ROK vs VST

Comparison between Rockwell Automation Inc (ROK, Company) and Vistra Corp (VST, Company).

ROK is from the Industrials sector, while VST is from the Utilities sector.

5-Year PerformanceVST has outperformed ROK, delivering a return of +59.5% compared to +13.6%

ROK vs VST - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ROK(COMPANY)	VST(COMPANY)
Market Cap	$49B	$49B
Max Drawdown	77.43%	53.96%
Sharpe Ratio	1.50	0.23
5Y Beta	1.23	1.93
Industry	Specialty Industrial Machinery	Utilities - Independent Power Producers
P/E Ratio	40.80	21.74
Forward P/E	36.36	16.08
PEG Ratio	1.14	1.23
Dividend Yield	1.23%	0.61%
5Y Dividends CAGR	9.83%	15.27%
5Y EPS CAGR	7.65%	N/A
Debt to Equity	73.06%	342.38%
Free Cash Flow Yield	2.56%	3.70%
P/S Ratio	5.51	2.56
P/B Ratio	13.78	15.56

Market Cap

Winner

ROK

$49B

VST

$49B

Max Drawdown

ROK

77.43%

Winner

VST

53.96%

Sharpe Ratio

Winner

ROK

1.50

VST

0.23

5Y Beta

Winner

ROK

1.23

VST

1.93

Industry

ROK

Specialty Industrial Machinery

VST

Utilities - Independent Power Producers

P/E Ratio

ROK

40.80

Winner

VST

21.74

Forward P/E

ROK

36.36

Winner

VST

16.08

PEG Ratio

Winner

ROK

1.14

VST

1.23

Dividend Yield

Winner

ROK

1.23%

VST

0.61%

5Y Dividends CAGR

ROK

9.83%

Winner

VST

15.27%

5Y EPS CAGR

ROK

7.65%

VST

N/A

Debt to Equity

Winner

ROK

73.06%

VST

342.38%

Free Cash Flow Yield

ROK

2.56%

Winner

VST

3.70%

P/S Ratio

ROK

5.51

Winner

VST

2.56

P/B Ratio

Winner

ROK

13.78

VST

15.56

ROK vs VST - Historical Returns

Returns include dividend reinvestment.

Period	ROK	VST
1 month	+11.47%	+0.31%
3 months	+17.05%	-6.73%
6 months	+20.23%	-7.03%
1 year	+49.78%	+1.54%
5 years(CAGR)	+13.57%	+59.52%
10 years(CAGR)	+17.16%	+30.84%
Max(CAGR)	+15.26%	+30.84%

Winner

ROK

+11.47%

VST

+0.31%

Winner

ROK

+17.05%

VST

-6.73%

Winner

ROK

+20.23%

VST

-7.03%

Winner

ROK

+49.78%

VST

+1.54%

5Y(CAGR)

ROK

+13.57%

Winner

VST

+59.52%

10Y(CAGR)

ROK

+17.16%

Winner

VST

+30.84%

Max(CAGR)

ROK

+15.26%

Winner

VST

+30.84%

ROK vs VST - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	ROK	VST
2026	+14.25%	-5.28%
2025	+40.76%	+8.38%
2024	-4.97%	+265.59%
2023	+20.81%	+77.85%
2022	-22.76%	+5.22%
2021	+43.68%	+22.54%
2020	+24.31%	-11.20%
2019	+37.50%	+4.81%
2018	-22.29%	+24.27%
2017	+44.42%	+19.27%
2016	+35.88%	+12.71%
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 VST Drawdown Comparison

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

The maximum drawdown for VST was -53.27%, occurring on Mar 18, 2020. Recovery took 619 trading sessions.

The current ROK drawdown is -1.23%. The current VST drawdown is -28.08%.

Rank	ROK	VST
#1	-75.84% Apr 24, 2006 - Dec 10, 2010	-53.27% Nov 4, 2019 - Apr 20, 2022
#2	-46.74% Apr 26, 2011 - Jul 18, 2013	-48.81% Jan 23, 2025 - Jun 27, 2025
#3	-45.09% Dec 15, 2021 - Jul 13, 2023	-38.00% Sep 22, 2025 - May 19, 2026
#4	-44.80% Jan 19, 2000 - Feb 25, 2002	-34.87% May 28, 2024 - Sep 20, 2024
#5	-42.36% Feb 21, 2020 - May 26, 2020	-22.16% Jun 7, 2022 - Jul 5, 2023
#6	-34.84% Jul 18, 2023 - Jul 1, 2025	-20.95% Apr 30, 2019 - Sep 20, 2019
#7	-32.71% May 9, 2002 - Jan 10, 2003	-20.24% Nov 21, 2024 - Jan 10, 2025
#8	-30.40% Jan 12, 2018 - Nov 15, 2019	-18.72% Feb 10, 2017 - Sep 18, 2017
#9	-28.41% Jun 11, 2015 - Oct 21, 2016	-17.29% Oct 5, 2018 - Feb 8, 2019
#10	-26.65% Feb 25, 2005 - Jan 6, 2006	-16.82% Oct 11, 2016 - Dec 9, 2016
#11	-22.47% Jun 9, 2014 - May 18, 2015	-16.38% Oct 4, 2024 - Nov 8, 2024
#12	-22.08% Jan 16, 2004 - Jun 25, 2004	-15.86% Oct 26, 2017 - Mar 7, 2018
#13	-18.72% Feb 3, 2026 - May 5, 2026	-13.20% Aug 4, 2025 - Sep 22, 2025
#14	-18.56% Jan 15, 2003 - May 30, 2003	-12.84% Apr 5, 2024 - Apr 29, 2024
#15	-11.89% Sep 2, 2020 - Oct 8, 2020	-12.06% May 6, 2022 - Jun 7, 2022

Correlation

Correlation between ROK and VST is 0.71 which considered as a strong positive correlation - the stocks tend to move together.

0.71

-101

Dividend Comparison (1999 - 2026)

ROK vs VST dividend yield comparison.

Year	ROK	VST
2026	0.61%	0.15%
2025	1.36%	0.56%
2024	1.77%	0.63%
2023	1.54%	2.13%
2022	1.76%	3.12%
2021	1.24%	2.64%
2020	1.65%	2.75%
2019	1.94%	2.17%
2018	2.42%	0.00%
2017	1.59%	0.00%
2016	2.18%	14.97%
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%