MZTI vs. EMR
MZTI (The Marzetti Company) and EMR (Emerson Electric Co.) are both stocks. MZTI operates in Packaged Foods (Consumer Defensive), while EMR operates in Specialty Industrial Machinery (Industrials). Over the past 10 years, MZTI returned 0.88%/yr vs 12.47%/yr for EMR. At a 0.28 correlation, their price movements are largely independent.
Performance
MZTI vs. EMR - Performance Comparison
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Returns By Period
In the year-to-date period, MZTI achieves a -29.09% return, which is significantly lower than EMR's 5.47% return. Over the past 10 years, MZTI has underperformed EMR with an annualized return of 0.88%, while EMR has yielded a comparatively higher 12.47% annualized return.
MZTI
- 1D
- 2.42%
- 1M
- 4.88%
- 6M
- -30.57%
- YTD
- -29.09%
- 1Y
- -32.45%
- 3Y*
- -13.20%
- 5Y*
- -8.22%
- 10Y*
- 0.88%
EMR
- 1D
- 0.78%
- 1M
- -2.26%
- 6M
- -2.93%
- YTD
- 5.47%
- 1Y
- 0.74%
- 3Y*
- 16.91%
- 5Y*
- 9.48%
- 10Y*
- 12.47%
MZTI vs. EMR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MZTI The Marzetti Company | -29.09% | -2.93% | 6.10% | -14.02% | 21.59% | -8.26% | 16.75% | -7.88% | 39.22% | -6.99% |
EMR Emerson Electric Co. | 5.47% | 8.92% | 29.73% | 3.75% | 5.74% | 18.19% | 8.61% | 31.53% | -11.87% | 29.05% |
Correlation
The correlation between MZTI and EMR is 0.05, 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 | 0.05 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.20 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.24 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Mar 26, 1990 | 0.28 |
Over the past year, the correlation between MZTI and EMR has dropped to 0.05 - well below their long-term average of 0.28, suggesting their price drivers have been diverging.
Fundamentals
MZTI:
$3.15B
EMR:
$77.79B
MZTI:
$6.41
EMR:
$4.33
MZTI:
17.91
EMR:
32.05
MZTI:
2.04
EMR:
11.39
MZTI:
1.62
EMR:
4.28
MZTI:
3.01
EMR:
3.85
MZTI:
$1.94B
EMR:
$18.32B
MZTI:
$469.39M
EMR:
$7.22B
MZTI:
$296.24M
EMR:
$3.87B
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Return for Risk
MZTI vs. EMR — Risk / Return Rank
MZTI
EMR
MZTI vs. EMR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Marzetti Company (MZTI) 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.
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.
| MZTI | EMR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.21 | ||
| Sortino ratioReturn per unit of downside risk | -1.98 | ||
| Omega ratioGain probability vs. loss probability | 0.79 | 1.03 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | -0.77 | 0.01 | -0.78 |
| Martin ratioReturn relative to average drawdown | -1.55 | 0.03 | -1.58 |
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Drawdowns
MZTI vs. EMR - Drawdown Comparison
The maximum MZTI drawdown since its inception was -54.66%, smaller than the maximum EMR drawdown of -59.05%. Use the drawdown chart below to compare losses from any high point for MZTI and EMR.
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Drawdown Indicators
| MZTI | EMR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.66% | -59.05% | +4.39% |
Max Drawdown (1Y)Largest decline over 1 year | -43.14% | -23.45% | -19.69% |
Max Drawdown (3Y)Largest decline over 3 years | -46.85% | -29.62% | -17.23% |
Max Drawdown (5Y)Largest decline over 5 years | -48.59% | -29.62% | -18.97% |
Max Drawdown (10Y)Largest decline over 10 years | -48.59% | -50.77% | +2.18% |
Current DrawdownCurrent decline from peak | -43.64% | -13.43% | -30.21% |
Average DrawdownAverage peak-to-trough decline | -11.73% | -14.11% | +2.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 21.25% | 11.19% | +10.06% |
Volatility
MZTI vs. EMR - Volatility Comparison
The Marzetti Company (MZTI) and Emerson Electric Co. (EMR) have volatilities of 9.43% and 9.73%, 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.
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Volatility by Period
| MZTI | EMR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.43% | 9.73% | -0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 21.76% | 25.19% | -3.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.55% | 31.04% | -3.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.98% | 27.42% | +0.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.80% | 29.12% | -1.32% |
Dividends
MZTI vs. EMR - Dividend Comparison
MZTI's dividend yield for the trailing twelve months is around 3.44%, more than EMR's 1.58% 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% |
MZTI The Marzetti Company | 3.44% | 2.34% | 2.11% | 2.07% | 1.65% | 1.84% | 1.55% | 1.66% | 1.39% | 1.74% | 1.45% | 5.96% |
Financials
MZTI vs. EMR - Financials Comparison
This section allows you to compare key financial metrics between The Marzetti Company 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
MZTI vs. EMR - Profitability Comparison
MZTI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, The Marzetti Company reported a gross profit of 107.22M and revenue of 453.37M. Therefore, the gross margin over that period was 23.7%.
EMR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 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%.
MZTI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, The Marzetti Company reported an operating income of 46.58M and revenue of 453.37M, resulting in an operating margin of 10.3%.
EMR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Emerson Electric Co. reported an operating income of 0.00 and revenue of 4.56B, resulting in an operating margin of 0.0%.
MZTI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, The Marzetti Company reported a net income of 37.06M and revenue of 453.37M, resulting in a net margin of 8.2%.
EMR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 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
MZTI and EMR have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EMR has higher volatility (9.73%) compared to MZTI (9.43%). In terms of maximum drawdown, MZTI dropped -54.66% vs EMR's -59.05%.
EMR currently has the higher Sharpe Ratio (0.01 vs -1.20), 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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