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ROK Rockwell Automation, Inc.

Industrials

440.16 +3.96 +0.91% Close 11/2
Since 2024-12-02 +50.7%
Open
443.03
High
446.05
Low
437.52
Prev close
436.20
Volume
869.8K
Amplitude
1.96%
P/E
41.0
P/B
13.9
Revenue YoY (TTM)
+11.3%
52W 347.53 497.36

Is Rockwell Automation, Inc. a buy? Fundamentals and valuation first

As of 2026-10-30

Quality: Good, Growth: Good, Momentum: Good, Risk / liquidity: Strong; Valuation: Pricey.

Valuation Pricey Free-cash-flow yield is Good, but Price / book is Expensive.
TTM P/E 41 78th percentile Pricey
Price / book 13.86 94th percentile Expensive
Free-cash-flow yield (%) 3.1 59th percentile Good
US Stock Backtest in Python: Price-to-Book Ratio StrategyQuality Factor Investing: A US Quality Value Backtest
Quality Good ROE, TTM is Top; FCF margin, TTM is Good.
ROE, TTM (%) 34.37 89th percentile Top
Operating margin, TTM (%) 21.69 74th percentile Good
FCF margin, TTM (%) 16.76 71th percentile Good
Quality Factor Investing: A US Quality Value Backtest
Growth Good All 2 indicators are Good.
Revenue growth, TTM YoY (%) 11.28 63th percentile Good
Diluted EPS growth, TTM YoY (%) 24.88 69th percentile Good
Momentum Good All 2 indicators are Good.
60-day return (%) -0.96 65th percentile Good
240-day return (%) 17.24 69th percentile Good
Momentum Trading Strategy: A 12-1 Momentum Backtest
Risk / liquidity Strong 20-day dollar volume is Top; 60-day annualized volatility is Good.
20-day dollar volume 364,771,670 96th percentile Top
60-day annualized volatility (%) 22.69 25th percentile Good
Factor Investing Explained: 10 Classic Factors in US Stocks

Rockwell Automation, Inc. (ROK) today

1 quant signals active · As of 2026-10-30

Win rate and excess are historical post-trigger stats vs the market. Click a signal for its full definition and samples; history does not predict future results.

FinLab Studio

From Rockwell Automation, Inc. to every stock like it

AI finds several complementary traits of Rockwell Automation, Inc. across different dimensions, combines them into a multifactor strategy, and backtests it against the market.

Screen stocks like Rockwell Automation, Inc.

Rockwell Automation, Inc. (ROK) peers and tracking

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Rockwell Automation, Inc. (ROK) quant signal backtests

Signals active now

Each active condition is tested against this stock’s own history and benchmarked versus the S&P 500.

Filed revenue acceleration

Active · now 11.28%

TTM revenue growth is at least 10% and improved versus the prior filed quarter; event date is the SEC filing date.

8 historical occurrences (since 2021-11-09)

Average forward return after Filed revenue acceleration

20-day: Win 62.5%, Sample 8, Median +1.53%, Excess -0.4%, Beat mkt rate 50%

60-day: Win 50%, Sample 8, Median +0.8%, Excess -1.91%, Beat mkt rate 37.5%

120-day: Win 28.6%, Sample 7, Median -1.27%, Excess -9.45%, Beat mkt rate 14.3%

120 days after: historical avg -6.55%

20-day +0.9%
60-day +0.72%
120-day -6.55%
20-day
60-day
120-day
Win
62.5%
50%
28.6%
Sample
8
8
7
Median
+1.53%
+0.8%
-1.27%
Excess
-0.4%
-1.91%
-9.45%
Beat mkt rate
50%
37.5%
14.3%

Over 7 occurrences, 120-day forward avg declined 6.55%, lagged the market by 9.45 pts; win rate 28.6%.

Valuation regime and forward returns

Daily TTM P/E is converted into an expanding own-history percentile, then grouped into five valuation regimes. Forward returns use adjusted prices over the next 240 trading days.

PE percentile bandSample days240-day avg returnMedianWin rateAvg excess (vs index)
0-20 208+9.5% +2.8% 61.5% -9.8%
20-40 285-2.5% -4.3% 35.4% -11.9%
40-60 315+10.7% +6.4% 62.2% -4.5%
60-80 445+27.7% +29.3% 93.7% +10.8%
80-100 You are here258+32.7% +32.2% 100% +17.9%

Quarterly EPS is aligned by SEC filing date before it is forward-filled to daily prices. The expanding percentile uses only information available up to each day.

Current TTM P/E is about 41.00, placing it in the 80.3 own-history percentile, inside the 80-100 bucket.

More history: Valuation × momentum analogs, Market-wide momentum baseline, Signals not active now

Valuation × momentum analogs

Each historical day is grouped by own-history P/E tercile and 60-day momentum direction, then tested for the next 120-trading-day adjusted return.

Valuation
Momentum
Cheap (own-history bottom third)
Middle
Expensive (own-history top third)
60-day momentum up
+5.6%
Win rate 55.5% Excess -1.7%
263d
-0.4%
Win rate 60.4% Excess -5.7%
381d
+14.9%
Win rate 98% Excess +7.3%
452d
60-day momentum down
+13.2%
Win rate 70.7% Excess -3.1%
174d
+6.3%
Win rate 49.5% Excess +0.6%
194d
Now
+17.4%
Win rate 89.2% Excess +13.1%
167d

Currently in “Expensive (own-history top third) × 60-day momentum down”: across 167 historical days, 120-day forward avg gained 17.4%, win rate 89.2%, beat the market by 13.1%.

Days = trading days in this bucket; returns use adjusted prices, ex-costs. 60-day momentum: direction of this stock's price over the past 60 trading days.

Market-wide momentum baseline

Across 99,493 liquid US common-stock samples, top-quintile 6-month momentum was followed by an average 60-trading-day return of +6.42%, a 58.4% positive-return rate, and +3.08 percentage points of average excess return versus the S&P 500.

Baseline: weekly samples since 2016 where a liquid US common stock ranked in the top quintile by 126-trading-day momentum. Forward return is 60 trading days; excess return is versus S&P 500 (^GSPC).

Signals not active now

Inactive signals still show the stock-specific historical forward-return distribution for context.

52-week adjusted-price high

Pending

Adjusted close first reaches a 252-trading-day high; repeated hits within 20 days count once.

27 times historically; 60-day forward avg +1.25%, win rate 66.7%, beating the market by -0.17 pts on average.

Top-quintile 6-month momentum

Pending

The stock ranks in the top 20% of the liquid US common-stock universe by 126-day adjusted return.

Momentum Trading Strategy: A 12-1 Momentum Backtest

18 times historically; 60-day forward avg +3.37%, win rate 66.7%, beating the market by -1.22 pts on average.

EPS surprise beat

Pending

Reported EPS beat consensus estimate by at least 5%; event date is the earnings-surprise timestamp.

PEAD: Post-Earnings Announcement Drift Backtest

29 times historically; 60-day forward avg +4.48%, win rate 63%, beating the market by +0.66 pts on average.

Method and limits

  • Returns use us_price:adj_close, adjusted for splits and dividends where available.
  • Excess returns use world_index:^GSPC as the S&P 500 benchmark proxy.
  • Quarterly fundamentals are aligned to SEC filing dates before daily valuation studies.
  • The promoted universe starts from active NYSE/NASDAQ common stocks, then applies price and dollar-volume gates.
  • Snapshot-only tables such as analyst consensus, DCF, us_ratios, and us_key_metrics are intentionally excluded from historical evidence.
  • Overlapping event windows are descriptive distributions, not independent samples.

This page is for historical data analysis and education only. It is not investment advice. Backtests and historical return distributions do not predict future performance; evaluate risk independently before trading.