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The Screen · Industrials · Specialty Industrial Machinery
Rockwell Automation
ROK · a US exchange · USD · Market cap $50.1B · 26,000 employees
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.
Positioning political selling, disclosed 2026-09-17
Options put/call open interest 0.65, read 2026-11-05
Ethical passes the values gate
Price375.86 USD
Fair value394.13
Ethical score82.0/100
Value readFairas of 6 Nov 2026
Our investment reviews on this name
2026-11-05Read Distribution443.88-15.3% to today ✓Markdown gives way to Distribution
2026-11-03Read Markdown440.16-14.6% to today ✓Accumulation gives way to Markdown first Markdown read since October
2026-10-29Read Accumulation443.81-15.3% to today Markdown gives way to Accumulation after a 5% rise in 1 days
2026-10-28Read Markdown422.03-10.9% to today ✓Accumulation gives way to Markdown first Markdown read since September
Our analytic regime reads on this name, dated and marked against the screened price. Small sample per name, and separate from the daily-framework accuracy on the Track Record page.
Rockwell Automation holds its Distribution at $375.86. Consolidating, no directional conviction, held for 42 days.
As held on the ledger · 2026-11-06
Phase
Distribution · caution
Quantitative state
Consolidating, no directional conviction, held for 42 days
Price at the screen
$375.86
Valuation
42.27 trailing · 30.27 forward price to earnings
Values screen
PASS· score 82.0
Beta
1.50
The Workings
Five Screens, Shown in Full
Full pass across all five screens. This security clears the Titan Ethical Standard: its business and its balance sheet both stay inside the lines.
Test
Figure
Limit
What it means
Status
Business activity
Permissible
Core business clean
Its core business isn't built on prohibited lines: no gambling, alcohol, tobacco, weapons, or interest-based lending.
Pass
Debt load
32.51%
Below 33%
Interest-bearing debt is just 32.5% of its assets, well under the one-third ceiling: it does not run on borrowed money.
Pass
Interest-bearing cash
0.00%
Below 33%
Cash held in interest-bearing accounts and securities is 0.0% of assets, under the one-third limit.
Pass
Receivables
21.38%
Below 49%
Money owed to the company is 21.4% of assets, under the 49% limit.
Pass
Revenue purity
0.16%
Below 5%
Only 0.2% of revenue comes from non-compliant sources, under the 5% line.
Pass
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
The Ethical Read
Why It Clears, in Plain English
Rockwell Automation clears all five screens. Its business is in a permissible area, its interest-bearing debt is about 33%, inside the ~33% line, and almost none of its income is interest, so it passes.
Read as at 2026-11-07. It updates when the underlying figures move, and past reads are kept below.
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Today ROK passes the screen. If new figures move it to a fail, we send you one short email with the before and after. Verdicts change rarely, so you may not hear from us for a long time.
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What the Numbers Say It Is Worth
The Fair Value Range
Our analysis reads Fair vs our fair value, as of 6 Nov 2026: it trades at roughly a 5% discount to our $394.13 fair value, moderate competitive moat, 7.90% revenue growth.
Fair value range in USD, drawn from the 2026-11-06 screen. The gold marker is the market price at the same screen. A 4.6% discount to the base estimate.
Where our models see it going: fair-value estimate $394.13, with a range of $253.80 to $453.25, dated to the 2026-11-06 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain Words
Factory Brains Priced Like Growth Darlings
Picture a Midwest assembly line where every robot and sensor talks back in real time. Rockwell sits at the centre of that conversation, selling the controls and software that keep plants running. Revenue is growing 12 percent and returns on equity hit 27 percent, yet the shares trade at 31.6 times forward earnings with a negative 16 percent margin of safety.
We pass. The market already prices in flawless execution and ignores the fact that a moderate moat in automation still faces global rivals and cyclical order swings. Paying 461 dollars when our work values the business closer to 390 dollars leaves no room for disappointment.
Analysts may cluster around a 487 dollar target, but history shows industrial multiples compress fast when capital spending slows. Currency moves and supply chain kinks add further volatility that the current valuation does not reflect. Analysis, not advice.
Another profit measure, before interest, tax and non-cash costs: EBITDA.
The risks · The things to watch: it already moves more than the market on an average day.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
ROK trades on a US exchange. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The framework has shifted from markdown to distribution since the last review. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.6% since our last review. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 0% above its long-term trend line with momentum reading bearish. Over the past year the shares are up 37%. Our forward projection puts the odds of a 10% gain over the next month near 28%. The street (25 analysts) rates it buy, with a mean price target of $462. It reported earnings in this window, a natural checkpoint for the thesis.
2026-11-04Markdown$446.38+1.4%Entry 16
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved up 1.4% since our last review. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 0% above its long-term trend line with momentum reading bearish. Over the past year the shares are up 37%. Our forward projection puts the odds of a 10% gain over the next month near 28%. The street (25 analysts) rates it buy, with a mean price target of $462. It reported earnings in this window, a natural checkpoint for the thesis.
2026-11-03Markdown · changed$440.16+0.9%Entry 15
The framework has shifted from accumulation to markdown since the last review. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved up 0.9% since our last review. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 0% above its long-term trend line with momentum reading bearish. Over the past year the shares are up 37%. Our forward projection puts the odds of a 10% gain over the next month near 28%. The street (25 analysts) rates it buy, with a mean price target of $462. It reported earnings in this window, a natural checkpoint for the thesis.
2026-11-02Accumulation$436.20+0.0%Entry 14
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 0% above its long-term trend line with momentum reading bearish. Over the past year the shares are up 37%. Our forward projection puts the odds of a 10% gain over the next month near 28%. The street (25 analysts) rates it buy, with a mean price target of $462. It reported earnings in this window, a natural checkpoint for the thesis.
2026-11-01Accumulation$436.20+0.0%Entry 13
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 0% above its long-term trend line with momentum reading bearish. Over the past year the shares are up 37%. Our forward projection puts the odds of a 10% gain over the next month near 28%. The street (25 analysts) rates it buy, with a mean price target of $462. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-31Accumulation$436.20-3.4%Entry 12
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 3.4% since our last review. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 0% above its long-term trend line with momentum reading bearish. Over the past year the shares are up 37%. Our forward projection puts the odds of a 10% gain over the next month near 28%. The street (25 analysts) rates it buy, with a mean price target of $462. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-30Accumulation$451.40+1.7%Entry 11
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved up 1.7% since our last review. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 0% above its long-term trend line with momentum reading bearish. Over the past year the shares are up 37%. Our forward projection puts the odds of a 10% gain over the next month near 28%. The street (25 analysts) rates it buy, with a mean price target of $462. It reported earnings in this window, a natural checkpoint for the thesis.
The framework has shifted from markdown to accumulation since the last review. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved up 5.2% since our last review. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 0% above its long-term trend line with momentum reading bearish. Over the past year the shares are up 37%. Our forward projection puts the odds of a 10% gain over the next month near 28%. The street (25 analysts) rates it buy, with a mean price target of $462. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-28Markdown · changed$422.03+0.0%Entry 9
The framework has shifted from accumulation to markdown since the last review. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 0% above its long-term trend line with momentum reading bearish. Over the past year the shares are up 37%. Our forward projection puts the odds of a 10% gain over the next month near 28%. The street (25 analysts) rates it buy, with a mean price target of $462.
2026-10-21Accumulation$422.03-2.4%Entry 8
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 2.4% since our last review. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 0% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 37%. Our forward projection puts the odds of a 10% gain over the next month near 28%. The street (25 analysts) rates it buy, with a mean price target of $462.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
