Rockwell Automation: Quality, Strong Growth & Robust Dividends

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Investment Thesis

Rockwell (NYSE:ROK) is often criticized for being expensive. Through this article, we will try to understand if such a statement is justified or not. In my view, ROK competitive advantage and its strong catalysts are misunderstood. While being

This picture show the segments on which Rockwell is operating

Rockwell Automation

This graph shows the inflationary pressures on wages

Labor Department

This graph shows Rockwell PE Ratio


This graph show the different economic cycles

Encyclopedia Britannica

This graph shows the ISM PMI and Rockwell ROIC


This picture shows Rockwell objectives and guidance in term of financial returns

Rockwell Automation

This picture shows Rockwell dividend policy


This picture shows my valuation inputs


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