EMR vs. ORCL
EMR (Emerson Electric Co.) and ORCL (Oracle Corporation) are both stocks. EMR operates in Specialty Industrial Machinery (Industrials), while ORCL operates in Software - Infrastructure (Technology). Over the past 10 years, EMR returned 13.44%/yr vs 18.60%/yr for ORCL. At a 0.33 correlation, their price movements are largely independent.
Performance
EMR vs. ORCL - Performance Comparison
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Returns By Period
In the year-to-date period, EMR achieves a 8.65% return, which is significantly higher than ORCL's -4.95% return. Over the past 10 years, EMR has underperformed ORCL with an annualized return of 13.44%, while ORCL has yielded a comparatively higher 18.60% 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%
ORCL
- 1D
- 0.02%
- 1M
- -4.57%
- YTD
- -4.95%
- 6M
- -2.48%
- 1Y
- -13.59%
- 3Y*
- 17.80%
- 5Y*
- 18.90%
- 10Y*
- 18.60%
EMR vs. ORCL - 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% |
ORCL Oracle Corporation | -4.95% | 18.13% | 59.99% | 30.94% | -4.65% | 36.89% | 24.25% | 19.34% | -2.97% | 24.94% |
Correlation
The correlation between EMR and ORCL is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.22 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.34 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.39 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.40 |
Correlation (All Time) Calculated using the full available price history since Mar 12, 1986 | 0.33 |
The correlation between EMR and ORCL shifts across timeframes, from 0.22 (1 year) to 0.40 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
EMR:
$80.55B
ORCL:
$536.74B
EMR:
$4.33
ORCL:
$5.86
EMR:
33.02
ORCL:
31.41
EMR:
11.74
ORCL:
1.29
EMR:
4.41
ORCL:
7.97
EMR:
3.96
ORCL:
12.47
EMR:
$18.32B
ORCL:
$67.36B
EMR:
$7.22B
ORCL:
$79.58B
EMR:
$3.87B
ORCL:
$6.20B
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Return for Risk
EMR vs. ORCL — Risk / Return Rank
EMR
ORCL
EMR vs. ORCL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Emerson Electric Co. (EMR) and Oracle Corporation (ORCL). 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 | ORCL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.59 | ||
| Sortino ratioReturn per unit of downside risk | +0.54 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.04 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 0.63 | -0.12 | +0.75 |
| Martin ratioReturn relative to average drawdown | 1.37 | -0.20 | +1.57 |
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Drawdowns
EMR vs. ORCL - Drawdown Comparison
The maximum EMR drawdown since its inception was -59.05%, smaller than the maximum ORCL drawdown of -84.19%. Use the drawdown chart below to compare losses from any high point for EMR and ORCL.
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Drawdown Indicators
| EMR | ORCL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.05% | -84.19% | +25.14% |
Max Drawdown (1Y)Largest decline over 1 year | -23.45% | -58.25% | +34.80% |
Max Drawdown (3Y)Largest decline over 3 years | -29.62% | -58.25% | +28.63% |
Max Drawdown (5Y)Largest decline over 5 years | -29.62% | -58.25% | +28.63% |
Max Drawdown (10Y)Largest decline over 10 years | -50.77% | -58.25% | +7.48% |
Current DrawdownCurrent decline from peak | -10.82% | -43.48% | +32.66% |
Average DrawdownAverage peak-to-trough decline | -14.11% | -29.11% | +15.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.79% | 35.41% | -24.62% |
Volatility
EMR vs. ORCL - Volatility Comparison
The current volatility for Emerson Electric Co. (EMR) is 9.08%, while Oracle Corporation (ORCL) has a volatility of 23.44%. This indicates that EMR experiences smaller price fluctuations and is considered to be less risky than ORCL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EMR | ORCL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.08% | 23.44% | -14.36% |
Volatility (6M)Calculated over the trailing 6-month period | 25.24% | 43.42% | -18.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.47% | 65.91% | -35.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.36% | 42.16% | -14.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.14% | 35.12% | -5.98% |
Dividends
EMR vs. ORCL - Dividend Comparison
EMR's dividend yield for the trailing twelve months is around 1.53%, more than ORCL's 1.09% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
ORCL Oracle Corporation | 1.09% | 0.97% | 0.96% | 1.44% | 1.57% | 1.38% | 1.48% | 1.72% | 1.68% | 1.52% | 1.56% | 1.56% |
Financials
EMR vs. ORCL - Financials Comparison
This section allows you to compare key financial metrics between Emerson Electric Co. and Oracle Corporation. 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
Frequently Asked Questions
EMR and ORCL have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ORCL has higher volatility (23.44%) compared to EMR (9.08%). In terms of maximum drawdown, EMR dropped -59.05% vs ORCL's -84.19%.
EMR currently has the higher Sharpe Ratio (0.49 vs -0.11), 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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