EMR vs. UVV
EMR (Emerson Electric Co.) and UVV (Universal Corporation) are both stocks. EMR operates in Specialty Industrial Machinery (Industrials), while UVV operates in Tobacco (Consumer Defensive). Over the past 10 years, EMR returned 12.97%/yr vs 5.09%/yr for UVV. At a 0.28 correlation, their price movements are largely independent.
Performance
EMR vs. UVV - Performance Comparison
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Returns By Period
In the year-to-date period, EMR achieves a 5.61% return, which is significantly higher than UVV's 3.14% return. Over the past 10 years, EMR has outperformed UVV with an annualized return of 12.97%, while UVV has yielded a comparatively lower 5.09% 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%
UVV
- 1D
- -1.88%
- 1M
- -1.77%
- YTD
- 3.14%
- 6M
- 4.14%
- 1Y
- -7.53%
- 3Y*
- 7.54%
- 5Y*
- 4.61%
- 10Y*
- 5.09%
EMR vs. UVV - 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% |
UVV Universal Corporation | 3.14% | 2.27% | -13.39% | 35.79% | 1.82% | 19.59% | -8.96% | 11.08% | 7.79% | -14.79% |
Correlation
The correlation between EMR and UVV is 0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.01 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.17 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.27 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.31 |
Correlation (All Time) Calculated using the full available price history since Jan 6, 1988 | 0.28 |
Over the past year, the correlation between EMR and UVV has dropped to 0.01 - well below their long-term average of 0.28, suggesting their price drivers have been diverging.
Fundamentals
EMR:
$4.33
UVV:
$1.73
EMR:
32.10
UVV:
30.51
EMR:
4.28
UVV:
0.45
EMR:
$18.32B
UVV:
$2.21B
EMR:
$7.22B
UVV:
$412.39M
EMR:
$3.87B
UVV:
$212.91M
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Return for Risk
EMR vs. UVV — Risk / Return Rank
EMR
UVV
EMR vs. UVV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Emerson Electric Co. (EMR) and Universal Corporation (UVV). 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 | UVV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.80 | ||
| Sortino ratioReturn per unit of downside risk | +1.13 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 0.96 | +0.15 |
| Calmar ratioReturn relative to maximum drawdown | 0.62 | -0.50 | +1.11 |
| Martin ratioReturn relative to average drawdown | 1.35 | -0.83 | +2.19 |
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 | UVV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.48 | -0.32 | +0.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.35 | 0.19 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.18 | +0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.28 | +0.06 |
Drawdowns
EMR vs. UVV - Drawdown Comparison
The maximum EMR drawdown since its inception was -59.05%, smaller than the maximum UVV drawdown of -69.75%. Use the drawdown chart below to compare losses from any high point for EMR and UVV.
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Drawdown Indicators
| EMR | UVV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.05% | -69.75% | +10.70% |
Max Drawdown (1Y)Largest decline over 1 year | -23.45% | -15.23% | -8.22% |
Max Drawdown (3Y)Largest decline over 3 years | -29.62% | -29.70% | +0.08% |
Max Drawdown (5Y)Largest decline over 5 years | -29.62% | -29.70% | +0.08% |
Max Drawdown (10Y)Largest decline over 10 years | -50.77% | -45.68% | -5.09% |
Current DrawdownCurrent decline from peak | -13.31% | -14.30% | +0.99% |
Average DrawdownAverage peak-to-trough decline | -14.11% | -18.59% | +4.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.68% | 9.04% | +1.64% |
Volatility
EMR vs. UVV - Volatility Comparison
The current volatility for Emerson Electric Co. (EMR) is 7.27%, while Universal Corporation (UVV) has a volatility of 10.11%. This indicates that EMR experiences smaller price fluctuations and is considered to be less risky than UVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EMR | UVV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.27% | 10.11% | -2.84% |
Volatility (6M)Calculated over the trailing 6-month period | 24.63% | 18.46% | +6.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.04% | 23.77% | +6.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.25% | 24.57% | +2.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.10% | 28.94% | +0.16% |
Dividends
EMR vs. UVV - Dividend Comparison
EMR's dividend yield for the trailing twelve months is around 1.58%, less than UVV's 6.22% 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% |
UVV Universal Corporation | 6.22% | 6.18% | 5.87% | 4.72% | 5.95% | 5.64% | 6.30% | 5.29% | 4.80% | 4.11% | 3.33% | 3.71% |
Financials
EMR vs. UVV - Financials Comparison
This section allows you to compare key financial metrics between Emerson Electric Co. and Universal 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 UVV have a correlation of 0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UVV has higher volatility (10.11%) compared to EMR (7.27%). In terms of maximum drawdown, EMR dropped -59.05% vs UVV's -69.75%.
EMR currently has the higher Sharpe Ratio (0.48 vs -0.32), 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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