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 49,285 - -
Change - -27.22% 32.23% -7.23% 29.01% 25.41% - -
Enterprise Value (EV) 1 37,428 28,177 34,729 33,630 42,055 52,040 51,813 51,464
Change - -24.72% 23.26% -3.17% 25.05% 23.74% -0.44% -0.67%
P/E 25.4x 27x 23.9x 32.4x 45.6x 34.4x 30.9x 27.4x
PBR 14.4x 8.32x 9.28x 8.79x 10.8x 13.1x 11.7x 10.2x
PEG - -0.9x 0.5x -1.1x -6.19x 0.5x 2.7x 2.1x
Capitalization / Revenue 4.88x 3.2x 3.62x 3.69x 4.71x 5.44x 5.14x 4.84x
EV / Revenue 5.35x 3.63x 3.83x 4.07x 5.04x 5.75x 5.41x 5.05x
EV / EBITDA 26.6x 17.9x 17.7x 19x 23.5x 23.6x 21.3x 19.3x
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 33.9x 32.3x 28.6x
FCF Yield 3.05% 2.42% 3.5% 1.9% 3.23% 2.95% 3.09% 3.5%
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% 1.25% 1.37% 1.42%
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 2 294.04 215.11 285.87 268.46 349.53 443.81 443.81 443.81
Nbr of stocks (in thousands) 116,026 115,435 114,860 113,467 112,434 111,049 - -
Announcement Date 11/2/21 A 11/2/22 A 11/2/23 A 11/7/24 A 11/6/25 A - - -
1USD in Million2USD
Estimates

P/E, Detailed evolution



P/E (Y) EV / Sales (Y) EV / EBITDA (Y) Dividend Yield (Y) Capi.($)
34.07x5.69x23.39x1.26% 48.77B
24.47x2.92x15.92x2.1% 228B
12.06x1.31x6.18x4.22% 163B
25.12x3.29x15.07x1.92% 152B
34.14x5.08x21.34x1.15% 149B
37.21x4.93x22.18x1.34% 121B
30.49x4.37x21.47x0.89% 101B
33.91x5.46x19x1.33% 92.75B
32.65x4.04x21.71x1.04% 94.42B
84.52x10.45x59.77x0.37% 86.78B
Average 34.86x 4.75x 22.60x 1.56% 123.72B
Weighted average by Cap. 31.75x 4.24x 20.30x 1.78%

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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