Mulya.ai
Ticker
ROK
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?Analyst
Reinvestment est.?avg_lt_ttm
R&D capitalizedYes · 5yr amort
Leases factoredNo
Key Assumptions
WACC ?10.9%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.522
Beta (levered) ?1.639
Terminal OM% ?21.3%
Segment conc. ?45% dominant
Terminal growth ?4.1%
Bond rating ?AAA · 0.72%
ROIC option ?Opt 2 · 13.1%
Prob of failure ?0.0%
Pipeline validated · 2026-05-17

ROK · Rockwell Automation, Inc.

$365.022026-05-17
Sector: Industrials; Industry: Industrial - Machinery; Sub-Industry: Electrical Components & Equipment

Intrinsic Value Range Comparison · Mulya.ai

R&D capitalized (5yr)
Bull
$254
-30.3% vs market
Base · active
$214
-41.3% vs market
Bear
$169
-53.6% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $169
Base $214
Bull $254
Market $365
Median $448
Market Price $365
Mulya.ai Base $214
Analysts Median $448
Mulya.ai IV range ($169 · $254)
Analysts Range ($391 · $470)
Fundamentals · historical + forward · base
italics = DCF projection
PeriodRevenueRev Gr ?Ops M% ?Tax Rate ?NOPAT ?
Reinvest ?
FCFF ?WACC% ?PV FCFF ?ROIC ?Inv. Cap ?EPS ?P/E
2022.Q1$7.0B12.5%10.4%$782MM−$2.7B−$1.9B8.5%10.9%$7.2B$12.01
2023.Q1$7.8B10.9%20.6%15.9%$1.3B−$817MM$526MM10.4%18.2%$7.6B$8.24
2024.Q1$9.1B16.7%22.4%20.6%$1.6B−$1.4B$241MM10.2%20.7%$7.9B$12.27
2025.Q1$8.3B-8.8%18.3%13.3%$1.3B−$190MM$1.1B11.6%16.7%$7.8B$8.42
2026.Q1$8.6B3.7%21.7%16.5%$1.6B−$272MM$1.3B11.1%18.9%$8.7B$8.7522.2
italics below = DCF projection · 10yr Rev CAGR: 6.8%
2027.Q1$9.0B+5.0%20.7%16.9%$1.5B−$444MM$1.1B10.7%$996MM17.3%$9.2B$11.4331.9
2028.Q1$9.5B+6.1%21.6%17.2%$1.7B−$570MM$1.1B10.5%$930MM18.1%$9.7B$12.6328.9
2029.Q1$10.1B+6.2%22.0%17.6%$1.8B−$623MM$1.2B10.3%$900MM18.3%$10.4B$13.5826.9
2030.Q1$10.8B+7.0%23.8%17.9%$2.1B−$760MM$1.4B10.1%$916MM19.7%$11.1B$15.6723.3
2031.Q1$12.0B+10.4%23.8%18.3%$2.3B−$1.2B$1.1B9.8%$674MM19.9%$12.3B$17.2321.2
Term. Yr+$17.2B4.1%21.3%20.0%$2.9B−$914MM$2.0B8.6%$17.6B13.1%
Active scenario IV: $214 (-41.3% vs market)