- ISIN
- US2910111044
- CUSIP
- 291011104
- Sector
- Industrials
- Industry
- Specialty Industrial Machinery
- IPO Date
- Jun 1, 1972
Highlights
- Market Cap
- $84.57B
- Enterprise Value
- $101.94B
- EPS (TTM)
- $4.33
- PE Ratio
- 34.67
- PEG Ratio
- 12.32
- Total Revenue (TTM)
- $18.32B
- Gross Profit (TTM)
- $7.22B
- EBITDA (TTM)
- $3.87B
- Year Range
- $122.64 - $165.15
- Target Price
- $161.92
- ROA (TTM)
- 5.81%
- ROE (TTM)
- 12.03%
Share Price Chart
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Performance
EMR Performance Chart
Emerson Electric Co. (EMR) is up 14.1% since the beginning of the year. At $150 per share, EMR is trading 9.0% below its 52-week high of $165. Investors who bought $1,000 worth of EMR shares 5 years ago would now be looking at an investment worth $1,758.
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Returns By Period
Emerson Electric Co. (EMR) has returned 14.07% so far this year and 18.95% over the past 12 months. Over the last decade, EMR has posted an annualized return of 14.26%, slightly higher than the S&P 500 Index benchmark’s 13.88%.
Emerson Electric Co.
- 1D
- -0.30%
- 1M
- 10.11%
- YTD
- 14.07%
- 6M
- 12.15%
- 1Y
- 18.95%
- 3Y*
- 22.33%
- 5Y*
- 11.94%
- 10Y*
- 14.26%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
EMR Monthly Returns History
Based on dividend-adjusted daily data since Jun 1, 1972, EMR's average daily return is +0.05%, while the average monthly return is +0.97%. At this rate, an investment would double in approximately 6.0 years.
Historically, 54% of months were positive and 46% were negative. The best month was Oct 1974 with a return of +33.3%, while the worst month was Oct 1987 at -25.9%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.
On a daily basis, EMR closed higher 48% of trading days. The best single day was Mar 24, 2020 with a return of +16.3%, while the worst single day was Mar 9, 2020 at -19.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 10.73% | 2.97% | -13.09% | 7.19% | 2.82% | 4.44% | 14.07% | ||||||
| 2025 | 4.86% | -6.02% | -9.84% | -4.13% | 14.08% | 11.69% | 9.14% | -8.93% | -0.62% | 6.40% | -4.02% | -0.49% | 8.92% |
| 2024 | -5.75% | 17.06% | 6.15% | -4.97% | 4.54% | -1.78% | 6.31% | -9.55% | 3.78% | -1.01% | 22.97% | -6.54% | 29.73% |
| 2023 | -6.08% | -7.77% | 5.36% | -4.45% | -6.11% | 16.36% | 1.06% | 8.14% | -1.71% | -7.87% | 0.52% | 9.48% | 3.75% |
| 2022 | -1.10% | 1.59% | 5.52% | -8.03% | -1.07% | -10.29% | 13.24% | -8.71% | -10.42% | 18.27% | 11.22% | 0.30% | 5.74% |
| 2021 | -1.27% | 8.90% | 5.03% | 0.30% | 6.32% | 0.57% | 4.83% | 5.08% | -10.71% | 2.98% | -8.97% | 5.84% | 18.19% |
Benchmark Metrics
Emerson Electric Co. has an annualized alpha of 3.11%, beta of 1.00, and R2 of 0.43 versus S&P 500 Index. Calculated based on daily prices since June 01, 1972.
- This stock captured 115.46% of S&P 500 Index gains and 109.39% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- R2 of 0.43 means the benchmark explains less than half of this stock's behavior - treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- 3.11%
- Beta
- 1.00
- R²
- 0.43
- Upside Capture
- 115.46%
- Downside Capture
- 109.39%
Return for Risk
Risk / Return Rank
EMR ranks 59 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Emerson Electric Co. (EMR) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EMR | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.40 | ||
| Sortino ratioReturn per unit of downside risk | -1.71 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.37 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | 0.81 | 2.78 | -1.97 |
| Martin ratioReturn relative to average drawdown | 1.75 | 12.44 | -10.69 |
Dividends
Dividend History
Emerson Electric Co. provided a 1.46% dividend yield over the last twelve months, with an annual payout of $2.19 per share. The company has been increasing its dividends for 38 consecutive years, earning it the status of a dividend aristocrat.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.19 | $2.14 | $2.10 | $2.09 | $2.07 | $2.03 | $2.01 | $1.97 | $1.95 | $1.93 | $1.91 | $1.89 |
Dividend yield | 1.46% | 1.61% | 1.70% | 2.14% | 2.15% | 2.18% | 2.49% | 2.58% | 3.26% | 2.76% | 3.42% | 3.94% |
Monthly Dividends
The table displays the monthly dividend distributions for Emerson Electric Co.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.56 | $0.00 | $0.00 | $0.56 | $0.00 | $1.11 | ||||||
| 2025 | $0.00 | $0.53 | $0.00 | $0.00 | $0.53 | $0.00 | $0.00 | $0.53 | $0.00 | $0.00 | $0.56 | $0.00 | $2.14 |
| 2024 | $0.00 | $0.53 | $0.00 | $0.00 | $0.53 | $0.00 | $0.00 | $0.53 | $0.00 | $0.00 | $0.53 | $0.00 | $2.10 |
| 2023 | $0.00 | $0.52 | $0.00 | $0.00 | $0.52 | $0.00 | $0.00 | $0.52 | $0.00 | $0.00 | $0.53 | $0.00 | $2.09 |
| 2022 | $0.00 | $0.52 | $0.00 | $0.00 | $0.52 | $0.00 | $0.00 | $0.52 | $0.00 | $0.00 | $0.52 | $0.00 | $2.07 |
| 2021 | $0.00 | $0.51 | $0.00 | $0.00 | $0.51 | $0.00 | $0.00 | $0.51 | $0.00 | $0.00 | $0.52 | $0.00 | $2.03 |
Dividend Yield & Payout
Dividend Yield
Emerson Electric Co. has a dividend yield of 1.46%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
Emerson Electric Co. has a payout ratio of 49.82%, which is quite average when compared to the overall market. This suggests that Emerson Electric Co. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Emerson Electric Co.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Emerson Electric Co. was 59.05%, occurring on Oct 4, 1974. Recovery took 2000 trading sessions.
The current Emerson Electric Co. drawdown is 6.37%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
1974 bear market1974 | -59.05%Oct 1974 | 11mo 22d | 7y 11mo | 8y 10moOct 1973 - Sep 1982 |
Financial crisis2007–2009 | -56.11%Mar 2009 | 9mo 6d | 1y 7mo | 2y 4moJun 2008 - Oct 2010 |
COVID crash2020 | -50.77%Mar 2020 | 2mo 6d | 7mo 21d | 9mo 27dJan 2020 - Nov 2020 |
Dot-com crash2000–2002 | -43.58%Oct 2002 | 1y 10mo | 2y 11mo | 4y 9moDec 2000 - Sep 2005 |
Dot-com crash2000–2002 | -40.64%Mar 2000 | 10mo 3d | 5mo 4d | 1y 3moMay 1999 - Aug 2000 |
Drawdown Indicators
| EMR | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.05% | -56.78% | -2.27% |
Max Drawdown (1Y)Largest decline over 1 year | -23.45% | -9.10% | -14.35% |
Max Drawdown (3Y)Largest decline over 3 years | -29.62% | -18.90% | -10.72% |
Max Drawdown (5Y)Largest decline over 5 years | -29.62% | -25.43% | -4.19% |
Max Drawdown (10Y)Largest decline over 10 years | -50.77% | -33.92% | -16.85% |
Current DrawdownCurrent decline from peak | -6.37% | -1.80% | -4.57% |
Average DrawdownAverage peak-to-trough decline | -14.11% | -10.71% | -3.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.84% | 2.03% | +8.81% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Emerson Electric Co. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Emerson Electric Co. is priced in the market compared to other companies in the Specialty Industrial Machinery industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for EMR, comparing it with other companies in the Specialty Industrial Machinery industry. Currently, EMR has a P/E ratio of 34.7. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for EMR compared to other companies in the Specialty Industrial Machinery industry. EMR currently has a PEG ratio of 12.3. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for EMR relative to other companies in the Specialty Industrial Machinery industry. Currently, EMR has a P/S ratio of 4.6. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for EMR in comparison with other companies in the Specialty Industrial Machinery industry. Currently, EMR has a P/B value of 4.2. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
| TTM | |
|---|---|
Revenue | — |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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