EMR vs. CDUAF
EMR (Emerson Electric Co.) and CDUAF (Canadian Utilities Limited) are both stocks. EMR operates in Specialty Industrial Machinery (Industrials), while CDUAF operates in Utilities - Diversified (Utilities). Over the past 10 years, EMR returned 13.44%/yr vs 7.46%/yr for CDUAF. At a 0.13 correlation, their price movements are largely independent.
Performance
EMR vs. CDUAF - Performance Comparison
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Returns By Period
In the year-to-date period, EMR achieves a 8.65% return, which is significantly lower than CDUAF's 21.00% return. Over the past 10 years, EMR has outperformed CDUAF with an annualized return of 13.44%, while CDUAF has yielded a comparatively lower 7.46% annualized return.
EMR
- 1D
- 0.69%
- 1M
- 7.53%
- YTD
- 8.65%
- 6M
- 5.53%
- 1Y
- 15.82%
- 3Y*
- 20.61%
- 5Y*
- 10.27%
- 10Y*
- 13.44%
CDUAF
- 1D
- -0.18%
- 1M
- 5.13%
- YTD
- 21.00%
- 6M
- 24.57%
- 1Y
- 38.10%
- 3Y*
- 17.71%
- 5Y*
- 10.10%
- 10Y*
- 7.46%
EMR vs. CDUAF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EMR Emerson Electric Co. | 8.65% | 8.92% | 29.73% | 3.75% | 5.74% | 18.19% | 8.61% | 31.53% | -11.87% | 29.05% |
CDUAF Canadian Utilities Limited | 21.00% | 35.10% | 6.34% | -6.25% | -1.87% | 25.16% | -14.69% | 37.49% | -19.67% | 15.55% |
Correlation
The correlation between EMR and CDUAF is -0.15, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.15 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.01 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.13 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.16 |
Correlation (All Time) Calculated using the full available price history since Jul 16, 2007 | 0.13 |
The correlation between EMR and CDUAF shifts across timeframes, from -0.15 (1 year) to 0.16 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
EMR:
$80.55B
CDUAF:
$10.05B
EMR:
$4.33
CDUAF:
CA$0.29
EMR:
33.02
CDUAF:
177.34
EMR:
4.41
CDUAF:
4.05
EMR:
3.96
CDUAF:
2.81
EMR:
$18.32B
CDUAF:
CA$3.46B
EMR:
$7.22B
CDUAF:
CA$1.39B
EMR:
$3.87B
CDUAF:
CA$1.76B
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Return for Risk
EMR vs. CDUAF — Risk / Return Rank
EMR
CDUAF
EMR vs. CDUAF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Emerson Electric Co. (EMR) and Canadian Utilities Limited (CDUAF). 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 | CDUAF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.90 | ||
| Sortino ratioReturn per unit of downside risk | -2.38 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.46 | -0.35 |
| Calmar ratioReturn relative to maximum drawdown | 0.63 | 7.16 | -6.53 |
| Martin ratioReturn relative to average drawdown | 1.37 | 17.76 | -16.39 |
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Drawdowns
EMR vs. CDUAF - Drawdown Comparison
The maximum EMR drawdown since its inception was -59.05%, smaller than the maximum CDUAF drawdown of -71.22%. Use the drawdown chart below to compare losses from any high point for EMR and CDUAF.
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Drawdown Indicators
| EMR | CDUAF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.05% | -71.22% | +12.17% |
Max Drawdown (1Y)Largest decline over 1 year | -23.45% | -5.35% | -18.10% |
Max Drawdown (3Y)Largest decline over 3 years | -29.62% | -20.91% | -8.71% |
Max Drawdown (5Y)Largest decline over 5 years | -29.62% | -31.94% | +2.32% |
Max Drawdown (10Y)Largest decline over 10 years | -50.77% | -41.92% | -8.85% |
Current DrawdownCurrent decline from peak | -10.82% | -16.18% | +5.36% |
Average DrawdownAverage peak-to-trough decline | -14.11% | -39.86% | +25.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.79% | 2.15% | +8.64% |
Volatility
EMR vs. CDUAF - Volatility Comparison
Emerson Electric Co. (EMR) has a higher volatility of 9.08% compared to Canadian Utilities Limited (CDUAF) at 6.26%. This indicates that EMR's price experiences larger fluctuations and is considered to be riskier than CDUAF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EMR | CDUAF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.08% | 6.26% | +2.82% |
Volatility (6M)Calculated over the trailing 6-month period | 25.24% | 11.73% | +13.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.47% | 16.06% | +14.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.36% | 19.07% | +8.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.14% | 25.58% | +3.56% |
Dividends
EMR vs. CDUAF - Dividend Comparison
EMR's dividend yield for the trailing twelve months is around 1.53%, less than CDUAF's 3.62% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CDUAF Canadian Utilities Limited | 3.62% | 4.21% | 5.47% | 6.05% | 5.03% | 4.85% | 5.32% | 4.24% | 4.49% | 4.82% | 4.82% | 5.11% |
EMR Emerson Electric Co. | 1.53% | 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. CDUAF - Financials Comparison
This section allows you to compare key financial metrics between Emerson Electric Co. and Canadian Utilities Limited. 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. CDUAF - 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%.
CDUAF - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Canadian Utilities Limited reported a gross profit of 761.00M and revenue of 1.08B. Therefore, the gross margin over that period was 70.2%.
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%.
CDUAF - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Canadian Utilities Limited reported an operating income of 393.00M and revenue of 1.08B, resulting in an operating margin of 36.3%.
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%.
CDUAF - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Canadian Utilities Limited reported a net income of 224.00M and revenue of 1.08B, resulting in a net margin of 20.7%.
Frequently Asked Questions
EMR and CDUAF have a correlation of -0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EMR has higher volatility (9.08%) compared to CDUAF (6.26%). In terms of maximum drawdown, EMR dropped -59.05% vs CDUAF's -71.22%.
CDUAF currently has the higher Sharpe Ratio (2.39 vs 0.49), 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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