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Upturn AI SWOT - About
ROK 
Rockwell Automation Inc (ROK)
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Upturn Advisory Summary
04/01/2025: ROK (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit -5.64% | Avg. Invested days 47 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 29.26B USD | Price to earnings Ratio 32.18 | 1Y Target Price 305.49 |
Price to earnings Ratio 32.18 | 1Y Target Price 305.49 | ||
Volume (30-day avg) 866410 | Beta 1.38 | 52 Weeks Range 239.46 - 307.32 | Updated Date 04/1/2025 |
52 Weeks Range 239.46 - 307.32 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 2.03% | Basic EPS (TTM) 8.04 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 11.39% | Operating Margin (TTM) 13.08% |
Management Effectiveness
Return on Assets (TTM) 7.11% | Return on Equity (TTM) 24.85% |
Valuation
Trailing PE 32.18 | Forward PE 28.74 | Enterprise Value 32812494565 | Price to Sales(TTM) 3.61 |
Enterprise Value 32812494565 | Price to Sales(TTM) 3.61 | ||
Enterprise Value to Revenue 4.05 | Enterprise Value to EBITDA 21.43 | Shares Outstanding 113073000 | Shares Floating 112719030 |
Shares Outstanding 113073000 | Shares Floating 112719030 | ||
Percent Insiders 0.21 | Percent Institutions 86.98 |
Analyst Ratings
Rating 3.61 | Target Price 296.08 | Buy 3 | Strong Buy 9 |
Buy 3 | Strong Buy 9 | ||
Hold 13 | Sell 2 | Strong Sell 1 | |
Strong Sell 1 |
Upturn AI SWOT
Rockwell Automation Inc
Company Overview
History and Background
Rockwell Automation was founded in 1903 by Lynde Bradley and Dr. Stanton Allen as the Compression Rheostat Company. It later became the Allen-Bradley Company and adopted its current name in 1999. The company has evolved from manufacturing motor controllers to providing comprehensive industrial automation solutions.
Core Business Areas
- Intelligent Devices: This segment includes drives, motion control, safety products, sensing devices, industrial components, and configured-to-order products. It focuses on providing hardware and software solutions for machine and equipment control.
- Software & Control: This segment provides control platforms, visualization software, manufacturing execution systems (MES), and network and security solutions. It centers on providing the digital infrastructure for automation systems.
- Lifecycle Services: This segment offers consulting, professional services, and maintenance solutions designed to improve efficiency, sustainability, and plant productivity throughout the product lifecycle.
Leadership and Structure
Blake D. Moret is the Chairman and CEO. The company operates with a functional organizational structure, with leadership teams focused on key business segments and support functions like finance, technology, and sales.
Top Products and Market Share
Key Offerings
- Allen-Bradley Programmable Logic Controllers (PLCs): Rockwell's PLCs are industry-leading and used for controlling a wide range of industrial processes. Market share varies by region and specific PLC type, but they are a dominant player. Competitors include Siemens (SIE.DE), Mitsubishi Electric (6503.JP), and Schneider Electric (SU.PA).
- FactoryTalk Software Suite: This suite includes MES, HMI, and analytics software for industrial automation. Market share in MES is competitive, but Rockwell is a strong contender. Competitors include Siemens (SIE.DE), AVEVA (AVV.L) and Dassault Systu00e8mes (DSY.PA).
- PowerFlex Drives: Rockwell's PowerFlex drives are used for motor control and energy efficiency in industrial applications. Rockwell is a leading supplier of industrial drives. Competitors include Siemens (SIE.DE), ABB (ABB), and Danfoss.
Market Dynamics
Industry Overview
The industrial automation market is growing due to increased demand for efficiency, productivity, and connectivity. Key trends include the adoption of IIoT, cloud computing, and artificial intelligence.
Positioning
Rockwell Automation is a leading provider of industrial automation solutions, known for its broad product portfolio, strong brand reputation, and extensive distribution network. Their competitive advantages include integrated solutions and a large installed base.
Total Addressable Market (TAM)
The global industrial automation market is projected to reach approximately $300 billion by 2030. Rockwell Automation is well-positioned to capture a significant portion of this TAM through its comprehensive product offerings and focus on digital transformation solutions.
Upturn SWOT Analysis
Strengths
- Strong Brand Recognition
- Extensive Product Portfolio
- Large Installed Base
- Global Distribution Network
- Focus on Innovation
Weaknesses
- Higher Price Point Compared to Some Competitors
- Reliance on Mature Markets
- Slow Adaptation to certain new software approaches such as containerization
Opportunities
- Expanding into Emerging Markets
- Developing IIoT and Cloud-Based Solutions
- Offering More Subscription-Based Services
- Leveraging Acquisitions for Growth
Threats
- Increased Competition from Global Players
- Economic Downturns
- Cybersecurity Risks
- Disruptive Technologies
Competitors and Market Share
Key Competitors
- SI (SIE.DE)
- ABB (ABB)
- EMR (EMR)
- HON (HON)
- AD (ADI)
Competitive Landscape
Rockwell Automation faces competition from large global players. Rockwell's advantages include its strong brand, integrated solutions, and distribution network. Disadvantages can include higher price points than some competitors.
Major Acquisitions
Plex Systems
- Year: 2021
- Acquisition Price (USD millions): 2220
- Strategic Rationale: Expanded Rockwellu2019s cloud-native smart manufacturing platform for SaaS based production management.
Kalypso
- Year: 2020
- Acquisition Price (USD millions):
- Strategic Rationale: Kalypso is a software delivery and enterprise performance management implementation services provider.
Growth Trajectory and Initiatives
Historical Growth: Rockwell Automation has experienced steady growth, driven by increasing demand for automation solutions.
Future Projections: Analysts predict continued growth for Rockwell Automation, driven by IIoT and digitalization trends. Revenue is projected to grow at a rate of 5-7% annually.
Recent Initiatives: Recent initiatives include acquisitions to expand product offerings, investments in digital transformation solutions, and partnerships to enhance its ecosystem.
Summary
Rockwell Automation is a strong player in the industrial automation market, benefiting from its well-established brand, broad product portfolio, and strong distribution network. The company's focus on digital transformation and IIoT positions it for continued growth. However, it faces competition from other global players and needs to adapt to emerging technologies to remain competitive. Economic downturns and cybersecurity threats also pose challenges.
Similar Companies
ADI
Analog Devices Inc
ADI
Analog Devices Inc
EMR
Emerson Electric Company
EMR
Emerson Electric Company
HON
Honeywell International Inc
HON
Honeywell International Inc
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Industry Reports
- Analyst Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market data and analyst estimates are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Rockwell Automation Inc
Exchange NYSE | Headquaters Milwaukee, WI, United States | ||
IPO Launch date 1987-01-01 | President, Chairman & CEO Mr. Blake D. Moret | ||
Sector Industrials | Industry Specialty Industrial Machinery | Full time employees 27000 | |
Full time employees 27000 | |||
Rockwell Automation, Inc. provides industrial automation and digital transformation solutions in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. The company operates through three segments, Intelligent Devices, Software & Control, and Lifecycle Services. Its solutions include hardware and software products and services. The Intelligent Devices segment offers drives, motion, safety, sensing, industrial components, and configured-to-order products. The Software & Control segment provides control and visualization software and hardware, information software, and network and security infrastructure solutions. The Lifecycle Services segment provides consulting, professional services and solutions, and connected and maintenance services. It sells its solutions primarily through independent distributors in relation with its direct sales force. It serves discrete end markets, including automotive, semiconductor, and warehousing and logistics, as well as general industries comprising printing and publishing, marine, glass, fiber and textiles, airports, and aerospace; hybrid end markets, such as food and beverage, life sciences, household and personal care, and tire, as well as eco industrial, including water/wastewater, waste management, mass transit, and renewable energy; and process end markets comprising oil and gas, mining, metals, chemicals, pulp and paper, and others. The company was founded in 1903 and is headquartered in Milwaukee, Wisconsin.
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