Fundamentals · 2026-09-09S&P 500ANNUAL BASIS

Rockwell Automation

ROK stock analysis · Industrials · Electrical Components & Equipment

FY 2025-09-30ANNUAL FILINGS
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These are research estimates based on annual filings. Valuation uses a cash-flow proxy and explicit assumptions; prices are not live. Published valuations use annual periods first filed by the price date, with later restatements retained.
Reference share price · USD
$495.08HISTORICAL SNAPSHOT

As of · fund-implied per-share value

Fund holding value ÷ shares held. Not a live quote; not adjusted for later stock splits.

View SEC fund filing ↗
Estimated issuer market cap
$55B

Price × SEC outstanding shares. Shares measured 2026-06-30. Approximate; share and price dates can differ.

View share-count filing ↗
Valuation

DCF value

$185.74

Equity cash-flow scenario · SEC outstanding shares at 2026-06-30 · -62.5% versus input cap

How this is calculated ↗
Valuation

Reverse DCF

30.3%

Annual basis · read assumptions below

How this is calculated ↗
Valuation

Relative valuation

-51.2%

76 sector peers · median 30.9×

How this is calculated ↗
Valuation

Historical multiples

31.8×

7 annual observations · snapshot P/E 63.4× · 99.3% versus history

How this is calculated ↗
Valuation

Free cash flow yield

2.5%

Annual basis · read assumptions below

How this is calculated ↗
Quality

ROIC / quality

20.2%

Normalized tax · financing-capital proxy

How this is calculated ↗
Valuation

Value composite

19/100

Annual basis · read assumptions below

How this is calculated ↗
Momentum

12–1 price momentum

Split and corporate-action verification is incomplete for these fund observations. Verified adjusted endpoints are required for 12–1 momentum.

Split and corporate-action verification is incomplete for these fund observations. Verified adjusted endpoints are required for 12–1 momentum.

How this is calculated ↗
Investment

Asset growth

-0.1%

Annual basis · read assumptions below

How this is calculated ↗
Investment

Net payout yield

1.7%

Annual basis · read assumptions below

How this is calculated ↗
Quality

Accrual quality

-7.1%

Annual basis · read assumptions below

How this is calculated ↗
Momentum

Fundamental momentum

3.4%

Annual basis · read assumptions below

How this is calculated ↗

Follow the cash

ANNUAL · USD

Operating cash flow and reinvestment over time

USD · bar maximum 1.5B2020-09-30: cfo $1,120,500,000.002020-09-30: capex $113,900,000.0020202021-09-30: cfo $1,261,000,000.002021-09-30: capex $120,300,000.0020212022-09-30: cfo $823,100,000.002022-09-30: capex $141,100,000.0020222023-09-30: cfo $1,374,000,000.002023-09-30: capex $160,500,000.0020232024-09-30: cfo $864,000,000.002024-09-30: capex $225,000,000.0020242025-09-30: cfo $1,544,000,000.002025-09-30: capex $186,000,000.002025
Operating cash flowCapital expenditure

Annual USD. Negative bars use a compressed lower scale. Hover or inspect the financial history table for exact values.

Make the assumptions yours

Personal inputs stay in this browser. Blank fields retain published inputs. Five-year forecast; zero net borrowing. Required return must exceed terminal growth.

How sensitive is the valuation?

DCF per-share sensitivity · includes reviewed preferred and minority-owner claims · rows: required return · columns: growth
Return / Growth3.0%5.0%7.0%
8.0%$232.97$254.19$277.01
10.0%$170.72$185.74$201.87
12.0%$134.68$146.14$158.43

Annual financial history

Open SEC filings ↗
Fiscal year-endRevenueNet incomeOperating cash flowCapital expenditureAssets
2025-09-308.3B749M1.5B186M11.2B
2024-09-308.3B948M864M225M11.2B
2023-09-309.1B1.3B1.4B160.5M11.3B
2022-09-307.8B919.1M823.1M141.1M10.8B
2021-09-307B1.3B1.3B120.3M10.7B
2020-09-306.3B1B1.1B113.9M7.3B
2019-09-306.7B695.8M1.2B132.8M6.1B
2018-09-306.7B535.5M1.3B125.5M6.3B

USD, abbreviated. Restated annual history; not a point-in-time backtest. Missing values appear as dashes.

Trace the inputs

MODEL ANNUAL PERIOD
InputValueSEC tag / sourceFiled
revenue8.3BRevenueFromContractWithCustomerExcludingAssessedTax2025-11-12
netIncome749MProfitLoss
Explicit consolidated amount, including the portion attributable to noncontrolling interests.
2025-11-12
Parent/common earnings proxy867MNetIncomeLossAvailableToCommonStockholdersBasic2025-11-12
cfo1.5BNetCashProvidedByUsedInOperatingActivities2025-11-12
capex186MPaymentsToAcquireProductiveAssets2025-11-12
operatingIncome1.7BOperatingIncomeLoss2025-11-12
assets11.2BAssets2025-11-12
equity3.7BStockholdersEquityIncludingPortionAttributableToNoncontrollingInterest
Explicit consolidated amount, including the portion attributable to noncontrolling interests.
2025-11-12
Parent book equity proxy3.7BStockholdersEquity2025-11-12
debt2.6BLongTermDebtAndCapitalLeaseObligationsIncludingCurrentMaturities2025-11-12
shortDebt608MShortTermBorrowings2025-11-12
cash468MCashAndCashEquivalentsAtCarryingValue2025-11-12
shares113.1MWeightedAverageNumberOfDilutedSharesOutstanding2025-11-12
dividends591MPaymentsOfDividends2025-11-12
buybacks425MPaymentsForRepurchaseOfCommonStock2025-11-12
issuance101MReviewed manual correction
Bounded FY2025-09-30 consolidated financing-statement extraction. Proceeds from the exercise of stock options: 101000000 USD [us-gaap:ProceedsFromStockOptionsExercised]. All 9 financing lines reconcile exactly to reported financing cash flow -1335000000 USD. Cash inflows from common shares, employee plans and option exercises are summed once as displayed on the statement; noncash compensation, withholding payments, preferred and noncontrolling interests are excluded. This review applies only to this issuer and fiscal period. Source limitation: the statement also aggregates other financing cash flows (net -10000000 USD). Their common-equity portion is not separately disclosed here. Issuance is the sum of separately reported common cash-issuance lines, not an independently verified gross total; additional equity flows may be inside those aggregates.
2025-11-12