Rockwell Automation vs Vertiv Holdings Co — how do they compare? Rockwell Automation trades at $438.29 (market cap $48.21B), while Vertiv Holdings Co trades at $247.76 (market cap $93.83B). The key difference: Vertiv Holdings Co is the larger of the two by market cap, and Rockwell Automation pays the higher dividend (1.27%). Which is the better fit depends on your goals — on Pluang, investors hold Rockwell Automation for 74 Days and Vertiv Holdings Co for 39 Days on average.
| ROK | VRT | |
|---|---|---|
Market Cap | $48.21B | $93.83B |
Volume | 953,342 | 5,855,911 |
Sector | Industrials | Industrials |
52-Week High | $495.08 | $376.23 |
52-Week Low | $333.75 | $149.83 |
Typical Hold Time | 74 Days | 39 Days |
Enterprise Value | $51.34B | $94.06B |
Dividend Yield | 1.27% | 0.1% |
Signals from Pluang's Aura AI — not financial advice
Rockwell Automation (ROK) trades at $441.9, down 1.96% on the day, with a bullish technical signal from moving averages and a consensus analyst price target of $489.89 implying 11% upside. The company has beaten EPS estimates for three consecutive quarters, with Q3 2026 results pending, and maintains strong profitability with a 13.38% net income margin and 34.47% ROE. Recent news highlights leadership in industrial automation, including partnerships in AI cybersecurity and robotic platforms.
ROK presents a growth opportunity driven by automation demand and digital transformation trends, but faces risks from high valuation multiples (P/E 41.38) and cyclical industrial spending. Analyst sentiment is mixed with 68% hold ratings, reflecting caution amid solid fundamentals. Investors should weigh earnings consistency against premium pricing.
Vertiv (VRT) trades at $246.49, down 2.63% on the day, as technical indicators show bearish momentum with the stock testing support near $242. Fundamentally, the company demonstrates strong profitability with 38% gross margins and 15% net income margins, while recent earnings have consistently beaten expectations. Revenue growth accelerated from $10.2B in 2025 to $11.5B projected for 2026, driven by AI data center demand.
The investment case balances strong analyst support (95% buy ratings with $364.94 price target) against elevated valuation multiples (P/E of 55) and recent legal scrutiny. While AI infrastructure tailwinds provide growth catalysts, the stock faces technical headwinds and needs to maintain its earnings beat streak to justify premium valuation.
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 →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 →