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APD vs. EMR
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

APD vs. EMR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Air Products and Chemicals, Inc. (APD) and Emerson Electric Co. (EMR). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, APD achieves a 15.83% return, which is significantly higher than EMR's 6.99% return. Over the past 10 years, APD has underperformed EMR with an annualized return of 9.67%, while EMR has yielded a comparatively higher 13.21% annualized return.


APD

1D
1.07%
1M
-5.39%
YTD
15.83%
6M
9.90%
1Y
2.31%
3Y*
2.76%
5Y*
0.97%
10Y*
9.67%

EMR

1D
-0.81%
1M
4.42%
YTD
6.99%
6M
5.27%
1Y
18.92%
3Y*
21.58%
5Y*
9.66%
10Y*
13.21%
*Multi-year figures are annualized to reflect compound growth (CAGR)

APD vs. EMR - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
APD
Air Products and Chemicals, Inc.
15.83%-12.66%8.09%-8.95%3.91%13.75%18.82%50.02%0.26%17.04%
EMR
Emerson Electric Co.
6.99%8.92%29.73%3.75%5.74%18.19%8.61%31.53%-11.87%29.05%

Correlation

The correlation between APD and EMR is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.31

Correlation (3Y)
Calculated over the trailing 3-year period

0.38

Correlation (5Y)
Calculated over the trailing 5-year period

0.48

Correlation (10Y)
Calculated over the trailing 10-year period

0.51

Correlation (All Time)
Calculated using the full available price history since Jan 5, 1987

0.46

The correlation between APD and EMR shifts across timeframes, from 0.31 (1 year) to 0.51 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

APD:

$62.92B

EMR:

$79.32B

EPS

APD:

$9.45

EMR:

$4.33

PE Ratio

APD:

29.86

EMR:

32.52

PEG Ratio

APD:

1.39

EMR:

11.56

PS Ratio

APD:

5.05

EMR:

4.34

PB Ratio

APD:

4.02

EMR:

3.90

Total Revenue (TTM)

APD:

$12.46B

EMR:

$18.32B

Gross Profit (TTM)

APD:

$3.99B

EMR:

$7.22B

EBITDA (TTM)

APD:

$4.36B

EMR:

$3.87B

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Return for Risk

APD vs. EMR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

APD
APD Risk / Return Rank: 4040
Overall Rank
APD Sharpe Ratio Rank: 4444
Sharpe Ratio Rank
APD Sortino Ratio Rank: 3636
Sortino Ratio Rank
APD Omega Ratio Rank: 3737
Omega Ratio Rank
APD Calmar Ratio Rank: 4343
Calmar Ratio Rank
APD Martin Ratio Rank: 4343
Martin Ratio Rank

EMR
EMR Risk / Return Rank: 5757
Overall Rank
EMR Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
EMR Sortino Ratio Rank: 5555
Sortino Ratio Rank
EMR Omega Ratio Rank: 5454
Omega Ratio Rank
EMR Calmar Ratio Rank: 5858
Calmar Ratio Rank
EMR Martin Ratio Rank: 5858
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.

APD vs. EMR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Air Products and Chemicals, Inc. (APD) and Emerson Electric Co. (EMR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


APDEMRDifference
Sharpe ratioReturn per unit of total volatility

-0.54

Sortino ratioReturn per unit of downside risk

-0.74

Omega ratioGain probability vs. loss probability

1.04

1.13

-0.09

Calmar ratioReturn relative to maximum drawdown

0.10

0.81

-0.71

Martin ratioReturn relative to average drawdown

0.26

1.79

-1.53

APD vs. EMR - Sharpe Ratio Comparison

The current APD Sharpe Ratio is 0.09, which is lower than the EMR Sharpe Ratio of 0.64. The chart below compares the historical Sharpe Ratios of APD and EMR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


APDEMRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.09

0.64

-0.54

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.04

0.36

-0.32

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.37

0.46

-0.08

Sharpe Ratio (All Time)

Calculated using the full available price history

0.42

0.34

+0.07

Drawdowns

APD vs. EMR - Drawdown Comparison

The maximum APD drawdown since its inception was -60.30%, roughly equal to the maximum EMR drawdown of -59.05%. Use the drawdown chart below to compare losses from any high point for APD and EMR.


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Drawdown Indicators


APDEMRDifference

Max Drawdown

Largest peak-to-trough decline

-60.30%

-59.05%

-1.25%

Max Drawdown (1Y)

Largest decline over 1 year

-22.39%

-23.45%

+1.06%

Max Drawdown (3Y)

Largest decline over 3 years

-30.43%

-29.62%

-0.81%

Max Drawdown (5Y)

Largest decline over 5 years

-31.77%

-29.62%

-2.15%

Max Drawdown (10Y)

Largest decline over 10 years

-31.77%

-50.77%

+19.00%

Current Drawdown

Current decline from peak

-13.74%

-12.18%

-1.56%

Average Drawdown

Average peak-to-trough decline

-11.05%

-14.11%

+3.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.85%

10.59%

-1.74%

Volatility

APD vs. EMR - Volatility Comparison

The current volatility for Air Products and Chemicals, Inc. (APD) is 5.77%, while Emerson Electric Co. (EMR) has a volatility of 10.89%. This indicates that APD experiences smaller price fluctuations and is considered to be less risky than EMR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


APDEMRDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.77%

10.89%

-5.12%

Volatility (6M)

Calculated over the trailing 6-month period

18.94%

24.58%

-5.64%

Volatility (1Y)

Calculated over the trailing 1-year period

24.65%

29.89%

-5.24%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.99%

27.22%

-1.23%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.90%

29.09%

-3.19%

Dividends

APD vs. EMR - Dividend Comparison

APD's dividend yield for the trailing twelve months is around 2.54%, more than EMR's 1.56% yield.


PositionTTM20252024202320222021202020192018201720162015
APD
Air Products and Chemicals, Inc.
2.54%2.89%1.83%2.56%2.10%1.97%1.96%1.97%2.75%2.32%2.39%2.49%
EMR
Emerson Electric Co.
1.56%1.61%1.70%2.14%2.15%2.18%2.49%2.58%3.26%2.76%3.42%3.94%

Financials

APD vs. EMR - Financials Comparison

This section allows you to compare key financial metrics between Air Products and Chemicals, Inc. and Emerson Electric Co.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


2.50B3.00B3.50B4.00B4.50B5.00B20222023202420252026
3.17B
4.56B
(APD) Total Revenue
(EMR) Total Revenue
Values in USD except per share items

APD vs. EMR - Profitability Comparison

The chart below illustrates the profitability comparison between Air Products and Chemicals, Inc. and Emerson Electric Co. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%10.0%20.0%30.0%40.0%50.0%20222023202420252026
31.1%
0
Portfolio components
APD - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Air Products and Chemicals, Inc. reported a gross profit of 987.40M and revenue of 3.17B. Therefore, the gross margin over that period was 31.1%.

EMR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Emerson Electric Co. reported a gross profit of 0.00 and revenue of 4.56B. Therefore, the gross margin over that period was 0.0%.

APD - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Air Products and Chemicals, Inc. reported an operating income of 752.70M and revenue of 3.17B, resulting in an operating margin of 23.7%.

EMR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Emerson Electric Co. reported an operating income of 0.00 and revenue of 4.56B, resulting in an operating margin of 0.0%.

APD - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Air Products and Chemicals, Inc. reported a net income of 710.40M and revenue of 3.17B, resulting in a net margin of 22.4%.

EMR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Emerson Electric Co. reported a net income of 618.00M and revenue of 4.56B, resulting in a net margin of 13.6%.


Frequently Asked Questions


APD and EMR have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

EMR has higher volatility (10.89%) compared to APD (5.77%). In terms of maximum drawdown, APD dropped -60.30% vs EMR's -59.05%.

EMR currently has the higher Sharpe Ratio (0.64 vs 0.09), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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