Rockwell Automation Inc

ROK: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	$729.00	Kymmn	Rxdyrvd

Rockwell’s Battered Shares a Long-Term Opportunity for Patient Investors

Joshua Aguilar

May 3, 2022

Wide-moat Rockwell Automation had a rough fiscal second quarter and meaningfully whiffed on our expectations, but nothing in its latest results alters our long-term, fundamental view of the firm. While we lowered our full-year fiscal 2022 assumptions on the cusp of disappointing results and management’s lowered guidance, time value of money fully offset these effects in our model. Therefore, we maintain our $290 fair value estimate.

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