FELE vs. EMR
Compare and contrast key facts about Franklin Electric Co., Inc. (FELE) and Emerson Electric Co. (EMR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FELE or EMR.
Key characteristics
FELE | EMR | |
---|---|---|
YTD Return | 14.70% | 32.25% |
1Y Return | 27.32% | 52.45% |
3Y Return (Ann) | 6.75% | 11.49% |
5Y Return (Ann) | 16.22% | 14.16% |
10Y Return (Ann) | 12.59% | 10.02% |
Sharpe Ratio | 1.11 | 1.52 |
Sortino Ratio | 1.62 | 2.26 |
Omega Ratio | 1.22 | 1.33 |
Calmar Ratio | 1.47 | 2.42 |
Martin Ratio | 5.20 | 6.70 |
Ulcer Index | 5.25% | 6.14% |
Daily Std Dev | 24.59% | 27.12% |
Max Drawdown | -71.12% | -56.14% |
Current Drawdown | 0.00% | 0.00% |
Fundamentals
FELE | EMR | |
---|---|---|
Market Cap | $5.03B | $67.31B |
EPS | $4.32 | $3.18 |
PE Ratio | 25.47 | 37.00 |
PEG Ratio | 2.10 | 2.30 |
Total Revenue (TTM) | $2.01B | $17.49B |
Gross Profit (TTM) | $713.05M | $5.35B |
EBITDA (TTM) | $250.03M | $888.00M |
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.
Performance
FELE vs. EMR - Performance Comparison
In the year-to-date period, FELE achieves a 14.70% return, which is significantly lower than EMR's 32.25% return. Over the past 10 years, FELE has outperformed EMR with an annualized return of 12.59%, while EMR has yielded a comparatively lower 10.02% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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.
Dividends
FELE vs. EMR - Dividend Comparison
FELE's dividend yield for the trailing twelve months is around 0.91%, less than EMR's 1.66% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Franklin Electric Co., Inc. | 0.91% | 0.93% | 0.98% | 0.74% | 0.90% | 1.01% | 1.09% | 0.92% | 1.02% | 1.42% | 0.93% | 0.68% |
Emerson Electric Co. | 1.66% | 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.
Volatility
FELE vs. EMR - Volatility Comparison
Franklin Electric Co., Inc. (FELE) has a higher volatility of 12.04% compared to Emerson Electric Co. (EMR) at 10.84%. This indicates that FELE's price experiences larger fluctuations and is considered to be riskier than EMR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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.
Total Revenue: Total amount of money received from sales and other business activities