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NDAQ vs ROK

Comparison between Nasdaq Inc - 144A (NDAQ, Company) and Rockwell Automation Inc (ROK, Company).

NDAQ is from the Financial Services sector, while ROK is from the Industrials sector.

5-Year PerformanceROK has outperformed NDAQ, delivering a return of +12.0% compared to +10.5%

NDAQ vs ROK - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
NDAQ
$51B
ROK
$51B
Max Drawdown
Winner
NDAQ
68.48%
ROK
77.43%
Sharpe Ratio
NDAQ
0.19
Winner
ROK
1.25
5Y Beta
Winner
NDAQ
0.80
ROK
1.23
Industry
NDAQ
Financial Data & Stock Exchanges
ROK
Specialty Industrial Machinery
P/E Ratio
Winner
NDAQ
26.99
ROK
42.65
Forward P/E
Winner
NDAQ
24.39
ROK
30.49
PEG Ratio
Winner
NDAQ
0.53
ROK
1.19
Dividend Yield
Winner
NDAQ
1.22%
ROK
1.16%
5Y Dividends CAGR
Winner
NDAQ
10.58%
ROK
9.83%
5Y EPS CAGR
Winner
NDAQ
9.97%
ROK
7.65%
Debt to Equity
NDAQ
74.44%
Winner
ROK
73.06%
Free Cash Flow Yield
Winner
NDAQ
3.92%
ROK
2.45%
P/S Ratio
NDAQ
9.45
Winner
ROK
5.76
P/B Ratio
Winner
NDAQ
4.27
ROK
14.41

NDAQ vs ROK - Historical Returns

Returns include dividend reinvestment.

1M
NDAQ
-1.93%
Winner
ROK
+2.80%
3M
NDAQ
-0.81%
Winner
ROK
+18.39%
6M
NDAQ
-2.95%
Winner
ROK
+11.24%
1Y
NDAQ
+5.17%
Winner
ROK
+41.38%
5Y(CAGR)
NDAQ
+10.47%
Winner
ROK
+11.99%
10Y(CAGR)
Winner
NDAQ
+16.80%
ROK
+16.30%
Max(CAGR)
NDAQ
+13.78%
Winner
ROK
+15.18%

NDAQ vs ROK - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearNDAQROK
2026-9.42%+12.84%
2025+26.99%+40.76%
2024+37.79%-4.97%
2023-4.32%+20.81%
2022-7.87%-22.76%
2021+61.01%+43.68%
2020+25.28%+24.31%
2019+34.81%+37.50%
2018+8.33%-22.29%
2017+17.53%+44.42%
2016+20.88%+35.88%
2015+23.66%-5.42%
2014+24.09%-2.42%
2013+56.95%+40.22%
2012+1.82%+13.64%
2011+1.66%-0.24%
2010+17.24%+53.66%
2009-24.15%+42.90%
2008-48.77%-50.32%
2007+59.59%+15.19%
2006-15.09%+3.63%
2005+246.61%+23.28%
2004+10.27%+45.43%
2003-7.81%+72.41%
2002-33.33%+19.46%
2001N/A+1.22%
2000N/A-1.07%
1999N/A+1.23%

NDAQ vs ROK Drawdown Comparison

The maximum drawdown for NDAQ was -68.48%, occurring on Nov 20, 2008. Recovery took 1758 trading sessions.

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

The current NDAQ drawdown is -13.30%. The current ROK drawdown is -3.60%.

RankNDAQROK
#1-68.48%
Dec 26, 2007 - Dec 18, 2014
-75.84%
Apr 24, 2006 - Dec 10, 2010
#2-66.13%
Jul 9, 2002 - May 6, 2005
-46.74%
Apr 26, 2011 - Jul 18, 2013
#3-48.01%
Jan 30, 2006 - Nov 2, 2007
-45.09%
Dec 15, 2021 - Jul 13, 2023
#4-38.28%
Feb 4, 2020 - May 29, 2020
-44.80%
Jan 19, 2000 - Feb 25, 2002
#5-32.84%
Nov 5, 2021 - Jul 30, 2024
-42.36%
Feb 21, 2020 - May 26, 2020
#6-21.76%
Jan 16, 2026 - Feb 12, 2026
-34.84%
Jul 18, 2023 - Jul 1, 2025
#7-21.28%
Nov 25, 2005 - Jan 30, 2006
-32.71%
May 9, 2002 - Jan 10, 2003
#8-20.47%
Feb 6, 2025 - May 30, 2025
-30.40%
Jan 12, 2018 - Nov 15, 2019
#9-19.88%
Sep 4, 2018 - Jun 5, 2019
-28.41%
Jun 11, 2015 - Oct 21, 2016
#10-16.78%
Nov 6, 2007 - Dec 24, 2007
-26.65%
Feb 25, 2005 - Jan 6, 2006
#11-12.44%
Sep 2, 2020 - Jan 7, 2021
-22.47%
Jun 9, 2014 - May 18, 2015
#12-11.63%
Aug 11, 2025 - Dec 22, 2025
-22.08%
Jan 16, 2004 - Jun 25, 2004
#13-10.96%
Sep 2, 2016 - Feb 15, 2017
-18.72%
Feb 3, 2026 - May 5, 2026
#14-10.87%
Oct 11, 2005 - Oct 27, 2005
-18.56%
Jan 15, 2003 - May 30, 2003
#15-10.07%
Aug 18, 2015 - Oct 12, 2015
-11.89%
Sep 2, 2020 - Oct 8, 2020

Correlation

Correlation between NDAQ and ROK is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (1999 - 2026)

NDAQ vs ROK dividend yield comparison.

YearNDAQROK
20260.31%0.62%
20251.08%1.36%
20241.22%1.77%
20231.48%1.54%
20221.27%1.76%
20211.00%1.24%
20201.46%1.65%
20191.73%1.94%
20182.08%2.42%
20171.90%1.59%
20161.80%2.18%
20151.55%2.61%
20141.21%2.15%
20131.31%1.77%
20121.56%2.13%
20110.00%2.11%
20100.00%1.78%
20090.00%2.47%
20080.00%3.60%
20070.00%1.68%
20060.00%1.58%
20050.00%1.42%
20040.00%1.33%
20030.00%2.32%
20020.00%3.19%
20010.00%2.98%
20000.00%2.14%
19990.00%0.53%

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