SBGSY vs. EMR
Compare and contrast key facts about Schneider Electric SA (SBGSY) and Emerson Electric Co. (EMR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SBGSY or EMR.
Correlation
The correlation between SBGSY and EMR is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
SBGSY vs. EMR - Performance Comparison
Key characteristics
SBGSY:
1.68
EMR:
1.42
SBGSY:
2.28
EMR:
2.20
SBGSY:
1.28
EMR:
1.30
SBGSY:
3.01
EMR:
2.20
SBGSY:
8.46
EMR:
5.66
SBGSY:
4.89%
EMR:
6.59%
SBGSY:
24.60%
EMR:
26.30%
SBGSY:
-52.02%
EMR:
-56.14%
SBGSY:
-3.07%
EMR:
-7.30%
Fundamentals
SBGSY:
$148.97B
EMR:
$70.92B
SBGSY:
$1.49
EMR:
$2.85
SBGSY:
35.64
EMR:
43.69
SBGSY:
2.51
EMR:
2.30
SBGSY:
$18.17B
EMR:
$13.38B
SBGSY:
$7.89B
EMR:
$3.43B
SBGSY:
$3.74B
EMR:
$3.40B
Returns By Period
In the year-to-date period, SBGSY achieves a 6.99% return, which is significantly higher than EMR's 0.48% return. Over the past 10 years, SBGSY has outperformed EMR with an annualized return of 16.51%, while EMR has yielded a comparatively lower 10.56% annualized return.
SBGSY
6.99%
5.23%
9.32%
38.42%
23.34%
16.51%
EMR
0.48%
1.76%
8.64%
35.44%
12.50%
10.56%
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Risk-Adjusted Performance
SBGSY vs. EMR — Risk-Adjusted Performance Rank
SBGSY
EMR
SBGSY vs. EMR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schneider Electric SA (SBGSY) 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
SBGSY vs. EMR - Dividend Comparison
SBGSY's dividend yield for the trailing twelve months is around 1.42%, less than EMR's 1.69% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SBGSY Schneider Electric SA | 1.42% | 1.52% | 1.73% | 2.18% | 1.56% | 1.91% | 2.59% | 4.01% | 2.57% | 3.25% | 3.63% | 3.60% |
EMR Emerson Electric Co. | 1.69% | 1.70% | 2.14% | 2.15% | 2.18% | 2.49% | 2.58% | 3.26% | 2.76% | 3.42% | 3.94% | 2.85% |
Drawdowns
SBGSY vs. EMR - Drawdown Comparison
The maximum SBGSY drawdown since its inception was -52.02%, smaller than the maximum EMR drawdown of -56.14%. Use the drawdown chart below to compare losses from any high point for SBGSY and EMR. For additional features, visit the drawdowns tool.
Volatility
SBGSY vs. EMR - Volatility Comparison
The current volatility for Schneider Electric SA (SBGSY) is 5.76%, while Emerson Electric Co. (EMR) has a volatility of 7.00%. This indicates that SBGSY 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.
Financials
SBGSY vs. EMR - Financials Comparison
This section allows you to compare key financial metrics between Schneider Electric SA 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