Kyndryl Holdings Inc vs Rockwell Automation — how do they compare? Kyndryl Holdings Inc trades at $13.43 (market cap $2.97B), while Rockwell Automation trades at $446.96 (market cap $48.33B). The key difference: Rockwell Automation is far larger — about 16.3× Kyndryl Holdings Inc's market cap, and Rockwell Automation pays a 1.27% dividend while Kyndryl Holdings Inc pays none. Which is the better fit depends on your goals.
| KD | ROK | |
|---|---|---|
Market Cap | $2.97B | $48.33B |
Sector | Technology | Industrials |
52-Week High | $33.14 | $495.08 |
52-Week Low | $10.59 | $333.75 |
Enterprise Value | $5.79B | $51.46B |
Dividend Yield | — | 1.27% |
Signals from Pluang's Aura AI — not financial advice
Kyndryl (KD) trades at $14.02, showing modest daily gains of 0.21%. The stock maintains a bullish technical signal with strong moving average support. Fundamentally, the company achieved profitability in 2025 with $252M net income after three years of losses, though revenue declined to $15.1B. Recent developments include the planned acquisition of Healthcare IT Leaders to boost AI capabilities and Q1 2027 results showing a $0.12 per share loss on $3.6B revenue.
While Kyndryl demonstrates improving profitability and strategic AI investments, investors face mixed signals with analyst consensus leaning hold (71%) and revenue declines. The stock trades near analyst targets with upside limited to technical momentum. Key risks include ongoing revenue pressure and the integration challenges of recent acquisitions.
Rockwell Automation (ROK) trades at $441.04, down 0.17% on the day, with a bearish technical signal despite recent earnings beats. The stock shows strong profitability with a 49.09% gross margin and 13.38% net income margin, but elevated valuation ratios like a P/E of 41.3 suggest premium pricing. Q3 2026 results exceeded expectations, driven by organic sales growth and margin expansion, prompting raised full-year guidance.
The outlook is mixed: analyst consensus leans bullish with a $480.25 price target (30% buy ratings), but technical weakness and high valuation pose near-term risks. Key catalysts include sustained automation demand and cost management, while inflation and competitive pressures remain headwinds for shareholder returns.
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Kyndryl Holdings Inc is a technology services and infrastructure services provider company. It provides advisory, implementation, and managed services across a range of technology domains to help customers manage and modernize enterprise IT environments in support of their business and transformation objectives.
Read more on KD →Rockwell Automation is a pure-play automation competitor that is the successor entity to Rockwell International, which spun off its former Rockwell Collins avionics segment in 2001. As of fiscal 2021, the firm operates through three segments--intelligent devices, software and control, and lifecycle services. Intelligent devices contains its drives, sensors, and industrial components, software and control contains its information and network and security software, while lifecycle services contains its consulting and maintenance services as well as its Sensia JV with Schlumberger.
Read more on ROK →