Professional
Added to YB: 2025-02-20
Pitch date: 2025-01-14
ROK [bullish]
Rockwell Automation, Inc.
+45.99%
current return
Author Info
No bio for this author
Company Info
Rockwell Automation, Inc., together with its subsidiaries, provides industrial automation and digital transformation solutions in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.
Market Cap
$45.4B
Pitch Price
$277.54
Price Target
N/A
Dividend
1.37%
EV/EBITDA
25.98
P/E
52.71
EV/Sales
5.83
Sector
Electrical Equipment
Category
turnaround
Madison Dividend Income Fund New Position: Rockwell Automation, Inc.
ROK: Industrial automation leader with competitive edge from installed base, high switching costs, and brand. Cyclical downturn in 2024 created buying opportunity at 1.4x S&P 500 dividend yield. Orders expected to trough in 2025. Long-term growth prospects from reshoring, supply chain de-risking. A-rated balance sheet, 5% avg dividend growth.
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