ROK
Rockwell Automation, Inc.
ROK has lower modeled downside risk, despite its lower overall score.
VRT
Vertiv Holdings Co
VRT has the edge over ROK overall, supported by stronger valuation and stronger modeled upside.
ROK Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Strong | |
| Strong | |
| Healthy |
ROK's profitability, cash flow and balance sheet are currently healthy, and its revenue is stable.
VRT Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
VRT's revenue, profitability, cash flow and balance sheet are all currently strong.
ROK PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 24x | $303 | -25% |
| Forward | 27x | $404 | — |
| Fair | 32x | $396 | -2.1% |
| Current | 32x | $404 | — |
| Expensive | 41x | $512 | +27% |
Historical ranges are pointers, not guarantees.
ROK's PE is in its fair range at 32x. If earnings grow as analysts expect, today's price would be 27x next year's earnings, in its cheap range.
VRT PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 23x | $210 | — |
| Current | 39x | $210 | — |
| Cheap | 58x | $308 | +47% |
| Fair | 72x | $383 | +83% |
| Expensive | 88x | $472 | +125% |
Historical ranges are pointers, not guarantees.
VRT has the edge over ROK in the historical PE scenario, which offers more potential upside but is not a forecast.
ROK Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Moderate | |
| High |
Analysts expect earnings and revenue growth for ROK, with profitability improving.
VRT Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
Analysts expect strong earnings and revenue growth for VRT, with profitability improving.
ROK Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $15.03 | +20% |
| Q3 2026 | $12.54 | +63% |
| Q2 2026 | $10.68 | +25% |
| Q1 2026 | $9.63 | +21% |
| Q4 2025 | $8.75 | +9% |
| Q3 2025 | $7.67 | -7.4% |
| Q2 2025 | $8.52 | -3.1% |
| Q1 2025 | $7.94 | -22% |
| Q4 2024 | $8.03 | -24% |
ROK earned $12.54 per share over the past year, up 63% from the year before.
VRT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $9.14 | +71% |
| Q3 2026 | $5.35 | +102% |
| Q2 2026 | $4.42 | +111% |
| Q1 2026 | $3.98 | +131% |
| Q4 2025 | $3.41 | +166% |
| Q3 2025 | $2.65 | +75% |
| Q2 2025 | $2.09 | +62% |
| Q1 2025 | $1.72 | +64% |
| Q4 2024 | $1.28 | +7.6% |
VRT has the edge over ROK on earnings, with more consistent year-over-year improvement.
ROK Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $2.3B | +0.7% |
| Q2 2026 | $2.3B | +7.9% |
| Q1 2026 | $2.2B | +12% |
| Q4 2025 | $2.1B | +12% |
| Q3 2025 | $2.3B | +14% |
| Q2 2025 | $2.1B | +4.6% |
| Q1 2025 | $2B | -5.9% |
| Q4 2024 | $1.9B | -8.3% |
ROK's revenue has grown year over year for six quarters in a row: $2.3B last quarter, about level with the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 19% | +16 points |
| Q2 2026 | 24% | +7.8 points |
| Q1 2026 | 24% | +8.7 points |
| Q4 2025 | 21% | +9.4 points |
| Q3 2025 | 2.7% | -11 points |
| Q2 2025 | 16% | +3.5 points |
| Q1 2025 | 15% | +0.3 points |
| Q4 2024 | 11% | -1.3 points |
ROK's operating margin was 19% last quarter, up 16 points from the same quarter a year ago.
VRT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $4.3B | +61% |
| Q2 2026 | $3.3B | +24% |
| Q1 2026 | $2.6B | +30% |
| Q4 2025 | $2.9B | +23% |
| Q3 2025 | $2.7B | +29% |
| Q2 2025 | $2.6B | +35% |
| Q1 2025 | $2B | +24% |
| Q4 2024 | $2.3B | +26% |
VRT has the edge over ROK on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 23% | +3.5 points |
| Q2 2026 | 19% | +2.7 points |
| Q1 2026 | 17% | +2.3 points |
| Q4 2025 | 20% | +0.7 points |
| Q3 2025 | 19% | +1.4 points |
| Q2 2025 | 17% | -0.4 points |
| Q1 2025 | 14% | +1.9 points |
| Q4 2024 | 19% | +4.2 points |
VRT has the edge over ROK on profitability, with a higher operating margin.
ROK Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $602M | +49% |
| Q2 2026 | $654M | +34% |
| Q1 2026 | $275M | +61% |
| Q4 2025 | $170M | -42% |
| Q3 2025 | $405M | +10% |
| Q2 2025 | $489M | +105% |
| Q1 2025 | $171M | +149% |
| Q4 2024 | $293M | +$328.3M |
ROK generated $1.7B in free cash flow over the past year, up 25% from the year before.
VRT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $654.9M | +41% |
| Q2 2026 | $926.5M | +233% |
| Q1 2026 | $654.2M | +145% |
| Q4 2025 | $885.6M | +143% |
| Q3 2025 | $463.5M | +36% |
| Q2 2025 | $277.9M | -19% |
| Q1 2025 | $266.8M | +162% |
| Q4 2024 | $364.5M | +18% |
VRT generated $3.1B in free cash flow over the past year, up 127% from the year before.
ROK Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.4% | +400K shares |
| 1 year | -1% | -1.1M shares |
| 3 years | -3.1% | -3.6M shares |
| 5 years | -4.4% | -5.1M shares |
| Available history | -3.9% | -4.6M shares |
ROK has the edge over VRT on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $502M |
| Q2 2026 | $155M |
| Q1 2026 | $446M |
| Q4 2025 | $153M |
| Q3 2025 | $69M |
| Q2 2025 | $124M |
| Q1 2025 | $132M |
| Q4 2024 | $100M |
ROK spent $1.3B buying back its own shares over the past year, about three times what it spent the year before.
VRT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | -64.9K shares |
| 1 year | +0.4% | +1.8M shares |
| 3 years | +1.1% | +4.4M shares |
| 5 years | +10% | +36M shares |
| Available history | +63% | +152M shares |
VRT has 393M diluted shares, about the same as a year ago.
| Quarter | Spent |
|---|---|
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | $599.9M |
ROK Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.3x | Healthy |
| Q2 2026 | 1.5x | Healthy |
| Q1 2026 | 1.9x | Healthy |
| Q4 2025 | 2.0x | Moderate |
| Q3 2025 | 2.2x | Moderate |
| Q2 2025 | 2.1x | Moderate |
| Q1 2025 | 2.4x | Moderate |
| Q4 2024 | 2.3x | Moderate |
ROK's net debt is about 1.3 years of its operating earnings (EBITDA), down from 2.2 years a year ago.
VRT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.2x | Net Cash |
| Q2 2026 | 0.1x | Very low |
| Q1 2026 | 0.3x | Very low |
| Q4 2025 | 0.6x | Very low |
| Q3 2025 | 0.8x | Very low |
| Q2 2025 | 0.7x | Very low |
| Q1 2025 | 0.8x | Very low |
| Q4 2024 | 1.0x | Healthy |
VRT has the edge over ROK on leverage, with a lower net debt burden relative to earnings.
ROK Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 44.2 | Neutral |
| Stochastic | 25.8 | Neutral |
ROK's weekly RSI is 44 (neutral) and its Stochastic is 26 (neutral).
VRT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 43.0 | Neutral |
| Stochastic | 26.4 | Neutral |
VRT's weekly RSI is 43 (neutral) and its Stochastic is 26 (neutral).
ROK PE vs Industrials Sector
| Metric | ROK | Sector median | Relative |
|---|---|---|---|
| PE | 32x | 24x | 34% above |
| PE % | 52 | 58 | 6 pts below |
ROK has the edge over VRT on valuation relative to its sector.
VRT PE vs Industrials Sector
| Metric | VRT | Sector median | Relative |
|---|---|---|---|
| PE | 39x | 24x | 63% above |
| PE % | 3 | 58 | 55 pts below |
VRT is trading at 39x earnings, a 63% premium to the Industrials sector's median of 24x.
ROK Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $423.7 | 4.6% below |
| 20 week MA | $438.7 | 7.9% below |
| 50 week MA | $422.9 | 4.4% below |
| 100 week MA | $368.2 | 9.8% above |
| 200 week MA | $326.1 | 24% above |
ROK has pulled back, but its long-term trend is still up: it's below its 8-, 20- and 50-week averages, but 24% above its 200-week average.
VRT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $221.8 | 5.5% below |
| 20 week MA | $254.4 | 18% below |
| 50 week MA | $253.9 | 17% below |
| 100 week MA | $189.1 | 11% above |
| 200 week MA | $123.5 | 70% above |
VRT has pulled back, but its long-term trend is still up: it's below its 8-, 20- and 50-week averages, but 70% above its 200-week average.
ROK Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $203.0 | $248.6 | +22% |
| 2021 | $248.6 | $340.1 | +37% |
| 2022 | $340.1 | $256.7 | -25% |
| 2023 | $256.7 | $310.5 | +21% |
| 2024 | $310.5 | $290.5 | -6.4% |
| 2025 | $290.5 | $399.8 | +38% |
| 2026 YTD | $399.8 | $404.2 | +1.1% |
ROK has finished higher in four of the last six years. It's up 1.1% so far in 2026.
VRT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $10.9 | $18.9 | +73% |
| 2021 | $18.9 | $24.9 | +31% |
| 2022 | $24.9 | $12.8 | -48% |
| 2023 | $12.8 | $48.0 | +275% |
| 2024 | $48.0 | $115.1 | +140% |
| 2025 | $115.1 | $167.6 | +46% |
| 2026 YTD | $167.6 | $209.6 | +25% |
VRT has the edge over ROK on returns for 2026, with the stronger performance.