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# Rockwell Automation: Narratives Don't Match Numbers (Archive)
- URL: https://www.huntingalphas.com/rok-rockwell-automation-narratives-dont-match-numbers-archive/
- Published: 2023-03-14T08:47:00.000Z
- Updated: 2026-02-26T15:43:04.000Z
- Description: Rockwell’s valuations look stretched while manufacturing data and stubborn lead times tell another story.
- Author: Vish (Hunting Alphas)
- Tags: 5-Minute Pitches, #noindex, Archive, #sa-origin, ROK, Industrial

*This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.*

## Elevator Pitch

- Industrial automation is a mega-trend but if you invest purely on this logic, you are prone to suffering gut-wrenching drawdowns.
- The market is bullish on supportive manufacturing policies.
- But leading indicators suggest a slowdown in manufacturing activity.
- Rockwell's product lead times remain elevated contrary to easing supply chain narratives.
- The stock is very expensive.

Read the full article [here](https://seekingalpha.com/article/4587193-rockwell-automation-stock-narratives-dont-match-numbers?ref=huntingalphas.com).

#### Disclosures and Disclaimers

**Past performance ≠ future results. Not investment advice. See* [**full Disclaimer*](https://www.huntingalphas.com/disclaimer/)**.*