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 47,319 - -
Change - -27.22% 32.23% -7.23% 29.01% 20.41% - -
Enterprise Value (EV) 1 37,428 28,177 34,729 33,630 42,055 50,074 49,847 49,499
Change - -24.72% 23.26% -3.17% 25.05% 19.07% -0.45% -0.7%
P/E 25.4x 27x 23.9x 32.4x 45.6x 33.1x 29.6x 26.3x
PBR 14.4x 8.32x 9.28x 8.79x 10.8x 12.6x 11.2x 9.79x
PEG - -0.9x 0.5x -1.1x -6.19x 0.5x 2.6x 2.1x
Capitalization / Revenue 4.88x 3.2x 3.62x 3.69x 4.71x 5.22x 4.94x 4.65x
EV / Revenue 5.35x 3.63x 3.83x 4.07x 5.04x 5.53x 5.2x 4.86x
EV / EBITDA 26.6x 17.9x 17.7x 19x 23.5x 22.7x 20.5x 18.6x
EV / EBIT 30.8x 21.1x 20.2x 23.2x 28.8x 26.1x 23.2x 21x
EV / FCF 32.8x 41.3x 28.6x 52.6x 31x 32.6x 31.1x 27.5x
FCF Yield 3.05% 2.42% 3.5% 1.9% 3.23% 3.06% 3.21% 3.64%
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% 1.3% 1.43% 1.48%
EPS 2 11.58 7.97 11.95 8.28 7.67 12.89 14.38 16.23
Distribution rate 37% 56.2% 39.5% 60.4% 68.3% 42.9% 42.3% 38.8%
Net sales 1 6,997 7,760 9,058 8,264 8,342 9,058 9,583 10,182
EBITDA 1 1,405 1,573 1,966 1,766 1,787 2,203 2,429 2,662
EBIT 1 1,216 1,334 1,716 1,448 1,462 1,921 2,150 2,352
Net income 1 1,358 932.2 1,387 952.5 869 1,443 1,589 1,780
Net Debt 1 3,312 3,346 1,894 3,168 2,756 2,755 2,528 2,180
Reference price 2 294.04 215.11 285.87 268.46 349.53 426.11 426.11 426.11
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.($)
33.05x5.53x22.73x1.3% 47.32B
23.61x2.83x15.44x2.17% 221B
12.26x1.33x6.25x4.08% 166B
23.89x3.15x14.43x2.01% 146B
32.53x4.87x20.44x1.21% 142B
38.44x5.1x22.93x1.3% 124B
29.47x4.23x20.73x0.92% 97.89B
32.96x5.32x18.52x1.37% 90.13B
30.2x3.76x20.19x1.13% 87.2B
84.16x10.41x59.51x0.37% 86.44B
Average 34.06x 4.65x 22.12x 1.59% 120.83B
Weighted average by Cap. 31.01x 4.15x 19.86x 1.81%

Y-o-Y evolution of P/E

Valuation ratios - P/E - Rockwell Automation, Inc.

Historical PBR trend

Valuation ratios - PBR - Rockwell Automation, Inc.

Evolution Enterprise Value / Sales

Valuation ratios - VE_REV - Rockwell Automation, Inc.

Change in Enterprise Value/EBITDA

Valuation ratios - VE_EBITDA - Rockwell Automation, Inc.


Year-on-year evolution of the Yield

Valuation ratios - Yield - Rockwell Automation, Inc.
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