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Emerson Electric Co. (EMR)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US2910111044
CUSIP
291011104
IPO Date
Jun 1, 1972

Highlights

Market Cap
$73.91B
Enterprise Value
$91.40B
EPS (TTM)
$4.10
PE Ratio
31.98
PEG Ratio
11.67
Total Revenue (TTM)
$18.19B
Gross Profit (TTM)
$7.28B
EBITDA (TTM)
$3.74B
Year Range
$90.06 - $165.15
Target Price
$160.00
ROA (TTM)
5.52%
ROE (TTM)
11.40%

Share Price Chart


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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.


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S&P 500 Index

Returns By Period

Emerson Electric Co. (EMR) has returned -0.90% so far this year and 21.49% over the past 12 months. Over the last ten years, EMR has had an annualized return of 11.93%, just under the S&P 500 Index benchmark’s 12.16%.


Emerson Electric Co.

1D
6.26%
1M
-13.09%
YTD
-0.90%
6M
0.70%
1Y
21.49%
3Y*
16.76%
5Y*
9.92%
10Y*
11.93%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Jun 1, 1972, EMR's average daily return is +0.05%, while the average monthly return is +0.96%. At this rate, your 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%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202610.73%2.97%-13.09%-0.90%
20254.86%-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 3.12%, beta of 1.00, and R² of 0.43 versus S&P 500 Index. Calculated based on daily prices since June 02, 1972.

  • This stock captured 116.13% of S&P 500 Index gains and 109.63% 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
3.12%
Beta
1.00
0.43
Upside Capture
116.13%
Downside Capture
109.63%

Return for Risk

Risk / Return Rank

EMR ranks 60 for risk / return — better than 60% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


EMR Risk / Return Rank: 6060
Overall Rank
EMR Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
EMR Sortino Ratio Rank: 5757
Sortino Ratio Rank
EMR Omega Ratio Rank: 5757
Omega Ratio Rank
EMR Calmar Ratio Rank: 6262
Calmar Ratio Rank
EMR Martin Ratio Rank: 6363
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Emerson Electric Co. (EMR) and compare them to a chosen benchmark (S&P 500 Index).


EMRBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.66

0.90

-0.24

Sortino ratio

Return per unit of downside risk

1.08

1.39

-0.31

Omega ratio

Gain probability vs. loss probability

1.15

1.21

-0.07

Calmar ratio

Return relative to maximum drawdown

0.96

1.40

-0.44

Martin ratio

Return relative to average drawdown

2.41

6.61

-4.20

Explore EMR risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Emerson Electric Co. provided a 1.65% dividend yield over the last twelve months, with an annual payout of $2.17 per share. The company has been increasing its dividends for 38 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$2.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$2.17$2.14$2.10$2.09$2.07$2.03$2.01$1.97$1.95$1.93$1.91$1.89

Dividend yield

1.65%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.56$0.00$0.56
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 1.65%, which is quite average when compared to the overall market.

Payout Ratio

Emerson Electric Co. has a payout ratio of 51.99%, 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 18.66%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-59.05%Oct 17, 1973245Oct 4, 19742000Sep 3, 19822245
-56.11%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
-40.64%May 12, 1999211Mar 10, 2000107Aug 11, 2000318

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.


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

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 32.0. 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 11.7. 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 4.1. 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 3.6. 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