Compare Stocks › NOW vs ROK
ServiceNow, Inc. (NOW) vs Rockwell Automation, Inc. (ROK)
NOW
ServiceNow, Inc.
$113.27
VS
ROK
Rockwell Automation, Inc.
$355.73
Rewards
NOW
- ★Gross margin of 77.5% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
- ★Free cash flow has grown at a 27.8% CAGR over the past 4 years, demonstrating strong earnings power growth.
- ★Each dollar of retained earnings has created $16.65 of market value — management is an exceptional capital allocator.
ROK
- ★Rockwell Automation, Inc. has maintained ROIC above 10% for 4 consecutive years, suggesting solid business economics.
- ★Free cash flow has grown at a 25.8% CAGR over the past 4 years, demonstrating strong earnings power growth.
- ★Return on equity has consistently exceeded 20% over 4 years, indicating efficient use of shareholder capital.
Risks
NOW
- ⚠Despite buyback spending, shares outstanding increased in 3 out of 3 years — stock-based compensation is offsetting repurchases.
- ⚠PEG ratio of 19.95 indicates the stock is expensive relative to its expected growth — the market may be pricing in more growth than analysts project.
ROK
- ⚠9 insider sales totaling $23.6M with no purchases in the past 3 months — insiders are reducing their exposure.
Key Valuation Metrics
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ROK
Valuation
$4.95B
Free Cash Flow
$1.36B
4.14%
FCF Yield
3.40%
67.83
Trailing P/E
40.65
22.56
Forward P/E
25.95
Quality & Moat
11.27%
ROIC
15.66%
13.48%
ROE
22.87%
77.53%
Gross Margin
48.49%
19.95
PEG Ratio
0.61
Balance Sheet Safety
0.19
Debt / Equity
0.99
N/A
Interest Coverage
N/A
-1.42
Net Debt / EBITDA
1.79
N/A
Dividend Yield
1.55%
NOW: 6Ties: 1ROK: 4
NOWROK
Historical Fundamentals
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Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
ROK
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
$1 Retained Earnings Test
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$16.65
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$4.90B
Δ Market Cap
+$81.66B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
ROK
$9.35
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$1.50B
Δ Market Cap
+$14.07B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Discounted Cash Flow (DCF) Analysis
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45.8% Overvalued
Price is 45.8% above estimated fair value
Current Price: $113.27
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $77.67
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
ROK
80.6% Overvalued
Price is 80.6% above estimated fair value
Current Price: $355.73
Strongly undervalued
Fairly valued
Strongly overvalued
Fair Value: $196.94
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Reverse DCF — Market-Implied Growth
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What growth rate is the market pricing in at $113?
+24.1%
Market-Implied Owner Earnings Growth
Standard FCF implies +9.8%
The market implies +24.1% Owner Earnings growth, below historical trends — potential opportunity.
Standard FCF implies a more demanding +9.8%, reflecting heavy growth investment expected to generate future returns.
ROK
What growth rate is the market pricing in at $356?
+20.2%
Market-Implied Owner Earnings Growth
Standard FCF implies +14.1%
The market implies +20.2% Owner Earnings growth, above historical trends.
Standard FCF implies a demanding +14.1%, reflecting heavy growth investment.
Economic Moat Score
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61/100
Narrow Moat
70+ Wide · 40-69 Narrow · <40 None
Narrow moat with revenue predictability as the key competitive advantage. Improving roic consistency would strengthen the moat.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 5 years of fundamental data.
ROK
69/100
Narrow Moat
70+ Wide · 40-69 Narrow · <40 None
Narrow moat with reinvestment efficiency as the key competitive advantage. Improving revenue predictability would strengthen the moat.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
Forensic Accounting
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-2.87
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
ROK
-2.67
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Ownership Breakdown
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Insiders 0.2%Institutions 90.0%Retail & Other 9.8%
No. of Institutional Holders3,197
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
ROK
Insiders 0.2%Institutions 88.2%Retail & Other 11.6%
No. of Institutional Holders1,881
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
High insider ownership aligns management incentives with shareholders. Institutional concentration can indicate smart-money conviction but also crowding risk.
Insider Buying Activity
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1
Buys (3M)
1
Buys (12M)
Total value (12M): $3.00M
MCDERMOTT WILLIAM R
Chief Executive Officer
$3.00M
@ $104.60 · 2026-02-27
Open market purchases · includes direct & indirect ownership · excludes option exercises
ROK
0
Buys (3M)
0
Buys (12M)
No open market insider purchases found.
Open market purchases · includes direct & indirect ownership · excludes option exercises
Open market purchases · includes direct & indirect ownership · excludes option exercises.
Insider Selling Activity
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4
Sells (3M)
48
Sells (12M)
Total value (12M): $27.80M
FIPPS PAUL
Officer
$376,142
@ $101.77 · 2026-02-23
FIPPS PAUL
Officer
$1.02M
@ $105.93 · 2026-02-18
MCBRIDE KEVIN THOMAS
Officer
$147,994
@ $105.71 · 2026-02-13
CHAMBERLAIN PAUL EDWARD
Director
$151,755
@ $101.17 · 2026-02-12
MASTANTUONO GINA
President
$352,750
@ $850.00 · 2025-12-05
MASTANTUONO GINA
President
$336,936
@ $808.00 · 2025-11-28
JACKSON LAWRENCE
Director
$214,708
@ $810.22 · 2025-11-28
CHAMBERLAIN PAUL EDWARD
Director
$242,400
@ $808.00 · 2025-11-28
CANNEY JACQUELINE P
Officer
$200,549
@ $839.12 · 2025-11-18
FIPPS PAUL
Officer
$249,353
@ $817.55 · 2025-11-18
TZITZON NICHOLAS
Officer
$431,736
@ $827.08 · 2025-11-18
ELMER RUSSELL S.
General Counsel
$160,155
@ $838.51 · 2025-11-18
MCBRIDE KEVIN THOMAS
Officer
$235,894
@ $842.48 · 2025-11-14
CANNEY JACQUELINE P
Officer
$56,257
@ $852.38 · 2025-11-13
ELMER RUSSELL S.
General Counsel
$52,848
@ $852.39 · 2025-11-13
CANNEY JACQUELINE P
Officer
$222,012
@ $863.86 · 2025-11-10
ELMER RUSSELL S.
General Counsel
$164,997
@ $863.86 · 2025-11-10
SANDS ANITA M
Director
$1.00M
@ $915.11 · 2025-08-29
MCDERMOTT WILLIAM R
Chief Executive Officer
$5.34M
@ $916.63 · 2025-08-28
FIPPS PAUL
Officer
$1.30M
@ $895.32 · 2025-08-20
ELMER RUSSELL S.
General Counsel
$1.50M
@ $884.26 · 2025-08-20
MCDERMOTT WILLIAM R
Chief Executive Officer
$1.43M
@ $900.00 · 2025-08-19
CANNEY JACQUELINE P
Officer
$1.35M
@ $866.45 · 2025-08-18
MASTANTUONO GINA
President
$1.53M
@ $866.45 · 2025-08-18
TZITZON NICHOLAS
Officer
$1.49M
@ $866.45 · 2025-08-18
MCBRIDE KEVIN THOMAS
Officer
$238,496
@ $851.77 · 2025-08-15
CHAMBERLAIN PAUL EDWARD
Director
$258,000
@ $860.00 · 2025-08-14
CANNEY JACQUELINE P
Officer
$57,658
@ $860.57 · 2025-08-13
MASTANTUONO GINA
President
$72,288
@ $860.57 · 2025-08-13
CANNEY JACQUELINE P
Officer
$225,746
@ $878.39 · 2025-08-08
MASTANTUONO GINA
President
$256,490
@ $878.39 · 2025-08-08
JACKSON LAWRENCE
Director
$749,805
@ $990.50 · 2025-07-29
CANNEY JACQUELINE P
Officer
$341,631
@ $965.06 · 2025-07-16
SANDS ANITA M
Director
$250,950
@ $1050.00 · 2025-07-03
MCBRIDE KEVIN THOMAS
Officer
$283,310
@ $1011.82 · 2025-06-03
SANDS ANITA M
Director
$250,267
@ $1009.14 · 2025-06-02
CANNEY JACQUELINE P
Officer
$147,900
@ $1020.00 · 2025-05-30
TZITZON NICHOLAS
Officer
$1.19M
@ $1020.00 · 2025-05-30
MCDERMOTT WILLIAM R
Chief Executive Officer
$2.07M
@ $1012.01 · 2025-05-30
SANDS ANITA M
Director
$433,825
@ $1013.61 · 2025-05-27
BRIGGS TERESA
Director
$216,913
@ $1013.61 · 2025-05-27
LUDDY FREDERIC B
Director
$428,000
@ $1000.00 · 2025-05-23
MASTANTUONO GINA
President
$121,570
@ $1030.25 · 2025-05-19
CANNEY JACQUELINE P
Officer
$96,844
@ $1030.26 · 2025-05-19
ELMER RUSSELL S.
General Counsel
$83,450
@ $1030.25 · 2025-05-19
CHAMBERLAIN PAUL EDWARD
Director
$310,326
@ $1034.42 · 2025-05-15
MASTANTUONO GINA
President
$85,932
@ $1023.00 · 2025-05-13
CANNEY JACQUELINE P
Officer
$67,518
@ $1023.00 · 2025-05-13
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
ROK
9
Sells (3M)
55
Sells (12M)
Total value (12M): $39.85M
BUTTERMORE ROBERT L.
Officer
$3.56M
@ $398.92 · 2026-03-02
NARDECCHIA CHRISTOPHER
Chief Technology Officer
$5.93M
@ $410.01 · 2026-02-26
GENEREUX SCOTT A
Officer
$7.04M
@ $404.61 · 2026-02-25
WOODS ISAAC
Officer and Treasurer
$515,628
@ $405.69 · 2026-02-25
FORDENWALT MATTHEW W
Officer
$485,050
@ $404.21 · 2026-02-25
MYERS TESSA M.
Officer
$812,599
@ $409.37 · 2026-02-25
HOUSE REBECCA WICKHEM
Officer
$4.89M
@ $404.27 · 2026-02-25
BUTTERMORE ROBERT L.
Officer
$77,548
@ $380.14 · 2026-02-17
RIESTERER TERRY LEE
Officer
$313,600
@ $392.00 · 2026-01-02
MILLER JOHN M
Officer
$46,999
@ $401.70 · 2025-12-10
GENEREUX SCOTT A
Officer
$664,640
@ $401.84 · 2025-12-10
WOODS ISAAC
Officer and Treasurer
$116,500
@ $401.72 · 2025-12-10
PERDUCAT CYRIL
Chief Technology Officer
$388,205
@ $401.87 · 2025-12-10
BUTTERMORE ROBERT L.
Officer
$184,676
@ $401.47 · 2025-12-10
FORDENWALT MATTHEW W
Officer
$230,792
@ $401.38 · 2025-12-10
RIESTERER TERRY LEE
Officer
$114,934
@ $401.87 · 2025-12-10
NARDECCHIA CHRISTOPHER
Chief Technology Officer
$438,542
@ $401.60 · 2025-12-10
MYERS TESSA M.
Officer
$550,861
@ $401.80 · 2025-12-10
HOUSE REBECCA WICKHEM
Officer
$823,435
@ $401.87 · 2025-12-10
BULHO MATHEUS DE A G VIERA
Officer
$828,475
@ $402.37 · 2025-12-10
MILLER JOHN M
Officer
$12,087
@ $402.90 · 2025-12-05
GENEREUX SCOTT A
Officer
$113,607
@ $402.86 · 2025-12-05
WOODS ISAAC
Officer and Treasurer
$27,396
@ $402.88 · 2025-12-05
PERDUCAT CYRIL
Chief Technology Officer
$56,004
@ $402.91 · 2025-12-05
BUTTERMORE ROBERT L.
Officer
$74,127
@ $402.86 · 2025-12-05
FORDENWALT MATTHEW W
Officer
$118,860
@ $402.92 · 2025-12-05
RIESTERER TERRY LEE
Officer
$24,173
@ $402.88 · 2025-12-05
NARDECCHIA CHRISTOPHER
Chief Technology Officer
$51,981
@ $402.95 · 2025-12-05
MYERS TESSA M.
Officer
$149,486
@ $402.93 · 2025-12-05
HOUSE REBECCA WICKHEM
Officer
$149,476
@ $402.90 · 2025-12-05
BULHO MATHEUS DE A G VIERA
Officer
$1.42M
@ $403.04 · 2025-12-05
BULHO MATHEUS DE A G VIERA
Officer
$300,030
@ $365.00 · 2025-10-29
WOODS ISAAC
Officer and Treasurer
$87,500
@ $350.00 · 2025-09-11
WOODS ISAAC
Officer and Treasurer
$35,552
@ $345.17 · 2025-09-08
WOODS ISAAC
Officer and Treasurer
$127,181
@ $348.44 · 2025-08-29
PERDUCAT CYRIL
Chief Technology Officer
$499,500
@ $348.08 · 2025-08-29
KEANE JAMES P
Director
$1.07M
@ $356.06 · 2025-08-26
RIESTERER TERRY LEE
Officer
$830,730
@ $350.67 · 2025-07-17
BULHO MATHEUS DE A G VIERA
Officer
$171,134
@ $325.35 · 2025-06-11
WOODS ISAAC
Officer and Treasurer
$96,913
@ $326.31 · 2025-06-09
BUTTERMORE ROBERT L.
Officer
$161,197
@ $326.31 · 2025-06-09
FORDENWALT MATTHEW W
Officer
$94,310
@ $326.33 · 2025-06-09
NARDECCHIA CHRISTOPHER
Chief Technology Officer
$179,796
@ $326.31 · 2025-06-09
MYERS TESSA M.
Officer
$118,454
@ $326.32 · 2025-06-09
BULHO MATHEUS DE A G VIERA
Officer
$81,583
@ $326.33 · 2025-06-09
FORDENWALT MATTHEW W
Officer
$230,023
@ $318.15 · 2025-06-04
FORDENWALT MATTHEW W
Officer
$141,758
@ $315.02 · 2025-05-29
MILLER JOHN M
Officer
$558,038
@ $310.02 · 2025-05-13
BUTTERMORE ROBERT L.
Officer
$518,651
@ $304.37 · 2025-05-12
RIESTERER TERRY LEE
Officer
$760,321
@ $304.13 · 2025-05-12
HOUSE REBECCA WICKHEM
Officer
$1.58M
@ $304.18 · 2025-05-12
BULHO MATHEUS DE A G VIERA
Officer
$285,682
@ $304.24 · 2025-05-12
FORDENWALT MATTHEW W
Officer
$147,504
@ $295.01 · 2025-05-09
HOUSE REBECCA WICKHEM
Officer
$1.48M
@ $295.01 · 2025-05-09
BULHO MATHEUS DE A G VIERA
Officer
$75,500
@ $257.68 · 2025-04-02
GENEREUX SCOTT A
Officer
$501,858
@ $286.78 · 2025-03-03
MILLER JOHN M
Officer
$71,928
@ $285.43 · 2025-02-28
WOODS ISAAC
Officer and Treasurer
$248,810
@ $284.03 · 2025-02-28
MYERS TESSA M.
Officer
$351,364
@ $285.43 · 2025-02-28
BUTTERMORE ROBERT L.
Officer
$59,823
@ $296.15 · 2025-02-14
RIESTERER TERRY LEE
Officer
$255,179
@ $300.21 · 2025-02-12
WOODS ISAAC
Officer and Treasurer
$245,872
@ $274.72 · 2025-01-10
MILLER JOHN M
General Counsel
$9,867
@ $299.00 · 2024-12-10
GENEREUX SCOTT A
Officer
$229,776
@ $298.80 · 2024-12-10
LAKKUNDI VEENA M
Officer
$79,855
@ $299.08 · 2024-12-10
WOODS ISAAC
Officer and Treasurer
$22,994
@ $298.62 · 2024-12-10
PERDUCAT CYRIL
Chief Technology Officer
$96,661
@ $298.34 · 2024-12-10
BUTTERMORE ROBERT L.
Officer
$21,484
@ $298.39 · 2024-12-10
FORDENWALT MATTHEW W
Officer
$19,692
@ $298.36 · 2024-12-10
RIESTERER TERRY LEE
Officer
$21,202
@ $298.62 · 2024-12-10
NARDECCHIA CHRISTOPHER
Chief Technology Officer
$65,421
@ $298.73 · 2024-12-10
MYERS TESSA M.
Officer
$88,230
@ $298.07 · 2024-12-10
HOUSE REBECCA WICKHEM
Officer
$233,947
@ $298.40 · 2024-12-10
BULHO MATHEUS DE A G VIERA
Officer
$439,970
@ $299.71 · 2024-12-10
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives.
🎭 Mr. Market's Mood
Learn more →NOW
😨Fear(38/100)
"Market is pessimistic — investigate whether fears are temporary or structural"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
ROK
😐Neutral(42/100)
"Market is pricing this stock without strong emotion in either direction"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
Composite sentiment score based on market signals. Inspired by Buffett’s "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
⚖️ Buffett Signal
Learn more →NOW
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Fear (38)
ROK
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Neutral (42)