Rockwell Automation vs Shopify Inc. — how do they compare? Rockwell Automation trades at $450.03 (market cap $49.64B), while Shopify Inc. trades at $148.88 (market cap $196.35B). The key difference: Shopify Inc. is far larger — about 4× Rockwell Automation's market cap, and Rockwell Automation pays a 1.23% dividend while Shopify Inc. pays none. Which is the better fit depends on your goals.
| ROK | SHOP | |
|---|---|---|
Market Cap | $49.64B | $196.35B |
Sector | Industrials | Technology |
52-Week High | $495.08 | $179.01 |
52-Week Low | $333.75 | $95.40 |
Enterprise Value | $52.77B | $191.59B |
Dividend Yield | 1.23% | — |
Signals from Pluang's Aura AI — not financial advice
Rockwell Automation (ROK) trades at $435.22, down 1.32% with a bearish technical signal. The company shows strong earnings momentum with three consecutive quarterly beats and raised 2026 guidance. Valuation metrics appear elevated with P/E of 41.85 and P/S of 5.6, while profitability remains solid with 13.38% net margin. Recent AI integration initiatives and institutional buying activity provide positive catalysts.
ROK presents a mixed outlook with strong operational performance offset by premium valuation. The 16.5% upside to consensus price target of $507 offers potential, but inflation pressures and competitive threats require monitoring. Current technical weakness near support at $432 creates a critical juncture for near-term direction.
Shopify (SHOP) trades at $149.68, down 3.54% today but maintains strong momentum following recent earnings beats. The stock shows bullish technical signals with moving averages supporting upward trends, while valuation ratios remain elevated. Recent Q2 2026 results exceeded expectations with 30%+ GMV growth and expanding AI-driven commerce capabilities, driving positive analyst sentiment.
Shopify's outlook remains positive with accelerating revenue growth and margin expansion, though premium valuation presents risk. The company's leadership in e-commerce and AI integration supports long-term growth potential, but investors should monitor competitive pressures and execution risks in a dynamic retail environment.
Trailing returns across standard periods
Latest headlines on both assets
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 →Shopify Inc. provides a cloud-based commerce platform. The Company offers a platform for merchants to create an omni-channel experience that helps showcase the merchant's brand.
Read more on SHOP →