PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Emerson Electric Co. (EMR)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS2910111044
CUSIP291011104
SectorIndustrials
IndustrySpecialty Industrial Machinery

Highlights

Market Cap$64.84B
EPS$3.41
PE Ratio33.26
PEG Ratio2.30
Revenue (TTM)$15.91B
Gross Profit (TTM)$7.43B
EBITDA (TTM)$4.31B
Year Range$75.69 - $113.89
Target Price$119.58
Short %1.20%
Short Ratio2.46

Share Price Chart


Loading data...

Compare to other instruments

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


Emerson Electric Co.

Popular comparisons: EMR vs. EME, EMR vs. VOO, EMR vs. CW, EMR vs. JCI, EMR vs. FAST, EMR vs. SCHD, EMR vs. XLF, EMR vs. SPY, EMR vs. XLU, EMR vs. MMM

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.


-10.00%-5.00%0.00%5.00%10.00%15.00%20.00%25.00%NovemberDecember2024FebruaryMarchApril
18.48%
16.40%
EMR (Emerson Electric Co.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Emerson Electric Co. had a return of 13.38% year-to-date (YTD) and 28.71% in the last 12 months. Over the past 10 years, Emerson Electric Co. had an annualized return of 7.90%, while the S&P 500 had an annualized return of 10.43%, indicating that Emerson Electric Co. did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date13.38%5.29%
1 month-1.13%-2.47%
6 months18.48%16.40%
1 year28.71%20.88%
5 years (annualized)11.46%11.60%
10 years (annualized)7.90%10.43%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-5.75%17.06%6.15%
2023-1.71%-7.87%0.52%9.48%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of EMR is 85, placing it in the top 15% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.

The Risk-Adjusted Performance Rank of EMR is 8585
Emerson Electric Co.(EMR)
The Sharpe Ratio Rank of EMR is 8787Sharpe Ratio Rank
The Sortino Ratio Rank of EMR is 8484Sortino Ratio Rank
The Omega Ratio Rank of EMR is 8484Omega Ratio Rank
The Calmar Ratio Rank of EMR is 8787Calmar Ratio Rank
The Martin Ratio Rank of EMR is 8585Martin 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.


EMR
Sharpe ratio
The chart of Sharpe ratio for EMR, currently valued at 1.36, compared to the broader market-2.00-1.000.001.002.003.001.36
Sortino ratio
The chart of Sortino ratio for EMR, currently valued at 2.14, compared to the broader market-4.00-2.000.002.004.002.14
Omega ratio
The chart of Omega ratio for EMR, currently valued at 1.28, compared to the broader market0.501.001.501.28
Calmar ratio
The chart of Calmar ratio for EMR, currently valued at 1.27, compared to the broader market0.001.002.003.004.005.001.27
Martin ratio
The chart of Martin ratio for EMR, currently valued at 5.57, compared to the broader market0.0010.0020.0030.005.57
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.79, compared to the broader market-2.00-1.000.001.002.003.001.79
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.61, compared to the broader market-4.00-2.000.002.004.002.61
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.31, compared to the broader market0.501.001.501.31
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.36, compared to the broader market0.001.002.003.004.005.001.36
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.21, compared to the broader market0.0010.0020.0030.007.21

Sharpe Ratio

The current Emerson Electric Co. Sharpe ratio is 1.36. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
1.36
1.79
EMR (Emerson Electric Co.)
Benchmark (^GSPC)

Dividends

Dividend History

Emerson Electric Co. granted a 1.90% dividend yield in the last twelve months. The annual payout for that period amounted to $2.09 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$2.09$2.09$2.07$2.03$2.01$1.97$1.95$1.93$1.91$1.89$1.76$1.66

Dividend yield

1.90%2.14%2.15%2.18%2.49%2.58%3.26%2.76%3.42%3.94%2.85%2.37%

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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.53$0.00
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
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
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
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
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
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
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
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
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
2014$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.47$0.00
2013$0.41$0.00$0.00$0.41$0.00$0.00$0.41$0.00$0.00$0.43$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%1.9%
Emerson Electric Co. has a dividend yield of 1.90%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%43.1%
Emerson Electric Co. has a payout ratio of 43.09%, 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.


-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-4.24%
-4.42%
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 4.24%.


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%Jan 2, 2001443Oct 9, 2002745Sep 23, 20051188
-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 3.07%, 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.


2.00%4.00%6.00%8.00%10.00%12.00%NovemberDecember2024FebruaryMarchApril
3.07%
3.35%
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

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

0.00

Cost Of Revenue

0.00

Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items