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EMR Emerson Electric Co. - Fundamental Analysis

NEUTRAL
EMR Stock | Fundamental Analysis & Investment Insights
NYSE Industrials Specialty Industrial Machinery
Current Price
$127.58
Analyst Target
$151.0
+18.4% Upside
52W High
$150.27
52W Low
$90.06

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Nov 16, 2025
Market cap
$72.17B
P/E
31.66
ROE
9.4%
Profit margin
12.7%
Debt/Equity
0.68
Dividend yield
1.74%

AI Analysis

Powered by advanced machine learning algorithms

Confidence Score
72%
Analysis Accuracy
Emerson Electric (EMR) trades at a premium valuation with a current P/E of 31.66, above both its forward P/E of 20.19 and the sector average of 27.54, suggesting some near-term multiple compression risk. Despite solid long-term profitability—evidenced by a 20.72% operating margin and consistent earnings beat streak (22 of last 25 quarters)—recent YoY earnings contraction of -35.3% raises near-term concerns. The stock has underperformed peers over the past year (+1.0% vs. sector momentum), though it shows resilience in dividend policy and maintains a manageable 0.68 debt/equity ratio. Analysts remain constructive with a $151.00 target price implying ~18% upside, but weak insider activity and liquidity metrics temper bullish conviction.

Key Strengths

Operating margin of 20.72% exceeds sector average and peer group, reflecting strong pricing power and cost discipline
Consistent earnings outperformance: 22 out of 25 quarters beat estimates, with an average surprise of +8.5% over the last four
Debt/Equity of 0.68 is well below sector average of 1.80, indicating conservative capital structure
Dividend yield of 1.74% supported by sustainable 52.36% payout ratio and long-standing policy
5-year total return of +81.5% demonstrates compounder characteristics despite recent stagnation

Key Risks

Earnings growth down -35.3% YoY, signaling potential cyclical headwinds or execution issues despite revenue growth of 5.1%
Current ratio of 0.88 and quick ratio of 0.60 indicate tight liquidity, below 1.0 threshold and weaker than most peers
P/E of 31.66 is elevated relative to forward P/E of 20.19 and sector average of 27.54, leaving little margin for error
Lack of recent insider buying (0 transactions in last 6 months) suggests muted executive confidence at current levels
Underperformance vs key peers: +1.0% 1Y return compared to MMM (+29.7%) and NOC (+13.5%) despite industrial sector tailwinds
AI Fair Value Estimate
Based on comprehensive analysis
$142.5
+11.7% above current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
70
Strong
Value
58
Future
64
Past
78
Health
70
Dividend
80
AI Verdict
EMR presents a mixed profile—solid historical execution and balance sheet health are offset by stretched near-term valuation and recent earnings weakness, placing it below higher-momentum peers like NOC and MMM despite a reasonable dividend and path to multiple expansion if growth reaccelerates.
Key drivers: Premium valuation relative to near-term earnings trajectory, Strong historical earnings consistency and margin profile, Constructive analyst outlook with 18% implied upside to target price
Confidence
75%
Value
58/100

EMR trades at a premium to the sector on trailing P/E despite weaker recent earnings growth, while its forward multiple suggests modest de-rating already priced in.

Positives
  • Forward P/E of 20.19 is more reasonable and aligns with growth expectations
  • P/S of 4.01 is in line with high-quality industrials given margin strength
Watchpoints
  • Current P/E of 31.66 is significantly above sector average of 27.54 and forward multiple
  • Price/Book of 3.54 lacks margin of safety compared to peers like ITW (ROE 91.68%)
Future
64/100

While price momentum is weak (1Y: +1.0%, 6M: +6.7%), the recent quarterly EPS inflection and analyst optimism suggest expectations of a cyclical recovery in automation and climate tech segments.

Positives
  • Most recent Q/Q EPS growth of +6.6% and YoY of +9.5% indicate potential inflection off weak prior-year comps
  • Analyst target of $151.00 implies confidence in sustained recovery and margin expansion
Watchpoints
  • Revenue growth of 5.1% lags sector average of 7.13%, particularly behind WM’s 14.9%
  • Negative YoY earnings growth (-35.3%) raises questions about sustainability of rebound
Past
78/100

EMR has delivered strong historical profitability and earnings consistency over five years (+81.5% return), but ROE remains structurally low, reflecting capital intensity and reinvestment challenges.

Positives
  • Exceptional earnings track record: 22 of 25 quarters beat estimates, including multiple double-digit surprises
  • Gross margin of 52.84% and operating margin of 20.72% show durable profitability over time
Watchpoints
  • ROE of 9.36% is weak compared to sector average of 39.40% and peers like ITW (91.68%) and MMM (72.92%)
  • Recent earnings misses in 2023-02 and 2023-11 break a long streak of consistency
Health
70/100

EMR’s leverage is a strength relative to peers, but weak liquidity ratios raise operational flexibility concerns, especially in a downturn, though no immediate solvency risk is evident.

Positives
  • Debt/Equity of 0.68 is conservative vs sector average of 1.80, reducing refinancing and interest rate risk
  • Profit margin of 12.73% supports ongoing cash generation despite liquidity constraints
Watchpoints
  • Current ratio of 0.88 and quick ratio of 0.60 suggest working capital pressure and limited short-term cushion
  • Missing cash flow data (OCF, FCF) limits visibility into true financial runway
Dividend
80/100

The dividend is well-covered and strategically positioned within capital allocation, offering stability in a sector where income is valued, though not a high-growth yield story.

Positives
  • 1.74% dividend yield with a sustainable 52.36% payout ratio provides income appeal
  • Long history of dividend payments reflects commitment to shareholder returns
Watchpoints
  • No data on 5-year yield average or growth trend limits assessment of dividend momentum
  • Yield is below some high-dividend peers like WM, which offers both higher yield and growth

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$127.58
Analyst Target
$151.0
Upside/Downside
+18.4%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for EMR and closest competitors.

Updated 2025-11-14
Company 5Y 3Y 1Y 6M 1M 1W
EMR
Emerson Electric Co.
Primary
+81.5% +40.8% +1.0% +6.7% -1.6% -1.1%
ITW
Illinois Tool Works Inc.
Peer
+29.2% +14.8% -7.4% -1.7% -1.5% -0.6%
CTAS
Cintas Corporation
Peer
+112.1% +72.4% -13.1% -15.1% -0.1% +1.1%
JCI
Johnson Controls International plc
Peer
+189.6% +89.8% +41.2% +21.7% +7.1% -2.9%
RSG
Republic Services, Inc.
Peer
+120.4% +68.9% +1.2% -14.9% -5.1% +2.0%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
31.66
Forward P/E
20.19
PEG Ratio
N/A
P/B Ratio
3.54
P/S Ratio
4.01
EV/Revenue
4.66
EV/EBITDA
16.65
Market Cap
$72.17B

Profitability

Profit margins and return metrics

Profit Margin 12.73%
Operating Margin 20.72%
Gross Margin 52.84%
ROE 9.36%
ROA 5.24%

Growth

Revenue and earnings growth rates

Revenue Growth +5.1%
Earnings Growth -35.3%
Q/Q Revenue Growth N/A
Q/Q Earnings Growth -36.1%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
0.68
Moderate
Current Ratio
0.88
Weak
Quick Ratio
0.6
Poor
Cash/Share
$2.75

Quarterly Earnings History

EPS performance vs analyst estimates

2026-02-04
$N/A
2025-11-05
$1.62
+0.3% surprise
2025-08-06
$1.52
+0.7% surprise
2025-05-07
$1.48
+4.6% surprise

Industrials Sector Comparison

Comparing EMR against 28 companies in the Industrials sector (6 bullish, 21 neutral, 1 bearish)
P/E Ratio
31.66
This Stock
vs
32.92
Sector Avg
-3.8% (Discount)
Return on Equity (ROE)
9.36%
This Stock
vs
31.08%
Sector Avg
-69.9% (Below Avg)
Profit Margin
12.73%
This Stock
vs
13.32%
Sector Avg
-4.5% (Weaker)
Debt to Equity
0.68
This Stock
vs
1.21
Sector Avg
-44.1% (Less Debt)
Revenue Growth
5.1%
This Stock
vs
6.01%
Sector Avg
-15.2% (Slower)
Current Ratio
0.88
This Stock
vs
1.82
Sector Avg
-52.0% (Weaker)

Similar Companies

Peer comparison within the same industry

Company AI Rating Market Cap P/E ROE Profit Margin Price
EMR
Emerson Electric Co.
NEUTRAL $72.17B 31.66 9.4% 12.7% $127.58
ITW
Illinois Tool Works Inc.
NEUTRAL $71.16B 23.64 91.7% 19.1% $243.97
CTAS
Cintas Corporation
NEUTRAL $75.51B 41.49 42.2% 17.5% $186.72
JCI
Johnson Controls International plc
NEUTRAL $78.66B 44.97 11.4% 13.9% $118.72
RSG
Republic Services, Inc.
NEUTRAL $64.95B 31.17 18.2% 12.8% $209.8

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

Date Insider Position Transaction Shares Value
2025-11-03 TANG MICHAEL Officer Stock Award 7,149 -
2025-11-03 BAUGHMAN MICHAEL J Chief Financial Officer Stock Award 49,585 -
2025-11-03 KARSANBHAI SURENDRALAL LANCA Chief Executive Officer Stock Award 218,063 -
2025-11-03 FLAVIN LISA A. Officer Stock Award 24,880 -
2025-11-03 TRAIN MICHAEL H Officer Stock Award 33,495 -
2025-11-03 KRISHNAN RAM R, Chief Operating Officer Stock Award 74,890 -
2025-11-03 ZORNIO PETER Chief Technology Officer Stock Award 12,559 -
2025-11-03 RAMNATH VIDYA Officer Stock Award 13,621 -
2025-11-03 PIAZZA NICHOLAS J Officer Stock Award 12,003 -
Insider transactions can signal confidence or concerns about company prospects

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
BUY
26 analysts
JP Morgan
2025-11-10
Maintains
Neutral Neutral
RBC Capital
2025-11-06
Maintains
Outperform Outperform
Barclays
2025-11-06
Maintains
Equal-Weight Equal-Weight
JP Morgan
2025-10-15
Maintains
Neutral Neutral
Wells Fargo
2025-10-06
down
Overweight Equal-Weight
Barclays
2025-08-07
up
Underweight Equal-Weight
Stephens & Co.
2025-07-16
Maintains
Equal-Weight Equal-Weight
Citigroup
2025-07-14
Maintains
Buy Buy
Barclays
2025-07-09
Maintains
Underweight Underweight
B of A Securities
2025-07-02
Maintains
Buy Buy