PQUS · Exit · 1d
weight 0.040% → 0 (exited)·stock up 6.0% in the 30 days before
Jun 4·entry $462.24·now $458.20
-0.87%
since Jun 4
ROK
DefensiveROCKWELL AUTOMATION INC
Rockwell Automation, Inc., together with its subsidiaries, provides industrial automation and digital transformation solutions in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. It operates in three segments: Intelligent Devices, Software & Control, and Lifecycle Services. The company offers drives, motion, advanced material handling, safety, sensing, industrial components, hardware, software, and configured-to-order products; and control and visualization software and hardware, digital twin, simulation and information software, network and security infrastructure, and custom-engineered systems.
Close · 3M
+22.76%
Held by 0 AI ETFs
None of the tracked AI ETFs currently hold this name.
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals1
Win rate100% (1/1)
Avg buy return+0.95%
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Fails the frameworkas of May 11
The AI ETFs, specifically PQUS with its recent weight increase trend, appear to be accumulating Rockwell Automation shares. This action stands in contrast to the value investing framework's 'Fail' verdict, which is primarily driven by the absence of a margin of safety at current valuation levels.
- Circle of CompetenceRockwell Automation's focus on industrial automation, a sector driven by predictable long-term trends in manufacturing efficiency, suggests its unit economics are stable enough for reasonable ten-year cash flow projections.
- Economic MoatRockwell benefits from significant switching costs as its automation systems are deeply integrated into customers' critical manufacturing processes, along with a strong brand reputation for reliability.
- ManagementThe provided financial data offers no insight into management's candor, capital allocation discipline, or ownership stakes, making it impossible to assess these critical qualities.
- Financial HealthWhile the current ROE of 27.69% is strong, the absence of a 10-year ROE history, operating margin trends, specific debt metrics, and data for owner earnings calculation prevents a complete assessment of financial health.
- Margin of SafetyThe company's high valuation multiples, including a PER of 51.02, PBR of 10.76, and EV/EBITDA of 44.7, indicate that the current price offers no defensible margin of safety.
Rockwell Automation appears to be a high-quality business that falls within the circle of competence and possesses a durable economic moat from high switching costs and brand. However, due to limited data, management and full financial health could not be definitively assessed. Crucially, the current market price, evidenced by extremely high valuation multiples, offers no margin of safety, leading to an overall 'Fail' verdict within this framework.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.