NAS10029,644+0.67%S&P7,651+0.17%GOLD$4,417−0.18%BTC$81,133−0.12%VIX14.81−4.08%live tape · as of 23:00 UTC · 20 Sep
The Screen · Industrials · Specialty Industrial Machinery
Rockwell Automation
ROK · a US exchange · USD · Market cap $47.8B · 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 no disclosures inside 60 days, left as found
Options no verdict drawn today, left as found
Ethical passes the values gate
Price429.13 USD
Fair value395.98
Ethical score82.0/100
RatingOVERVALUED
Our investment reviews on this name
2026-09-11Read Markdown429.13+0.0% to today
2026-07-02Read Markup446.71-3.9% to today
Our analytic regime reads on this name, dated and marked against today's price. Small sample per name, and separate from the daily-framework accuracy on the Track Record page.
Rockwell Automation holds its Markdown at $429.13. The statistical read favours the sellers, held for 14 days.
As held on the ledger · 2026-09-08
Phase
Markdown · caution
Quantitative state
The statistical read favours the sellers, held for 14 days
Price at the screen
$429.13
Valuation
40.22 trailing · 28.90 forward price to earnings
Values screen
PASS· score 82.0
Beta
1.52
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.
What the Numbers Say It Is Worth
The Fair Value Range
Our framework reads OVERVALUED: it trades above our $395.98 fair value estimate, moderate competitive moat, 7.90% revenue growth.
Fair value range in USD, drawn from the 2026-09-08 screen. The gold marker is the market price at the same screen. The price runs 7.7% above the base estimate.
Third-party analyst targets: 24 covering, consensus Buy. The average target sits +15% from the screen price.
Reading the gap · Our more conservative model reads it as fully-to-richly valued here, while the Street is more bullish: a quality-at-a-fair-price name rather than a deep-value one.
Price History & Projections
Where it has been, where the models see it going. History from market close data; projection points are our fair-value estimates and third-party analyst targets, dated to the 2026-09-08 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.
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 Dated Journal · Newest First, Never Edited
Every Entry, As Written
2026-09-11Markdown · changed$429.13-4.6%Entry 5
The framework has shifted from markup to markdown since the last review. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 4.6% 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 20% 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.
2026-08-11Markup$450.05+0.7%Entry 4
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved up 0.7% since our last review. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 20% 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.
2026-07-18Markup$446.71+0.0%Entry 3
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 20% 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.
2026-07-03Markup$446.71+0.0%Entry 2
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows excellent risk-adjusted returns.
2026-07-02Markup$446.71Entry 1
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows excellent risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
