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

Performance

EMR vs. APD - Performance Comparison

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

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Returns By Period

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


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%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EMR vs. APD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EMR
Emerson Electric Co.
6.99%8.92%29.73%3.75%5.74%18.19%8.61%31.53%-11.87%29.05%
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%

Correlation

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

Fundamentals

Market Cap

EMR:

$79.32B

APD:

$62.92B

EPS

EMR:

$4.33

APD:

$9.45

PE Ratio

EMR:

32.52

APD:

29.86

PEG Ratio

EMR:

11.56

APD:

1.39

PS Ratio

EMR:

4.34

APD:

5.05

PB Ratio

EMR:

3.90

APD:

4.02

Total Revenue (TTM)

EMR:

$18.32B

APD:

$12.46B

Gross Profit (TTM)

EMR:

$7.22B

APD:

$3.99B

EBITDA (TTM)

EMR:

$3.87B

APD:

$4.36B

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Return for Risk

EMR vs. APD — Risk / Return Rank

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

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

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
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.

EMR vs. APD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Emerson Electric Co. (EMR) and Air Products and Chemicals, Inc. (APD). 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.


EMRAPDDifference
Sharpe ratioReturn per unit of total volatility

+0.54

Sortino ratioReturn per unit of downside risk

+0.74

Omega ratioGain probability vs. loss probability

1.13

1.04

+0.09

Calmar ratioReturn relative to maximum drawdown

0.81

0.10

+0.71

Martin ratioReturn relative to average drawdown

1.79

0.26

+1.53

EMR vs. APD - Sharpe Ratio Comparison

The current EMR Sharpe Ratio is 0.64, which is higher than the APD Sharpe Ratio of 0.09. The chart below compares the historical Sharpe Ratios of EMR and APD, 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


EMRAPDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.64

0.09

+0.54

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.36

0.04

+0.32

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.46

0.37

+0.08

Sharpe Ratio (All Time)

Calculated using the full available price history

0.34

0.42

-0.07

Drawdowns

EMR vs. APD - Drawdown Comparison

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


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Drawdown Indicators


EMRAPDDifference

Max Drawdown

Largest peak-to-trough decline

-59.05%

-60.30%

+1.25%

Max Drawdown (1Y)

Largest decline over 1 year

-23.45%

-22.39%

-1.06%

Max Drawdown (3Y)

Largest decline over 3 years

-29.62%

-30.43%

+0.81%

Max Drawdown (5Y)

Largest decline over 5 years

-29.62%

-31.77%

+2.15%

Max Drawdown (10Y)

Largest decline over 10 years

-50.77%

-31.77%

-19.00%

Current Drawdown

Current decline from peak

-12.18%

-13.74%

+1.56%

Average Drawdown

Average peak-to-trough decline

-14.11%

-11.05%

-3.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.59%

8.85%

+1.74%

Volatility

EMR vs. APD - Volatility Comparison

Emerson Electric Co. (EMR) has a higher volatility of 10.89% compared to Air Products and Chemicals, Inc. (APD) at 5.77%. This indicates that EMR's price experiences larger fluctuations and is considered to be riskier than APD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EMRAPDDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.89%

5.77%

+5.12%

Volatility (6M)

Calculated over the trailing 6-month period

24.58%

18.94%

+5.64%

Volatility (1Y)

Calculated over the trailing 1-year period

29.89%

24.65%

+5.24%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.22%

25.99%

+1.23%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.09%

25.90%

+3.19%

Dividends

EMR vs. APD - Dividend Comparison

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

EMR vs. APD - Financials Comparison

This section allows you to compare key financial metrics between Emerson Electric Co. and Air Products and Chemicals, Inc.. 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
4.56B
3.17B
(EMR) Total Revenue
(APD) Total Revenue
Values in USD except per share items

EMR vs. APD - Profitability Comparison

The chart below illustrates the profitability comparison between Emerson Electric Co. and Air Products and Chemicals, Inc. 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%202220232024202520260
31.1%
Portfolio components
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 - 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 - 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 - 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 - 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%.

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%.


Frequently Asked Questions


EMR and APD 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, EMR dropped -59.05% vs APD's -60.30%.

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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