ROK vs CARR vs PCAR
161 measures in 16 categories, one definition each, computed from filings and market data.
ROK72.3
Rockwell Automation, Inc.
Industrials · Industrial - Machinery
$426.23 +0.99%$47.4B mkt cap
Score DNA
CARR42.5
Carrier Global Corporation
Industrials · Industrial - Machinery
$55.00 +0.04%$45.3B mkt cap
Score DNA
Price, rebased to 100 three years ago
ROK CARR PCAR · weekly adjusted closesSmart money 8Valuation 16Profitability (TTM) 12Returns on capital 11Growth 17Margin history & stability 7Liquidity (latest quarter) 7Leverage & solvency (latest quarter) 13Efficiency 11Cash flow & earnings quality 7Dividends & buybacks 9Scores & forensic checks 15Per share 7Size (TTM) 8Price performance 9Technicals 4
● marks the highest or lowest value where that direction is plainly stronger (margins, returns, coverage, leverage); multiples and yields are left unmarked. Bars show each stock's percentile within its own industry. n/a: the measure does not apply to lenders and insurers.
Smart money
8 measures| Measure | ROK | CARR | PCAR |
|---|---|---|---|
| Insider open-market buys, 180d | 0 | 0 | 0 |
| Insider $ bought, 180d | — | — | — |
| Congress purchases, 180d | 1 | 6 | 3 |
| Last Congress purchase | 2026-05-01 | 2026-09-11 | 2026-09-25 |
| 13F net change in holders | +123 | +151 | +16 |
| ETFs adding shares, 30d | 1,272 | 1,053 | 1,243 |
| ETFs trimming, 30d | 1,001 | 754 | 999 |
| Net ETF funds, 30d | +271 | +299 | +244 |
Valuation
16 measures| Measure | ROK | CARR | PCAR |
|---|---|---|---|
| P/E (TTM) | 39.5x
83rd
|
37.2x
76th
|
23.3x
26th
|
| PEG (P/E ÷ 3-yr EPS CAGR) | — | — | — |
| Price / sales | 5.3x
92nd
|
2.1x
38th
|
2.1x
44th
|
| Price / book | 13.6x
95th
|
3.4x
48th
|
2.9x
37th
|
| Price / tangible book | — | — | 3.1x
21st
|
| Price / free cash flow | 31.5x
80th
|
23.8x
54th
|
18.6x
27th
|
| Price / operating cash flow | 27.4x
84th
|
19.2x
59th
|
13.4x
21st
|
| Enterprise value | $50.6B
87th
|
$56.4B
89th
|
$64.2B
90th
|
| EV / sales | 5.6x
92nd
|
2.6x
51st
|
2.4x
39th
|
| EV / EBITDA | 28.5x
93rd
|
18.5x
66th
|
17.5x
57th
|
| EV / EBIT | 34.9x
89th
|
32.1x
87th
|
22.6x
59th
|
| EV / free cash flow | 33.6x
80th
|
29.7x
66th
|
20.5x
27th
|
| Earnings yield | 2.5%
26th
|
2.7%
33rd
|
4.3%
77th
|
| FCF yield | 3.2%
26th
|
4.2%
51st
|
5.4%
75th
|
| Operating cash flow yield | 3.7%
20th
|
5.2%
44th
|
7.4%
80th
|
| Graham number (per share) | $86.30
76th
|
$22.63
19th
|
$64.14
65th
|
Profitability (TTM)
12 measures| Measure | ROK | CARR | PCAR |
|---|---|---|---|
| Gross margin | 54.5%
98th
|
24.3%
21st
|
14.9%
0th
|
| EBITDA margin | 19.7%
59th
|
13.8%
31st
|
13.4%
28th
|
| Operating margin | 21.7%
92nd
|
7.3%
26th
|
9.8%
34th
|
| EBIT margin | 16.2%
66th
|
7.9%
31st
|
10.4%
38th
|
| Net margin | 13.4%
75th
|
5.5%
31st
|
9.2%
54th
|
| NOPAT margin | 18.0%
95th
|
7.0%
30th
|
8.2%
36th
|
| FCF margin | 16.8%
75th
|
8.6%
34th
|
11.5%
54th
|
| Operating cash flow margin | 19.3%
82nd
|
10.7%
31st
|
15.9%
61st
|
| R&D / revenue | 11.5%
98th
|
2.7%
80th
|
1.6%
69th
|
| SG&A / revenue | 21.4%
61st
|
14.6%
28th
|
2.6%
2nd
|
| Stock comp / revenue | — | 0.2%
13th
|
0.0%
0th
|
| Effective tax rate | 17.0%
18th
|
4.0%
7th
|
16.8%
13th
|
Returns on capital
11 measures| Measure | ROK | CARR | PCAR |
|---|---|---|---|
| ROE (on average equity) | 34.5%
92nd
|
8.8%
32nd
|
12.8%
49th
|
| ROA | 10.8%
77th
|
3.2%
31st
|
5.7%
44th
|
| ROIC | 24.4%
87th
|
6.4%
23rd
|
8.5%
36th
|
| ROCE | 19.5%
82nd
|
6.2%
30th
|
8.6%
41st
|
| Return on tangible assets | 13.0%
74th
|
4.6%
26th
|
6.4%
33rd
|
| Cash ROIC (OCF / invested capital) | 26.1%
82nd
|
9.8%
32nd
|
16.6%
67th
|
| Gross profitability (GP / assets) | 44.1%
98th
|
14.4%
10th
|
9.2%
0th
|
| ROIC, 3-yr average | 16.8%
84th
|
11.9%
63rd
|
13.2%
70th
|
| ROIC, 5-yr average | 19.8%
87th
|
13.4%
60th
|
16.6%
79th
|
| ROE, 5-yr average | 32.1%
98th
|
25.8%
91st
|
19.7%
78th
|
| Incremental ROIC | -350.5%
3rd
|
218.9%
92nd
|
-241.7%
5th
|
Growth
17 measures| Measure | ROK | CARR | PCAR |
|---|---|---|---|
| Revenue growth (TTM YoY) | 11.3%
65th
|
-1.6%
12th
|
-12.3%
0th
|
| Revenue growth (QoQ) | 3.3%
13th
|
18.9%
80th
|
21.1%
84th
|
| Revenue CAGR, 3 yr | 1.4%
29th
|
0.4%
19th
|
-5.7%
2nd
|
| Revenue CAGR, 5 yr | 5.8%
47th
|
2.3%
12th
|
4.2%
32nd
|
| Gross profit CAGR, 3 yr | 11.5%
75th
|
-2.8%
8th
|
-15.0%
0th
|
| Operating income CAGR, 3 yr | 6.5%
49th
|
-18.9%
4th
|
-18.7%
6th
|
| Net income growth (TTM YoY) | 23.8%
78th
|
-69.5%
2nd
|
-18.5%
25th
|
| Net income CAGR, 3 yr | -5.5%
31st
|
-17.3%
12th
|
-11.8%
16th
|
| EPS growth (TTM YoY) | 24.2%
78th
|
-68.5%
0th
|
-18.6%
27th
|
| EPS CAGR, 3 yr | -4.7%
31st
|
-16.9%
14th
|
-11.9%
16th
|
| EPS CAGR, 5 yr | -4.2%
17th
|
-12.3%
4th
|
7.1%
50th
|
| FCF growth (TTM YoY) | 13.9%
60th
|
250.7%
96th
|
8.8%
48th
|
| FCF CAGR, 3 yr | 23.6%
70th
|
-2.4%
15th
|
9.7%
36th
|
| Operating cash flow CAGR, 3 yr | 22.8%
70th
|
-0.8%
15th
|
6.6%
28th
|
| Book value CAGR, 3 yr | 2.4%
18th
|
18.7%
86th
|
10.3%
57th
|
| Dividend CAGR, 3 yr | 2.3%
52nd
|
2.8%
60th
|
-13.8%
2nd
|
| Sustainable growth rate | 17.0%
85th
|
3.1%
17th
|
5.4%
24th
|
Margin history & stability
7 measures| Measure | ROK | CARR | PCAR |
|---|---|---|---|
| Gross margin, 3-yr average | 44.5%
88th
|
26.6%
28th
|
18.1%
3rd
|
| Operating margin, 3-yr average | 18.2%
83rd
|
10.4%
35th
|
11.4%
42nd
|
| Net margin, 3-yr average | 11.9%
72nd
|
13.0%
77th
|
11.0%
58th
|
| FCF margin, 3-yr average | 15.0%
83rd
|
7.2%
28th
|
9.6%
38th
|
| Revenue stability (0-1) | 0.60
25th
|
0.76
45th
|
0.17
8th
|
| Earnings stability (0-1) | 0.05
17th
|
0.01
5th
|
0.12
28th
|
| Margin stability (0-1) | 0.85
12th
|
0.93
37th
|
0.86
15th
|
Liquidity (latest quarter)
7 measures| Measure | ROK | CARR | PCAR |
|---|---|---|---|
| Cash & short-term investments | $479.0M
69th
|
$1.3B
90th
|
$8.8B
98th
|
| Net cash (− = net debt) | −$3.1B
18th
|
−$11.1B
2nd
|
−$5.9B
8th
|
| Working capital | $276.0M
25th
|
$183.0M
11th
|
$23.0B
100th
|
| Current ratio | 1.08
8th
|
1.02
5th
|
3.12
92nd
|
| Quick ratio | 0.74
8th
|
0.72
7th
|
2.90
97th
|
| Cash ratio (cash + ST investments / current liabilities) | 0.13
16th
|
0.15
23rd
|
0.81
82nd
|
| Defensive interval (days) | 299 days
11th
|
443 days
36th
|
8,092 days
100th
|
Leverage & solvency (latest quarter)
13 measures| Measure | ROK | CARR | PCAR |
|---|---|---|---|
| Total debt | $3.6B
80th
|
$12.4B
97th
|
$14.7B
100th
|
| Debt / equity | 1.03
87th
|
0.94
80th
|
0.72
68th
|
| Net debt / equity | 0.90
87th
|
0.84
83rd
|
0.29
35th
|
| Debt / assets | 32.6%
69th
|
33.2%
72nd
|
33.4%
74th
|
| Debt / capital | 50.8%
87th
|
48.5%
80th
|
42.0%
68th
|
| Debt / EBITDA | 2.04
52nd
|
4.08
86th
|
4.01
82nd
|
| Net debt / EBITDA | 1.77
54th
|
3.63
89th
|
1.60
48th
|
| Interest coverage (EBIT / interest) | 10.7x
59th
|
5.3x
30th
|
133.2x
98th
|
| Cash interest coverage | 12.8x
75th
|
7.1x
39th
|
204.0x
98th
|
| Debt payback (years of OCF) | 2.1 yrs
34th
|
5.3 yrs
79th
|
3.4 yrs
59th
|
| Liabilities / assets | 68.5%
85th
|
64.0%
80th
|
53.8%
57th
|
| IS credit model rating | AA- | BBB- | AA- |
| Implied credit spread (bps) | 100
21st
|
350
77th
|
100
21st
|
Efficiency
11 measures| Measure | ROK | CARR | PCAR |
|---|---|---|---|
| Asset turnover | 0.81
57th
|
0.58
30th
|
0.62
36th
|
| Fixed asset turnover | 7.57
75th
|
5.93
49th
|
4.25
8th
|
| Inventory turnover | 3.3
34th
|
5.9
93rd
|
9.6
95th
|
| Receivables turnover | 4.7
13th
|
6.7
67th
|
1.2
0th
|
| Days sales outstanding | 77 days
87th
|
55 days
33rd
|
295 days
100th
|
| Days inventory outstanding | 112 days
66th
|
62 days
7th
|
38 days
5th
|
| Days payables outstanding | 79 days
95th
|
70 days
84th
|
97 days
100th
|
| Cash conversion cycle (days) | 110 days
52nd
|
46 days
3rd
|
236 days
100th
|
| Capex / revenue | 2.5%
57th
|
2.1%
45th
|
4.4%
95th
|
| Capex / depreciation | 0.71
57th
|
0.36
20th
|
1.46
92nd
|
| Operating expense ratio | 21.2%
51st
|
15.1%
21st
|
4.4%
0th
|
Cash flow & earnings quality
7 measures| Measure | ROK | CARR | PCAR |
|---|---|---|---|
| Operating cash flow / net income | 1.44
51st
|
1.93
82nd
|
1.73
73rd
|
| FCF / net income | 1.25
56th
|
1.56
84th
|
1.25
55th
|
| FCF / operating cash flow | 86.8%
63rd
|
80.6%
44th
|
72.1%
21st
|
| Capex / operating cash flow | 13.2%
37th
|
19.4%
56th
|
27.9%
79th
|
| Accruals ratio | -4.8%
26th
|
-3.0%
56th
|
-4.2%
39th
|
| Sloan accruals ratio | -2.4%
34th
|
-6.3%
11th
|
-1.6%
46th
|
| Earnings quality score (0-1) | 1.00
25th
|
1.00
25th
|
1.00
25th
|
Scores & forensic checks
15 measures| Measure | ROK | CARR | PCAR |
|---|---|---|---|
| IS score | 72
92nd
|
42
18th
|
49
28th
|
| IS profitability | 77
95th
|
32
30th
|
36
38th
|
| IS growth | 68
88th
|
20
5th
|
16
2nd
|
| IS value | 30
7th
|
36
16th
|
59
89th
|
| IS momentum | 91
92nd
|
54
17th
|
52
15th
|
| IS risk (safety) | 100
48th
|
65
23rd
|
90
36th
|
| IS quality | 85
92nd
|
61
23rd
|
66
36th
|
| IS balance sheet | 56
36th
|
43
13th
|
85
95th
|
| IS earnings quality | 69
28th
|
79
95th
|
67
18th
|
| IS cash flow | 70
79th
|
65
64th
|
60
46th
|
| Piotroski F-score (0-9) | 9
92nd
|
4
8th
|
5
20th
|
| Altman Z-score | 6.4
85th
|
2.8
26th
|
3.7
43rd
|
| Beneish M-score | −2.76
12th
|
−2.63
25th
|
−2.66
18th
|
| Ohlson O-score | −7.30
70th
|
−7.29
74th
|
−9.19
8th
|
| IS credit score | 81
61st
|
53
21st
|
81
59th
|
Size (TTM)
8 measures| Measure | ROK | CARR | PCAR |
|---|---|---|---|
| Market cap | $47.4B
89th
|
$45.3B
87th
|
$58.3B
90th
|
| Revenue | $9.0B
84th
|
$22.1B
93rd
|
$27.3B
97th
|
| EBITDA | $1.8B
80th
|
$3.0B
89th
|
$3.7B
90th
|
| Net income | $1.2B
85th
|
$1.2B
87th
|
$2.5B
90th
|
| Free cash flow | $1.5B
85th
|
$1.9B
89th
|
$3.1B
92nd
|
| Total assets | $11.1B
79th
|
$37.4B
95th
|
$44.0B
98th
|
| Shareholders' equity | $3.5B
72nd
|
$13.1B
95th
|
$20.3B
98th
|
| Employees | 26,000
85th
|
47,000
92nd
|
25,900
84th
|
Price performance
9 measures| Measure | ROK | CARR | PCAR |
|---|---|---|---|
| 1 day | +1.0% | +0.0% | +0.0% |
| 1 week | −1.5% | −1.0% | +2.6% |
| 1 month | +3.9% | +1.1% | −5.6% |
| 3 months | −7.1% | −17.6% | −10.6% |
| 6 months | +2.5% | −10.3% | −11.7% |
| Year to date | +7.3% | +3.2% | +0.2% |
| 1 year | +21.5% | −3.5% | +19.2% |
| 3 years, cumulative | +47.9% | +1.0% | +42.3% |
| 5 years, cumulative | +52.3% | +13.3% | +134.9% |
Technicals
4 measures| Measure | ROK | CARR | PCAR |
|---|---|---|---|
| RSI 14 | 44.1 | 43.1 | 41.9 |
| From 52-week high | −14.3% | −28.4% | −20.2% |
| From 52-week low | +24.4% | +9.9% | +21.9% |
| Beta | 1.50 | 1.29 | 0.99 |
InsiderStreet reports findings from filings and market data. A comparison is not a recommendation to buy or sell either stock.Every figure is computed in code · data as of 2026-10-17