Rockwell Automation (ROK) stock: Winston Score and insider trades

§Winston Score History

Rockwell Automation helps factories run more efficiently by making the software, hardware, and control systems that automate industrial machines. Its products include programmable controllers, sensors, and industrial software used by manufacturers in industries like food and beverage, automotive, oil and gas, and life sciences. It is one of the largest pure-play industrial automation companies in the world, focused almost entirely on factory automation and digital manufacturing.

Rockwell makes money by selling hardware equipment, software licenses, and subscription-based software platforms, along with ongoing services and support contracts. It operates primarily in North America but has a growing international presence, with roughly $9 billion in annual revenue. Its competitive moat comes from deep integration with customers' existing factory systems, making it costly and disruptive to switch to a competitor. The key growth driver is the long-term trend of manufacturers investing in automation to reduce labor costs and improve efficiency, though slowing industrial capital spending or a manufacturing recession could weigh on demand.

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8 Congressional buys and 8 sells on ROK in the last 12 months.

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Growth Profile

For growth stock investors

When traditional metrics don't capture the full picture, these are the signals growth stock investors use instead.

Revenue Growth

+7.9% YoY

YoY Growth Rate

Slow revenue growth

EPS Growth

+39.5% YoY

YoY Growth Rate

EPS growth accelerating

R&D Spend

$679M/ year

↑ Rising (+42% vs prior year)

8.1% of revenue

2.0x the sector average (4%)

R&D investment increasing — building for the future

Insider Activity

0.2%ownership

→ Flat

Insider ownership roughly steady over the past year

Cash Position

Cash flow positive

$666M cash & investments

Quarterly Free Cash Flow

→ Burn rate stable

Company generates more cash than it spends — no dilution risk from fundraising

Growth context

Rockwell Automation is growing revenue at 8% year-over-year. The Winston Score measures business quality today — these growth metrics show what could matter tomorrow.

The Winston Score above measures business quality today. Growth stocks often score lower because they invest in the future rather than maximising current profits. These metrics show what matters most for evaluating that future.

Score breakdown

Every number that matters to educated investors.

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Quality

Profit per sale

Gross Margin

49.5%

Healthy — 49.5% gross margin

Profit after running costs

Operating Margin

28.3%

Excellent — 28.3% operating margin

Return on the money invested

ROCE

27.4%

Exceptional — 27.4% return on capital

ROIC above 25%. Every dollar invested in the business earns more than 25 cents back per year.

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Growth

Sales growth

Sales YoY

+11.3%

Steady sales growth (+11.3% YoY)

Profit growth

EPS YoY

+24.9%

Earnings growing fast (+24.9% YoY)

Healthy double-digit earnings growth — what compounders look like.

How steady the profit is

EPS Consistency

4/8 quarters

Earnings inconsistent quarter-to-quarter

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Cash Flow

Profit that turns into cash

Cash Conversion

144%

Turns 144% of profit into real cash

Spare cash per sale

FCF Margin

16.8%

Converts sales into free cash efficiently (16.8%)

FCF margin between 10% and 20%. Every $100 in sales becomes $10 to $20 in real cash.

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Stability

What it owes vs what it owns

Debt / Equity

1.03

Elevated debt (1.03)

Covers its interest

Interest Cover

14.41x

Comfortably covers interest (14.4x)

Interest coverage above 8. Profits cover interest many times over.

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Valuation

Price vs profit

P/E Ratio (TTM)

39.7x

Pricey — P/E 39.7

P/E over 35. The market is pricing in heavy, sustained growth.

Cheaper or dearer next year

P/E vs Forward

+13.1

GROWING

Earnings expected to grow meaningfully — cheaper on forward P/E (39.7 → 26.6)

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Dividends

Dividend

Dividend Yield

1.25%

Small dividend — 1.25% yield

Modest yield. The bulk of any return needs to come from price appreciation.

Dividend record

Dividend Growth

+5.3%

Dividend growing modestly (5.3% YoY)

Payout Ratio

51%

no trend

Pays out a modest share of profit and keeps the rest to reinvest. Room to keep paying through a weak year.

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Rockwell Automation

§How the score breaks down

Share count falling — buybacks

§Winston Score History

Politician Trades

Growth Profile

Every number that matters to educated investors.

Quality

Growth

Cash Flow

Stability

Valuation

Dividends