ROK vs BKR

Comparison between Rockwell Automation Inc (ROK, Company) and Baker Hughes Co - Class A (BKR, Company).

ROK is from the Industrials sector, while BKR is from the Energy sector.

5-Year PerformanceBKR has outperformed ROK, delivering a return of +22.0% compared to +12.0%

ROK vs BKR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ROK(COMPANY)	BKR(COMPANY)
Market Cap	$51B	$51B
Max Drawdown	77.43%	75.39%
Sharpe Ratio	1.25	1.68
5Y Beta	1.23	1.03
Industry	Specialty Industrial Machinery	Oil & Gas Equipment & Services
P/E Ratio	42.65	20.41
Forward P/E	30.49	24.94
PEG Ratio	1.19	2.56
Dividend Yield	1.16%	1.39%
5Y Dividends CAGR	9.83%	9.82%
5Y EPS CAGR	7.65%	N/A
Debt to Equity	73.06%	3.90%
Free Cash Flow Yield	2.45%	7.07%
P/S Ratio	5.76	2.27
P/B Ratio	14.41	3.28

Market Cap

Winner

ROK

$51B

BKR

$51B

Max Drawdown

ROK

77.43%

Winner

BKR

75.39%

Sharpe Ratio

ROK

1.25

Winner

BKR

1.68

5Y Beta

ROK

1.23

Winner

BKR

1.03

Industry

ROK

Specialty Industrial Machinery

BKR

Oil & Gas Equipment & Services

P/E Ratio

ROK

42.65

Winner

BKR

20.41

Forward P/E

ROK

30.49

Winner

BKR

24.94

PEG Ratio

Winner

ROK

1.19

BKR

2.56

Dividend Yield

ROK

1.16%

Winner

BKR

1.39%

5Y Dividends CAGR

Winner

ROK

9.83%

BKR

9.82%

5Y EPS CAGR

ROK

7.65%

BKR

N/A

Debt to Equity

ROK

73.06%

Winner

BKR

3.90%

Free Cash Flow Yield

ROK

2.45%

Winner

BKR

7.07%

P/S Ratio

ROK

5.76

Winner

BKR

2.27

P/B Ratio

ROK

14.41

Winner

BKR

3.28

ROK vs BKR - Historical Returns

Returns include dividend reinvestment.

Period	ROK	BKR
1 month	+2.80%	-7.66%
3 months	+18.39%	+4.34%
6 months	+11.24%	+28.14%
1 year	+41.38%	+71.44%
5 years(CAGR)	+11.99%	+22.05%
10 years(CAGR)	+16.30%	+8.90%
Max(CAGR)	+15.18%	+8.90%

Winner

ROK

+2.80%

BKR

-7.66%

Winner

ROK

+18.39%

BKR

+4.34%

ROK

+11.24%

Winner

BKR

+28.14%

ROK

+41.38%

Winner

BKR

+71.44%

5Y(CAGR)

ROK

+11.99%

Winner

BKR

+22.05%

10Y(CAGR)

Winner

ROK

+16.30%

BKR

+8.90%

Max(CAGR)

Winner

ROK

+15.18%

BKR

+8.90%

ROK vs BKR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	ROK	BKR
2026	+12.84%	+33.74%
2025	+40.76%	+11.95%
2024	-4.97%	+23.99%
2023	+20.81%	+21.79%
2022	-22.76%	+20.97%
2021	+43.68%	+18.01%
2020	+24.31%	-15.06%
2019	+37.50%	+25.57%
2018	-22.29%	-31.69%
2017	+44.42%	-14.16%
2016	+35.88%	N/A
2015	-5.42%	N/A
2014	-2.42%	N/A
2013	+40.22%	N/A
2012	+13.64%	N/A
2011	-0.24%	N/A
2010	+53.66%	N/A
2009	+42.90%	N/A
2008	-50.32%	N/A
2007	+15.19%	N/A
2006	+3.63%	N/A
2005	+23.28%	N/A
2004	+45.43%	N/A
2003	+72.41%	N/A
2002	+19.46%	N/A
2001	+1.22%	N/A
2000	-1.07%	N/A
1999	+1.23%	N/A

ROK vs BKR Drawdown Comparison

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

The maximum drawdown for BKR was -73.51%, occurring on Mar 23, 2020. Recovery took 1173 trading sessions.

The current ROK drawdown is -3.60%. The current BKR drawdown is -9.86%.

Rank	ROK	BKR
#1	-75.84% Apr 24, 2006 - Dec 10, 2010	-73.51% Jul 7, 2017 - Mar 4, 2022
#2	-46.74% Apr 26, 2011 - Jul 18, 2013	-46.54% Mar 25, 2022 - Jul 26, 2024
#3	-45.09% Dec 15, 2021 - Jul 13, 2023	-28.00% Feb 5, 2025 - Sep 23, 2025
#4	-44.80% Jan 19, 2000 - Feb 25, 2002	-16.86% Feb 27, 2026 - Apr 24, 2026
#5	-42.36% Feb 21, 2020 - May 26, 2020	-14.43% Jul 31, 2024 - Nov 5, 2024
#6	-34.84% Jul 18, 2023 - Jul 1, 2025	-12.13% Dec 4, 2025 - Jan 15, 2026
#7	-32.71% May 9, 2002 - Jan 10, 2003	-12.03% Sep 29, 2025 - Dec 3, 2025
#8	-30.40% Jan 12, 2018 - Nov 15, 2019	-11.32% Nov 21, 2024 - Jan 14, 2025
#9	-28.41% Jun 11, 2015 - Oct 21, 2016	-10.60% Mar 11, 2022 - Mar 24, 2022
#10	-26.65% Feb 25, 2005 - Jan 6, 2006	-9.86% Apr 30, 2026 - Jun 5, 2026
#11	-22.47% Jun 9, 2014 - May 18, 2015	-8.44% Jan 21, 2025 - Feb 3, 2025
#12	-22.08% Jan 16, 2004 - Jun 25, 2004	-3.06% Feb 4, 2026 - Feb 9, 2026
#13	-18.72% Feb 3, 2026 - May 5, 2026	-2.84% Mar 8, 2022 - Mar 10, 2022
#14	-18.56% Jan 15, 2003 - May 30, 2003	-2.81% Nov 11, 2024 - Nov 20, 2024
#15	-11.89% Sep 2, 2020 - Oct 8, 2020	-2.12% Feb 12, 2026 - Feb 18, 2026

Correlation

Correlation between ROK and BKR is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77

-101

Dividend Comparison (1999 - 2026)

ROK vs BKR dividend yield comparison.

Year	ROK	BKR
2026	0.62%	0.73%
2025	1.36%	2.02%
2024	1.77%	2.05%
2023	1.54%	2.28%
2022	1.76%	2.47%
2021	1.24%	2.99%
2020	1.65%	3.45%
2019	1.94%	2.81%
2018	2.42%	3.35%
2017	1.59%	56.42%
2016	2.18%	0.00%
2015	2.61%	0.00%
2014	2.15%	0.00%
2013	1.77%	0.00%
2012	2.13%	0.00%
2011	2.11%	0.00%
2010	1.78%	0.00%
2009	2.47%	0.00%
2008	3.60%	0.00%
2007	1.68%	0.00%
2006	1.58%	0.00%
2005	1.42%	0.00%
2004	1.33%	0.00%
2003	2.32%	0.00%
2002	3.19%	0.00%
2001	2.98%	0.00%
2000	2.14%	0.00%
1999	0.53%	0.00%