Company Valuation: Rockwell Automation, Inc.

Data adjusted to current consolidation scope
Fiscal Period: September 2021 2022 2023 2024 2025 2026 2027 2028
Market Cap 1 34,116 24,831 32,835 30,461 39,299 50,455 - -
Change - -27.22% 32.23% -7.23% 29.01% 28.39% - -
Enterprise Value (EV) 1 37,428 28,177 34,729 33,630 42,055 53,204 52,988 52,682
Change - -24.72% 23.26% -3.17% 25.05% 26.51% -0.41% -0.58%
P/E 25.4x 27x 23.9x 32.4x 45.6x 35.1x 31.5x 27.9x
PBR 14.4x 8.32x 9.28x 8.79x 10.8x 13.4x 12x 10.6x
PEG - -0.9x 0.5x -1.1x -6.19x 0.5x 2.8x 2.2x
Capitalization / Revenue 4.88x 3.2x 3.62x 3.69x 4.71x 5.57x 5.27x 4.95x
EV / Revenue 5.35x 3.63x 3.83x 4.07x 5.04x 5.87x 5.53x 5.17x
EV / EBITDA 26.6x 17.9x 17.7x 19x 23.5x 24.2x 21.8x 19.8x
EV / EBIT 30.8x 21.1x 20.2x 23.2x 28.8x 27.7x 24.6x 22.4x
EV / FCF 32.8x 41.3x 28.6x 52.6x 31x 34.8x 33x 29x
FCF Yield 3.05% 2.42% 3.5% 1.9% 3.23% 2.87% 3.03% 3.44%
Dividend per Share 2 4.28 4.48 4.72 5 5.24 5.537 6.081 6.296
Rate of return 1.46% 2.08% 1.65% 1.86% 1.5% 1.22% 1.34% 1.39%
EPS 2 11.58 7.97 11.95 8.28 7.67 12.95 14.42 16.26
Distribution rate 37% 56.2% 39.5% 60.4% 68.3% 42.7% 42.2% 38.7%
Net sales 1 6,997 7,760 9,058 8,264 8,342 9,057 9,581 10,193
EBITDA 1 1,405 1,573 1,966 1,766 1,787 2,201 2,428 2,661
EBIT 1 1,216 1,334 1,716 1,448 1,462 1,920 2,150 2,351
Net income 1 1,358 932.2 1,387 952.5 869 1,449 1,592 1,778
Net Debt 1 3,312 3,346 1,894 3,168 2,756 2,749 2,533 2,227
Reference price 2 294.04 215.11 285.87 268.46 349.53 454.35 454.35 454.35
Nbr of stocks (in thousands) 116,026 115,435 114,860 113,467 112,434 111,049 - -
Announcement Date 11/2/21 11/2/22 11/2/23 11/7/24 11/6/25 - - -
1USD in Million2USD
Estimates

P/E, Detailed evolution



P/E (Y) EV / Sales (Y) EV / EBITDA (Y) Dividend Yield (Y) Capi.($)
35.08x5.87x24.18x1.22% 50.45B
25.49x3.02x16.47x2.03% 239B
14.05x1.73x7.84x3.64% 203B
31.8x4.07x18.77x1.53% 192B
38.81x5.73x24.05x1.01% 169B
46x6.17x27.61x1.08% 154B
30.69x4.41x21.61x0.88% 102B
93.76x11.62x66.36x0.33% 96.97B
41.74x6.86x27.54x0.1% 97.09B
32.65x4.05x21.73x1.03% 94.64B
Average 39.01x 5.35x 25.62x 1.29% 139.82B
Weighted average by Cap. 35.63x 4.79x 22.91x 1.54%

Y-o-Y evolution of P/E

Historical PBR trend

Evolution Enterprise Value / Sales

Change in Enterprise Value/EBITDA



Year-on-year evolution of the Yield

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