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ROKRockwell Automation, Inc.
$432.89$48.2B
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  4. Financial Ratios

Rockwell Automation, Inc. (ROK) Financial Ratios

Latest Ratios: P/E Ratio 56.4x · EV/EBITDA 29.4x · ROE 23.5%. (1996–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

ROK Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$48.2B$39.5B$30.7B$33.0B$25.1B$34.4B$25.7B$19.7B$23.8B$23.1B$16.0B
Enterprise Value$51.3B$42.7B$34.4B$35.3B$28.8B$38.2B$27.4B$20.9B$25.0B$23.6B$16.5B
P/E Ratio →56.4445.5732.4223.9227.0225.3925.1628.2744.4428.0622.00
P/S Ratio5.774.743.723.653.234.924.062.943.573.672.73
P/B Ratio13.1910.658.368.838.3212.7819.1148.6414.718.698.06
P/FCF35.4729.1148.1027.2236.8130.1925.5618.7420.2625.9419.31
P/OCF31.2025.6035.5924.0430.5027.3122.9616.6318.3022.3916.93

P/E links to full P/E history page with 30-year chart

ROK EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—5.124.163.903.715.454.333.123.743.742.80
EV / EBITDA29.3824.4321.7218.1718.2942.0321.6613.9716.9319.5514.20
EV / EBIT36.0839.8127.4820.2524.0633.1122.1320.9417.7821.6516.02
EV / FCF—31.4553.7529.0842.2233.4527.2119.9221.2526.4319.84

ROK Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin48.1%48.1%44.5%41.0%40.0%41.4%46.5%48.7%49.1%47.2%47.1%
Operating Margin17.1%17.1%15.3%18.7%17.2%10.4%17.2%20.1%19.7%16.4%16.8%
Net Profit Margin10.4%10.4%11.5%15.3%12.0%19.4%16.2%10.4%8.0%13.1%12.4%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE23.5%23.5%25.7%41.0%32.6%67.2%116.9%68.8%25.0%35.5%34.4%
ROA7.7%7.7%8.5%12.6%8.7%15.1%15.3%11.2%8.0%11.6%10.8%
ROIC15.1%15.1%14.3%20.0%15.3%11.6%35.2%45.6%33.5%28.2%31.1%
ROCE18.5%18.5%16.2%22.4%17.9%11.1%22.7%32.8%29.0%20.5%19.4%

ROK Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity0.980.981.110.891.391.631.765.581.100.690.99
Debt / EBITDA2.092.092.581.722.664.831.871.511.201.531.69
Net Debt / Equity—0.860.980.601.221.381.233.060.720.160.22
Net Debt / EBITDA1.821.822.281.162.354.101.310.830.790.360.38
Debt / FCF—2.345.651.865.413.261.651.180.990.490.53
Interest Coverage6.886.888.2813.2310.0112.4912.2010.2919.2320.9112.04

ROK Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio1.141.141.081.461.011.021.481.541.272.062.12
Quick Ratio0.770.770.721.040.720.761.161.241.011.801.85
Cash Ratio0.140.140.130.320.140.220.390.530.411.181.23
Asset Turnover—0.740.740.800.720.650.871.101.060.880.83
Inventory Turnover3.473.473.543.804.425.145.805.965.835.975.91
Days Sales Outstanding—84.4979.6187.3481.6874.3172.0264.2765.1965.6766.92

ROK Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield1.2%1.5%1.9%1.6%2.1%1.4%1.8%2.3%1.9%1.7%2.4%
Payout Ratio68.0%68.0%59.9%39.1%55.7%36.6%46.2%66.1%82.3%47.3%51.8%

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield1.8%2.2%3.1%4.2%3.7%3.9%4.0%3.5%2.3%3.6%4.5%
FCF Yield2.8%3.4%2.1%3.7%2.7%3.3%3.9%5.3%4.9%3.9%5.2%
Buyback Yield0.9%1.1%1.9%0.9%1.2%0.9%1.0%5.1%6.2%1.5%3.2%
Total Shareholder Yield2.1%2.6%3.8%2.6%3.3%2.3%2.9%7.5%8.1%3.2%5.5%
Shares Outstanding—$113M$115M$116M$117M$117M$117M$119M$127M$130M$131M

Key Metrics

Growth RegimeAccelerating
ProfitabilityStrong
Balance SheetHealthy
Cash FlowImproving
Top Statement Risk

Goodwill impairment risk

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q3)

Margin Expansion Drives Profitability

According to the latest quarterly data, Rockwell's gross margin expanded from 38.3% in Q1 2025 to 49.5% in Q3 2026, a 1,120 basis point improvement, while operating margin reached 28.3%.

The sequential improvement in gross margin from 40.9% in Q3 2025 to 49.5% in Q3 2026 suggests strong pricing power and cost discipline, though the Q4 2025 spike to 69.4% appears anomalous and may reflect one-time benefits. Operating margin expansion from 13.9% in Q4 2024 to 28.3% in Q3 2026 indicates significant operating leverage, with revenue growth of 7.9% year-over-year in Q3 2026 translating into disproportionate profit growth. Net margin at 17.6% in Q3 2026 is the highest in the observed period, but investors should monitor the sustainability of these margins given the volatility in R&D and stock-based compensation.

ROIC Recovery from Cyclical Lows

Based on reported figures, Rockwell's ROIC improved from 2.9% in Q4 2024 to 7.1% in Q3 2026, while ROE rose from 6.7% to 11.5%, indicating a cyclical recovery in capital efficiency.

The improvement in ROIC from 2.9% to 7.1% over the past eight quarters reflects both margin expansion and more efficient use of invested capital, though the absolute level remains below the cost of capital, suggesting value creation is still in early stages. ROE at 11.5% in Q3 2026 is still below the peer average of 41.2% for Honeywell, but the upward trajectory is encouraging. The gap between ROIC and ROE (7.1% vs 11.5%) indicates financial leverage is amplifying returns, but the D/E ratio of 1.03 suggests moderate leverage.

Working Capital Cycle Lengthens

As reported in the quarterly data, Rockwell's cash conversion cycle extended from 119 days in Q2 2024 to 102 days in Q3 2026, with DSO improving to 75 days but DIO rising to 96 days.

The cash conversion cycle has improved from a peak of 123 days in Q4 2025 to 102 days in Q3 2026, driven by a reduction in DSO from 85 to 75 days and a slight improvement in DPO, though DIO remains elevated at 96 days. The improvement in DSO suggests better collection efficiency, but the high DIO indicates inventory levels are still elevated relative to sales, which may reflect supply chain challenges or demand uncertainty. Asset turnover remains low at 0.21, consistent with an asset-heavy manufacturing model, but the improvement from 0.17 in Q1 2025 suggests better utilization of the asset base.

Leverage Moderates as Debt Repaid

According to the latest balance sheet data, Rockwell's D/E ratio declined from 1.13 in Q2 2026 to 1.03 in Q3 2026, while D/EBITDA improved from 7.41 to 4.91, indicating reduced leverage.

The reduction in D/EBITDA from 9.61 in Q2 2025 to 4.91 in Q3 2026 is significant, reflecting both debt repayment and EBITDA growth, which improves the company's debt service capacity. Interest coverage improved from 6.61 in Q1 2025 to 16.67 in Q3 2026, suggesting that interest expense is well covered by operating income, though the Q4 2025 coverage of 2.70 was a temporary dip. The absolute D/E of 1.03 is higher than Emerson's 0.68 but lower than Honeywell's 2.24, indicating a moderate leverage profile that appears manageable given the improving cash flow.

Liquidity Tight but Stable

Based on the quarterly data, Rockwell's current ratio has remained between 1.04 and 1.14 over the past year, with a quick ratio of 0.74 in Q3 2026, indicating a modest liquidity buffer.

The current ratio of 1.08 in Q3 2026 is below the typical 2.0 threshold for industrial companies, but the stability over the past year suggests that the company is managing its working capital efficiently. The quick ratio of 0.74 indicates that inventory is a significant component of current assets, which could be a concern if demand weakens and inventory becomes obsolete. Cash of $479 million in Q3 2026 provides a limited cushion, but the strong free cash flow margin of 28.3% in Q3 2026 suggests that the company can generate liquidity quickly if needed.

Misapplied EV/EBITDA Multiple

The EV/EBITDA multiple of 29.52 is often misapplied to Rockwell because it fails to account for the company's significant goodwill and intangible assets, which inflate the enterprise value.

With goodwill of $3.8 billion representing 34% of total assets, the EV/EBITDA multiple is distorted by acquisition-related intangibles that may not generate proportional EBITDA. A more appropriate metric would be EV/EBIT or EV/operating cash flow, which better reflects the underlying cash-generating ability of the business. The P/E of 56.74 and forward P/E of 33.01 also appear elevated, but they may be justified if the company can sustain its recent margin expansion and revenue growth. Investors should focus on ROIC and free cash flow yield rather than EV/EBITDA when evaluating Rockwell's valuation.

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Includes 30+ ratios · 30 years · Updated daily

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ROK — Frequently Asked Questions

Quick answers to the most common questions about buying ROK stock.

What is Rockwell Automation, Inc.'s P/E ratio?

Rockwell Automation, Inc.'s current P/E ratio is 56.4x. The historical average is 21.1x. This places it at the 100th percentile of its historical range.

What is Rockwell Automation, Inc.'s EV/EBITDA?

Rockwell Automation, Inc.'s current EV/EBITDA is 29.4x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 12.7x.

What is Rockwell Automation, Inc.'s ROE?

Rockwell Automation, Inc.'s return on equity (ROE) is 23.5%. This is above the typical threshold of 15-20% considered good for most companies. The historical average is 33.7%.

Is ROK stock overvalued?

Based on historical data, Rockwell Automation, Inc. is trading at a P/E of 56.4x. This is at the 100th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is Rockwell Automation, Inc.'s dividend yield?

Rockwell Automation, Inc.'s current dividend yield is 1.21% with a payout ratio of 68.0%.

What are Rockwell Automation, Inc.'s profit margins?

Rockwell Automation, Inc. has 48.1% gross margin and 17.1% operating margin. Operating margin between 10-20% is typical for established companies.

How much debt does Rockwell Automation, Inc. have?

Rockwell Automation, Inc.'s Debt/EBITDA ratio is 2.1x, indicating moderate leverage. A ratio between 2-4x is manageable but warrants monitoring.