Rockwell Automation (MEX:ROK) ROE %: 38.66% (As of Mar. 2026) — Near Median


MEX:ROK Rockwell Automation Inc MEX:ROK
78 GF Score
Price MXN6,853.00
GF Value MXN4,698.26
! 7 Warning Signs
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What is Rockwell Automation ROE %?

Rockwell Automation MEX:ROK 78 ROE % is 38.66% as of Mar. 2026, which is 7% above its 10-year median of 35.97. GuruFocus rates MEX:ROK with a GF Score™ of 78/100 and a GF Value™ of MXN4,698.26. The stock has 7 warning signs investors should review. Among 3,009 Industrial Products companies, Rockwell Automation ranks better than 96.21% on this metric.

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Rockwell Automation's annualized net income for the quarter that ended in Mar. 2026 was MXN25,318 Mil. Rockwell Automation's average Total Stockholders Equity over the quarter that ended in Mar. 2026 was MXN65,480 Mil. Therefore, Rockwell Automation's annualized ROE % for the quarter that ended in Mar. 2026 was 38.66%.

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

MEX:ROK' s ROE % Range Over the Past 10 Years
Min: 24.3   Med: 35.97   Max: 142.93
Current: 30.55

During the past 13 years, Rockwell Automation's highest ROE % was 142.93%. The lowest was 24.30%. And the median was 35.97%.

MEX:ROK's ROE % is ranked better than
96.21% of 3009 companies
in the Industrial Products industry
Industry Median: 5.91 vs MEX:ROK: 30.55

Rockwell Automation  (MEX:ROK) ROE % Explanation

ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.

The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:

ROE %(Q: Mar. 2026 )
=Net Income/Total Stockholders Equity
=25317.912/65480.2605
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(25317.912 / 161500.86)*(161500.86 / 202590.041)*(202590.041 / 65480.2605)
=Net Margin %*Asset Turnover*Equity Multiplier
=15.68 %*0.7972*3.0939
=ROA %*Equity Multiplier
=12.5 %*3.0939
=38.66 %

With this breakdown, it is clear that if a company grows its Net Profit Margin, its Asset Turnover, or its Leverage, it can grow its ROE %.

The factors that affect a company's ROE % can also be illustrated with the five-step DuPont Analysis:

ROE %(Q: Mar. 2026 )
=Net Income/Total Stockholders Equity
=25317.912/65480.2605
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (25317.912 / 31737.552) * (31737.552 / 33685.084) * (33685.084 / 161500.86) * (161500.86 / 202590.041) * (202590.041 / 65480.2605)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 0.7977 * 0.9422 * 20.86 % * 0.7972 * 3.0939
=38.66 %

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. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.

* 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

Net Income is used.

Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.

Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.


Rockwell Automation ROE % Related Terms


Rockwell Automation ROE % Historical Data

* Premium members only.

The historical data trend for Rockwell Automation's ROE % 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 ROE % Chart

Rockwell Automation Annual Data
Trend Sep16 Sep17 Sep18 Sep19 Sep20 Sep21 Sep22 Sep23 Sep24 Sep25
ROE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 76.95 36.07 41.35 28.67 23.46

Rockwell Automation Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
ROE % 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 28.80 32.78 15.32 32.67 38.66

MEX:ROK vs AME, ITW, DOV: ROE % Comparison

For the Specialty Industrial Machinery subindustry, Rockwell Automation's ROE %, along with its competitors' market caps and ROE % 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 ROE % vs Industrial Products Industry

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

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


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

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

ROE %=Net Income (A: Sep. 2025 )/( (Total Stockholders Equity (A: Sep. 2024 )+Total Stockholders Equity (A: Sep. 2025 ))/ count )
=15941.11/( (68876.669+67029.707)/ 2 )
=15941.11/67953.188
=23.46 %

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

ROE %=Net Income (Q: Mar. 2026 )/( (Total Stockholders Equity (Q: Dec. 2025 )+Total Stockholders Equity (Q: Mar. 2026 ))/ count )
=25317.912/( (67449.352+63511.169)/ 2 )
=25317.912/65480.2605
=38.66 %

* 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 ROE %, the net income of the last fiscal year and the average total shareholder equity 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. ROE % is displayed in the 30-year financial page.

Frequently Asked Questions Learn more about ROE % →
What does a ROE % of 38.66% mean?
Rockwell Automation (MEX:ROK) has a ROE % of 38.66% as of Mar. 2026. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Rockwell Automation and its competitors. This is near median its historical median of 35.97. Over the past decade, Rockwell Automation's ROE % has ranged from 24.30 to 142.93. According to the industry distribution chart, Rockwell Automation ranks #114 out of 3009 companies in the Industrial Products industry, placing it in the top 3.8%.
Is Rockwell Automation's ROE % too high?
Rockwell Automation's current ROE % of 38.66% is near median its 10-year median of 35.97. Over the past 10 years, this metric has ranged from a low of 24.30 to a high of 142.93. The Industrial Products industry median ROE % is 5.91. Rockwell Automation's value of 38.66% is 554.1% above this industry median. Based on the distribution chart, Rockwell Automation ranks #114 out of 3009 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, reflecting its overall financial health beyond just this single metric.
How does Rockwell Automation's ROE % compare to AME and ITW?
According to the Industrial Products industry distribution chart, Rockwell Automation ranks #114 out of 3009 companies for ROE %. This places Rockwell Automation in the top 4% of its industry — outperforming the majority of peers. The industry median ROE % is 5.91. Rockwell Automation's value of 38.66% is 554.1% above this benchmark. Historically, Rockwell Automation's own ROE % has ranged from 24.30 to 142.93 over the past decade. While the company's 10-year median is 35.97 vs. the industry median of 5.91, 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 ROE % for an Industrial Products company?
The median ROE % among Industrial Products companies is 5.91, based on 3,009 companies in the industry. Companies in the top quartile (top 25%) have a ROE % significantly above this median, while those in the bottom quartile fall well below. However, ROE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Rockwell Automation's current ROE % of 38.66% is 554.1% 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 ROE % mean?
A high ROE % can signal that a stock is expensive relative to its fundamentals. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Rockwell Automation and its competitors. For the Industrial Products industry, the median ROE % is 5.91 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Rockwell Automation's current ROE % is 38.66%, which is near median its own 10-year median of 35.97. 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?
Rockwell Automation (MEX:ROK) has a current ROE % of 38.66%. The stock's GF Value™ is MXN4,698.26, compared to a current price of MXN6,853.00 — trading 45.9% above its estimated fair value. The current ROE % is 38.66%, which is near median its 10-year median of 35.97 and 554.1% above the Industrial Products industry median of 5.91. Rockwell Automation's overall GF Score™ is 78/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % calculated?
ROE % is calculated from a company's financial statements. For Rockwell Automation (MEX:ROK), the current ROE % is 38.66% 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 (MEX:ROK) Overvalued in 2026?

Based on GuruFocus' analysis, Rockwell Automation stock appears to be overvalued. The current stock price of MXN6,853.00 is trading 45.9% above its estimated GF Value™ of MXN4,698.26.

Key valuation signals for MEX:ROK:

  • ROE %: 38.66% (near median its 10-year median of 35.97)
  • GF Value™: MXN4,698.26 vs. price of MXN6,853.00 (45.9% above fair value)
  • GF Score™: 78/100 with 7 warning signs
  • Industry Position: 554.1% above the Industrial Products median (#114 of 3009)

No single metric tells the full story. See the MEX: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 MEX:ROK

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

MXN6,853.00
Price
MXN4,698.26
GF Value