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ROK vs XEL

Comparison between Rockwell Automation Inc (ROK, Company) and Xcel Energy Inc (XEL, Company).

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

5-Year PerformanceROK has outperformed XEL, delivering a return of +13.6% compared to +5.7%

ROK vs XEL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
ROK
$49B
Winner
XEL
$50B
Max Drawdown
Winner
ROK
77.43%
XEL
82.11%
Sharpe Ratio
Winner
ROK
1.50
XEL
0.87
5Y Beta
ROK
1.23
Winner
XEL
0.13
Industry
ROK
Specialty Industrial Machinery
XEL
Utilities - Regulated Electric
P/E Ratio
ROK
40.80
Winner
XEL
23.24
Forward P/E
ROK
36.36
Winner
XEL
19.57
PEG Ratio
Winner
ROK
1.14
XEL
12.73
Dividend Yield
ROK
1.23%
Winner
XEL
2.88%
5Y Dividends CAGR
ROK
9.83%
Winner
XEL
10.45%
5Y EPS CAGR
Winner
ROK
7.65%
XEL
3.44%
Debt to Equity
Winner
ROK
73.06%
XEL
155.56%
Free Cash Flow Yield
ROK
2.56%
Winner
XEL
9.53%
P/S Ratio
ROK
5.51
Winner
XEL
3.37
P/B Ratio
ROK
13.78
Winner
XEL
2.09

ROK vs XEL - Historical Returns

Returns include dividend reinvestment.

1M
Winner
ROK
+11.47%
XEL
+3.80%
3M
Winner
ROK
+17.05%
XEL
-2.02%
6M
Winner
ROK
+20.23%
XEL
+3.29%
1Y
Winner
ROK
+49.78%
XEL
+20.84%
5Y(CAGR)
Winner
ROK
+13.57%
XEL
+5.68%
10Y(CAGR)
Winner
ROK
+17.16%
XEL
+10.66%
Max(CAGR)
Winner
ROK
+15.26%
XEL
+9.45%

ROK vs XEL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearROKXEL
2026+14.25%+9.36%
2025+40.76%+15.02%
2024-4.97%+9.53%
2023+20.81%-8.64%
2022-22.76%+6.09%
2021+43.68%+6.01%
2020+24.31%+9.75%
2019+37.50%+35.24%
2018-22.29%+6.51%
2017+44.42%+22.13%
2016+35.88%+17.83%
2015-5.42%+3.26%
2014-2.42%+35.56%
2013+40.22%+6.12%
2012+13.64%+1.58%
2011-0.24%+22.24%
2010+53.66%+16.87%
2009+42.90%+18.49%
2008-50.32%-12.20%
2007+15.19%+0.34%
2006+3.63%+29.75%
2005+23.28%+7.26%
2004+45.43%+12.30%
2003+72.41%+56.70%
2002+19.46%-57.91%
2001+1.22%+3.25%
2000-1.07%+62.64%
1999+1.23%-8.93%

ROK vs XEL Drawdown Comparison

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

The maximum drawdown for XEL was -80.65%, occurring on Jul 29, 2002. Recovery took 1449 trading sessions.

The current ROK drawdown is -1.23%. The current XEL drawdown is -2.67%.

RankROKXEL
#1-75.84%
Apr 24, 2006 - Dec 10, 2010
-80.65%
Apr 26, 2001 - Feb 2, 2007
#2-46.74%
Apr 26, 2011 - Jul 18, 2013
-34.43%
Sep 12, 2022 - Nov 26, 2024
#3-45.09%
Dec 15, 2021 - Jul 13, 2023
-30.32%
Apr 2, 2007 - Apr 6, 2010
#4-44.80%
Jan 19, 2000 - Feb 25, 2002
-29.24%
Feb 18, 2020 - Aug 7, 2020
#5-42.36%
Feb 21, 2020 - May 26, 2020
-24.35%
Nov 2, 1999 - Apr 24, 2000
#6-34.84%
Jul 18, 2023 - Jul 1, 2025
-21.81%
Nov 16, 2020 - Mar 29, 2022
#7-32.71%
May 9, 2002 - Jan 10, 2003
-17.45%
Nov 14, 2017 - Oct 24, 2018
#8-30.40%
Jan 12, 2018 - Nov 15, 2019
-16.38%
Dec 26, 2000 - Mar 29, 2001
#9-28.41%
Jun 11, 2015 - Oct 21, 2016
-15.66%
May 27, 2022 - Aug 12, 2022
#10-26.65%
Feb 25, 2005 - Jan 6, 2006
-14.77%
May 24, 2000 - Aug 2, 2000
#11-22.47%
Jun 9, 2014 - May 18, 2015
-14.61%
Jan 29, 2015 - Oct 22, 2015
#12-22.08%
Jan 16, 2004 - Jun 25, 2004
-14.33%
Jul 6, 2016 - Mar 21, 2017
#13-18.72%
Feb 3, 2026 - May 5, 2026
-13.40%
Apr 30, 2013 - Apr 4, 2014
#14-18.56%
Jan 15, 2003 - May 30, 2003
-12.70%
May 20, 2011 - Sep 15, 2011
#15-11.89%
Sep 2, 2020 - Oct 8, 2020
-12.37%
Nov 27, 2024 - Apr 3, 2025

Correlation

Correlation between ROK and XEL is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (1999 - 2026)

ROK vs XEL dividend yield comparison.

YearROKXEL
20260.61%0.73%
20251.36%3.83%
20241.77%2.43%
20231.54%3.36%
20221.76%2.78%
20211.24%2.70%
20201.65%2.58%
20191.94%2.55%
20182.42%3.09%
20171.59%2.99%
20162.18%3.34%
20152.61%3.56%
20142.15%3.34%
20131.77%3.97%
20122.13%4.01%
20112.11%3.74%
20101.78%4.26%
20092.47%4.58%
20083.60%5.08%
20071.68%4.04%
20061.58%3.83%
20051.42%4.62%
20041.33%4.45%
20032.32%4.42%
20023.19%10.23%
20012.98%5.41%
20002.14%5.10%
19990.53%1.86%

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