Fundamentals Overview
Rockwell Automation, Inc. is near the high of its 52-week range with premium valuation, trading relatively flat today.
Valuation premium
Intrinsic value (DCF)
-68.2% downside vs price
Profitability
Risk (Beta)
1.54 — higher vol
Earnings & growth
BullzEye Analysis
Our composite tilts Sell on technicals (e.g. RSI, ADX, trend), fundamentals, sentiment, sector and index context, and risk.
Composite Signal
Supporting (Buy):
Analyst grade: B
Pressures (Sell):
DCF 68.2% downside vs price · Sentiment weakening (3 downgrades) · Beta 1.54 (elevated)
Not financial advice. For education and research only; do your own research and consider a financial advisor before investing.
Key Stats
About
Ratings & Grades at a Glance
Overall rating: B. Recent institutional grades: majority downgrades. Current institutional positions: Buy: 3, Equal Weight: 5, Hold: 1, Neutral: 5, Outperform: 5, Overweight: 10, Perform: 1.
Valuation & Ratios
Valuation, liquidity, and profitability metrics are consolidated here (including ratios that previously appeared in the Financials story). Trailing (TTM) vs forward-looking (e.g. DCF) is noted on each line where it matters.
DCF vs price: DCF estimate is $129.36; current price is $407.02. That’s a -68.2% gap. When the gap is large (e.g. >20%), that’s divergence; when they’re close, that’s convergence. Differences can reflect growth expectations, sector premiums, or conservative vs. optimistic assumptions. Use DCF as one input alongside technicals and sentiment.
| Metric | Value |
|---|---|
| Valuation | |
| P/E (TTM) | 46.5 |
| DCF value (model) | $129.36 (-68.2% vs price) |
| PEG (TTM) | 6.22 |
| P/B (TTM) | 12.25 |
| P/S (TTM) | 5.34 |
| P/FCF (TTM) | 37.05 |
| Liquidity & enterprise | |
| Current Ratio (TTM) | 1.07 |
| Quick Ratio (TTM) | 0.72 |
| Cash Ratio (TTM) | 0.13 |
| Profitability | |
| ROE (TTM) | N/A |
| ROA (TTM) | N/A |
| Revenue growth (YoY) | N/A |
| Net margin (TTM) | 11.56% |
| Gross margin (TTM) | 50.22% |
| Operating margin (TTM) | 18.19% |
| Debt to equity (TTM) | N/A |
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Price Target, Ratings & Grades
Analyst price targets, consensus, rating snapshot, and institutional grades for ROK.
Analyst Sentiment at a Glance
Stock Grades (Institutions)
| Institution | Action | Previous Grade | New Grade | Date |
|---|---|---|---|---|
| Barclays | maintain | Overweight | Overweight | 2026-04-01 |
| Wells Fargo | maintain | Equal Weight | Equal Weight | 2026-04-01 |
| Jefferies | downgrade | Buy | Hold | 2026-03-31 |
| Baird | maintain | Outperform | Outperform | 2026-03-30 |
| Mizuho | maintain | Neutral | Neutral | 2026-02-06 |
| Oppenheimer | downgrade | Outperform | Perform | 2026-01-20 |
| JP Morgan | maintain | Neutral | Neutral | 2026-01-16 |
| Morgan Stanley | maintain | Overweight | Overweight | 2026-01-13 |
| Barclays | maintain | Overweight | Overweight | 2026-01-07 |
| Wells Fargo | maintain | Equal Weight | Equal Weight | 2026-01-07 |
| Goldman Sachs | upgrade | Sell | Neutral | 2025-12-16 |
| Jefferies | maintain | Buy | Buy | 2025-12-10 |
| Citigroup | maintain | Buy | Buy | 2025-12-08 |
| Barclays | maintain | Overweight | Overweight | 2025-12-04 |
| Baird | maintain | Outperform | Outperform | 2025-11-21 |
| B of A Securities | maintain | Buy | Buy | 2025-11-20 |
| JP Morgan | maintain | Neutral | Neutral | 2025-11-11 |
| Morgan Stanley | maintain | Overweight | Overweight | 2025-11-10 |
| Wells Fargo | maintain | Equal Weight | Equal Weight | 2025-11-07 |
| Barclays | maintain | Overweight | Overweight | 2025-11-07 |
| JP Morgan | maintain | Neutral | Neutral | 2025-10-15 |
| Oppenheimer | maintain | Outperform | Outperform | 2025-10-14 |
| Wells Fargo | maintain | Equal Weight | Equal Weight | 2025-10-06 |
| Barclays | maintain | Overweight | Overweight | 2025-08-14 |
| Wells Fargo | downgrade | Overweight | Equal Weight | 2025-08-08 |
| Oppenheimer | maintain | Outperform | Outperform | 2025-08-07 |
| Keybanc | maintain | Overweight | Overweight | 2025-08-07 |
| Barclays | maintain | Overweight | Overweight | 2025-08-07 |
| Oppenheimer | maintain | Outperform | Outperform | 2025-07-17 |
| Stephens & Co. | maintain | Overweight | Overweight | 2025-07-16 |