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ROK vs FERG

Comparison between Rockwell Automation Inc (ROK, Company) and Ferguson Plc. (FERG, Company).

Both ROK and FERG are from the Industrials sector.

5-Year PerformanceFERG has outperformed ROK, delivering a return of +14.9% compared to +8.8%

ROK vs FERG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
ROK
$50B
FERG
$50B
Max Drawdown
ROK
77.43%
Winner
FERG
56.03%
Sharpe Ratio
Winner
ROK
1.03
FERG
0.54
5Y Beta
ROK
1.21
Winner
FERG
1.00
Industry
ROK
Specialty Industrial Machinery
FERG
Industrial Distribution
P/E Ratio
ROK
37.10
Winner
FERG
28.81
Forward P/E
ROK
30.21
Winner
FERG
18.62
PEG Ratio
Winner
ROK
0.78
FERG
1.60
Dividend Yield
ROK
1.23%
Winner
FERG
1.65%
5Y Dividends CAGR
Winner
ROK
9.83%
FERG
-1.25%
5Y EPS CAGR
ROK
7.41%
FERG
N/A
Debt to Equity
ROK
73.61%
Winner
FERG
70.26%
Free Cash Flow Yield
ROK
2.83%
Winner
FERG
4.71%
P/S Ratio
ROK
5.58
Winner
FERG
1.59
P/B Ratio
ROK
14.18
Winner
FERG
7.74

ROK vs FERG - Historical Returns

Returns include dividend reinvestment.

1M
ROK
-5.94%
Winner
FERG
+15.01%
3M
ROK
-1.36%
Winner
FERG
+4.54%
6M
Winner
ROK
+6.99%
FERG
-1.54%
1Y
Winner
ROK
+34.51%
FERG
+15.98%
5Y(CAGR)
ROK
+8.81%
Winner
FERG
+14.94%
10Y(CAGR)
ROK
+16.24%
Winner
FERG
+19.13%
Max(CAGR)
ROK
+15.02%
Winner
FERG
+18.19%

ROK vs FERG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearROKFERG
2026+11.41%+14.97%
2025+40.76%+30.04%
2024-4.97%-6.46%
2023+20.81%+53.08%
2022-22.76%-27.90%
2021+43.68%+54.00%
2020+24.31%+34.00%
2019+37.50%+50.17%
2018-22.29%-14.61%
2017+44.42%+23.85%
2016+35.88%+10.45%
2015-5.42%-3.66%
2014-2.42%+6.98%
2013+40.22%+16.74%
2012+13.64%+63.25%
2011-0.24%-4.03%
2010+53.66%+47.62%
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 FERG Drawdown Comparison

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

The maximum drawdown for FERG was -55.35%, occurring on Mar 23, 2020. Recovery took 129 trading sessions.

The current ROK drawdown is -10.92%. The current FERG drawdown is -3.74%.

RankROKFERG
#1-75.84%
Apr 24, 2006 - Dec 10, 2010
-55.35%
Feb 13, 2020 - Aug 18, 2020
#2-46.74%
Apr 26, 2011 - Jul 18, 2013
-43.31%
Jan 3, 2022 - Dec 5, 2023
#3-45.09%
Dec 15, 2021 - Jul 13, 2023
-36.62%
Feb 8, 2011 - Feb 23, 2012
#4-44.80%
Jan 19, 2000 - Feb 25, 2002
-32.93%
Dec 4, 2024 - Jul 1, 2025
#5-42.36%
Feb 21, 2020 - May 26, 2020
-29.14%
Jul 14, 2015 - Oct 4, 2017
#6-34.84%
Jul 18, 2023 - Jul 1, 2025
-27.86%
Sep 27, 2018 - Oct 22, 2019
#7-32.71%
May 9, 2002 - Jan 10, 2003
-19.84%
Feb 23, 2010 - Oct 7, 2010
#8-30.40%
Jan 12, 2018 - Nov 15, 2019
-18.31%
Feb 11, 2026 - Apr 30, 2026
#9-28.41%
Jun 11, 2015 - Oct 21, 2016
-17.51%
Apr 30, 2026 - May 18, 2026
#10-26.65%
Feb 25, 2005 - Jan 6, 2006
-16.64%
Apr 5, 2024 - Dec 4, 2024
#11-22.47%
Jun 9, 2014 - May 18, 2015
-14.90%
Mar 5, 2014 - Jan 21, 2015
#12-22.08%
Jan 16, 2004 - Jun 25, 2004
-12.40%
Nov 11, 2025 - Jan 23, 2026
#13-18.72%
Feb 3, 2026 - May 5, 2026
-11.22%
Sep 5, 2025 - Oct 14, 2025
#14-18.56%
Jan 15, 2003 - May 30, 2003
-10.33%
Mar 23, 2012 - Aug 23, 2012
#15-11.89%
Sep 2, 2020 - Oct 8, 2020
-9.71%
Jan 17, 2018 - Apr 19, 2018

Correlation

Correlation between ROK and FERG 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 FERG dividend yield comparison.

YearROKFERG
20260.63%1.04%
20251.36%1.12%
20241.77%1.84%
20231.54%1.57%
20221.76%2.76%
20211.24%2.34%
20201.65%2.33%
20191.94%2.43%
20182.42%3.75%
20171.59%3.52%
20162.18%1.11%
20152.61%0.00%
20142.15%1.44%
20131.77%3.34%
20122.13%3.47%
20112.11%0.00%
20101.78%0.00%
20092.47%0.00%
20083.60%0.00%
20071.68%0.00%
20061.58%0.00%
20051.42%0.00%
20041.33%0.00%
20032.32%0.00%
20023.19%0.00%
20012.98%0.00%
20002.14%0.00%
19990.53%0.00%

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