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EMR vs. EME
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Performance

EMR vs. EME - Performance Comparison

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

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Key characteristics

Sharpe Ratio

EMR:

0.89

EME:

1.16

Sortino Ratio

EMR:

1.41

EME:

1.47

Omega Ratio

EMR:

1.20

EME:

1.23

Calmar Ratio

EMR:

0.98

EME:

1.28

Martin Ratio

EMR:

2.54

EME:

3.12

Ulcer Index

EMR:

11.37%

EME:

14.82%

Daily Std Dev

EMR:

32.07%

EME:

42.51%

Max Drawdown

EMR:

-59.06%

EME:

-70.56%

Current Drawdown

EMR:

-0.74%

EME:

-1.78%

Fundamentals

Market Cap

EMR:

$78.04B

EME:

$24.23B

EPS

EMR:

$3.47

EME:

$22.60

PE Ratio

EMR:

39.98

EME:

23.95

PEG Ratio

EMR:

1.73

EME:

1.32

PS Ratio

EMR:

4.43

EME:

1.62

PB Ratio

EMR:

4.04

EME:

8.36

Total Revenue (TTM)

EMR:

$13.23B

EME:

$11.33B

Gross Profit (TTM)

EMR:

$6.98B

EME:

$2.21B

EBITDA (TTM)

EMR:

$3.58B

EME:

$1.19B

Returns By Period

In the year-to-date period, EMR achieves a 12.91% return, which is significantly lower than EME's 19.40% return. Over the past 10 years, EMR has underperformed EME with an annualized return of 12.96%, while EME has yielded a comparatively higher 27.86% annualized return.


EMR

YTD
12.91%
1M
12.32%
6M
15.95%
1Y
28.41%
3Y*
22.34%
5Y*
21.08%
10Y*
12.96%

EME

YTD
19.40%
1M
10.74%
6M
15.27%
1Y
49.14%
3Y*
74.66%
5Y*
56.26%
10Y*
27.86%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Emerson Electric Co.

EMCOR Group, Inc.

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

EMR vs. EME — Risk-Adjusted Performance Rank

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

EMR
The Risk-Adjusted Performance Rank of EMR is 7474
Overall Rank
The Sharpe Ratio Rank of EMR is 7676
Sharpe Ratio Rank
The Sortino Ratio Rank of EMR is 7070
Sortino Ratio Rank
The Omega Ratio Rank of EMR is 7171
Omega Ratio Rank
The Calmar Ratio Rank of EMR is 8080
Calmar Ratio Rank
The Martin Ratio Rank of EMR is 7272
Martin Ratio Rank

EME
The Risk-Adjusted Performance Rank of EME is 7878
Overall Rank
The Sharpe Ratio Rank of EME is 8282
Sharpe Ratio Rank
The Sortino Ratio Rank of EME is 7171
Sortino Ratio Rank
The Omega Ratio Rank of EME is 7676
Omega Ratio Rank
The Calmar Ratio Rank of EME is 8484
Calmar Ratio Rank
The Martin Ratio Rank of EME is 7575
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

EMR vs. EME - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Emerson Electric Co. (EMR) and EMCOR Group, Inc. (EME). 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.


The current EMR Sharpe Ratio is 0.89, which is comparable to the EME Sharpe Ratio of 1.16. The chart below compares the historical Sharpe Ratios of EMR and EME, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Correlation

The correlation between EMR and EME is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

EMR vs. EME - Dividend Comparison

EMR's dividend yield for the trailing twelve months is around 1.52%, more than EME's 0.18% yield.


TTM20242023202220212020201920182017201620152014
EMR
Emerson Electric Co.
1.52%1.70%2.14%2.15%2.18%2.49%2.58%3.26%2.76%3.42%3.94%2.85%
EME
EMCOR Group, Inc.
0.18%0.20%0.32%0.36%0.41%0.35%0.37%0.54%0.39%0.45%0.67%0.72%

Drawdowns

EMR vs. EME - Drawdown Comparison

The maximum EMR drawdown since its inception was -59.06%, smaller than the maximum EME drawdown of -70.56%. Use the drawdown chart below to compare losses from any high point for EMR and EME.


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

EMR vs. EME - Volatility Comparison

The current volatility for Emerson Electric Co. (EMR) is 5.03%, while EMCOR Group, Inc. (EME) has a volatility of 7.00%. This indicates that EMR experiences smaller price fluctuations and is considered to be less risky than EME based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

EMR vs. EME - Financials Comparison

This section allows you to compare key financial metrics between Emerson Electric Co. and EMCOR Group, 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


2.00B2.50B3.00B3.50B4.00B4.50B5.00B5.50BJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
4.43B
3.87B
(EMR) Total Revenue
(EME) Total Revenue
Values in USD except per share items

EMR vs. EME - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-20.0%0.0%20.0%40.0%60.0%JulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
53.5%
18.7%
(EMR) Gross Margin
(EME) Gross Margin
EMR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2025, Emerson Electric Co. reported a gross profit of 2.37B and revenue of 4.43B. Therefore, the gross margin over that period was 53.5%.

EME - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2025, EMCOR Group, Inc. reported a gross profit of 722.72M and revenue of 3.87B. Therefore, the gross margin over that period was 18.7%.

EMR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2025, Emerson Electric Co. reported an operating income of 859.00M and revenue of 4.43B, resulting in an operating margin of 19.4%.

EME - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2025, EMCOR Group, Inc. reported an operating income of 318.76M and revenue of 3.87B, resulting in an operating margin of 8.2%.

EMR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2025, Emerson Electric Co. reported a net income of 485.00M and revenue of 4.43B, resulting in a net margin of 10.9%.

EME - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2025, EMCOR Group, Inc. reported a net income of 240.68M and revenue of 3.87B, resulting in a net margin of 6.2%.