ROK (Rockwell Automation) 3-Year ROIIC % : 33.26% (As of Sep. 2025) — 402% Above Median


ROK Rockwell Automation Inc ROK
78 GF Score
Price $463.61
GF Value $313.49
Valuation Significantly Overvalued
! 8 Warning Signs
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What is Rockwell Automation 3-Year ROIIC %?

Rockwell Automation ROK -1.13% 78 3-Year ROIIC % is 33.26 as of Sep. 2025, which is 402% above its 10-year median of 6.62. GuruFocus rates ROK with a GF Score™ of 78/100 and a GF Value™ of $313.49 (Significantly Overvalued). The stock has 8 warning signs investors should review. Among 2,936 Industrial Products companies, Rockwell Automation ranks better than 81.78% on this metric.

3-Year Return on Invested Incremental Capital (3-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 3-year. Rockwell Automation's 3-Year ROIIC % for the quarter that ended in Sep. 2025 was 33.26%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

The industry rank for Rockwell Automation's 3-Year ROIIC % or its related term are showing as below:

ROK's 3-Year ROIIC % is ranked better than
81.78% of 2936 companies
in the Industrial Products industry
Industry Median: 3.395 vs ROK: 33.26

Rockwell Automation  (NYSE:ROK) 3-Year ROIIC % Explanation

Return on Incremental Invested Capital (ROIIC) is an extension of Return on Investment Capital (ROIC). ROIC % tells investors how efficiently that profitability is earned per dollar of company capital. ROIIC narrows the focus even further and shows how profitable each additional unit of capital investment could be. ROIIC % is a more powerful metric than ROIC because it measures how much money the company can generate going forward on future capital investments.

High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

Be Aware

It's important to keep in mind that when tracking ROIIC, the metric is better suited to forecasting the trend of future returns rather than measuring current return on investment.


Rockwell Automation 3-Year ROIIC % Related Terms


Rockwell Automation 3-Year ROIIC % Historical Data

* Premium members only.

The historical data trend for Rockwell Automation's 3-Year ROIIC % 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 3-Year ROIIC % Chart

Rockwell Automation Annual Data
Trend Sep16 Sep17 Sep18 Sep19 Sep20 Sep21 Sep22 Sep23 Sep24 Sep25
3-Year ROIIC %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 11.85 1.74 11.22 -11.03 33.26

Rockwell Automation Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
3-Year ROIIC % 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 0.00 0.00 33.26 0.00 0.00

ROK vs AME, IR, DOV: 3-Year ROIIC % Comparison

For the Specialty Industrial Machinery subindustry, Rockwell Automation's 3-Year ROIIC %, along with its competitors' market caps and 3-Year ROIIC % 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 3-Year ROIIC % vs Industrial Products Industry

For the Industrial Products industry and Industrials sector, Rockwell Automation's 3-Year ROIIC % distribution charts can be found below:

* The bar in red indicates where Rockwell Automation's 3-Year ROIIC % falls into.


ROK
78GF Score
Rockwell Automation Inc ROK
3-Year ROIIC % is just one metric. See GF Score™, valuation, warning signs, and more.
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Rockwell Automation 3-Year ROIIC % Calculation

Rockwell Automation's 3-Year ROIIC % for the quarter that ended in Sep. 2025 is calculated as:

3-Year ROIIC %=3-Year Incremental Net Operating Profit After Taxes (NOPAT)**/3-Year Incremental Invested Capital**
=( 1162.3064 (Sep. 2025) - 1143.15033 (Sep. 2022) )/( 9585 (Sep. 2025) - 9527.4 (Sep. 2022) )
=19.15607/57.599999999999
=33.26%***

* 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.

** Annual data of NOPAT and Invested Capital was used to calculate 3-Year ROIIC %.
*** Please be aware that the ROIIC (Return on Invested Capital) calculations are based on company-level data using the primary share class. The calculated data provided is for demonstration purposes and may slightly differ from the results displayed in the title due to potential variations caused by currency exchange rate differences throughout the year.

Frequently Asked Questions Learn more about 3-Year ROIIC % →
What does a 3-Year ROIIC % of 33.26 mean?
Rockwell Automation (ROK) has a 3-Year ROIIC % of 33.26 as of Sep. 2025. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Rockwell Automation and its competitors. This is 402% above median its historical median of 6.62. According to the industry distribution chart, Rockwell Automation ranks #535 out of 2936 companies in the Industrial Products industry, placing it in the top 18.2%.
Is Rockwell Automation's 3-Year ROIIC % too high?
Rockwell Automation's current 3-Year ROIIC % of 33.26 is 402% above median its 10-year median of 6.62. The Industrial Products industry median 3-Year ROIIC % is 3.40. Rockwell Automation's value of 33.26 is 879.7% above this industry median. Based on the distribution chart, Rockwell Automation ranks #535 out of 2936 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 3-Year ROIIC % compare to AME and IR?
According to the Industrial Products industry distribution chart, Rockwell Automation ranks #535 out of 2936 companies for 3-Year ROIIC %. This places Rockwell Automation in the top 18% of its industry — outperforming the majority of peers. The industry median 3-Year ROIIC % is 3.40. Rockwell Automation's value of 33.26 is 879.7% above this benchmark. While the company's 10-year median is 6.62 vs. the industry median of 3.40, 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 3-Year ROIIC % for an Industrial Products company?
The median 3-Year ROIIC % among Industrial Products companies is 3.40, based on 2,936 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year ROIIC % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year ROIIC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Rockwell Automation's current 3-Year ROIIC % of 33.26 is 879.7% 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 3-Year ROIIC % mean?
A high 3-Year ROIIC % can signal that a stock is expensive relative to its fundamentals. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Rockwell Automation and its competitors. For the Industrial Products industry, the median 3-Year ROIIC % is 3.40 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Rockwell Automation's current 3-Year ROIIC % is 33.26, which is 402% above median its own 10-year median of 6.62. 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 $313.49, compared to a current price of $463.61 — trading 47.9% above its estimated fair value. The current 3-Year ROIIC % is 33.26, which is 402% above median its 10-year median of 6.62 and 879.7% above the Industrial Products industry median of 3.40. 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 3-Year ROIIC % calculated?
3-Year ROIIC % is calculated from a company's financial statements. For Rockwell Automation (ROK), the current 3-Year ROIIC % is 33.26 as of Sep. 2025. 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 $463.61 is trading 47.9% above its estimated GF Value™ of $313.49. GuruFocus considers Rockwell Automation to be Significantly Overvalued.

Key valuation signals for ROK:

  • 3-Year ROIIC %: 33.26 (402% above median its 10-year median of 6.62)
  • GF Value™: $313.49 vs. price of $463.61 (47.9% above fair value)
  • GF Score™: 78/100 with 8 warning signs
  • Industry Position: 879.7% above the Industrial Products median (#535 of 2936)

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

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

$463.61
Price
$313.49
GF Value