ITRI vs. EMR
ITRI (Itron, Inc.) and EMR (Emerson Electric Co.) are both stocks. ITRI operates in Scientific & Technical Instruments (Technology), while EMR operates in Specialty Industrial Machinery (Industrials). Over the past 10 years, ITRI returned 6.39%/yr vs 12.97%/yr for EMR. At a 0.35 correlation, their price movements are largely independent.
Performance
ITRI vs. EMR - Performance Comparison
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Returns By Period
In the year-to-date period, ITRI achieves a -11.91% return, which is significantly lower than EMR's 5.61% return. Over the past 10 years, ITRI has underperformed EMR with an annualized return of 6.39%, while EMR has yielded a comparatively higher 12.97% annualized return.
ITRI
- 1D
- 2.16%
- 1M
- -0.09%
- YTD
- -11.91%
- 6M
- -15.44%
- 1Y
- -32.15%
- 3Y*
- 4.54%
- 5Y*
- -3.20%
- 10Y*
- 6.39%
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%
ITRI vs. EMR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ITRI Itron, Inc. | -11.91% | -14.48% | 43.80% | 49.08% | -26.08% | -28.55% | 14.23% | 77.52% | -30.66% | 8.51% |
EMR Emerson Electric Co. | 5.61% | 8.92% | 29.73% | 3.75% | 5.74% | 18.19% | 8.61% | 31.53% | -11.87% | 29.05% |
Correlation
The correlation between ITRI and EMR is 0.52, 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 | 0.52 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.52 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.52 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.52 |
Correlation (All Time) Calculated using the full available price history since Nov 8, 1993 | 0.35 |
The correlation between ITRI and EMR shifts across timeframes, from 0.35 (all time) to 0.52 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
ITRI:
$3.72B
EMR:
$78.30B
ITRI:
$6.27
EMR:
$4.33
ITRI:
13.05
EMR:
32.10
ITRI:
0.23
EMR:
11.41
ITRI:
1.61
EMR:
4.28
ITRI:
2.31
EMR:
3.85
ITRI:
$2.35B
EMR:
$18.32B
ITRI:
$906.61M
EMR:
$7.22B
ITRI:
$363.22M
EMR:
$3.87B
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Return for Risk
ITRI vs. EMR — Risk / Return Rank
ITRI
EMR
ITRI vs. EMR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Itron, Inc. (ITRI) 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.
| ITRI | EMR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.30 | ||
| Sortino ratioReturn per unit of downside risk | -1.80 | ||
| Omega ratioGain probability vs. loss probability | 0.86 | 1.11 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | -0.74 | 0.62 | -1.36 |
| Martin ratioReturn relative to average drawdown | -1.25 | 1.35 | -2.60 |
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
| ITRI | EMR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.81 | 0.48 | -1.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.08 | 0.35 | -0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.15 | 0.45 | -0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.10 | 0.34 | -0.24 |
Drawdowns
ITRI vs. EMR - Drawdown Comparison
The maximum ITRI drawdown since its inception was -94.36%, which is greater than EMR's maximum drawdown of -59.05%. Use the drawdown chart below to compare losses from any high point for ITRI and EMR.
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Drawdown Indicators
| ITRI | EMR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -94.36% | -59.05% | -35.31% |
Max Drawdown (1Y)Largest decline over 1 year | -43.64% | -23.45% | -20.19% |
Max Drawdown (3Y)Largest decline over 3 years | -43.64% | -29.62% | -14.02% |
Max Drawdown (5Y)Largest decline over 5 years | -58.57% | -29.62% | -28.95% |
Max Drawdown (10Y)Largest decline over 10 years | -65.26% | -50.77% | -14.49% |
Current DrawdownCurrent decline from peak | -40.90% | -13.31% | -27.59% |
Average DrawdownAverage peak-to-trough decline | -46.58% | -14.11% | -32.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 25.76% | 10.68% | +15.08% |
Volatility
ITRI vs. EMR - Volatility Comparison
Itron, Inc. (ITRI) has a higher volatility of 9.06% compared to Emerson Electric Co. (EMR) at 7.27%. This indicates that ITRI'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.
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Volatility by Period
| ITRI | EMR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.06% | 7.27% | +1.79% |
Volatility (6M)Calculated over the trailing 6-month period | 25.65% | 24.63% | +1.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 39.81% | 30.04% | +9.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 42.82% | 27.25% | +15.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 43.29% | 29.10% | +14.19% |
Dividends
ITRI vs. EMR - Dividend Comparison
ITRI has not paid dividends to shareholders, while EMR's dividend yield for the trailing twelve months is around 1.58%.
| 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% |
ITRI Itron, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
ITRI vs. EMR - Financials Comparison
This section allows you to compare key financial metrics between Itron, 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
ITRI vs. EMR - Profitability Comparison
ITRI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Itron, Inc. reported a gross profit of 236.32M and revenue of 586.98M. Therefore, the gross margin over that period was 40.3%.
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%.
ITRI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Itron, Inc. reported an operating income of 67.58M and revenue of 586.98M, resulting in an operating margin of 11.5%.
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%.
ITRI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Itron, Inc. reported a net income of 53.46M and revenue of 586.98M, resulting in a net margin of 9.1%.
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%.
Frequently Asked Questions
ITRI and EMR have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ITRI has higher volatility (9.06%) compared to EMR (7.27%). In terms of maximum drawdown, ITRI dropped -94.36% vs EMR's -59.05%.
EMR currently has the higher Sharpe Ratio (0.48 vs -0.81), 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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