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STT vs ROK

Comparison between State Street Corp (STT, Company) and Rockwell Automation Inc (ROK, Company).

STT is from the Financial Services sector, while ROK is from the Industrials sector.

5-Year PerformanceSTT has outperformed ROK, delivering a return of +20.3% compared to +11.1%

STT vs ROK - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
STT
$52B
Winner
ROK
$52B
Max Drawdown
STT
82.56%
Winner
ROK
77.43%
Sharpe Ratio
Winner
STT
2.24
ROK
0.95
5Y Beta
Winner
STT
1.03
ROK
1.25
Industry
STT
Asset Management
ROK
Specialty Industrial Machinery
P/E Ratio
Winner
STT
17.10
ROK
43.20
Forward P/E
Winner
STT
14.45
ROK
31.35
PEG Ratio
STT
1.50
Winner
ROK
1.21
Dividend Yield
Winner
STT
1.84%
ROK
1.16%
5Y Dividends CAGR
Winner
STT
14.65%
ROK
9.83%
5Y EPS CAGR
Winner
STT
10.73%
ROK
7.65%
Debt to Equity
Winner
STT
0.00%
ROK
73.06%
Free Cash Flow Yield
STT
-7.24%
Winner
ROK
2.42%
P/S Ratio
Winner
STT
3.53
ROK
5.94
P/B Ratio
Winner
STT
2.04
ROK
14.55

STT vs ROK - Historical Returns

Returns include dividend reinvestment.

1M
Winner
STT
+6.04%
ROK
-2.77%
3M
Winner
STT
+19.95%
ROK
+13.72%
6M
Winner
STT
+46.10%
ROK
+11.34%
1Y
Winner
STT
+73.93%
ROK
+34.44%
5Y(CAGR)
Winner
STT
+20.34%
ROK
+11.12%
10Y(CAGR)
STT
+15.58%
Winner
ROK
+16.80%
Max(CAGR)
STT
+8.12%
Winner
ROK
+15.28%

STT vs ROK - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSTTROK
2026+43.65%+17.41%
2025+34.77%+40.76%
2024+29.69%-4.97%
2023+2.42%+20.81%
2022-15.02%-22.76%
2021+32.02%+43.68%
2020-6.79%+24.31%
2019+27.59%+37.50%
2018-33.36%-22.29%
2017+25.36%+44.42%
2016+22.05%+35.88%
2015-13.71%-5.42%
2014+9.04%-2.42%
2013+54.30%+40.22%
2012+14.88%+13.64%
2011-13.83%-0.24%
2010+4.33%+53.66%
2009+6.04%+42.90%
2008-49.21%-50.32%
2007+20.72%+15.19%
2006+19.89%+3.63%
2005+15.49%+23.28%
2004-3.35%+45.43%
2003+29.77%+72.41%
2002-24.32%+19.46%
2001-12.89%+1.22%
2000+79.16%-1.07%
1999-2.78%+1.23%

STT vs ROK Drawdown Comparison

The maximum drawdown for STT was -82.23%, occurring on Jan 20, 2009. Recovery took 1742 trading sessions.

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

The current STT drawdown is -1.76%. The current ROK drawdown is -6.11%.

RankSTTROK
#1-82.23%
Jan 3, 2008 - Dec 3, 2014
-75.84%
Apr 24, 2006 - Dec 10, 2010
#2-59.60%
Jan 24, 2018 - Jan 7, 2022
-46.74%
Apr 26, 2011 - Jul 18, 2013
#3-51.72%
Nov 9, 2000 - Feb 22, 2006
-45.09%
Dec 15, 2021 - Jul 13, 2023
#4-41.42%
Jan 14, 2022 - Nov 6, 2024
-44.80%
Jan 19, 2000 - Feb 25, 2002
#5-36.14%
Jul 22, 2015 - Nov 15, 2016
-42.36%
Feb 21, 2020 - May 26, 2020
#6-25.68%
Jan 30, 2025 - Jun 24, 2025
-34.84%
Jul 18, 2023 - Jul 1, 2025
#7-24.72%
Feb 8, 2000 - Mar 16, 2000
-32.71%
May 9, 2002 - Jan 10, 2003
#8-18.74%
Oct 2, 2000 - Nov 9, 2000
-30.40%
Jan 12, 2018 - Nov 15, 2019
#9-17.88%
Apr 3, 2000 - May 8, 2000
-28.41%
Jun 11, 2015 - Oct 21, 2016
#10-17.46%
Aug 8, 2007 - Oct 16, 2007
-26.65%
Feb 25, 2005 - Jan 6, 2006
#11-17.04%
May 8, 2006 - Dec 14, 2006
-22.47%
Jun 9, 2014 - May 18, 2015
#12-16.18%
May 23, 2000 - Sep 6, 2000
-22.08%
Jan 16, 2004 - Jun 25, 2004
#13-15.76%
Nov 16, 1999 - Jan 14, 2000
-18.72%
Feb 3, 2026 - May 5, 2026
#14-13.57%
Jan 17, 2007 - Jul 17, 2007
-18.56%
Jan 15, 2003 - May 30, 2003
#15-11.79%
Jan 15, 2026 - Apr 8, 2026
-11.89%
Sep 2, 2020 - Oct 8, 2020

Correlation

Correlation between STT and ROK is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (1999 - 2026)

STT vs ROK dividend yield comparison.

YearSTTROK
20261.37%0.59%
20252.42%1.36%
20242.18%1.77%
20233.41%1.54%
20223.09%1.76%
20212.34%1.24%
20202.86%1.65%
20192.50%1.94%
20182.82%2.42%
20171.64%1.59%
20161.85%2.18%
20151.99%2.61%
20141.48%2.15%
20131.42%1.77%
20122.04%2.13%
20111.79%2.11%
20100.09%1.78%
20090.09%2.47%
20082.42%3.60%
20071.08%1.68%
20061.19%1.58%
20051.30%1.42%
20041.30%1.33%
20031.08%2.32%
20021.23%3.19%
20010.78%2.98%
20000.56%2.14%
19990.22%0.53%

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