Skip to main content

Rockwell Automation Inc (ROK)

Electrical Equipment
Industrial
cíclico
dividend achiever

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. 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.

Precio Actual

$410.53
+1.70% vs día anterior

Capitalización

46B

Desviación

+66.30%

Y/Y Growth

4.8%

EBIT Margin

19.5%

ROIC

18%

PEG Ratio

2.2

ROE

38.9%

3Y EPS Growth

12.3%

Dividend Yield

1.22%

Net Debt / EBITDA

2x

Proyecciones CAGR

Proyecciones de tasa de crecimiento anual compuesta basadas en diferentes modelos de valoración. CAGR EV/FCF es la métrica principal.

CAGR EV/FCF
-4.6%
CAGR EV/FCF (2026):
-39.9%
CAGR Prom.:
-1.6%
CAGR P/E:
-1.5%
CAGR EV/EBITDA: 0.2%
CAGR EV/EBIT: -0.6%
Precio de compra para +15%:
$171.39

Múltiplos de Valoración

Múltiplos de valoración utilizados para las estimaciones de CAGR y precios objetivo.

P/E
27x
(Fair: 33x)
EV/FCF
26x
EV/EBITDA
20x
EV/EBIT
23x

Gráfico de Evolución del Precio

Precios Objetivo FCF

Precios futuros estimados de la acción basados en proyecciones de flujo de caja libre.

Calculadora de Sensibilidad

Compara el CAGR de tu valoración con el que resultaría al aplicar diferentes múltiplos (LTM y Fair P/E).

Mercado LTM P/E
54x
Fair P/E
33x
CAGR EV/FCF
Tu Múltiplo: 26x
-4.6%
10.4%
0.1%
CAGR P/E
Tu Múltiplo: 27x
-1.5%
13.1%
2.5%
Tu CAGR
CAGR con LTM
CAGR con Fair P/E

Notas

Rendimiento Histórico vs. Índices

Rendimiento anual (YTD) de la acción comparado con índices y materias primas de referencia.

Media vs. Bitcoin
-280.65%
Media vs. Gold
+4.53%
Media vs. Bono USA 7-10y
+15.63%
Media vs. Bono USA 1-3y
+14.78%
Media vs. Bono USA 20+y
+16.77%
Media vs. Dow Jones
+3.48%
Media vs. S&P 500
+1.25%
Media vs. NASDAQ 100
-4.68%
Media vs. MSCI World
+3.62%
Media vs. Russell 2000
+6.76%
Media vs. STOXX Europe 600
+9.76%
Rendimiento anual de cada inversión. La línea discontinua marca el 0% (punto de equilibrio).
Año
Rendimiento ROK
Rendimiento Bitcoin
Rendimiento vs. Bitcoin
Rendimiento Gold
Rendimiento vs. Gold
Rendimiento Bono USA 7-10y
Rendimiento vs. Bono USA 7-10y
Rendimiento Bono USA 1-3y
Rendimiento vs. Bono USA 1-3y
Rendimiento Bono USA 20+y
Rendimiento vs. Bono USA 20+y
Rendimiento Dow Jones
Rendimiento vs. Dow Jones
Rendimiento S&P 500
Rendimiento vs. S&P 500
Rendimiento NASDAQ 100
Rendimiento vs. NASDAQ 100
Rendimiento MSCI World
Rendimiento vs. MSCI World
Rendimiento Russell 2000
Rendimiento vs. Russell 2000
Rendimiento STOXX Europe 600
Rendimiento vs. STOXX Europe 600
2026
YTD en Vivo
3.01%3.95%-0.94%4.06%-1.06%0.23%+2.78%-0.04%+3.04%1.03%+1.97%2.32%+0.69%1.57%+1.43%1.88%+1.13%1.62%+1.39%4.62%-1.62%2.27%+0.74%
2025
38.51%110.77%-72.26%26.96%+11.56%-3.73%+42.24%0.05%+38.46%-11.17%+49.68%12.80%+25.71%24.01%+14.50%30.78%+7.73%17.88%+20.63%10.80%+27.71%5.50%+33.01%
2024
-6.72%153.66%-160.38%11.76%-18.48%-0.15%-6.58%0.98%-7.71%-2.54%-4.18%13.74%-20.46%24.73%-31.45%44.52%-51.24%21.92%-28.65%15.78%-22.50%11.67%-18.39%
2023
18.77%-65.23%+83.99%0.78%+17.99%-15.93%+34.70%-5.00%+23.76%-31.00%+49.77%-9.40%+28.16%-19.95%+38.72%-33.89%+52.66%-19.70%+38.47%-22.50%+41.27%-13.29%+32.05%
2022
-24.17%60.33%-84.50%-6.24%-17.93%-4.15%-20.02%-0.98%-23.18%-5.94%-18.23%20.23%-44.40%28.79%-52.96%23.20%-47.37%21.22%-45.39%15.39%-39.55%21.66%-45.83%
2021
41.54%301.93%-260.39%23.90%+17.63%8.33%+33.21%2.02%+39.52%15.12%+26.42%6.02%+35.52%15.29%+26.25%41.75%-0.21%12.94%+28.60%18.48%+23.05%-4.64%+46.18%
2020
21.97%88.85%-66.89%17.78%+4.19%5.55%+16.41%1.20%+20.77%10.91%+11.05%21.91%+0.05%28.34%-6.37%34.60%-12.64%25.23%-3.26%23.05%-1.09%23.42%-1.45%
2019
34.33%-71.79%+106.12%-3.12%+37.45%-0.97%+35.30%-0.24%+34.57%-3.17%+37.51%-6.03%+40.36%-7.01%+41.34%-5.30%+39.64%-11.16%+45.50%-13.00%+47.33%-13.42%+47.76%
2018
-23.87%1,184.56%-1,208.43%11.93%-35.80%0.76%-24.63%-0.63%-23.24%6.03%-29.90%24.33%-48.20%18.42%-42.28%27.16%-51.03%19.45%-43.32%12.45%-36.32%7.16%-31.03%
2017
41.73%1,184.56%-1,142.83%11.93%+29.80%-1.15%+42.88%-0.02%+41.75%-1.91%+43.64%24.33%+17.40%18.42%+23.31%27.16%+14.57%19.45%+22.27%12.45%+29.28%7.16%+34.57%
Media14.51%295.16%-280.65%9.97%+4.53%-1.12%+15.63%-0.27%+14.78%-2.26%+16.77%11.03%+3.48%13.26%+1.25%19.18%-4.68%10.89%+3.62%7.75%+6.76%4.75%+9.76%

Historial de Valoración

Historial de cambios significativos en los factores de valoración y precios objetivo a lo largo del tiempo. Los valores resaltados indican un cambio respecto a la valoración anterior.

Fecha de Valoración
Y/Y Growth
EBIT Margin
Net Debt/EBITDA
P/E
EV/FCF
EV/EBITDA
EV/EBIT
Objetivo 2025
Objetivo 2026
Objetivo 2027
Objetivo 2028
Objetivo 2029
9/27/20254.8%19.5%2x27x(18x)26x20x23x$246.86$259.91$302.19$322.76$344.73

Historial de Dividendos

Evolución de los dividendos por acción pagados durante los últimos 10 años.Dividend Achiever - 10+ años de crecimiento continuo

Dividend Yield Actual
1.22%
Basado en 2026
Crecimiento Promedio
7.54%
CAGR últimos 10 años
Años Consecutivos
9
Años de crecimiento continuo
AñoDividendo por AcciónCrecimiento
2026
Actual
$5.00+5.93%
2025$4.72+5.36%
2024$4.48+4.67%
2023$4.28+4.90%
2022$4.08+5.15%
2021$3.88+10.54%
2020$3.51+15.46%
2019$3.04+4.83%
2018$2.90+11.54%
2017$2.60-
CAGR de Dividendos (2017 - 2026)
7.54%

Análisis de Outperformance

Rendimiento histórico vs índices principales y métricas de consistencia

Outperformance Promedio vs Índices

Rendimiento promedio comparado con los principales índices del mercado

Outperformance
Underperformance

Evolución del Rendimiento Año a Año

Rendimiento histórico con marcadores de mejores y peores años

🏆Best Year
2017
+41.73%
📉Worst Year
2022
-24.17%

Consistencia de Rendimiento

Porcentaje de años con rendimientos positivos

70%
7 of 10 years positive
Consistency ScoreExcellent
0%50%70%100%

ROK shows moderate consistency with positive returns in 70% of years.