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DCF valuation

What is Rockwell Automation, Inc worth?

With the base-case assumptions below, a discounted cash flow model on Rockwell Automation, Inc's reported free cash flow gives $207.56 per share. The share price was $434.15 on September 25, 2026, 109% above that value.

Inputs from the filings

Free cash flow, fiscal 2025
$1.36B
Average free cash flow, last 5 years
$1.01B
Cash
$479M
balance sheet of June 30, 2026
Debt
$2.57B
balance sheet of June 30, 2026
Diluted shares, fiscal 2025
113,100,000
Revenue growth per year, last 5 years
5.7%

Three sets of assumptions

CaseGrowth yrs 1-5Growth yrs 6-10After year 10Discount rateValue per shareValue vs price
Bear0.5%1.5%2.0%10.0%$123.06-72%
Base5.5%4.0%2.5%9.0%$207.56-52%
Bull10.5%7.0%3.0%8.0%$376.02-13%

Sensitivity: base case value per share

Discount rate down the side, growth after year 10 across the top. Everything else as in the base case.

1.5%2.0%2.5%3.0%3.5%
7.0%$269.58$288.46$311.54$340.38$377.47
8.0%$223.34$235.58$250.05$267.42$288.64
9.0%$189.53$197.90$207.56$218.83$232.15
10.0%$163.76$169.71$176.46$184.17$193.07
11.0%$143.48$147.84$152.72$158.21$164.43

Where the presets come from

Base: years 1 to 5 grow at Rockwell Automation, Inc's revenue growth rate over the last 5 fiscal years (5.7% a year), held between -5% and 15%. Years 6 to 10 grow halfway between that and the long-run rate of 2.5%. Future cash is discounted at 9% a year.

Bear: 5 points less growth, 2% long-run growth, 10% discount rate. Bull: 5 points more growth (at most 25%), 3% long-run growth, 8% discount rate.

Value per share = (present value of 10 years of free cash flow + present value of everything after + cash - debt) / diluted shares.

This is a model run on assumptions, not a recommendation or a price target. Small changes in the discount rate or growth move the result a lot, as the table above shows. Change them yourself in the calculator.

Adjust the assumptions

Move the sliders for growth, long-run growth and discount rate, or switch to average free cash flow, and see the value per share change.

Adjust the assumptions

Rockwell Automation, Inc company page