's ROA % compare to AME and ITW?
According to the Industrial Products industry distribution chart, Rockwell Automation ranks #395 out of 3081 companies for ROA %. This places Rockwell Automation in the top 13% of its industry — outperforming the majority of peers. The industry median ROA % is 3.06. Rockwell Automation's value of 12.49% is 308.2% above this benchmark. Historically, Rockwell Automation's own ROA % has ranged from 7.74 to 15.30 over the past decade. While the company's 10-year median is 11.03 vs. the industry median of 3.06, Rockwell Automation has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROA % for an Industrial Products company?
The median ROA % among Industrial Products companies is 3.06, based on 3,081 companies in the industry. Companies in the top quartile (top 25%) have a ROA % significantly above this median, while those in the bottom quartile fall well below. However, ROA % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Rockwell Automation's current ROA % of 12.49% is 308.2% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROA % mean?
A high ROA % can signal that a stock is expensive relative to its fundamentals. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Rockwell Automation and its competitors. For the Industrial Products industry, the median ROA % is 3.06 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Rockwell Automation's current ROA % is 12.49%, which is 13% above median its own 10-year median of 11.03. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Rockwell Automation stock overvalued right now?
Based on GuruFocus' analysis, Rockwell Automation (ROK) is currently considered Significantly Overvalued. The stock's GF Value™ is $312.87, compared to a current price of $460.37 — trading 47.1% above its estimated fair value. The current ROA % is 12.49%, which is 13% above median its 10-year median of 11.03 and 308.2% above the Industrial Products industry median of 3.06. Rockwell Automation's overall GF Score™ is 78/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROA % calculated?
ROA % is calculated from a company's financial statements. For Rockwell Automation (ROK), the current ROA % is 12.49% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Rockwell Automation (ROK) Overvalued in 2026?

Based on GuruFocus' analysis, Rockwell Automation stock appears to be overvalued. The current stock price of $460.37 is trading 47.1% above its estimated GF Value™ of $312.87. GuruFocus considers Rockwell Automation to be Significantly Overvalued.

Key valuation signals for ROK:

  • ROA %: 12.49% (13% above median its 10-year median of 11.03)
  • GF Value™: $312.87 vs. price of $460.37 (47.1% above fair value)
  • GF Score™: 78/100 with 8 warning signs
  • Industry Position: 308.2% above the Industrial Products median (#395 of 3081)

No single metric tells the full story. See the ROK stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Rockwell Automation Business Description

Address 1201 South Second Street, Milwaukee, WI, USA, 53204
With roots tracing back to the early 1900s, Rockwell Automation is the successor to Rockwell International, which spun off its avionics segment in 2001. It is a pure-play industrial automation company that operates through three segments. Its largest segment by revenue, intelligent devices, sells factory floor-level devices such as motors, drives, sensors, relays, and actuators. Its software and control segment sells visualization, simulation, and human-machine interface software and control products such as programmable controllers, computers, and operator terminals. Its smallest segment, lifecycle services, offers digital consulting, engineered-to-order services, and other outsourced services such as remote monitoring, cybersecurity, and asset and plant maintenance and optimization.
78GF Score

Get the complete analysis for ROK

ROA % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$460.37
Price
$312.87
GF Value