Mulya.ai
Ticker
ROK
Scenario
Key Inputs
Revenue est.?Analysttaper yr4
OP margin est.?Analyst
Reinvestment est.?projected
R&D capitalizedYes · 5yr amort
Leases factoredNo
Key Assumptions
WACC ?11.1%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.561
Beta (levered) ?1.652
Terminal OM% ?20.4%
Segment conc. ?45% dominant
Terminal growth ?4.1%
Bond rating ?AAA · 0.72%
ROIC option ?Opt 4 · 23.3%
Prob of failure ?0.0%
Pipeline validated · 2026-07-21

ROK · Rockwell Automation, Inc.

$476.192026-07-21
Sector: Industrials; Industry: Industrial - Machinery; Sub-Industry: Electrical Components & Equipment

Intrinsic Value Range Comparison · Mulya.ai

R&D capitalized (5yr)
Bull
$330
-30.8% vs market
Base · active
$243
-49.1% vs market
Bear
$160
-66.4% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $160
Base $243
Bull $330
Market $476
Median $490
Market Price $476
Mulya.ai Base $243
Analysts Median $490
Mulya.ai IV range ($160 · $330)
Analysts Range ($410 · $525)
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
2024.Q2$9.1B21.4%20.4%$1.5B−$1.3B$251MM10.7%18.8%$8.2B$12.32
2025.Q1$8.3B-8.8%17.5%13.3%$1.3B−$148MM$1.1B11.6%15.6%$7.9B$8.46
2025.Q2$8.3B0.0%17.5%14.0%$1.2B−$40MM$1.2B11.5%15.7%$8.0B$8.46
2026.Q1$8.3B1.0%19.6%16.5%$1.4B−$136MM$1.2B11.1%16.1%$8.9B$7.72
2026.Q2$8.8B5.5%21.9%17.8%$1.6B−$260MM$1.3B11.3%18.0%$8.7B$9.6627.8
italics below = DCF projection · 10yr Rev CAGR: 5.1%
2027.Q2$9.2B+4.8%19.8%18.0%$1.5B−$69MM$1.4B10.8%$1.3B17.2%$8.7B$11.6241.0
2028.Q2$9.8B+5.8%20.8%18.2%$1.7B−$96MM$1.6B10.6%$1.3B18.9%$8.8B$12.8936.9
2029.Q2$10.4B+6.0%21.8%18.4%$1.8B−$116MM$1.7B10.4%$1.3B20.7%$9.0B$14.2833.3
2030.Q2$11.0B+5.8%22.9%18.7%$2.0B−$131MM$1.9B10.2%$1.3B22.6%$9.1B$15.8230.1
2031.Q2$11.6B+5.5%22.9%18.9%$2.1B−$149MM$2.0B9.9%$1.2B23.4%$9.2B$16.6428.6
Term. Yr+$15.1B4.1%20.4%20.0%$2.5B−$434MM$2.0B8.6%$17.7B23.3%
Active scenario IV: $243 (-49.1% vs market)