C-P-N vs ROK

Comparison between Citigroup Capital VIII 7875 Fixed rate Floating Rate trust Preferred Securities TruPS (C-P-N, Company) and Rockwell Automation Inc (ROK, Company).

5-Year PerformanceROK has outperformed C-P-N, delivering a return of +13.6% compared to +10.0%

C-P-N vs ROK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	C-P-N(COMPANY)	ROK(COMPANY)
Market Cap	$54B	$53B
Max Drawdown	20.73%	77.43%
Sharpe Ratio	0.58	1.41
5Y Beta	0.08	1.23
Industry	Other	Specialty Industrial Machinery
P/E Ratio	3.80	44.31
Forward P/E	N/A	31.15
PEG Ratio	0.36	1.24
Dividend Yield	N/A	1.15%
5Y Dividends CAGR	14.66%	9.83%
5Y EPS CAGR	-0.03%	7.65%
Debt to Equity	173.21%	73.06%
Free Cash Flow Yield	N/A	2.36%

Market Cap

Winner

C-P-N

$54B

ROK

$53B

Max Drawdown

Winner

C-P-N

20.73%

ROK

77.43%

Sharpe Ratio

C-P-N

0.58

Winner

ROK

1.41

5Y Beta

Winner

C-P-N

0.08

ROK

1.23

Industry

C-P-N

Other

ROK

Specialty Industrial Machinery

P/E Ratio

Winner

C-P-N

3.80

ROK

44.31

Forward P/E

C-P-N

N/A

ROK

31.15

PEG Ratio

Winner

C-P-N

0.36

ROK

1.24

Dividend Yield

C-P-N

N/A

ROK

1.15%

5Y Dividends CAGR

Winner

C-P-N

14.66%

ROK

9.83%

5Y EPS CAGR

C-P-N

-0.03%

Winner

ROK

7.65%

Debt to Equity

C-P-N

173.21%

Winner

ROK

73.06%

Free Cash Flow Yield

C-P-N

N/A

ROK

2.36%

C-P-N vs ROK - Historical Returns

Returns include dividend reinvestment.

Period	C-P-N	ROK
1 month	-1.38%	+8.58%
3 months	-1.39%	+33.84%
6 months	-0.73%	+21.80%
1 year	+7.48%	+49.34%
5 years(CAGR)	+9.95%	+13.65%
10 years(CAGR)	+9.20%	+17.19%
Max(CAGR)	+8.38%	+15.42%

C-P-N

-1.38%

Winner

ROK

+8.58%

C-P-N

-1.39%

Winner

ROK

+33.84%

C-P-N

-0.73%

Winner

ROK

+21.80%

C-P-N

+7.48%

Winner

ROK

+49.34%

5Y(CAGR)

C-P-N

+9.95%

Winner

ROK

+13.65%

10Y(CAGR)

C-P-N

+9.20%

Winner

ROK

+17.19%

Max(CAGR)

C-P-N

+8.38%

Winner

ROK

+15.42%

C-P-N vs ROK - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	C-P-N	ROK
2026	-1.42%	+19.68%
2025	+8.85%	+40.76%
2024	+14.67%	-4.97%
2023	+10.52%	+20.81%
2022	+9.58%	-22.76%
2021	+4.55%	+43.68%
2020	+8.52%	+24.31%
2019	+11.03%	+37.50%
2018	+4.02%	-22.29%
2017	+13.78%	+44.42%
2016	+5.81%	+35.88%
2015	+5.20%	-5.42%
2014	+5.21%	-2.42%
2013	+2.70%	+40.22%
2012	+14.55%	+13.64%
2011	+4.26%	-0.24%
2010	+4.02%	+53.66%
2009	N/A	+42.90%
2008	N/A	-50.32%
2007	N/A	+15.19%
2006	N/A	+3.63%
2005	N/A	+23.28%
2004	N/A	+45.43%
2003	N/A	+72.41%
2002	N/A	+19.46%
2001	N/A	+1.22%
2000	N/A	-1.07%
1999	N/A	+1.23%

C-P-N vs ROK Drawdown Comparison

The maximum drawdown for C-P-N was -20.68%, occurring on Mar 18, 2020. Recovery took 167 trading sessions.

The maximum drawdown for ROK was -75.84%, occurring on Mar 5, 2009. Recovery took 1168 trading sessions.

The current C-P-N drawdown is -2.89%.

Rank	C-P-N	ROK
#1	-20.68% Feb 11, 2020 - Oct 8, 2020	-75.84% Apr 24, 2006 - Dec 10, 2010
#2	-12.70% May 17, 2011 - Oct 28, 2011	-46.74% Apr 26, 2011 - Jul 18, 2013
#3	-6.22% Jan 26, 2021 - Jun 8, 2021	-45.09% Dec 15, 2021 - Jul 13, 2023
#4	-6.06% Jan 31, 2023 - Apr 6, 2023	-44.80% Jan 19, 2000 - Feb 25, 2002
#5	-5.92% Oct 28, 2011 - Jan 24, 2012	-42.36% Feb 21, 2020 - May 26, 2020
#6	-5.43% Feb 3, 2025 - Jul 7, 2025	-34.84% Jul 18, 2023 - Jul 1, 2025
#7	-4.37% Mar 13, 2012 - Jun 14, 2012	-32.71% May 9, 2002 - Jan 10, 2003
#8	-4.17% May 7, 2013 - Feb 14, 2014	-30.40% Jan 12, 2018 - Nov 15, 2019
#9	-3.99% Dec 31, 2021 - Apr 4, 2022	-28.41% Jun 11, 2015 - Oct 21, 2016
#10	-3.98% Apr 28, 2023 - Jul 12, 2023	-26.65% Feb 25, 2005 - Jan 6, 2006
#11	-3.50% Dec 29, 2015 - Mar 16, 2016	-22.47% Jun 9, 2014 - May 18, 2015
#12	-3.25% Sep 2, 2021 - Dec 30, 2021	-22.08% Jan 16, 2004 - Jun 25, 2004
#13	-3.02% May 5, 2022 - May 27, 2022	-18.72% Feb 3, 2026 - May 5, 2026
#14	-2.92% Jan 14, 2026 - Jun 9, 2026	-18.56% Jan 15, 2003 - May 30, 2003
#15	-2.79% Aug 22, 2023 - Sep 28, 2023	-11.89% Sep 2, 2020 - Oct 8, 2020

Correlation

Correlation between C-P-N and ROK is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (1999 - 2026)

C-P-N vs ROK dividend yield comparison.

Year	C-P-N	ROK
2026	4.58%	0.58%
2025	9.23%	1.36%
2024	10.14%	1.77%
2023	10.10%	1.54%
2022	6.73%	1.76%
2021	5.94%	1.24%
2020	6.74%	1.65%
2019	6.06%	1.94%
2018	7.99%	2.42%
2017	6.87%	1.59%
2016	6.86%	2.18%
2015	7.58%	2.61%
2014	7.41%	2.15%
2013	5.42%	1.77%
2012	7.06%	2.13%
2011	8.08%	2.11%
2010	0.00%	1.78%
2009	0.00%	2.47%
2008	0.00%	3.60%
2007	0.00%	1.68%
2006	0.00%	1.58%
2005	0.00%	1.42%
2004	0.00%	1.33%
2003	0.00%	2.32%
2002	0.00%	3.19%
2001	0.00%	2.98%
2000	0.00%	2.14%
1999	0.00%	0.53%