Rockwell Automation, Inc. (ROK) Total Return:44.04%(TTM)
The total return cagr for Rockwell Automation, Inc. (ROK) is +44.04% over the latest trailing 12-month period. The comparable SPY value is +22.12%. Year-to-date total return is +19.15%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in ROK
$2,666,328
(266.6x return)
Invested on Jun 10, 1996
Growth of $10,000 in SPY (S&P 500)
$188,872
(18.9x return)
Invested on Jun 10, 1996
Hypothetical Growth of $10,000
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
Recent Performance Indicators
YTD Total Return
+19.1%
1-Year Total Return
+44.0%
Current Dividend Yield
1.18%
Price CAGR vs. Total Return CAGR
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | +42.0% | +44.0% | +2.0% |
| 3 Years | +14.7% | +16.6% | +1.9% |
| 5 Years | +10.5% | +12.4% | +1.9% |
| 10 Years | +14.5% | +16.7% | +2.1% |
| 15 Years | +12.4% | +14.7% | +2.3% |
| 20 Years | +10.2% | +12.6% | +2.3% |
About Rockwell Automation, Inc.
Rockwell Automation, Inc., established in 1903 and headquartered in Milwaukee, Wisconsin, is a global leader in providing industrial automation and digital transformation solutions. The company's operations are segmented into three key areas: Intelligent Devices, Software & Control, and Lifecycle Services. The Intelligent Devices segment offers various hardware products such as drives, motion control systems, safety and sensing equipment, industrial components, and customized configurations. The Software & Control division provides essential control and visualization software and accompanying hardware, information management platforms, digital twin and simulation tools, and network and cybersecurity infrastructure. The Lifecycle Services segment completes its offering with expert consulting, professional implementation, and ongoing connected and maintenance support. Rockwell Automation distributes its comprehensive array of hardware, software, and services worldwide through a network of independent distributors, complemented by its direct sales force. Its extensive clientele spans diverse sectors, including discrete manufacturing (like automotive, semiconductors, and logistics), general industries (such as printing, marine, and aerospace), hybrid markets (encompassing food & beverage, life sciences, and eco-industrial applications like water management and renewable energy), and process industries (including oil & gas, mining, and chemicals).
- Sector
- Industrials
- Industry
- Industrial - Machinery
- CEO
- Blake D. Moret