ROK

ROK

Rockwell Automation

Hybrid Industrial

★ Quality 68/100
Overvalued

Price today

$468.50

what the market pays

Worth

$202.98

calculated cycle value

Worth $202.98price today $468.50

Price is 131% above its value

charlieapp.co

Price vs Intrinsic Value

VI$143$229$315$400$486'21'22'23'24'25'26ROKVI $203 · MdS -57%
UndervaluedDiscountedFair priceIV = current model value

The line is the price month by month; the green band marks when it's undervalued (−20% off value). When the price drops in there, the discount is real, not opinion.

Where does the value come from?

🏭

Manufacturing + technology

$221.95

per share

How it's calculated

💰

Free cash flow per share

normalized free cash flow

$13.16
×
📐

Multiplier

years of discounted cash flows

16.9x
=
🏢

Business value

without cash

$221.95

Rockwell Automation — high assistant confidence (2026-06-07). Review note.

🏦

Net cash in the bank

cash minus financial debt, per share

$18.97

Total calculated value

business + cash

$202.98

How many times the cash flow

Hybrid Industrial · vs 28 peers

You pay today
37.1x
Sector median
33.7x
Charlie: worth
16.9x

You pay 37.1x times this business's cash flow; its sector median is 33.7x.

54% above what Charlie thinks it's worth (16.9x) — you're overpaying, sector or no sector.

Why Overvalued?

Its free cash flow is $13.16/share × 16.9x multiplier minus $18.97 in negative net cash = $202.98 in intrinsic value. Today's price of $468.50 is 57% above the calculated value — the market is paying a premium over what the model sees as fair.

⚠️

The price is 131% above the calculated value. You're paying more than it's worth.

⚠️

Buying here lowers your expected return and wipes out the safety margin.

💡

The next reasonable entry zone starts at $192.83.

At what price would buying make sense?

Entry zones

🟢 Undervalued

$162.38

-20% off Value

🟡 Discounted

$192.83

-5% off Value

🔴 Today

$468.50

-57% Valor

🔴

Overvalued

The market prices it too high versus what the business makes. Patience pays off here.

Time is the friend of the wonderful company, the enemy of the mediocre.

— Warren Buffett

Model updated · July 2026

The business

Rockwell is the factory's nervous system: plug it in and you can't rip it out.

Rockwell Automation sells industrial automation: controllers, software (FactoryTalk), drives, and sensors that keep factories running. It charges for hardware and, increasingly, for software and recurring services. FY2025 revenue of $8.3B with a 48% gross margin.

The switching cost is real: once your plant runs on Allen-Bradley and FactoryTalk, reconfiguring everything costs time, money, and the risk of halting production. It's a stickiness moat, not a monopoly. Siemens and Schneider compete head-on and give up no ground.

Revenue history

$7.0B
2021
$7.8B
2022
$9.1B
2023
$8.3B
2024
$8.3B
2025
CAGR 5 años: +4%

From $7.0B to $8.3B in 4 years. The business grows steadily.

Where each $100 of sales goes

Revenue $8.3B · FY2025

Cost of sales$4.3B · 52%
Operations$2.3B · 28%
Taxes and other$834M · 10%
Net profit$869M · 10%

Of every $100 in sales, $90 goes to costs and operations; $10 is left as net profit (10% margin).

Catalysts and risks

Industrial reshoring in the U.S.: manufacturing capex is growing and Rockwell is a natural domestic supplier.

Growth in software and ARR (Annual Recurring Revenue), which improves margins over cyclical hardware.

Recovery of the order cycle after the 2024-2025 destocking.

⚠️

Cyclical business tied to industrial capex; when factories slow down, orders drop fast.

⚠️

Direct competition from Siemens and Schneider, with more global scale.

⚠️

CAGR of 4% — it grows barely above inflation. Not a compounding machine.

Charlie's note

At 16.87x you pay a sensible price for a sticky business —switching away from Allen-Bradley hurts— with a 48% gross margin; the drag is that 4% growth, which asks for patience more than enthusiasm.

Analysis · June 2026

So when would be a good price for Rockwell Automation?

By our calculation, not yet. We will email you the day it drops to $192.83 — so you do not have to keep checking.

🔔 Email me

Free · no card

Charlie informs, it doesn't advise. No information should be taken as a recommendation to buy or sell.