ROK vs JPM-P-L

Comparison between Rockwell Automation Inc (ROK, Company) and JPMorgan Chase & Company (JPM-P-L, Company).

5-Year PerformanceROK has outperformed JPM-P-L, delivering a return of +10.9% compared to -1.6%

ROK vs JPM-P-L - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ROK(COMPANY)	JPM-P-L(COMPANY)
Market Cap	$51B	$51B
Max Drawdown	77.43%	32.13%
Sharpe Ratio	0.95	-0.50
5Y Beta	1.25	0.21
Industry	Specialty Industrial Machinery	N/A
P/E Ratio	42.85	0.86
Forward P/E	31.55	N/A
PEG Ratio	1.20	0.09
Dividend Yield	1.16%	N/A
5Y Dividends CAGR	9.83%	N/A
5Y EPS CAGR	7.65%	15.42%
Debt to Equity	73.06%	18.69%
Free Cash Flow Yield	2.44%	N/A
P/S Ratio	5.79	N/A
P/B Ratio	14.69	N/A

Market Cap

Winner

ROK

$51B

JPM-P-L

$51B

Max Drawdown

ROK

77.43%

Winner

JPM-P-L

32.13%

Sharpe Ratio

Winner

ROK

0.95

JPM-P-L

-0.50

5Y Beta

ROK

1.25

Winner

JPM-P-L

0.21

Industry

ROK

Specialty Industrial Machinery

JPM-P-L

N/A

P/E Ratio

ROK

42.85

Winner

JPM-P-L

0.86

Forward P/E

ROK

31.55

JPM-P-L

N/A

PEG Ratio

ROK

1.20

Winner

JPM-P-L

0.09

Dividend Yield

ROK

1.16%

JPM-P-L

N/A

5Y Dividends CAGR

ROK

9.83%

JPM-P-L

N/A

5Y EPS CAGR

ROK

7.65%

Winner

JPM-P-L

15.42%

Debt to Equity

ROK

73.06%

Winner

JPM-P-L

18.69%

Free Cash Flow Yield

ROK

2.44%

JPM-P-L

N/A

P/S Ratio

ROK

5.79

JPM-P-L

N/A

P/B Ratio

ROK

14.69

JPM-P-L

N/A

ROK vs JPM-P-L - Historical Returns

Returns include dividend reinvestment.

Period	ROK	JPM-P-L
1 month	+0.39%	-1.02%
3 months	+15.56%	-3.94%
6 months	+11.35%	-5.83%
1 year	+31.31%	+0.00%
5 years(CAGR)	+10.92%	-1.59%
10 years(CAGR)	+16.77%	N/A
Max(CAGR)	+15.25%	-0.49%

Winner

ROK

+0.39%

JPM-P-L

-1.02%

Winner

ROK

+15.56%

JPM-P-L

-3.94%

Winner

ROK

+11.35%

JPM-P-L

-5.83%

Winner

ROK

+31.31%

JPM-P-L

+0.00%

5Y(CAGR)

Winner

ROK

+10.92%

JPM-P-L

-1.59%

10Y(CAGR)

ROK

+16.77%

JPM-P-L

N/A

Max(CAGR)

Winner

ROK

+15.25%

JPM-P-L

-0.49%

ROK vs JPM-P-L - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	ROK	JPM-P-L
2026	+16.74%	-4.12%
2025	+40.76%	-0.62%
2024	-4.97%	+5.56%
2023	+20.81%	+15.50%
2022	-22.76%	-23.38%
2021	+43.68%	+6.90%
2020	+24.31%	N/A
2019	+37.50%	N/A
2018	-22.29%	N/A
2017	+44.42%	N/A
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 JPM-P-L Drawdown Comparison

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

The maximum drawdown for JPM-P-L was -27.73%, occurring on May 9, 2022. Recovery took 716 trading sessions.

The current ROK drawdown is -6.65%. The current JPM-P-L drawdown is -12.26%.

Rank	ROK	JPM-P-L
#1	-75.84% Apr 24, 2006 - Dec 10, 2010	-27.73% Nov 5, 2021 - Sep 13, 2024
#2	-46.74% Apr 26, 2011 - Jul 18, 2013	-15.14% Sep 26, 2024 - May 21, 2025
#3	-45.09% Dec 15, 2021 - Jul 13, 2023	-2.62% Sep 22, 2021 - Nov 4, 2021
#4	-44.80% Jan 19, 2000 - Feb 25, 2002	-2.16% Jul 7, 2021 - Sep 16, 2021
#5	-42.36% Feb 21, 2020 - May 26, 2020	-0.72% Jun 10, 2021 - Jun 23, 2021
#6	-34.84% Jul 18, 2023 - Jul 1, 2025	-0.69% May 28, 2021 - Jun 9, 2021
#7	-32.71% May 9, 2002 - Jan 10, 2003	-0.49% Sep 16, 2021 - Sep 22, 2021
#8	-30.40% Jan 12, 2018 - Nov 15, 2019	-0.44% May 17, 2021 - May 21, 2021
#9	-28.41% Jun 11, 2015 - Oct 21, 2016	-0.39% Sep 19, 2024 - Sep 26, 2024
#10	-26.65% Feb 25, 2005 - Jan 6, 2006	-0.04% Sep 17, 2024 - Sep 19, 2024
#11	-22.47% Jun 9, 2014 - May 18, 2015	N/A
#12	-22.08% Jan 16, 2004 - Jun 25, 2004	N/A
#13	-18.72% Feb 3, 2026 - May 5, 2026	N/A
#14	-18.56% Jan 15, 2003 - May 30, 2003	N/A
#15	-11.89% Sep 2, 2020 - Oct 8, 2020	N/A

Correlation

Correlation between ROK and JPM-P-L is 0.40 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.40

-101

Dividend Comparison (1999 - 2026)

ROK vs JPM-P-L dividend yield comparison.

Year	ROK	JPM-P-L
2026	0.60%	3.13%
2025	1.36%	5.89%
2024	1.77%	5.55%
2023	1.54%	5.54%
2022	1.76%	6.14%
2021	1.24%	2.35%
2020	1.65%	0.00%
2019	1.94%	0.00%
2018	2.42%	0.00%
2017	1.59%	0.00%
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%