Rockwell Automation vs Vertiv Holdings Co — how do they compare? Rockwell Automation trades at $466.05 (market cap $51.04B), while Vertiv Holdings Co trades at $306.4 (market cap $112.03B). The key difference: Vertiv Holdings Co is far larger — about 2.2× Rockwell Automation's market cap, and Rockwell Automation pays the higher dividend (1.2%). Which is the better fit depends on your goals.
| ROK | VRT | |
|---|---|---|
Market Cap | $51.04B | $112.03B |
Sector | Industrials | Technology |
52-Week High | $495.08 | $376.23 |
52-Week Low | $328.67 | $121.82 |
Enterprise Value | $54.67B | $112.80B |
Dividend Yield | 1.2% | 0.09% |
Signals from Pluang's Aura AI — not financial advice
Rockwell Automation (ROK) trades at $459.09, down 0.6% on the day, with a neutral technical signal despite bullish moving averages. The company maintains strong profitability with 48.9% gross margins and has beaten earnings estimates for three consecutive quarters. Recent developments include partnerships in nuclear automation and recognition as a Global Lighthouse facility, positioning ROK for AI infrastructure growth.
ROK presents a mixed outlook with premium valuation metrics (P/E 48) offset by consistent earnings beats and AI-driven growth potential. Key risks include cyclical industrial exposure and competitive pressures, while analyst consensus at $471.71 suggests modest upside from current levels with 31% buy ratings indicating cautious optimism.
Vertiv Holdings (VRT) trades at $291.67, up 0.73% with strong analyst support (94.7% buy ratings) and a $402.92 consensus price target. The stock shows bearish technical signals but maintains robust fundamentals with 14.37% net margins and consistent earnings beats. Recent news highlights AI infrastructure demand driving Vertiv's $15 billion backlog and expansion in Malaysia to support growth.
Outlook remains positive given AI-driven data center investments, though premium valuations (P/E 72.75) and technical weakness near support at $282 pose near-term risks. Earnings on July 29 will be critical for confirming growth trajectory amid competitive pressures.
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 →Vertiv is a global leader in critical digital infrastructure, providing essential power, cooling, and IT management solutions for data centers, communication networks, and industrial facilities. As the primary provider of advanced thermal management and liquid cooling systems, Vertiv is a central player in the AI revolution, enabling the extreme density and power requirements of next-generation GPU-driven computing.
Read more on VRT →