Rockwell Automation
ROK · Electrical Components & Equipment
$426.11
0.5%Vertiv
VRT · Electrical Components & Equipment
$194.32
0.6%The short version
- Vertiv is the larger business, with $10.2B of revenue in fiscal 2025 against $8.3B for Rockwell Automation.
- Vertiv grew revenue faster (27.7%, against 0.9%).
- Rockwell Automation kept more of each dollar of sales as operating profit (20.4% operating margin, against 17.9% operating margin).
- Vertiv turned more of its sales into free cash flow (18.5% FCF margin, against 16.3% FCF margin).
- Vertiv earned a higher return on the capital invested in it (30.2%, against 20.9%).
- Investors pay more for each dollar of Vertiv’s earnings: a P/E of 44.0x against 39.9x for Rockwell Automation.
| Latest fiscal year | ROK · FY25 | VRT · FY25 |
|---|---|---|
| Size | ||
| Market cap | $47.6B | $76.3B |
| Revenue | $8.3B | $10.2B |
| Free cash flow | $1.4B | $1.9B |
| Net income | $869M | $1.3B |
| Growth | ||
| Revenue growth | 0.9% | 27.7% |
| 5-year growth | 5.7% | 18.5% |
| Share count change | −1.2% | 1.1% |
| Profitability | ||
| Gross margin | 48.1% | 36.3% |
| Operating margin | 20.4% | 17.9% |
| Net margin | 10.4% | 13.0% |
| FCF margin | 16.3% | 18.5% |
| Return on capital | 20.9% | 30.2% |
| Return on equity | 24.3% | 41.8% |
| Balance sheet | ||
| Net debt | $2.8B | $1.2B |
| Net debt / EBITDA | 1.4x | 0.6x |
| Dividends and buybacks | $1.0B | $66.6M |
| Valuation & quality | ||
| P/E | 39.9x | 44.0x |
| Piotroski F-score | 8 | 6 |
FY16
ROK $5.9B
VRT —
FY17
ROK $6.3B
VRT —
FY18
ROK $6.7B
VRT —
FY19
ROK $6.7B
VRT $4.4B
FY20
ROK $6.3B
VRT $4.4B
FY21
ROK $7.0B
VRT $5.0B
FY22
ROK $7.8B
VRT $5.7B
FY23
ROK $9.1B
VRT $6.9B
FY24
ROK $8.3B
VRT $8.0B
FY25
ROK $8.3B
VRT $10.2B
ROK
VRT
FY16
ROK —
VRT —
FY17
ROK —
VRT —
FY18
ROK —
VRT —
FY19
ROK —
VRT 4.7%
FY20
ROK —
VRT 4.9%
FY21
ROK —
VRT 5.2%
FY22
ROK —
VRT 3.9%
FY23
ROK 21.3%
VRT 12.7%
FY24
ROK 19.3%
VRT 17.1%
FY25
ROK 20.4%
VRT 17.9%
ROK
VRT
FY16
ROK $830M
VRT —
FY17
ROK $892M
VRT —
FY18
ROK $1.2B
VRT —
FY19
ROK $1.0B
VRT $9.9M
FY20
ROK $1.0B
VRT $165M
FY21
ROK $1.1B
VRT $138M
FY22
ROK $682M
VRT −$253M
FY23
ROK $1.2B
VRT $773M
FY24
ROK $639M
VRT $1.2B
FY25
ROK $1.4B
VRT $1.9B
ROK
VRT
FY16
ROK 50.1%
VRT —
FY17
ROK 50.7%
VRT —
FY18
ROK 31.5%
VRT —
FY19
ROK 37.8%
VRT —
FY20
ROK 52.6%
VRT 7.2%
FY21
ROK 33.0%
VRT 6.2%
FY22
ROK 16.6%
VRT 2.7%
FY23
ROK 25.6%
VRT 17.6%
FY24
ROK 22.0%
VRT 21.3%
FY25
ROK 20.9%
VRT 30.2%
ROK
VRT
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