ROK vs C-P-N

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

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

ROK vs C-P-N - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

ROK

$53B

Winner

C-P-N

$54B

Max Drawdown

ROK

77.43%

Winner

C-P-N

20.73%

Sharpe Ratio

Winner

ROK

1.41

C-P-N

0.58

5Y Beta

ROK

1.23

Winner

C-P-N

0.08

Industry

ROK

Specialty Industrial Machinery

C-P-N

Other

P/E Ratio

ROK

44.31

Winner

C-P-N

3.80

Forward P/E

ROK

31.15

C-P-N

N/A

PEG Ratio

ROK

1.24

Winner

C-P-N

0.36

Dividend Yield

ROK

1.15%

C-P-N

N/A

5Y Dividends CAGR

ROK

9.83%

Winner

C-P-N

14.66%

5Y EPS CAGR

Winner

ROK

7.65%

C-P-N

-0.03%

Debt to Equity

Winner

ROK

73.06%

C-P-N

173.21%

Free Cash Flow Yield

ROK

2.36%

C-P-N

N/A

ROK vs C-P-N - Historical Returns

Returns include dividend reinvestment.

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

Winner

ROK

+8.58%

C-P-N

-1.38%

Winner

ROK

+33.84%

C-P-N

-1.39%

Winner

ROK

+21.80%

C-P-N

-0.73%

Winner

ROK

+49.34%

C-P-N

+7.48%

5Y(CAGR)

Winner

ROK

+13.65%

C-P-N

+9.95%

10Y(CAGR)

Winner

ROK

+17.19%

C-P-N

+9.20%

Max(CAGR)

Winner

ROK

+15.42%

C-P-N

+8.38%

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

Returns include dividend reinvestment.

Year	ROK	C-P-N
2026	+19.68%	-1.42%
2025	+40.76%	+8.85%
2024	-4.97%	+14.67%
2023	+20.81%	+10.52%
2022	-22.76%	+9.58%
2021	+43.68%	+4.55%
2020	+24.31%	+8.52%
2019	+37.50%	+11.03%
2018	-22.29%	+4.02%
2017	+44.42%	+13.78%
2016	+35.88%	+5.81%
2015	-5.42%	+5.20%
2014	-2.42%	+5.21%
2013	+40.22%	+2.70%
2012	+13.64%	+14.55%
2011	-0.24%	+4.26%
2010	+53.66%	+4.02%
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 C-P-N Drawdown Comparison

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

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

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

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

Correlation

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

0.95

-101

Dividend Comparison (1999 - 2026)

ROK vs C-P-N dividend yield comparison.

Year	ROK	C-P-N
2026	0.58%	4.58%
2025	1.36%	9.23%
2024	1.77%	10.14%
2023	1.54%	10.10%
2022	1.76%	6.73%
2021	1.24%	5.94%
2020	1.65%	6.74%
2019	1.94%	6.06%
2018	2.42%	7.99%
2017	1.59%	6.87%
2016	2.18%	6.86%
2015	2.61%	7.58%
2014	2.15%	7.41%
2013	1.77%	5.42%
2012	2.13%	7.06%
2011	2.11%	8.08%
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%