Rockwell Automation vs TJX Companies Inc — how do they compare? Rockwell Automation trades at $451.15 (market cap $49.64B), while TJX Companies Inc trades at $152.78 (market cap $172.05B). The key difference: TJX Companies Inc is far larger — about 3.5× Rockwell Automation's market cap, and Rockwell Automation is trading nearer its 52-week high, TJX Companies Inc nearer its low. Which is the better fit depends on your goals.
| ROK | TJX | |
|---|---|---|
Market Cap | $49.64B | $172.05B |
Sector | Industrials | Consumer Cyclical |
52-Week High | $495.08 | $168.41 |
52-Week Low | $333.75 | $132.62 |
Enterprise Value | $52.77B | $180.65B |
Dividend Yield | 1.23% | 1.23% |
Signals from Pluang's Aura AI — not financial advice
Rockwell Automation (ROK) trades at $450.36, up 3.48% today, with a neutral technical signal and strong recent earnings beats. The company reported Q2 2026 EPS of $3.49, exceeding expectations, and raised full-year guidance amid robust demand in automation markets. Valuation ratios are elevated with a P/E of 41.85, but profitability remains solid with a net income margin of 13.38%.
Outlook is positive due to consistent earnings outperformance and AI-driven growth initiatives, though high valuation and inflationary cost pressures present risks. The consensus price target of $507.00 implies potential upside, supported by a majority analyst hold rating reflecting cautious optimism.
TJX trades at $152.64, down 3.88% in the last session, with a bearish technical signal but strong fundamentals including a 61.25% ROE and consistent earnings beats. Revenue grew to $56.36B in 2025, with net income margin expanding to 8.63%. The company maintains robust cash flow from operations at $6.12B and announced dividends of $0.48 per share for H1 and H2 2026.
Outlook remains positive with analyst consensus price target of $181.80 (19% upside), supported by 88% buy ratings. Risks include competitive discount retail pressures and macroeconomic sensitivity, but TJX's value proposition and growth trajectory offer investment opportunity pending Q2 2026 earnings on August 19, 2026.
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 →TJX is a leading off-price retailer of apparel, home fashions, and other merchandise. It sells a variety of branded goods, opportunistically buying inventory from a network of over 21,000 vendors worldwide. TJX targets undercutting conventional retailers' regular prices by 20%-60%, capitalizing on a flexible merchandising network, relatively low-frills stores, and a treasure-hunt shopping experience to drive margins and inventory turnover. TJX derived 79% of fiscal 2022 revenue from the United States, with 11% from Europe (mostly the United Kingdom and Germany), 9% from Canada, and the remainder from Australia. The company operated 4,689 stores at the end of fiscal 2022 under the T.J. Maxx, T.K. Maxx, Marshalls, HomeGoods, Winners, Homesense, Winners, and Sierra banners.
Read more on TJX →