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

Company Info

ISIN

US2910111044

CUSIP

291011104

Sector

Industrials

IPO Date

Jun 1, 1972

Highlights

Market Cap

$75.69B

EPS (TTM)

$2.82

PE Ratio

47.07

PEG Ratio

2.30

Total Revenue (TTM)

$17.49B

Gross Profit (TTM)

$5.35B

EBITDA (TTM)

$3.47B

Year Range

$85.97 - $133.54

Target Price

$134.97

Short %

1.63%

Short Ratio

4.07

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.


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

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%JulyAugustSeptemberOctoberNovemberDecember
23.82%
14.46%
EMR (Emerson Electric Co.)
Benchmark (^GSPC)

Returns By Period

Emerson Electric Co. had a return of 40.03% year-to-date (YTD) and 51.23% in the last 12 months. Over the past 10 years, Emerson Electric Co. had an annualized return of 10.58%, while the S&P 500 had an annualized return of 11.32%, indicating that Emerson Electric Co. did not perform as well as the benchmark.


EMR

YTD

40.03%

1M

23.84%

6M

23.82%

1Y

51.23%

5Y (annualized)

15.44%

10Y (annualized)

10.58%

^GSPC (Benchmark)

YTD

26.78%

1M

5.56%

6M

14.46%

1Y

31.61%

5Y (annualized)

14.25%

10Y (annualized)

11.32%

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
2024-5.75%17.06%6.15%-4.97%4.54%-1.78%6.31%-9.55%3.78%-1.01%22.97%40.03%
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%18.20%
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%
20138.10%-0.26%-1.46%-0.64%4.24%-5.08%12.52%-0.98%7.17%3.51%0.68%4.76%36.16%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of EMR is 90, placing it in the top 10% of stocks on our website 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 9090
Overall Rank
The Sharpe Ratio Rank of EMR is 9090
Sharpe Ratio Rank
The Sortino Ratio Rank of EMR is 9090
Sortino Ratio Rank
The Omega Ratio Rank of EMR is 9090
Omega Ratio Rank
The Calmar Ratio Rank of EMR is 9494
Calmar Ratio Rank
The Martin Ratio Rank of EMR is 8686
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.


Sharpe ratio
The chart of Sharpe ratio for EMR, currently valued at 2.04, compared to the broader market-4.00-2.000.002.004.002.042.64
The chart of Sortino ratio for EMR, currently valued at 3.03, compared to the broader market-4.00-2.000.002.004.003.033.52
The chart of Omega ratio for EMR, currently valued at 1.42, compared to the broader market0.501.001.502.001.421.49
The chart of Calmar ratio for EMR, currently valued at 3.14, compared to the broader market0.002.004.006.003.143.82
The chart of Martin ratio for EMR, currently valued at 8.68, compared to the broader market-10.000.0010.0020.0030.008.6816.94
EMR
^GSPC

The current Emerson Electric Co. Sharpe ratio is 2.04. 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 Ratio0.000.501.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
2.04
2.64
EMR (Emerson Electric Co.)
Benchmark (^GSPC)

Dividends

Dividend History

Emerson Electric Co. provided a 1.57% dividend yield over the last twelve months, with an annual payout of $2.10 per share. The company has been increasing its dividends for 33 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$2.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$2.10$2.09$2.07$2.03$2.01$1.97$1.95$1.93$1.91$1.89$1.76$1.66

Dividend yield

1.57%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.47$0.00$1.76
2013$0.41$0.00$0.00$0.41$0.00$0.00$0.41$0.00$0.00$0.43$0.00$1.66

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%1.6%
Emerson Electric Co. has a dividend yield of 1.57%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%36.6%
Emerson Electric Co. has a payout ratio of 36.59%, 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.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember00
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.


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 10.35%, 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%JulyAugustSeptemberOctoberNovemberDecember
10.35%
3.39%
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 assessment of the market value of Emerson Electric Co. compared to its peers in the Specialty Industrial Machinery industry.


PE Ratio
50.0100.0150.0200.0250.047.1
The chart displays the price to earnings (P/E) ratio for EMR in comparison to other companies of the Specialty Industrial Machinery industry. Currently, EMR has a PE value of 47.1. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.
PEG Ratio
-3,000.0-2,500.0-2,000.0-1,500.0-1,000.0-500.00.02.3
The chart displays the price to earnings to growth (PEG) ratio for EMR in comparison to other companies of the Specialty Industrial Machinery industry. Currently, EMR has a PEG value of 2.3. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Emerson Electric Co..


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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
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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