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 $42.3B against $21.2B — 2.0× the size. Rockwell Automation, Inc. trades at the lower P/E: 35.3× against 368×. Symbotic Inc. grew revenue faster over the last twelve months: 20.6% against 7.76%. Rockwell Automation, Inc. has the higher net margin (15.7% vs 0.31%) and the higher return on invested capital (18.5% vs 0.00%). Across the 22 metrics below, Rockwell Automation, Inc. leads on 13 and Symbotic Inc. on 9.

Valuation

Metric ROK SYM Specialty Industrial Machinery median
P/E 35.28 367.70 25.47
P/S 4.65 1.78 2.74
P/B 20,910.13 4.15 3.03
Price to free cash flow 24.59 5.92 22.98
EV/EBITDA 21.99 72.29 15.21
EV/Sales 4.89 1.12 2.76
Earnings yield 2.83% 0.27% 2.95%
Free cash flow yield 4.07% 16.89% 3.53%

Profitability

Metric ROK SYM Specialty Industrial Machinery median
Gross margin 50.01% 21.29% 35.77%
Operating margin 20.24% (0.01%) 10.95%
Net margin 15.67% 0.31% 8.02%
Free cash flow margin 18.92% 30.06% 9.09%
Return on equity 75.90% 1.04% 11.03%
Return on assets 12.53% 0.31% 5.05%
Return on invested capital 18.51% 0.00% 5.56%

Growth

Metric ROK SYM Specialty Industrial Machinery median
Revenue growth (TTM) 7.76% 20.64% 6.31%
EPS growth (last fiscal year) 63.79% (14.29%) 6.73%
Revenue growth, 5-year CAGR 5.14% 30.52% 8.53%
Net income growth, 5-year CAGR 0.74% 0.00% 6.58%

Health

Metric ROK SYM Specialty Industrial Machinery median
Debt to equity 0.72 0.00 0.33
Current ratio 2.11 1.33 2.10
Net debt to EBITDA 1.00 17.57 1.26

Dividend

Metric ROK SYM Specialty Industrial Machinery median
Dividend yield 1.47% — 1.09%
Payout ratio 0.44 — 0.30

Size

Metric ROK SYM Specialty Industrial Machinery median
Market cap 42.32b 21.19b 1.93b

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