EMR Stock Analysis: Emerson Electric | NYSE

Valves, Instrumentation, Software, Tools

Total Rating 61

Safety 86

Buy Signal 0.69

Specialty Industrial Machinery
Industry Rotation: +12.7

Market Cap: 88.5B
Avg Turnover: 364M

Risk 3d forecast

Volatility26.9%

VaR 5^th Pctl4.57%

VaR vs Median3.13%

Reward TTM

Sharpe Ratio0.66

Rel. Str. IBD77.3

Rel. Str. Peer Group82.6

Character TTM

Beta1.536

Beta Downside1.232

Hurst Exponent0.544

Drawdowns 3y

Max DD29.62%

CAGR/Max DD0.73

CAGR/Mean DD2.75

EPS (Earnings per Share)

EPS CAGR: 11.70%
EPS Trend: 95.9%

Last SUE: 0.84
Qual. Beats: 0

Revenue

Rev. CAGR: 6.58%
Rev. Trend: 93.9%

Last SUE: 1.49
Qual. Beats: 1

Warnings

No concerns identified

Tailwinds

Confidence

Seasonality 11.7 years of data

Jan -0.8% 8

Feb +1.4% 5

Mar +0.1% 7

Apr -1.7% 11

May -0.0% 7

Jun -0.8% 8

Jul +3.2% 36

Aug -0.5% 19

Sep -1.0% 2

Oct -1.8% 14

Nov +1.5% 33

Dec +0.4% 16

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: EMR Emerson Electric

Emerson Electric Co. (NYSE: EMR) is a global technology and software company headquartered in Saint Louis, Missouri, and incorporated in 1890. It operates through six segments-Final Control, Measurement & Analytical, Discrete Automation, Safety & Productivity, Control Systems & Software, and Test & Measurement-serving customers across the Americas, Asia, the Middle East, Africa, and Europe. The companys portfolio spans industrial process valves and regulators (Fisher, Anderson Greenwood, Crosby), intelligent instrumentation (Rosemount, Micro Motion, Flexim), pneumatic and motion components (ASCO, Aventics, Afag), professional and consumer tools (RIDGID, Greenlee, Klauke), process control software (DeltaV, Ovation), and automated test systems.

Emerson operates within the Industrials sector (Electrical Components & Equipment), serving both process industries-such as oil & gas, chemicals, and power-and discrete manufacturing customers. Its business model blends hardware sales (valves, instruments, tools) with recurring software and automation revenue through its Control Systems & Software segment, positioning the company to benefit from ongoing investment in industrial automation and digital transformation across global manufacturing.

Headlines to Watch Out For

Test & Measurement segment margins expand on NI software demand
Final Control backlog growth signals strong process industry capex
Discrete Automation margins pressured by Aventics inventory adjustments
Safety & Productivity demand softens amid weaker professional tool spending

Piotroski VR-10 (Strict) 6.5

Net Income: 2.58b TTM > 0 and > 6% of Revenue
FCF/TA: 0.08 > 0.02 and ΔFCF/TA 1.75 > 1.0
NWC/Revenue: -5.99% < 20% (prev -9.34%; Δ 3.34% < -1%)
CFO/TA 0.09 > 3% & CFO 3.91b > Net Income 2.58b
Net Debt (11.8b) to EBITDA (5.14b): 2.29 < 3
Current Ratio: 0.90 > 1.5 & < 3
Outstanding Shares: last quarter (561.1m) vs 12m ago -0.64% < -2%
Gross Margin: 53.16% > 18% (prev 52.70%; Δ 0.46% > 0.5%)
Asset Turnover: 43.99% > 50% (prev 41.82%; Δ 2.18% > 0%)
Interest Coverage Ratio: 6.93 > 6 (EBIT TTM 3.83b / Interest Expense TTM 553.0m)

Altman Z'' 4.63

A: -0.03 (Total Current Assets 9.65b - Total Current Liabilities 10.8b) / Total Assets 42.2b
B: 0.99 (Retained Earnings 41.6b / Total Assets 42.2b)
C: 0.09 (EBIT TTM 3.83b / Avg Total Assets 42.4b)
D: 0.93 (Book Value of Equity 20.4b / Total Liabilities 21.8b)
Altman-Z'' = 4.63 = AA

Beneish M -3.01

DSRI: 1.00 (Receivables 3.06b/2.91b, Revenue 18.6b/17.8b)
GMI: 0.99 (GM 52.70% / 53.16%)
AQI: 0.98 (AQ_t 0.70 / AQ_t-1 0.72)
SGI: 1.05 (Revenue 18.6b / 17.8b)
TATA: -0.03 (NI 2.58b - CFO 3.91b) / TA 42.2b)
Beneish M = -3.01 (Cap -4..+1) = AA

What is the price of EMR shares?

As of October 06, 2026, the stock is trading at USD 162.33 with a total of 2,130,319 shares traded. Over the past week, the price has changed by +1.84%, over one month by +6.69%, over three months by +15.06% and over the past year by +22.34%.

Current recommended Stop Loss: 157.10 (which is 3.2% or 1.3 ATR below the current price).

Is EMR a buy, sell or hold?

Emerson Electric has received a consensus analysts rating of 4.10. Therefore, it is recommended to buy EMR.

StrongBuy: 16
Buy: 4
Hold: 8
Sell: 1
StrongSell: 1

What are the forecasts/targets for the EMR price?

Analysts Target Price	173.7	7%

Emerson Electric (EMR) - Fundamental Data Overview as of 03 October 2026

Market Cap USD = 88.5b (88.5b USD * 1.0 USD.USD)
P/E Trailing = 33.8825
P/E Forward = 21.4592
P/S = 4.7462
P/B = 4.2313
P/EG = 1.7818
Revenue TTM = 18.6b USD
EBIT TTM = 3.83b USD
EBITDA TTM = 5.14b USD
Long Term Debt = 7.53b USD (from longTermDebt, last quarter)
Short Term Debt = 5.73b USD (from shortTermDebt, last quarter)
Debt = 13.9b USD (from shortLongTermDebtTotal, last quarter) + Leases 142.0m
Net Debt = 11.8b USD (calculated: Debt 13.9b - CCE 2.18b)
Enterprise Value = 100b USD (88.5b + Debt 13.9b - CCE 2.18b)
Interest Coverage Ratio = 6.93 (Ebit TTM 3.83b / Interest Expense TTM 553.0m)
EV/FCF = 28.96x (Enterprise Value 100b / FCF TTM 3.46b)
FCF Yield = 3.45% (FCF TTM 3.46b / Enterprise Value 100b)
FCF Margin = 18.57% (FCF TTM 3.46b / Revenue TTM 18.6b)
Net Margin = 13.83% (Net Income TTM 2.58b / Revenue TTM 18.6b)
Gross Margin = 53.16% ((Revenue TTM 18.6b - Cost of Revenue TTM 8.73b) / Revenue TTM)
Gross Margin QoQ = 54.48% (prev 53.09%)
Tobins Q-Ratio = 2.37 (Enterprise Value 100b / Total Assets 42.2b)
Interest Expense / Debt = 3.97% (Interest Expense 553.0m / Debt 13.9b)
Taxrate = 21.40% (702.0m / 3.28b)
NOPAT = 3.01b (EBIT 3.83b * (1 - 21.40%))
Current Ratio = 0.90 (Total Current Assets 9.65b / Total Current Liabilities 10.8b)
Debt / Equity = 0.68 (Debt 13.9b / totalStockholderEquity, last quarter 20.4b)
Debt / EBITDA = 2.29 (Net Debt 11.8b / EBITDA 5.14b)
Debt / FCF = 3.40 (Net Debt 11.8b / FCF TTM 3.46b)
Total Stockholder Equity = 20.3b (last 4 quarters mean from totalStockholderEquity)
RoA = 6.08% (Net Income 2.58b / Total Assets 42.2b)
RoE = 12.69% (Net Income TTM 2.58b / Total Stockholder Equity 20.3b)
RoCE = 13.77% (EBIT 3.83b / Capital Employed (Equity 20.3b + L.T.Debt 7.53b))
RoIC = 8.31% (NOPAT 3.01b / Invested Capital 36.2b)
WACC = 10.26% (E(88.5b)/V(102b) * Re(11.39%) + D(13.9b)/V(102b) * Rd(3.97%) * (1-Tc(0.21)))
Discount Rate = 11.39% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -94.38 | Cagr: -1.01%
[DCF] Terminal Value 72.04% ; FCFF base≈3.17b ; Y1≈3.64b ; Y5≈5.35b
[DCF] Fair Price = 86.81 (EV 60.2b - Net Debt 11.8b = Equity 48.4b / Shares 557.8m; r=10.26% [WACC]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: 95.90 | EPS CAGR: 11.70% | SUE: 0.84 | # QB: 0
Revenue Correlation: 93.94 | Revenue CAGR: 6.58% | SUE: 1.49 | # QB: 1
EPS current Quarter (2026-12-31): EPS=1.63 | Chg30d=+0.46% | Revisions=+50% | Analysts=14
EPS current Year (2026-09-30): EPS=6.56 | Chg30d=+0.05% | Revisions=+88% | GrowthEPS=+9.3% | GrowthRev=+4.9%
EPS next Year (2027-09-30): EPS=7.27 | Chg30d=+0.33% | Revisions=+76% | GrowthEPS=+10.8% | GrowthRev=+5.6%
[Analyst] Revisions Ratio: +85% (up=53, down=3)