Rockwell Automation vs TransMedics Group Inc — how do they compare? Rockwell Automation trades at $448.11 (market cap $49.64B), while TransMedics Group Inc trades at $87.06 (market cap $3.10B). The key difference: Rockwell Automation is far larger — about 16× TransMedics Group Inc's market cap, and Rockwell Automation pays a 1.23% dividend while TransMedics Group Inc pays none. Which is the better fit depends on your goals.
| ROK | TMDX | |
|---|---|---|
Market Cap | $49.64B | $3.10B |
Sector | Industrials | Technology |
52-Week High | $495.08 | $150.42 |
52-Week Low | $333.75 | $61.99 |
Enterprise Value | $52.77B | $3.49B |
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.
TransMedics Group (TMDX) trades at $86.43, down 2.24% amid recent earnings misses but maintains strong analyst support with a $99.57 consensus target. The stock shows bullish technical signals with support at $84-87, though RSI levels suggest overbought conditions. Fundamentally, the company demonstrates robust profitability with 58.69% gross margins and 22.69% net income margins, despite recent quarterly earnings falling short of expectations.
Investment outlook remains positive given strong institutional backing and growth potential in organ transplant technology, though risks include ongoing fiduciary investigations and margin pressure from increased operating costs. The stock offers 15% upside to consensus targets but requires monitoring of Q3 earnings performance and legal developments.
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 →TransMedics is a pioneering medical technology company that is disrupting the organ transplant market with its Organ Care System (OCS™). By replacing traditional cold storage with portable warm perfusion, the OCS maintains donor organs in a near-physiologic state, allowing for continuous assessment and optimization. Through its National OCS Program (NOP™), TransMedics provides an end-to-end clinical and logistics solution, including a dedicated aviation fleet, to maximize the utilization of donor organs and improve patient outcomes.
Read more on TMDX →