Rockwell Automation vs Super Micro Computer Inc — how do they compare? Rockwell Automation trades at $433.77 (market cap $48.21B), while Super Micro Computer Inc trades at $41.03 (market cap $28.10B). The key difference: Rockwell Automation is the larger of the two by market cap, and Rockwell Automation pays a 1.27% dividend while Super Micro Computer Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Rockwell Automation for 74 Days and Super Micro Computer Inc for 19 Days on average.
| ROK | SMCI | |
|---|---|---|
Market Cap | $48.21B | $28.10B |
Volume | 953,342 | 38,581,805 |
Sector | Industrials | Technology |
52-Week High | $495.08 | $57.98 |
52-Week Low | $333.75 | $20.53 |
Typical Hold Time | 74 Days | 19 Days |
Enterprise Value | $51.34B | $33.56B |
Dividend Yield | 1.27% | — |
Signals from Pluang's Aura AI — not financial advice
Rockwell Automation (ROK) trades at $439.01, down 0.65% on the day, with a bullish technical signal and strong earnings beats in recent quarters. The company maintains solid profitability with a 13.38% net income margin and 34.47% ROE, though valuation ratios like a P/E of 40.65 appear elevated. Recent news highlights leadership in industrial automation, including partnerships in AI cybersecurity and new robotic platforms, supporting positive sector momentum.
The outlook is cautiously optimistic, with a consensus price target of $489.89 implying ~12% upside, but high valuation and macroeconomic pressures pose risks. Earnings growth and automation demand are key catalysts, yet investors face volatility from competitive and economic headwinds.
Super Micro Computer (SMCI) trades at $41.55, down 7.56% on the day, with strong technical support at $40-$42 levels. The company demonstrates robust fundamentals with revenue growth from $22B in 2025 to $39.1B projected for 2026, while maintaining healthy profitability margins. Recent AI server demand and NVIDIA Vera Rubin shipments highlight ongoing business momentum despite current price pressure.
SMCI presents a compelling value opportunity with a forward P/E of 13.12 and P/S of 0.76, trading near analyst consensus target of $42.33. Key risks include investigation concerns and AI market volatility, but strong earnings beats and institutional buy ratings (36% consensus) support upside potential from current levels.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
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 →Super Micro Computer, Inc., commonly known as Supermicro, is a leading provider of high-performance and high-efficiency server technology and innovation. The company specializes in designing, manufacturing, and selling advanced server, storage, and networking solutions, primarily for data centers, cloud computing, artificial intelligence, and 5G/Edge computing markets. SMCI's modular architecture allows for the rapid delivery of customized and purpose-built solutions, making it a key player in the enterprise computing and specialized AI infrastructure space.
Read more on SMCI →