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Emerson Electric Co. (EMR)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US2910111044

CUSIP

291011104

IPO Date

Jun 1, 1972

Highlights

Market Cap

$59.24B

EPS (TTM)

$3.55

PE Ratio

29.59

PEG Ratio

1.34

Total Revenue (TTM)

$13.17B

Gross Profit (TTM)

$6.65B

EBITDA (TTM)

$3.44B

Year Range

$90.06 - $134.28

Target Price

$131.32

Short %

2.13%

Short Ratio

3.55

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Emerson Electric Co., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


2,500.00%3,000.00%3,500.00%4,000.00%4,500.00%5,000.00%5,500.00%6,000.00%NovemberDecember2025FebruaryMarchApril
4,641.06%
3,177.50%
EMR (Emerson Electric Co.)
Benchmark (^GSPC)

Returns By Period

Emerson Electric Co. had a return of -14.69% year-to-date (YTD) and -2.20% in the last 12 months. Over the past 10 years, Emerson Electric Co. had an annualized return of 9.01%, while the S&P 500 had an annualized return of 10.11%, indicating that Emerson Electric Co. did not perform as well as the benchmark.


EMR

YTD

-14.69%

1M

-7.32%

6M

-1.82%

1Y

-2.20%

5Y*

17.05%

10Y*

9.01%

^GSPC (Benchmark)

YTD

-6.06%

1M

-3.27%

6M

-4.87%

1Y

9.44%

5Y*

14.30%

10Y*

10.11%

*Annualized

Monthly Returns

The table below presents the monthly returns of EMR, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20254.86%-6.02%-9.84%-3.98%-14.69%
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%
2020-6.07%-9.90%-25.67%19.69%8.04%1.66%-0.03%12.82%-5.61%-1.19%19.35%4.62%8.58%
20199.57%4.84%0.47%3.68%-14.50%10.76%-2.76%-7.36%12.20%4.92%6.01%3.25%31.53%
20183.64%-0.95%-3.88%-2.77%7.39%-2.40%4.54%6.86%-0.20%-11.36%0.20%-11.51%-11.87%
20175.22%3.23%-0.40%0.70%-1.12%0.85%-0.02%-0.16%6.44%2.58%1.38%7.51%29.05%
2016-3.87%7.28%11.37%0.46%-3.92%0.27%7.17%-4.93%3.47%-7.03%12.44%-1.22%21.01%
2015-7.76%2.55%-2.24%3.90%3.32%-8.09%-6.64%-6.89%-7.44%6.93%6.92%-4.34%-19.72%
2014-6.04%-0.37%2.36%2.07%-1.51%-0.55%-4.08%1.28%-2.25%2.36%0.24%-3.17%-9.63%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of EMR is 44, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of EMR is 4444
Overall Rank
The Sharpe Ratio Rank of EMR is 4848
Sharpe Ratio Rank
The Sortino Ratio Rank of EMR is 4141
Sortino Ratio Rank
The Omega Ratio Rank of EMR is 4040
Omega Ratio Rank
The Calmar Ratio Rank of EMR is 4747
Calmar Ratio Rank
The Martin Ratio Rank of EMR is 4747
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Emerson Electric Co. (EMR) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The chart of Sharpe ratio for EMR, currently valued at -0.07, compared to the broader market-2.00-1.000.001.002.003.00
EMR: -0.07
^GSPC: 0.46
The chart of Sortino ratio for EMR, currently valued at 0.12, compared to the broader market-6.00-4.00-2.000.002.004.00
EMR: 0.12
^GSPC: 0.77
The chart of Omega ratio for EMR, currently valued at 1.02, compared to the broader market0.501.001.502.00
EMR: 1.02
^GSPC: 1.11
The chart of Calmar ratio for EMR, currently valued at -0.08, compared to the broader market0.001.002.003.004.005.00
EMR: -0.08
^GSPC: 0.47
The chart of Martin ratio for EMR, currently valued at -0.22, compared to the broader market-5.000.005.0010.0015.0020.00
EMR: -0.22
^GSPC: 1.94

The current Emerson Electric Co. Sharpe ratio is -0.07. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Emerson Electric Co. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
-0.07
0.46
EMR (Emerson Electric Co.)
Benchmark (^GSPC)

Dividends

Dividend History

Emerson Electric Co. provided a 2.00% dividend yield over the last twelve months, with an annual payout of $2.11 per share. The company has been increasing its dividends for 35 consecutive years, earning it the status of a dividend aristocrat.


2.00%2.50%3.00%3.50%4.00%$0.00$0.50$1.00$1.50$2.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$2.11$2.10$2.09$2.07$2.03$2.01$1.97$1.95$1.93$1.91$1.89$1.76

Dividend yield

2.00%1.70%2.14%2.15%2.18%2.49%2.58%3.26%2.76%3.42%3.94%2.85%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.53$0.00$0.00$0.53
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
2020$0.00$0.50$0.00$0.00$0.50$0.00$0.00$0.50$0.00$0.00$0.51$0.00$2.01
2019$0.00$0.49$0.00$0.00$0.49$0.00$0.00$0.49$0.00$0.00$0.50$0.00$1.97
2018$0.00$0.49$0.00$0.00$0.49$0.00$0.00$0.49$0.00$0.00$0.49$0.00$1.95
2017$0.00$0.48$0.00$0.00$0.48$0.00$0.00$0.48$0.00$0.00$0.49$0.00$1.93
2016$0.00$0.48$0.00$0.00$0.48$0.00$0.00$0.48$0.00$0.00$0.48$0.00$1.91
2015$0.00$0.47$0.00$0.00$0.47$0.00$0.00$0.47$0.00$0.00$0.48$0.00$1.89
2014$0.43$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.47$0.00$1.76

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%25.0%
EMR: 2.0%
Emerson Electric Co. has a dividend yield of 2.00%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%
EMR: 37.3%
Emerson Electric Co. has a payout ratio of 37.26%, 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.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-21.29%
-10.07%
EMR (Emerson Electric Co.)
Benchmark (^GSPC)

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 56.14%, occurring on Mar 9, 2009. Recovery took 410 trading sessions.

The current Emerson Electric Co. drawdown is 21.29%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-56.14%Jun 6, 2008190Mar 9, 2009410Oct 21, 2010600
-50.77%Jan 17, 202045Mar 23, 2020161Nov 9, 2020206
-43.58%Dec 11, 2000457Oct 9, 2002745Sep 23, 20051202
-40.65%May 12, 1999211Mar 10, 2000107Aug 11, 2000318
-35.92%Dec 31, 2013520Jan 25, 2016266Feb 13, 2017786

Volatility

Volatility Chart

The current Emerson Electric Co. volatility is 18.80%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%NovemberDecember2025FebruaryMarchApril
18.80%
14.23%
EMR (Emerson Electric Co.)
Benchmark (^GSPC)

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.

Annual
Quarterly

0.0

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
20.040.060.080.0100.0
EMR: 29.6
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 29.6. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
2.04.06.08.010.0
EMR: 1.3
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 1.3. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
2.04.06.08.010.0
EMR: 3.4
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 3.4. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
2.04.06.08.010.0
EMR: 2.8
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 2.8. 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

Values in undefined except per share items