Is Rockwell Automation Stock a Good Investment?
Rockwell Automation Investment Advice | ROK |
- Examine Rockwell Automation's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Rockwell Automation's leadership team and their track record. Good management can help Rockwell Automation navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Electrical Components & Equipment space and any emerging trends that could impact Rockwell Automation's business and its evolving consumer preferences.
- Compare Rockwell Automation's performance and market position to its competitors. Analyze how Rockwell Automation is positioned in terms of product offerings, innovation, and market share.
- Check if Rockwell Automation pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Rockwell Automation's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Rockwell Automation stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Rockwell Automation is a good investment.
Sell | Buy |
Strong Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Barely shadows the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Poor | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Rockwell Automation Stock
Researching Rockwell Automation's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 81.0% of the company shares are owned by institutional investors. The company has Price/Earnings To Growth (PEG) ratio of 2.32. Rockwell Automation recorded earning per share (EPS) of 10.23. The entity last dividend was issued on the 10th of May 2024. The firm had 2:1 split on the 14th of April 1987.
To determine if Rockwell Automation is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Rockwell Automation's research are outlined below:
| Rockwell Automation generated a negative expected return over the last 90 days | |
| Rockwell Automation has a poor financial position based on the latest SEC disclosures | |
| Over 81.0% of the company shares are owned by institutional investors | |
| Latest headline from bizjournals.com: Could Microsoft investment in Wisconsin approach what Foxconn promised What Brad Smith said. |
Rockwell Automation Quarterly Gross Profit |
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Rockwell Automation uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Rockwell Automation. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Rockwell Automation's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 31st of January 2024 Upcoming Quarterly Report | View | |
| 25th of April 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 7th of November 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 30th of September 2023 Last Financial Announcement | View |
Earnings surprises can significantly impact Rockwell Automation's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Rockwell Automation's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2003-01-21 | 2002-12-31 | 0.2 | 0.22 | 0.02 | 10 | ||
2009-07-28 | 2009-06-30 | 0.2 | 0.23 | 0.03 | 15 | ||
2001-11-07 | 2001-09-30 | 0.06 | 0.09 | 0.03 | 50 | ||
2001-07-24 | 2001-06-30 | 0.06 | 0.1 | 0.04 | 66 | ||
2006-04-27 | 2006-03-31 | 0.75 | 0.83 | 0.08 | 10 | ||
2006-01-25 | 2005-12-31 | 0.72 | 0.8 | 0.08 | 11 | ||
1999-01-19 | 1998-12-31 | 0.63 | 0.71 | 0.08 | 12 | ||
2009-11-09 | 2009-09-30 | 0.27 | 0.37 | 0.1 | 37 |
Rockwell Automation Target Price Consensus
We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Rockwell target price is determined by taking all analyst projections and averaging them out. There is no one specific way to measure analysts' performance other than comparing it to past results via a very sophisticated attribution analysis. Rockwell Automation's target price projections below should be used in combination with other traditional price prediction techniques such as stock price forecasting, investor sentiment analysis, technical analysis, earnings estimate, and various momentum models.
| 25 | Buy |
Most Rockwell analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to help potential investors understand Rockwell stock's fair price compared to its market value. Analysts arrive at stock ratings after researching the public financial statements of Rockwell Automation, talking to its executives and customers, or listening to those companies' conference calls.
Macroaxis Advice Exposure ValuationRockwell Automation Target Price Projection
Rockwell Automation's current and average target prices are 273.59 and 311.78, respectively. The current price of Rockwell Automation is the price at which Rockwell Automation is currently trading. On the other hand, Rockwell Automation's target price is what analysts think the stock is worth or could sell for in the future. The more significant the discrepancy between the two prices, the more it stimulates investors to act.Current Price
Rockwell Automation Market Quote on 11th of May 2024
Target Price
Analyst Consensus On Rockwell Automation Target Price
Rockwell Automation Analyst Ratings
Rockwell Automation's analyst stock recommendations are determined by taking an average estimate of all analysts we track and classifying them as Strong Buy, Buy, Hold, Strong Sell, or Sell. Ratings generally communicate what analysts sense about Rockwell Automation stock, and they use a lot of effort and time to analyze it and arrive at a rating. That suggests that analyst recommendations are the outcome of an objective and thorough examination of Rockwell Automation's financials, market performance, and future outlook by experienced professionals. Rockwell Automation's historical ratings below, therefore, can serve as a valuable tool for investors.Know Rockwell Automation's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Rockwell Automation is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Rockwell Automation backward and forwards among themselves. Rockwell Automation's institutional investor refers to the entity that pools money to purchase Rockwell Automation's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Northern Trust Corp | 2023-12-31 | 1.4 M | Lazard Asset Management Llc | 2023-12-31 | 1.1 M | Jpmorgan Chase & Co | 2023-12-31 | 1.1 M | Amvescap Plc. | 2023-12-31 | 1.1 M | Alecta Pensionsforsakring, Omsesidigt | 2024-03-31 | 1.1 M | Legal & General Group Plc | 2023-12-31 | 1 M | Sumitomo Mitsui Trust Holdings Inc | 2024-03-31 | 955.6 K | Harding Loevner L.p. | 2023-12-31 | 850.4 K | Hhg Plc | 2023-12-31 | 849.8 K | Vanguard Group Inc | 2023-12-31 | 13.6 M | Blackrock Inc | 2023-12-31 | 9.9 M |
Rockwell Automation's market capitalization trends
The company currently falls under 'Large-Cap' category with a total capitalization of 30.84 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Rockwell Automation's market, we take the total number of its shares issued and multiply it by Rockwell Automation's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.Market Cap |
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Rockwell Automation's profitablity analysis
Rockwell Automation's profitability indicators refer to fundamental financial ratios that showcase Rockwell Automation's ability to generate income relative to its revenue or operating costs. If, let's say, Rockwell Automation is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Rockwell Automation's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Rockwell Automation's profitability requires more research than a typical breakdown of Rockwell Automation's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.17 | 0.1 | |
| Return On Capital Employed | 0.19 | 0.20 | |
| Return On Assets | 0.10 | 0.07 | |
| Return On Equity | 0.32 | 0.26 |
Determining Rockwell Automation's profitability involves analyzing its financial statements and using various financial metrics to determine if Rockwell Automation is a good buy. For example, gross profit margin measures Rockwell Automation's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Rockwell Automation's profitability and make more informed investment decisions.
The data published in Rockwell Automation's official financial statements usually reflect Rockwell Automation's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Rockwell Automation. For example, before you start analyzing numbers published by Rockwell accountants, it's critical to develop an understanding of what Rockwell Automation's liquidity, profitability, and earnings quality are in the context of the Electrical Equipment space in which it operates.
Please note, the presentation of Rockwell Automation's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Rockwell Automation's management is honest, while the outside auditors are strict and uncompromising. Whatever the case, the imprecision that can be found in Rockwell Automation's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Rockwell Automation. Please utilize our Beneish M Score to check the likelihood of Rockwell Automation's management manipulating its earnings.
Evaluate Rockwell Automation's management efficiency
Rockwell Automation has Return on Asset of 0.0849 % which means that on every $100 spent on assets, it made $0.0849 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.3025 %, implying that it generated $0.3025 on every 100 dollars invested. Rockwell Automation's management efficiency ratios could be used to measure how well Rockwell Automation manages its routine affairs as well as how well it operates its assets and liabilities. Return On Capital Employed is expected to rise to 0.20 this year, although the value of Return On Tangible Assets will most likely fall to 0.1. At this time, Rockwell Automation's Total Current Liabilities is quite stable compared to the past year. Non Current Liabilities Total is expected to rise to about 7.6 B this year, although the value of Liabilities And Stockholders Equity will most likely fall to about 5.8 B.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 27.92 | 29.32 | |
| Net Current Asset Value | 0.00 | 0.00 | |
| Tangible Asset Value | 0.00 | 0.00 | |
| Tangible Book Value Per Share | (6.39) | (6.07) | |
| Enterprise Value Over EBITDA | 16.82 | 17.66 | |
| Price Book Value Ratio | 8.29 | 4.74 | |
| Enterprise Value Multiple | 16.82 | 17.66 | |
| Price Fair Value | 8.29 | 4.74 | |
| Enterprise Value | 8 B | 8.4 B |
The analysis of Rockwell Automation's management efficiency is an essential part of evaluating and assessing the financial and operational performance of the entity. It is also vital to analyze Rockwell Automation's future growth prospects and the overall market conditions to determine the value and potential of its stock. The analysis involves studying a range of financial metrics such as revenue, earnings, profit margins, cash flow, debt, market share, and external factors such as economic trends, industry outlook, competition, and government regulations. The goal of Rockwell Stock analysis is to determine whether it is undervalued, fairly valued, or overvalued and to make informed investment decisions.
Dividend Yield 0.0185 | Forward Dividend Yield 0.0185 | Forward Dividend Rate 5 | Beta 1.435 |
Basic technical analysis of Rockwell Stock
As of the 11th of May 2024, Rockwell Automation holds the Risk Adjusted Performance of 0.0382, coefficient of variation of 1907.13, and Semi Deviation of 1.41. Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Rockwell Automation, as well as the relationship between them. Put it differently, you can use this information to find out if the company will indeed mirror its model of past market data, or the prices will eventually revert. We were able to break down and interpolate data for nineteen technical drivers for Rockwell Automation, which can be compared to its competitors. Please check Rockwell Automation variance, as well as the relationship between the value at risk and skewness to decide if Rockwell Automation is priced some-what accurately, providing market reflects its current price of 273.59 per share. Given that Rockwell Automation has jensen alpha of 0.0661, we recommend you to check out Rockwell Automation's recent market performance to make sure the company can sustain itself at a future point.Rockwell Automation's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Rockwell Automation insiders, such as employees or executives, is commonly permitted as long as it does not rely on Rockwell Automation's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Rockwell Automation insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Rockwell Automation's Outstanding Corporate Bonds
Rockwell Automation issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Rockwell Automation uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Rockwell bonds can be classified according to their maturity, which is the date when Rockwell Automation has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| ROK 175 15 AUG 31 Corp BondUS773903AL39 | View | |
| ROK 28 15 AUG 61 Corp BondUS773903AM12 | View | |
| US773903AJ82 Corp BondUS773903AJ82 | View | |
| US773903AH27 Corp BondUS773903AH27 | View | |
| ROCKWELL AUTOMATION INC Corp BondUS773903AG44 | View |
Understand Rockwell Automation's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Rockwell Automation's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.0382 | |||
| Market Risk Adjusted Performance | 3.16 | |||
| Mean Deviation | 1.17 | |||
| Semi Deviation | 1.41 | |||
| Downside Deviation | 1.51 | |||
| Coefficient Of Variation | 1907.13 | |||
| Standard Deviation | 1.48 | |||
| Variance | 2.19 | |||
| Information Ratio | (0) | |||
| Jensen Alpha | 0.0661 | |||
| Total Risk Alpha | (0.11) | |||
| Sortino Ratio | (0) | |||
| Treynor Ratio | 3.15 | |||
| Maximum Drawdown | 6.93 | |||
| Value At Risk | (2.54) | |||
| Potential Upside | 2.38 | |||
| Downside Variance | 2.28 | |||
| Semi Variance | 1.99 | |||
| Expected Short fall | (1.18) | |||
| Skewness | (0) | |||
| Kurtosis | 0.0207 |
| Risk Adjusted Performance | 0.0382 | |||
| Market Risk Adjusted Performance | 3.16 | |||
| Mean Deviation | 1.17 | |||
| Semi Deviation | 1.41 | |||
| Downside Deviation | 1.51 | |||
| Coefficient Of Variation | 1907.13 | |||
| Standard Deviation | 1.48 | |||
| Variance | 2.19 | |||
| Information Ratio | (0) | |||
| Jensen Alpha | 0.0661 | |||
| Total Risk Alpha | (0.11) | |||
| Sortino Ratio | (0) | |||
| Treynor Ratio | 3.15 | |||
| Maximum Drawdown | 6.93 | |||
| Value At Risk | (2.54) | |||
| Potential Upside | 2.38 | |||
| Downside Variance | 2.28 | |||
| Semi Variance | 1.99 | |||
| Expected Short fall | (1.18) | |||
| Skewness | (0) | |||
| Kurtosis | 0.0207 |
Consider Rockwell Automation's intraday indicators
Rockwell Automation intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Rockwell Automation stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Accumulation Distribution | 19784.38 | |||
| Daily Balance Of Power | 0.9175 | |||
| Rate Of Daily Change | 1.02 | |||
| Day Median Price | 271.7 | |||
| Day Typical Price | 272.33 | |||
| Price Action Indicator | 4.06 | |||
| Period Momentum Indicator | 4.34 |
Rockwell Automation Corporate Filings
8K | 7th of May 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 10th of April 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
13A | 25th of January 2024 An amended filing to the original Schedule 13G | ViewVerify |
| 20th of December 2023 Other Reports | ViewVerify |
Rockwell Stock media impact
Far too much social signal, news, headlines, and media speculation about Rockwell Automation that are available to investors today. That information is available publicly through Rockwell media outlets and privately through word of mouth or via Rockwell internal channels. However, regardless of the origin, that massive amount of Rockwell data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Rockwell Automation news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Rockwell Automation relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Rockwell Automation's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Rockwell Automation alpha.
Rockwell Automation Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Rockwell Automation can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Rockwell Automation Historical Investor Sentiment
Investor biases related to Rockwell Automation's public news can be used to forecast risks associated with an investment in Rockwell. The trend in average sentiment can be used to explain how an investor holding Rockwell can time the market purely based on public headlines and social activities around Rockwell Automation. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Rockwell Automation's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Rockwell Automation and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Rockwell Automation news discussions. The higher the estimate score, the more favorable the investor's outlook on Rockwell Automation.
Rockwell Automation Maximum Pain Price across 2024-05-17 Option Contracts
Rockwell Automation's options can also be used to analyze investors' bias and current market sentiment in the context of behavioral finance. For example, Max pain usually refers to a trading concept that asserts that market manipulation can cause the market price of Rockwell Automation close to the expiration of its current option contract to expire worthlessly. According to most research, about 35% of options are not executed, with roughly 50% traded out before expiration. So, Max pain occurs when market makers reach a net favorable position across all options at a strike price where option holders stand to lose the most money. By contrast, option sellers may reap the most after selling more options than buying, causing them to expire worthlessly. Please continue to view the detailed analysis of Rockwell Automation's options.
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Rockwell Automation Corporate Directors
Rockwell Automation corporate directors refer to members of a Rockwell Automation board of directors. The board of directors generally takes responsibility for the Rockwell Automation's affairs and long-term direction of the entity. A corporate director does not make decisions for the corporation on his own. As a member of the board of directors, she or he must function as a part of a group that makes decisions on behalf of the business only by the board of directors' meetings. To pass a resolution, a majority of Rockwell Automation's board members must vote for the resolution. The Rockwell Automation board of directors' duties also include the election, removal, and supervision of officers, including the adoption, amendment, and repeal of bylaws.| Thomas Rosamilia | Independent Director | Profile | |
| Steven Kalmanson | Independent Director | Profile | |
| William Gipson | Independent Director | Profile | |
| James Keane | Independent Director | Profile |
How to buy Rockwell Stock?
To provide specific investment advice or recommendations on Rockwell Automation stock, we recommend investors consider the following general factors when evaluating Rockwell Automation. This will help you to make an informed decision on whether to include Rockwell Automation in one of your diversified portfolios:- Examine Rockwell Automation's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Rockwell Automation's leadership team and their track record. Good management can help Rockwell Automation navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Electrical Components & Equipment space and any emerging trends that could impact Rockwell Automation's business and its evolving consumer preferences.
- Compare Rockwell Automation's performance and market position to its competitors. Analyze how Rockwell Automation is positioned in terms of product offerings, innovation, and market share.
- Check if Rockwell Automation pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Rockwell Automation's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Rockwell Automation stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Rockwell Automation is a good investment.
Already Invested in Rockwell Automation?
The danger of trading Rockwell Automation is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Rockwell Automation is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Rockwell Automation. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Rockwell Automation is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Rockwell Automation is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if Rockwell Stock is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Rockwell Automation Stock. Highlighted below are key reports to facilitate an investment decision about Rockwell Automation Stock: Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Rockwell Automation. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in persons. For more information on how to buy Rockwell Stock please use our How to buy in Rockwell Stock guide.You can also try the Watchlist Optimization module to optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm.
Complementary Tools for Rockwell Stock analysis
When running Rockwell Automation's price analysis, check to measure Rockwell Automation's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Rockwell Automation is operating at the current time. Most of Rockwell Automation's value examination focuses on studying past and present price action to predict the probability of Rockwell Automation's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Rockwell Automation's price. Additionally, you may evaluate how the addition of Rockwell Automation to your portfolios can decrease your overall portfolio volatility.
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Is Rockwell Automation's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Rockwell Automation. If investors know Rockwell will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Rockwell Automation listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.11) | Dividend Share 4.86 | Earnings Share 10.23 | Revenue Per Share 78.357 | Quarterly Revenue Growth (0.07) |
The market value of Rockwell Automation is measured differently than its book value, which is the value of Rockwell that is recorded on the company's balance sheet. Investors also form their own opinion of Rockwell Automation's value that differs from its market value or its book value, called intrinsic value, which is Rockwell Automation's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Rockwell Automation's market value can be influenced by many factors that don't directly affect Rockwell Automation's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between Rockwell Automation's value and its price, as these two are different measures arrived at by various means. Investors typically determine if Rockwell Automation is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Rockwell Automation's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.