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 49,061 - -
Change - -27.22% 32.23% -7.23% 29.01% 24.84% - -
Enterprise Value (EV) 1 37,428 28,177 34,729 33,630 42,055 51,924 51,536 51,020
Change - -24.72% 23.26% -3.17% 25.05% 23.47% -0.75% -1%
P/E 25.4x 27x 23.9x 32.4x 45.6x 34.4x 30.7x 27.5x
PBR 14.4x 8.32x 9.28x 8.79x 10.8x 13x 11.7x 10.4x
PEG - -0.9x 0.5x -1.1x -6.19x 0.5x 2.5x 2.4x
Capitalization / Revenue 4.88x 3.2x 3.62x 3.69x 4.71x 5.43x 5.14x 4.84x
EV / Revenue 5.35x 3.63x 3.83x 4.07x 5.04x 5.75x 5.4x 5.03x
EV / EBITDA 26.6x 17.9x 17.7x 19x 23.5x 23.5x 21.3x 19.4x
EV / EBIT 30.8x 21.1x 20.2x 23.2x 28.8x 27.1x 24.1x 21.9x
EV / FCF 32.8x 41.3x 28.6x 52.6x 31x 34x 32.4x 28.1x
FCF Yield 3.05% 2.42% 3.5% 1.9% 3.23% 2.94% 3.09% 3.55%
Dividend per Share 2 4.28 4.48 4.72 5 5.24 5.541 6.082 6.25
Rate of return 1.46% 2.08% 1.65% 1.86% 1.5% 1.25% 1.38% 1.41%
EPS 2 11.58 7.97 11.95 8.28 7.67 12.82 14.38 16.05
Distribution rate 37% 56.2% 39.5% 60.4% 68.3% 43.2% 42.3% 38.9%
Net sales 1 6,997 7,760 9,058 8,264 8,342 9,037 9,541 10,145
EBITDA 1 1,405 1,573 1,966 1,766 1,787 2,207 2,419 2,634
EBIT 1 1,216 1,334 1,716 1,448 1,462 1,918 2,134 2,333
Net income 1 1,358 932.2 1,387 952.5 869 1,431 1,579 1,765
Net Debt 1 3,312 3,346 1,894 3,168 2,756 2,863 2,475 1,959
Reference price 2 294.04 215.11 285.87 268.46 349.53 441.80 441.80 441.80
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.($)
34.45x5.75x23.53x1.25% 49.06B
18.72x2.47x11.1x2.74% 269B
25.71x2.97x16.23x2.06% 242B
31.74x4.06x18.76x1.54% 195B
40.42x5.86x25.03x0.95% 174B
40.84x5.48x24.6x1.04% 135B
45.61x7.5x30.23x0.09% 106B
92.04x11.81x65.43x0.34% 98.73B
32.16x5.19x18.07x1.4% 87.52B
34.14x7.11x22.25x0.54% 57.63B
Average 39.58x 5.82x 25.52x 1.2% 141.38B
Weighted average by Cap. 35.64x 4.98x 22.58x 1.49%

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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