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Investor Insights

This summary was created by AI, based on 9 opinions in the last 12 months.

The experts have mixed opinions on Rockwell Automation Inc. Some believe that the company's last quarter was a miss and shares have fallen, but it might be bottoming out soon. Others are bullish on the industrial sector and believe that Rockwell Automation will benefit from new manufacturing's need for clean energy. Trevor Rose's insights highlight the company's strong balance sheet and consistent growth over the years. Overall, there is a positive outlook for the company's future, but caution is advised in terms of timing for investment.

Fair Value
Eton Corp, ETM

He is bullish on the industrial sector and new manufacturing will need clean energy. He prefers Eton Corp (ETM) over Rockwell in this space, Eton supplies electrical equipment for automation and precision manufacturing.

transportation equip & components

Their last quarter was a miss and shares have fallen a lot. It's bottoming. Before buying though wait till the next quarter. 

transportation equip & components
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

ROK operates as a provider of industrial automation solutions and is now trading at 24x times' Forward P/E. In the 2Q, ROK’s revenue grew 13.7% to $2.24B, missing estimates of $2.34B and EPS was $3.01 missing estimates of $3.19. Although the result was a miss for both the top and bottom lines, the company also updated a better outlook of double-digit growth (around 15%) for FY2023. The balance sheet is strong, with net debt of $3.6B and net debt/EBITDA is 1.9x. In the last five years, the company consistently grew its topline in the range of single-digit(except in 2020 due to the pandemic), gradually raising dividends and share repurchases over the years, which we like. The valuation multiple is also attractive relative to historical averages in the last five years (ranging from 20x to 33x). We are okay to enter the name at this level on recent weakness. 
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transportation equip & components
With comments from technical analyst Larry Williams

Shares are dipping now, but in mid/late August he expects a rally to new highs. This is based on ROK's historical patterns.

transportation equip & components

Highest quality company in industrial automation. AI will bring a whole plethora of opportunities. Great companies hit new highs and then go higher. You're just fine holding.

transportation equip & components

It has lagged but is in a good trend. You could buy above $300 or at $270. Whether you wait to buy depends on whether you are a long term investor. Industrials are doing better.

transportation equip & components

Global supply chain disruption has made American companies invest more in domestic production, which helps automation companies like ROK. Automation helps American companies compete with cheap overseas labour. ROK had a great quarter yesterday with 27% organic growth and raised full-year forecast. Down 20% from 2021 highs, so there's room to run.

transportation equip & components

Its Fair market value is 30% less than the price today. He added a general comment: the downside risk of stocks trading above FMV is greater in a bear market.

transportation equip & components

Uptrend suggesting good time to buy.
Very good performing stock.

transportation equip & components

Does not own shares in company.
Higher wages and labor shortages will benefit company.
Automation will continue.
Current P/E ratio presenting good buying opportunity.

transportation equip & components

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research.

Rokwell is a $31.9B company that pays a dividend of 1.7%, has grown its sales decently over the past several years, but has shown good margin expansion. 
We like the industry that the company operates in. 
It has been using free cash to repurchase shares and pay down debt, and thereby strengthening its balance sheet position. 
We think that the company is heading in the right direction and we would be comfortable owning this name today. Unlock Premium - Try 5i Free

transportation equip & components
Roared during the pandemic but pulled back hard in the first half of 2022 due to supply chain problems. Since then, they have recovered. Just reported Q1 sales and earnings beats. Plus, they raised their guidance across the board.
transportation equip & components
Automation is a coming trend in American manufacturing as factories add automation in order to meet demand.
transportation equip & components
There's a strong secular tailwind for agriculture as well as capital expenditure to produce greater efficiency. She'd be looking at automation, like Rockwell and Honeywell. Then, how do you move those goods? Look at Union Pacific. There are various ways to play the industrial sector as you move into 2023. She expects capex in private and public levels to pick up in 2023 in the U.S. but also globally even with a (shallow) recession. This is a long-term trend. You can also play this the ETF, GUNR,
transportation equip & components
It's down far more than the market this year, but automation is important when there is a labour shortage now, leading to higher efficiency and productivity. They have a strong backlog as demand endures. They will benefit as production returns in the U.S. She remains overweight industrials.
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Rockwell Automation Inc.(ROK-N) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 6

Neutral - Hold Signals / Votes : 1

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 7

Stockchase rating for Rockwell Automation Inc. is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Rockwell Automation Inc.(ROK-N) Frequently Asked Questions

What is Rockwell Automation Inc. stock symbol?

Rockwell Automation Inc. is a American stock, trading under the symbol ROK-N on the New York Stock Exchange (ROK). It is usually referred to as NYSE:ROK or ROK-N

Is Rockwell Automation Inc. a buy or a sell?

In the last year, 7 stock analysts published opinions about ROK-N. 6 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Rockwell Automation Inc..

Is Rockwell Automation Inc. a good investment or a top pick?

Rockwell Automation Inc. was recommended as a Top Pick by on . Read the latest stock experts ratings for Rockwell Automation Inc..

Why is Rockwell Automation Inc. stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Rockwell Automation Inc. worth watching?

7 stock analysts on Stockchase covered Rockwell Automation Inc. In the last year. It is a trending stock that is worth watching.

What is Rockwell Automation Inc. stock price?

On 2024-02-28, Rockwell Automation Inc. (ROK-N) stock closed at a price of $282.