Okta, Inc. vs Rockwell Automation — how do they compare? Okta, Inc. trades at $169.59 (market cap $29.30B), while Rockwell Automation trades at $427.72 (market cap $47.65B). The key difference: Rockwell Automation is the larger of the two by market cap, and Rockwell Automation pays a 1.29% dividend while Okta, Inc. pays none. Which is the better fit depends on your goals.
| OKTA | ROK | |
|---|---|---|
Market Cap | $29.30B | $47.65B |
Sector | Technology | Industrials |
52-Week High | $173.04 | $495.08 |
52-Week Low | $62.93 | $333.75 |
Enterprise Value | $27.05B | $50.79B |
Dividend Yield | — | 1.29% |
Signals from Pluang's Aura AI — not financial advice
Okta trades at $167.60, down 1.76% today, but maintains a bullish technical trend with strong moving average signals. The company reported robust Q2 2026 earnings, beating EPS estimates with $1.05 actual vs. $0.965 expected, and revenue growth accelerated to 11% year-over-year. Positive sentiment is driven by AI-security adoption and raised guidance, though valuation multiples like P/E of 102.8 remain elevated.
Outlook is positive with a consensus price target of $181.61, implying 8% upside, supported by 75% analyst buy ratings. Key risks include high valuation sensitivity, competitive pressure from Microsoft and CrowdStrike, and insider selling by the CFO in September 2026. Earnings momentum and AI-driven demand offer growth opportunities, but investors should monitor execution against lofty expectations.
Rockwell Automation (ROK) trades at $429.13, down 1.08% on the day, with a bearish technical signal and mixed sentiment. Recent earnings have consistently beaten estimates, with Q2 2026 EPS of $3.49 surpassing expectations. The company maintains strong profitability with a 49.09% gross margin and 13.38% net income margin, though valuation ratios like a P/E of 40.62 appear elevated. Positive developments include new product launches and conference presentations, supporting long-term growth in industrial automation.
The outlook for ROK is cautiously optimistic, driven by robust end-market demand and margin expansion from software revenue, with a consensus price target of $514 suggesting 20% upside. Key risks include competitive pressures, cyclical industrial spending, and execution challenges in integrating digital initiatives. Institutional buying and a 'Strong Buy' rating from some analysts highlight confidence, but high valuation and bearish technicals warrant careful monitoring amid market volatility.
Trailing returns across standard periods
Okta is a cloud-native security company that focuses on identity and access management. The San Francisco-based firm went public in 2017 and focuses on two key client stakeholder groups: workforces and customers. Okta's workforce offerings enable a company's employees to securely access its cloud-based and on-premises resources. The firm's customer offerings allow its clients' customers to securely access the client's applications.
Read more on OKTA →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 →