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PG vs. EMR
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

PG vs. EMR - Performance Comparison

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

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Returns By Period

In the year-to-date period, PG achieves a -0.74% return, which is significantly lower than EMR's 6.99% return. Over the past 10 years, PG has underperformed EMR with an annualized return of 8.36%, while EMR has yielded a comparatively higher 13.21% annualized return.


PG

1D
-0.45%
1M
-2.25%
YTD
-0.74%
6M
-3.04%
1Y
-13.56%
3Y*
1.13%
5Y*
3.21%
10Y*
8.36%

EMR

1D
-0.81%
1M
4.42%
YTD
6.99%
6M
5.27%
1Y
18.92%
3Y*
21.58%
5Y*
9.66%
10Y*
13.21%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PG vs. EMR - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PG
The Procter & Gamble Company
-0.74%-12.26%17.25%-0.86%-5.05%20.52%14.15%39.70%3.57%12.69%
EMR
Emerson Electric Co.
6.99%8.92%29.73%3.75%5.74%18.19%8.61%31.53%-11.87%29.05%

Correlation

The correlation between PG and EMR is 0.09, 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

0.09

Correlation (3Y)
Calculated over the trailing 3-year period

0.08

Correlation (5Y)
Calculated over the trailing 5-year period

0.20

Correlation (10Y)
Calculated over the trailing 10-year period

0.23

Correlation (All Time)
Calculated using the full available price history since Jun 2, 1972

0.32

Over the past year, the correlation between PG and EMR has dropped to 0.09 - well below their long-term average of 0.32, suggesting their price drivers have been diverging.

Fundamentals

Market Cap

PG:

$338.77B

EMR:

$79.32B

EPS

PG:

$5.23

EMR:

$4.33

PE Ratio

PG:

26.82

EMR:

32.52

PEG Ratio

PG:

6.56

EMR:

11.56

PS Ratio

PG:

3.93

EMR:

4.34

PB Ratio

PG:

6.28

EMR:

3.90

Total Revenue (TTM)

PG:

$86.72B

EMR:

$18.32B

Gross Profit (TTM)

PG:

$43.64B

EMR:

$7.22B

EBITDA (TTM)

PG:

$22.63B

EMR:

$3.87B

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Return for Risk

PG vs. EMR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PG
PG Risk / Return Rank: 1010
Overall Rank
PG Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
PG Sortino Ratio Rank: 1111
Sortino Ratio Rank
PG Omega Ratio Rank: 1313
Omega Ratio Rank
PG Calmar Ratio Rank: 77
Calmar Ratio Rank
PG Martin Ratio Rank: 66
Martin Ratio Rank

EMR
EMR Risk / Return Rank: 5757
Overall Rank
EMR Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
EMR Sortino Ratio Rank: 5555
Sortino Ratio Rank
EMR Omega Ratio Rank: 5454
Omega Ratio Rank
EMR Calmar Ratio Rank: 5858
Calmar Ratio Rank
EMR Martin Ratio Rank: 5858
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PG vs. EMR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The Procter & Gamble Company (PG) 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.


PGEMRDifference
Sharpe ratioReturn per unit of total volatility

-1.38

Sortino ratioReturn per unit of downside risk

-2.02

Omega ratioGain probability vs. loss probability

0.89

1.13

-0.24

Calmar ratioReturn relative to maximum drawdown

-0.87

0.81

-1.68

Martin ratioReturn relative to average drawdown

-1.45

1.79

-3.24

PG vs. EMR - Sharpe Ratio Comparison

The current PG Sharpe Ratio is -0.75, which is lower than the EMR Sharpe Ratio of 0.64. The chart below compares the historical Sharpe Ratios of PG and EMR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


PGEMRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.75

0.64

-1.38

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.18

0.36

-0.17

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.44

0.46

-0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.46

0.34

+0.11

Drawdowns

PG vs. EMR - Drawdown Comparison

The maximum PG drawdown since its inception was -54.25%, smaller than the maximum EMR drawdown of -59.05%. Use the drawdown chart below to compare losses from any high point for PG and EMR.


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Drawdown Indicators


PGEMRDifference

Max Drawdown

Largest peak-to-trough decline

-54.25%

-59.05%

+4.80%

Max Drawdown (1Y)

Largest decline over 1 year

-15.66%

-23.45%

+7.79%

Max Drawdown (3Y)

Largest decline over 3 years

-21.15%

-29.62%

+8.47%

Max Drawdown (5Y)

Largest decline over 5 years

-23.77%

-29.62%

+5.85%

Max Drawdown (10Y)

Largest decline over 10 years

-23.77%

-50.77%

+27.00%

Current Drawdown

Current decline from peak

-18.75%

-12.18%

-6.57%

Average Drawdown

Average peak-to-trough decline

-12.16%

-14.11%

+1.95%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.64%

10.59%

-0.95%

Volatility

PG vs. EMR - Volatility Comparison

The current volatility for The Procter & Gamble Company (PG) is 6.16%, while Emerson Electric Co. (EMR) has a volatility of 10.89%. This indicates that PG experiences smaller price fluctuations and is considered to be less risky 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


PGEMRDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.16%

10.89%

-4.73%

Volatility (6M)

Calculated over the trailing 6-month period

14.82%

24.58%

-9.76%

Volatility (1Y)

Calculated over the trailing 1-year period

18.24%

29.89%

-11.65%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.70%

27.22%

-9.52%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.00%

29.09%

-10.09%

Dividends

PG vs. EMR - Dividend Comparison

PG's dividend yield for the trailing twelve months is around 3.04%, more than EMR's 1.56% yield.


PositionTTM20252024202320222021202020192018201720162015
EMR
Emerson Electric Co.
1.56%1.61%1.70%2.14%2.15%2.18%2.49%2.58%3.26%2.76%3.42%3.94%
PG
The Procter & Gamble Company
3.04%2.91%2.36%2.55%2.38%2.08%2.24%2.37%3.09%2.98%3.18%3.31%

Financials

PG vs. EMR - Financials Comparison

This section allows you to compare key financial metrics between The Procter & Gamble 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


5.00B10.00B15.00B20.00B20222023202420252026
21.24B
4.56B
(PG) Total Revenue
(EMR) Total Revenue
Values in USD except per share items

PG vs. EMR - Profitability Comparison

The chart below illustrates the profitability comparison between The Procter & Gamble Company and Emerson Electric Co. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%10.0%20.0%30.0%40.0%50.0%20222023202420252026
49.5%
0
Portfolio components
PG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Procter & Gamble Company reported a gross profit of 10.51B and revenue of 21.24B. Therefore, the gross margin over that period was 49.5%.

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%.

PG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Procter & Gamble Company reported an operating income of 4.58B and revenue of 21.24B, resulting in an operating margin of 21.6%.

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%.

PG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Procter & Gamble Company reported a net income of 18.50M and revenue of 21.24B, resulting in a net margin of 0.1%.

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


PG and EMR have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

EMR has higher volatility (10.89%) compared to PG (6.16%). In terms of maximum drawdown, PG dropped -54.25% vs EMR's -59.05%.

EMR currently has the higher Sharpe Ratio (0.64 vs -0.75), 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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