Rockwell Automation, Inc. (ROK) vs Symbotic Inc. (SYM)

Rockwell Automation, Inc. and Symbotic Inc. are both Specialty Industrial Machinery companies. Rockwell Automation, Inc. is the larger, with a market value of $48.1B against $26.9B — 1.8× the size. Rockwell Automation, Inc. trades at the lower P/E: 40.7× against 435×. Symbotic Inc. grew revenue faster over the last twelve months: 20.6% against 11.3%. Rockwell Automation, Inc. has the higher net margin (13.4% vs 0.31%) and the higher return on invested capital (14.7% vs 0.00%). Across the 22 metrics below, Rockwell Automation, Inc. leads on 11 and Symbotic Inc. on 11.

Valuation

Metric ROK SYM Specialty Industrial Machinery median
P/E 40.69 434.70 29.62
P/S 5.38 2.10 2.77
P/B 13.80 4.91 3.04
Price to free cash flow 32.07 7.00 23.81
EV/EBITDA 25.18 93.22 16.05
EV/Sales 5.61 1.44 2.94
Earnings yield 2.46% 0.23% 3.08%
Free cash flow yield 3.12% 14.29% 3.12%

Profitability

Metric ROK SYM Specialty Industrial Machinery median
Gross margin 49.09% 21.29% 35.90%
Operating margin 16.19% (0.01%) 11.22%
Net margin 13.36% 0.31% 7.80%
Free cash flow margin 16.76% 30.06% 9.51%
Return on equity 33.66% 1.04% 11.10%
Return on assets 10.76% 0.31% 4.63%
Return on invested capital 14.71% 0.00% 5.37%

Growth

Metric ROK SYM Specialty Industrial Machinery median
Revenue growth (TTM) 11.31% 20.64% 6.45%
EPS growth (last fiscal year) (7.37%) (100.00%) —
Revenue growth, 5-year CAGR 5.68% 30.52% 8.31%
Net income growth, 5-year CAGR (3.26%) 0.00% 5.04%

Health

Metric ROK SYM Specialty Industrial Machinery median
Debt to equity 0.74 0.00 0.35
Current ratio 1.08 1.33 2.11
Net debt to EBITDA 1.32 17.57 1.32

Dividend

Metric ROK SYM Specialty Industrial Machinery median
Dividend yield 1.82% — 1.12%
Payout ratio 0.38 0.00 0.17

Size

Metric ROK SYM Specialty Industrial Machinery median
Market cap 48.14b 26.91b 1.97b

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