EMR vs. ETN
EMR (Emerson Electric Co.) and ETN (Eaton Corporation plc) are both stocks. Both operate in the Specialty Industrial Machinery industry within the Industrials sector. Over the past 10 years, EMR returned 12.97%/yr vs 23.50%/yr for ETN. At a 0.45 correlation, their price movements are largely independent.
Performance
EMR vs. ETN - Performance Comparison
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Returns By Period
In the year-to-date period, EMR achieves a 5.61% return, which is significantly lower than ETN's 27.32% return. Over the past 10 years, EMR has underperformed ETN with an annualized return of 12.97%, while ETN has yielded a comparatively higher 23.50% annualized return.
EMR
- 1D
- 0.69%
- 1M
- -1.19%
- YTD
- 5.61%
- 6M
- 3.12%
- 1Y
- 14.43%
- 3Y*
- 20.39%
- 5Y*
- 9.45%
- 10Y*
- 12.97%
ETN
- 1D
- 1.82%
- 1M
- 0.41%
- YTD
- 27.32%
- 6M
- 18.09%
- 1Y
- 23.03%
- 3Y*
- 30.80%
- 5Y*
- 24.42%
- 10Y*
- 23.50%
EMR vs. ETN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EMR Emerson Electric Co. | 5.61% | 8.92% | 29.73% | 3.75% | 5.74% | 18.19% | 8.61% | 31.53% | -11.87% | 29.05% |
ETN Eaton Corporation plc | 27.32% | -2.79% | 39.51% | 56.22% | -7.18% | 46.70% | 29.88% | 42.76% | -10.04% | 21.54% |
Correlation
The correlation between EMR and ETN is 0.56, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.56 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.61 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.67 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.71 |
Correlation (All Time) Calculated using the full available price history since Jun 2, 1972 | 0.45 |
The correlation between EMR and ETN shifts across timeframes, from 0.45 (all time) to 0.71 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
EMR:
$78.30B
ETN:
$156.90B
EMR:
$4.33
ETN:
$10.22
EMR:
32.10
ETN:
39.43
EMR:
11.41
ETN:
2.14
EMR:
4.28
ETN:
5.52
EMR:
3.85
ETN:
7.94
EMR:
$18.32B
ETN:
$28.52B
EMR:
$7.22B
ETN:
$7.87B
EMR:
$3.87B
ETN:
$4.75B
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Return for Risk
EMR vs. ETN — Risk / Return Rank
EMR
ETN
EMR vs. ETN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Emerson Electric Co. (EMR) and Eaton Corporation plc (ETN). 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.
| EMR | ETN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.23 | ||
| Sortino ratioReturn per unit of downside risk | -0.28 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.14 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 0.62 | 1.21 | -0.59 |
| Martin ratioReturn relative to average drawdown | 1.35 | 2.63 | -1.28 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EMR | ETN | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.48 | 0.71 | -0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.35 | 0.82 | -0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.79 | -0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.42 | -0.08 |
Drawdowns
EMR vs. ETN - Drawdown Comparison
The maximum EMR drawdown since its inception was -59.05%, smaller than the maximum ETN drawdown of -68.95%. Use the drawdown chart below to compare losses from any high point for EMR and ETN.
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Drawdown Indicators
| EMR | ETN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.05% | -68.95% | +9.90% |
Max Drawdown (1Y)Largest decline over 1 year | -23.45% | -19.14% | -4.31% |
Max Drawdown (3Y)Largest decline over 3 years | -29.62% | -34.46% | +4.84% |
Max Drawdown (5Y)Largest decline over 5 years | -29.62% | -34.46% | +4.84% |
Max Drawdown (10Y)Largest decline over 10 years | -50.77% | -44.55% | -6.22% |
Current DrawdownCurrent decline from peak | -13.31% | -6.64% | -6.67% |
Average DrawdownAverage peak-to-trough decline | -14.11% | -14.90% | +0.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.68% | 8.78% | +1.90% |
Volatility
EMR vs. ETN - Volatility Comparison
The current volatility for Emerson Electric Co. (EMR) is 7.27%, while Eaton Corporation plc (ETN) has a volatility of 12.39%. This indicates that EMR experiences smaller price fluctuations and is considered to be less risky than ETN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EMR | ETN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.27% | 12.39% | -5.12% |
Volatility (6M)Calculated over the trailing 6-month period | 24.63% | 25.71% | -1.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.04% | 32.58% | -2.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.25% | 30.03% | -2.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.10% | 30.01% | -0.91% |
Dividends
EMR vs. ETN - Dividend Comparison
EMR's dividend yield for the trailing twelve months is around 1.58%, more than ETN's 1.06% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EMR Emerson Electric Co. | 1.58% | 1.61% | 1.70% | 2.14% | 2.15% | 2.18% | 2.49% | 2.58% | 3.26% | 2.76% | 3.42% | 3.94% |
ETN Eaton Corporation plc | 1.06% | 1.31% | 1.13% | 1.43% | 2.06% | 1.76% | 1.88% | 3.00% | 3.85% | 3.04% | 3.40% | 4.23% |
Financials
EMR vs. ETN - Financials Comparison
This section allows you to compare key financial metrics between Emerson Electric Co. and Eaton Corporation plc. 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. ETN - 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%.
ETN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Eaton Corporation plc reported a gross profit of 0.00 and revenue of 7.45B. Therefore, the gross margin over that period was 0.0%.
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%.
ETN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Eaton Corporation plc reported an operating income of 0.00 and revenue of 7.45B, resulting in an operating margin of 0.0%.
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%.
ETN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Eaton Corporation plc reported a net income of 866.00M and revenue of 7.45B, resulting in a net margin of 11.6%.
Frequently Asked Questions
EMR and ETN have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ETN has higher volatility (12.39%) compared to EMR (7.27%). In terms of maximum drawdown, EMR dropped -59.05% vs ETN's -68.95%.
ETN currently has the higher Sharpe Ratio (0.71 vs 0.48), 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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