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

Correlation

The correlation between FELE and EMR is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.4

Performance

FELE vs. EMR - Performance Comparison

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

2,000.00%4,000.00%6,000.00%8,000.00%10,000.00%12,000.00%14,000.00%JulyAugustSeptemberOctoberNovemberDecember
12,268.92%
3,158.67%
FELE
EMR

Key characteristics

Sharpe Ratio

FELE:

0.17

EMR:

1.28

Sortino Ratio

FELE:

0.40

EMR:

2.03

Omega Ratio

FELE:

1.05

EMR:

1.28

Calmar Ratio

FELE:

0.32

EMR:

1.98

Martin Ratio

FELE:

0.75

EMR:

5.39

Ulcer Index

FELE:

5.46%

EMR:

6.23%

Daily Std Dev

FELE:

24.79%

EMR:

26.14%

Max Drawdown

FELE:

-71.12%

EMR:

-56.14%

Current Drawdown

FELE:

-10.90%

EMR:

-7.62%

Fundamentals

Market Cap

FELE:

$4.75B

EMR:

$72.95B

EPS

FELE:

$3.96

EMR:

$2.83

PE Ratio

FELE:

26.26

EMR:

45.26

PEG Ratio

FELE:

1.98

EMR:

2.30

Total Revenue (TTM)

FELE:

$2.01B

EMR:

$17.49B

Gross Profit (TTM)

FELE:

$713.05M

EMR:

$5.35B

EBITDA (TTM)

FELE:

$303.03M

EMR:

$4.04B

Returns By Period

In the year-to-date period, FELE achieves a 2.78% return, which is significantly lower than EMR's 29.90% return. Over the past 10 years, FELE has outperformed EMR with an annualized return of 11.39%, while EMR has yielded a comparatively lower 10.10% annualized return.


FELE

YTD

2.78%

1M

-6.16%

6M

1.53%

1Y

3.62%

5Y*

12.67%

10Y*

11.39%

EMR

YTD

29.90%

1M

-3.88%

6M

15.52%

1Y

32.10%

5Y*

12.85%

10Y*

10.10%

Compare stocks, funds, or ETFs

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Risk-Adjusted Performance

FELE vs. EMR - Risk-Adjusted Performance Comparison

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


Sharpe ratio
The chart of Sharpe ratio for FELE, currently valued at 0.17, compared to the broader market-4.00-2.000.002.000.171.28
The chart of Sortino ratio for FELE, currently valued at 0.40, compared to the broader market-4.00-2.000.002.004.000.402.03
The chart of Omega ratio for FELE, currently valued at 1.05, compared to the broader market0.501.001.502.001.051.28
The chart of Calmar ratio for FELE, currently valued at 0.32, compared to the broader market0.002.004.006.000.321.98
The chart of Martin ratio for FELE, currently valued at 0.75, compared to the broader market-5.000.005.0010.0015.0020.0025.000.755.39
FELE
EMR

The current FELE Sharpe Ratio is 0.17, which is lower than the EMR Sharpe Ratio of 1.28. The chart below compares the historical Sharpe Ratios of FELE and EMR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.00JulyAugustSeptemberOctoberNovemberDecember
0.17
1.28
FELE
EMR

Dividends

FELE vs. EMR - Dividend Comparison

FELE's dividend yield for the trailing twelve months is around 1.02%, less than EMR's 1.69% yield.


TTM20232022202120202019201820172016201520142013
FELE
Franklin Electric Co., Inc.
1.02%0.93%0.98%0.74%0.90%1.01%1.09%0.92%1.02%1.42%0.93%0.68%
EMR
Emerson Electric Co.
1.69%2.14%2.15%2.18%2.49%2.58%3.26%2.76%3.42%3.94%2.85%2.37%

Drawdowns

FELE vs. EMR - Drawdown Comparison

The maximum FELE drawdown since its inception was -71.12%, which is greater than EMR's maximum drawdown of -56.14%. Use the drawdown chart below to compare losses from any high point for FELE and EMR. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-10.90%
-7.62%
FELE
EMR

Volatility

FELE vs. EMR - Volatility Comparison

Franklin Electric Co., Inc. (FELE) and Emerson Electric Co. (EMR) have volatilities of 6.60% and 6.45%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%JulyAugustSeptemberOctoberNovemberDecember
6.60%
6.45%
FELE
EMR

Financials

FELE vs. EMR - Financials Comparison

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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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