EMR vs. AFL
EMR (Emerson Electric Co.) and AFL (Aflac Incorporated) are both stocks. EMR operates in Specialty Industrial Machinery (Industrials), while AFL operates in Insurance - Life (Financial Services). Over the past 10 years, EMR returned 13.45%/yr vs 15.69%/yr for AFL. At a 0.38 correlation, their price movements are largely independent.
Performance
EMR vs. AFL - Performance Comparison
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Returns By Period
In the year-to-date period, EMR achieves a 7.91% return, which is significantly higher than AFL's 6.72% return. Over the past 10 years, EMR has underperformed AFL with an annualized return of 13.45%, while AFL has yielded a comparatively higher 15.69% annualized return.
EMR
- 1D
- 3.63%
- 1M
- 3.92%
- YTD
- 7.91%
- 6M
- 2.61%
- 1Y
- 14.16%
- 3Y*
- 21.31%
- 5Y*
- 10.12%
- 10Y*
- 13.45%
AFL
- 1D
- -0.56%
- 1M
- 0.77%
- YTD
- 6.72%
- 6M
- 8.11%
- 1Y
- 17.35%
- 3Y*
- 21.79%
- 5Y*
- 18.33%
- 10Y*
- 15.69%
EMR vs. AFL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EMR Emerson Electric Co. | 7.91% | 8.92% | 29.73% | 3.75% | 5.74% | 18.19% | 8.61% | 31.53% | -11.87% | 29.05% |
AFL Aflac Incorporated | 6.72% | 8.94% | 28.08% | 17.36% | 26.41% | 34.55% | -13.60% | 18.55% | 6.20% | 29.02% |
Correlation
The correlation between EMR and AFL is 0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.07 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.25 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.42 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.48 |
Correlation (All Time) Calculated using the full available price history since Jul 19, 1984 | 0.38 |
Over the past year, the correlation between EMR and AFL has dropped to 0.07 - well below their long-term average of 0.38, suggesting their price drivers have been diverging.
Fundamentals
EMR:
$80.00B
AFL:
$59.95B
EMR:
$4.33
AFL:
$8.76
EMR:
32.80
AFL:
13.30
EMR:
11.66
AFL:
3.45
EMR:
4.38
AFL:
3.38
EMR:
3.94
AFL:
2.67
EMR:
$18.32B
AFL:
$18.22B
EMR:
$7.22B
AFL:
$8.70B
EMR:
$3.87B
AFL:
$6.67B
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Return for Risk
EMR vs. AFL — Risk / Return Rank
EMR
AFL
EMR vs. AFL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Emerson Electric Co. (EMR) and Aflac Incorporated (AFL). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EMR | AFL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.56 | ||
| Sortino ratioReturn per unit of downside risk | -0.68 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.18 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 0.61 | 1.91 | -1.31 |
| Martin ratioReturn relative to average drawdown | 1.32 | 4.75 | -3.43 |
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Drawdowns
EMR vs. AFL - Drawdown Comparison
The maximum EMR drawdown since its inception was -59.05%, smaller than the maximum AFL drawdown of -82.71%. Use the drawdown chart below to compare losses from any high point for EMR and AFL.
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Drawdown Indicators
| EMR | AFL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.05% | -82.71% | +23.66% |
Max Drawdown (1Y)Largest decline over 1 year | -23.45% | -9.11% | -14.34% |
Max Drawdown (3Y)Largest decline over 3 years | -29.62% | -13.56% | -16.06% |
Max Drawdown (5Y)Largest decline over 5 years | -29.62% | -19.86% | -9.76% |
Max Drawdown (10Y)Largest decline over 10 years | -50.77% | -54.89% | +4.12% |
Current DrawdownCurrent decline from peak | -11.43% | -1.51% | -9.92% |
Average DrawdownAverage peak-to-trough decline | -14.11% | -11.65% | -2.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.77% | 3.66% | +7.11% |
Volatility
EMR vs. AFL - Volatility Comparison
Emerson Electric Co. (EMR) has a higher volatility of 9.07% compared to Aflac Incorporated (AFL) at 5.58%. This indicates that EMR's price experiences larger fluctuations and is considered to be riskier than AFL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EMR | AFL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.07% | 5.58% | +3.49% |
Volatility (6M)Calculated over the trailing 6-month period | 25.26% | 12.26% | +13.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.46% | 17.06% | +13.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.37% | 20.94% | +6.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.14% | 25.76% | +3.38% |
Dividends
EMR vs. AFL - Dividend Comparison
EMR's dividend yield for the trailing twelve months is around 1.54%, less than AFL's 2.04% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AFL Aflac Incorporated | 2.04% | 2.10% | 1.93% | 2.04% | 2.22% | 2.26% | 2.52% | 2.04% | 2.28% | 1.98% | 2.39% | 2.64% |
EMR Emerson Electric Co. | 1.54% | 1.61% | 1.70% | 2.14% | 2.15% | 2.18% | 2.49% | 2.58% | 3.26% | 2.76% | 3.42% | 3.94% |
Financials
EMR vs. AFL - Financials Comparison
This section allows you to compare key financial metrics between Emerson Electric Co. and Aflac Incorporated. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
EMR vs. AFL - Profitability Comparison
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%.
AFL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Aflac Incorporated reported a gross profit of 2.48B and revenue of 4.32B. Therefore, the gross margin over that period was 57.5%.
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%.
AFL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Aflac Incorporated reported an operating income of 1.23B and revenue of 4.32B, resulting in an operating margin of 28.4%.
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%.
AFL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Aflac Incorporated reported a net income of 1.02B and revenue of 4.32B, resulting in a net margin of 23.6%.
Frequently Asked Questions
EMR and AFL have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EMR has higher volatility (9.07%) compared to AFL (5.58%). In terms of maximum drawdown, EMR dropped -59.05% vs AFL's -82.71%.
AFL currently has the higher Sharpe Ratio (1.02 vs 0.47), 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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