COMP <GO>
ROK vs BRK-A // 10Y YIELD & FRED MACRO BETA
Rockwell Automation Inc. (NYSE) VS. Berkshire Hathaway Inc. (Class A) (NYSE) • 15-METRIC TALLY: ROK 4
— BRK-A 8
▲ 10Y YIELD & FRED MACRO BETA LEADER: BRK-A
LAST: $451.40 (+1.71%) • MKT CAP: $50.23B
macro-sensitivity
1.10
LAST: $817,500.00 (+0.68%) • MKT CAP: $1.20T
macro-sensitivity
1.13
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ROK VS. BRK-A)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ROK | BRK-A | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 48.10% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 22.90% | 11.47% | +11.43 | ROK | /roic <GO> |
| EV/EBITDA & P/E Valuation | 25.9x | 9.7x | +16.22 | BRK-A | /valuation <GO> |
| Free Cash Flow Yield | 2.33% | 2.09% | +0.24 | ROK | /fcf-yield <GO> |
| Operating Margin | 20.40% | 27.80% | -7.40 | BRK-A | /operating-margins <GO> |
| Net Profit Margin | 10.40% | 22.30% | -11.90 | BRK-A | /net-margins <GO> |
| Revenue Growth (YoY) | 0.90% | 3.93% | -3.03 | BRK-A | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.18% | 0.00% | +1.18 | ROK | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 7.59 | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 4/9 | +3.00 | ROK | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 59.0 | 68.1 | -9.10 | BRK-A | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.10 | 1.13 | -0.03 | BRK-A | /macro-sensitivity <GO> |
| Forward P/E Multiple | 53.8x | 24.3x | +29.46 | BRK-A | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $50.23B | $1.20T | -$1.15T | BRK-A | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ROK REV | BRK-A REV | ROK GROSS % | BRK-A GROSS % | ROK FCF | BRK-A FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $8.34B | $247.24B | 48.1% | — | $1.17B | $25.04B |
| FY 2024 | $8.26B | $249.71B | 46.6% | — | $492.1M | $11.62B |
| FY 2023 | $9.06B | $254.91B | — | — | $966.4M | $37.73B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
ROK // BETA 1.10
BRK-A // BETA 1.13