Ametek Inc vs Rockwell Automation Inc

Ametek Inc (AME) is overvalued and Rockwell Automation Inc (ROK) is overvalued.

Both trade above our estimate of their intrinsic value. ROK is the closer of the two: -69%, against -78% for AME.

Values as of the 22 Sept 2026 close.

Ametek Inc (AME)

Discounting its cash flows at 9.7% (average of 3 methods) values the shares at $137.77; the price of $245.41 is 78% above that value, and 74% of that value comes from beyond year five.

Leak Score 58/100 on 10 of 12 signals

Rockwell Automation Inc (ROK)

Discounting its cash flows at 11.6% (average of 3 methods) values the shares at $252.94; the price of $427.19 is 69% above that value, and 68% of that value comes from beyond year five.

Leak Score 65/100 on 10 of 12 signals

MetricAMEROK
VerdictOvervaluedOvervalued
Price$245.41$427.19
Intrinsic value$137.77$252.94
Margin of safety-78%-69%
Leak Score58/100 (10/12)65/100 (10/12)
Market cap$56.3B$47.4B
Revenue growth, 5 years10.3%5.7%
Operating margin26.5%14.4%
Net margin20.0%13.4%
Return on equity14.6%34.5%
Debt to equity0.211.03
P/E35.9x40.0x
Forward P/E26.6x28.8x
P/B5.0x13.6x
Dividend yield0.6%1.3%

All stocks in Specialty Industrial Machinery