(EMR) Emerson Electric - Overview
Sector: Industrials | Industry: Specialty Industrial Machinery | Exchange: NYSE (USA) | Market Cap: 78.095m USD | Total Return: 12.4% in 12m
Industrial Valves, Measurement Instruments, Automation Software, Hand Tools
Total Rating 38
Safety 82
Buy Signal -0.19
Specialty Industrial Machinery
Industry Rotation: -8.5
Industry Rotation: -8.5
Market Cap:
78.1B
Avg Turnover: 378M
Avg Turnover: 378M
Risk 3d forecast
Volatility36.3%
VaR 5th Pctl5.91%
VaR vs Median-1.44%
Reward TTM
Sharpe Ratio0.37
Rel. Str. IBD29.8
Rel. Str. Peer Group12.9
Character TTM
Beta1.516
Beta Downside1.665
Hurst Exponent0.464
Drawdowns 3y
Max DD29.62%
CAGR/Max DD0.67
CAGR/Mean DD2.75
EPS (Earnings per Share)
EPS CAGR: 2.97%
EPS Trend: 40.1%
EPS Trend: 40.1%
Last SUE: 0.19
Qual. Beats: 0
Qual. Beats: 0
Revenue
Rev. CAGR: 7.61%
Rev. Trend: 50.1%
Rev. Trend: 50.1%
Last SUE: -0.54
Qual. Beats: 0
Qual. Beats: 0
Warnings
No concerns identified
Tailwinds
No distinct edge detected
Description: EMR Emerson Electric
Emerson Electric Co. is a global industrial technology and software provider specializing in automation and instrumentation across process, hybrid, and discrete manufacturing sectors. Its operations are organized into six primary segments: Final Control, Measurement & Analytical, Discrete Automation, Safety & Productivity, Control Systems & Software, and Test & Measurement.
The company utilizes a hardware-plus-software business model, integrating physical components like valves and sensors with digital control systems such as DeltaV to optimize industrial plant performance. As part of the multi-industrial sector, Emerson has increasingly shifted its portfolio toward high-growth automation and software markets to reduce cyclicality and improve margins. Its extensive brand portfolio, including Rosemount and Fisher, serves critical infrastructure in energy, chemical, and life sciences industries.
For a detailed analysis of the companys valuation metrics and historical performance, consider reviewing the latest data on ValueRay. Emerson Electric Co. was founded in 1890 and maintains its corporate headquarters in Saint Louis, Missouri.
- Global energy transition investments drive demand for automation and measurement systems
- Strategic portfolio shift toward high-margin industrial software accelerates recurring revenue growth
- Fluctuating capital expenditure cycles in process industries impact long-term valve order backlogs
- Integration of National Instruments acquisition influences near-term margins and test segment performance
Piotroski VR‑10 (Strict)
6.5
| Net Income: 2.44b TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.07 > 0.02 and ΔFCF/TA 0.82 > 1.0 |
| NWC/Revenue: -7.66% < 20% (prev -12.60%; Δ 4.94% < -1%) |
| CFO/TA 0.08 > 3% & CFO 3.56b > Net Income 2.44b |
| Net Debt (11.57b) to EBITDA (5.14b): 2.25 < 3 |
| Current Ratio: 0.87 > 1.5 & < 3 |
| Outstanding Shares: last quarter (563.0m) vs 12m ago -0.42% < -2% |
| Gross Margin: 52.66% > 18% (prev 0.53%; Δ 5.21k% > 0.5%) |
| Asset Turnover: 43.58% > 50% (prev 41.94%; Δ 1.63% > 0%) |
| Interest Coverage Ratio: 6.50 > 6 (EBITDA TTM 5.14b / Interest Expense TTM 563.0m) |
Altman Z''
5.52
| A: -0.03 (Total Current Assets 9.25b - Total Current Liabilities 10.65b) / Total Assets 42.09b |
| B: 0.98 (Retained Earnings 41.18b / Total Assets 42.09b) |
| C: 0.09 (EBIT TTM 3.66b / Avg Total Assets 42.03b) |
| D: 1.87 (Book Value of Equity 40.79b / Total Liabilities 21.77b) |
| Altman-Z'' Score: 5.52 = AAA |
Beneish M
-3.00
| DSRI: 1.05 (Receivables 3.16b/2.90b, Revenue 18.32b/17.61b) |
| GMI: 1.00 (GM 52.66% / 52.77%) |
| AQI: 0.98 (AQ_t 0.71 / AQ_t-1 0.73) |
| SGI: 1.04 (Revenue 18.32b / 17.61b) |
| TATA: -0.03 (NI 2.44b - CFO 3.56b) / TA 42.09b) |
| Beneish M-Score: -3.00 (Cap -4..+1) = A |
What is the price of EMR shares?
As of May 19, 2026, the stock is trading at USD 132.22 with a total of 1,707,292 shares traded.
Over the past week, the price has changed by -4.79%, over one month by -9.55%, over three months by -12.16% and over the past year by +12.37%.
Over the past week, the price has changed by -4.79%, over one month by -9.55%, over three months by -12.16% and over the past year by +12.37%.
Is EMR a buy, sell or hold?
Emerson Electric has received a consensus analysts rating of 4.27.
Therefore, it is recommended to buy EMR.
- StrongBuy: 19
- Buy: 3
- Hold: 6
- Sell: 1
- StrongSell: 1
What are the forecasts/targets for the EMR price?
| Analysts Target Price | 164.9 | 24.7% |
Emerson Electric (EMR) - Fundamental Data Overview
as of 14 May 2026
P/E Trailing = 32.6534 P/E Forward = 21.692
P/S = 4.2637
P/B = 3.8983
P/EG = 1.8061
Revenue TTM = 18.32b USD
EBIT TTM = 3.66b USD
EBITDA TTM = 5.14b USD
Long Term Debt = 7.55b USD (from longTermDebt, last quarter)
Short Term Debt = 5.80b USD (from shortTermDebt, last quarter)
Debt = 13.36b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 11.57b USD (from netDebt column, last quarter)
Enterprise Value = 89.66b USD (78.09b + Debt 13.36b - CCE 1.79b)
Interest Coverage Ratio = 6.50 (Ebit TTM 3.66b / Interest Expense TTM 563.0m)
EV/FCF = 28.78x (Enterprise Value 89.66b / FCF TTM 3.12b)
FCF Yield = 3.47% (FCF TTM 3.12b / Enterprise Value 89.66b)
FCF Margin = 17.01% (FCF TTM 3.12b / Revenue TTM 18.32b)
Net Margin = 13.35% (Net Income TTM 2.44b / Revenue TTM 18.32b)
Gross Margin = 52.66% ((Revenue TTM 18.32b - Cost of Revenue TTM 8.67b) / Revenue TTM)
Gross Margin QoQ = 53.09% (prev 53.18%)
Tobins Q-Ratio = 2.13 (Enterprise Value 89.66b / Total Assets 42.09b)
Interest Expense / Debt = 0.82% (Interest Expense 110.0m / Debt 13.36b)
Taxrate = 22.07% (175.0m / 793.0m)
NOPAT = 2.85b (EBIT 3.66b * (1 - 22.07%))
Current Ratio = 0.87 (Total Current Assets 9.25b / Total Current Liabilities 10.65b)
Debt / Equity = 0.66 (Debt 13.36b / totalStockholderEquity, last quarter 20.30b)
Debt / EBITDA = 2.25 (Net Debt 11.57b / EBITDA 5.14b)
Debt / FCF = 3.71 (Net Debt 11.57b / FCF TTM 3.12b)
Total Stockholder Equity = 20.19b (last 4 quarters mean from totalStockholderEquity)
RoA = 5.82% (Net Income 2.44b / Total Assets 42.09b)
RoE = 12.11% (Net Income TTM 2.44b / Total Stockholder Equity 20.19b)
RoCE = 13.20% (EBIT 3.66b / Capital Employed (Equity 20.19b + L.T.Debt 7.55b))
RoIC = 8.47% (NOPAT 2.85b / Invested Capital 33.68b)
WACC = 9.76% (E(78.09b)/V(91.45b) * Re(11.32%) + D(13.36b)/V(91.45b) * Rd(0.82%) * (1-Tc(0.22)))
Discount Rate = 11.32% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -68.89 | Cagr: -0.80%
[DCF] Terminal Value 72.14% ; FCFF base≈2.97b ; Y1≈2.95b ; Y5≈3.09b
[DCF] Fair Price = 52.53 (EV 40.99b - Net Debt 11.57b = Equity 29.42b / Shares 560.1m; r=9.76% [WACC]; 5y FCF grow -1.39% → 3.0% )
EPS Correlation: 40.08 | EPS CAGR: 2.97% | SUE: 0.19 | # QB: 0
Revenue Correlation: 50.10 | Revenue CAGR: 7.61% | SUE: -0.54 | # QB: 0
EPS current Quarter (2026-06-30): EPS=1.68 | Chg30d=+0.02% | Revisions=-43% | Analysts=22
EPS current Year (2026-09-30): EPS=6.51 | Chg30d=+0.19% | Revisions=+41% | GrowthEPS=+8.4% | GrowthRev=+4.6%
EPS next Year (2027-09-30): EPS=7.15 | Chg30d=+0.10% | Revisions=+0% | GrowthEPS=+10.0% | GrowthRev=+5.6%
[Analyst] Revisions Ratio: -43%