(EMR) Emerson Electric - Ratings and Ratios
Valves, Actuators, Instrumentation, Software, Automation, Tools, Measurement
EMR EPS (Earnings per Share)
EMR Revenue
Description: EMR Emerson Electric
Emerson Electric Company is a diversified technology and software company operating globally across seven business segments. Its diverse portfolio includes products and solutions for industrial automation, process control, and measurement, as well as tools for professionals and homeowners.
The companys business segments cater to various industries, including process and hybrid industries, discrete manufacturing, and energy. The segments work together to provide a comprehensive range of solutions, from control and measurement systems to software for asset optimization and performance management.
From a financial perspective, Emerson Electric has a market capitalization of approximately $78.6 billion, indicating its significant presence in the industry. Its return on equity (ROE) stands at 11.66%, suggesting a reasonable level of profitability. To further evaluate its financial health, we can examine additional key performance indicators (KPIs) such as debt-to-equity ratio, interest coverage ratio, and operating margin.
Some key KPIs to monitor for Emerson Electric include revenue growth, segment-wise profitability, and cash flow generation. For instance, the companys ability to maintain a healthy operating margin and generate cash from operations can be crucial in driving its dividend payments and investing in growth initiatives. Additionally, metrics like return on assets (ROA) and return on invested capital (ROIC) can provide insights into the companys asset utilization and capital allocation efficiency.
To assess Emerson Electrics future prospects, we can analyze its research and development (R&D) expenditures, acquisition strategy, and competitive positioning within its operating segments. The companys ability to innovate and expand its software offerings, such as through its AspenTech segment, may be critical in driving long-term growth and profitability.
EMR Stock Overview
| Market Cap in USD | 73,941m |
| Sub-Industry | Electrical Components & Equipment |
| IPO / Inception | 1972-06-01 |
EMR Stock Ratings
| Growth Rating | 77.6% |
| Fundamental | 66.3% |
| Dividend Rating | 54.7% |
| Return 12m vs S&P 500 | 13.5% |
| Analyst Rating | 4.27 of 5 |
EMR Dividends
| Dividend Yield 12m | 1.64% |
| Yield on Cost 5y | 3.44% |
| Annual Growth 5y | 0.95% |
| Payout Consistency | 100.0% |
| Payout Ratio | 36.0% |
EMR Growth Ratios
| Growth Correlation 3m | 0.8% |
| Growth Correlation 12m | 53.6% |
| Growth Correlation 5y | 79% |
| CAGR 5y | 22.67% |
| CAGR/Max DD 3y | 0.77 |
| CAGR/Mean DD 3y | 3.75 |
| Sharpe Ratio 12m | 0.75 |
| Alpha | 18.30 |
| Beta | 0.943 |
| Volatility | 23.54% |
| Current Volume | 1821.9k |
| Average Volume 20d | 2678.5k |
| Stop Loss | 131 (-3%) |
| Signal | -1.00 |
Piotroski VR‑10 (Strict, 0-10) 8.0
| Net Income (2.65b TTM) > 0 and > 6% of Revenue (6% = 1.07b TTM) |
| FCFTA 0.06 (>2.0%) and ΔFCFTA 3.85pp (YES ≥ +1.0pp, WARN ≥ +0.5pp) |
| NWC/Revenue -9.34% (prev 7.24%; Δ -16.58pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp) |
| CFO/TA 0.07 (>3.0%) and CFO 3.17b > Net Income 2.65b (YES >=105%, WARN >=100%) |
| Net Debt (12.65b) to EBITDA (4.72b) ratio: 2.68 <= 3.0 (WARN <= 3.5) |
| Current Ratio 0.85 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active) |
| Outstanding Shares last Quarter (564.7m) change vs 12m ago -1.76% (target <= -2.0% for YES) |
| Gross Margin 47.38% (prev 44.70%; Δ 2.68pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0) |
| Asset Turnover 40.35% (prev 37.21%; Δ 3.14pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0) |
| Interest Coverage Ratio 9.21 (EBITDA TTM 4.72b / Interest Expense TTM 343.0m) >= 6 (WARN >= 3) |
Altman Z'' 5.16
| (A) -0.04 = (Total Current Assets 9.07b - Total Current Liabilities 10.73b) / Total Assets 42.52b |
| (B) 0.95 = Retained Earnings (Balance) 40.27b / Total Assets 42.52b |
| warn (B) unusual magnitude: 0.95 — check mapping/units |
| (C) 0.07 = EBIT TTM 3.16b / Avg Total Assets 44.05b |
| (D) 1.76 = Book Value of Equity 39.89b / Total Liabilities 22.63b |
| Total Rating: 5.16 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D) |
ValueRay F-Score (Strict, 0-100) 66.28
| 1. Piotroski 8.0pt = 3.0 |
| 2. FCF Yield 3.18% = 1.59 |
| 3. FCF Margin 15.42% = 3.86 |
| 4. Debt/Equity 0.72 = 2.25 |
| 5. Debt/Ebitda 3.04 = -1.83 |
| 6. ROIC - WACC -0.02% = -0.03 |
| 7. RoE 13.06% = 1.09 |
| 8. Rev. Trend 83.37% = 4.17 |
| 9. Rev. CAGR 5.84% = 0.73 |
| 10. EPS Trend 21.70% = 0.54 |
| 11. EPS CAGR 9.14% = 0.91 |
What is the price of EMR shares?
Over the past week, the price has changed by +1.79%, over one month by +0.94%, over three months by +5.40% and over the past year by +34.16%.
Is Emerson Electric a good stock to buy?
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of EMR is around 145.39 USD . This means that EMR is currently overvalued and has a potential downside of 7.62%.
Is EMR a buy, sell or hold?
- Strong Buy: 19
- Buy: 3
- Hold: 6
- Sell: 1
- Strong Sell: 1
What are the forecasts/targets for the EMR price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 149.7 | 10.8% |
| Analysts Target Price | 149.7 | 10.8% |
| ValueRay Target Price | 161.5 | 19.5% |
Last update: 2025-09-04 04:36
EMR Fundamental Data Overview
CCE Cash And Equivalents = 2.22b USD (last quarter)
P/E Trailing = 33.7738
P/E Forward = 20.0803
P/S = 4.1586
P/B = 3.7212
P/EG = 1.384
Beta = 1.311
Revenue TTM = 17.77b USD
EBIT TTM = 3.16b USD
EBITDA TTM = 4.72b USD
Long Term Debt = 8.28b USD (from longTermDebt, last quarter)
Short Term Debt = 6.10b USD (from shortTermDebt, last quarter)
Debt = 14.38b USD (Calculated: Short Term 6.10b + Long Term 8.28b)
Net Debt = 12.65b USD (from netDebt column, last quarter)
Enterprise Value = 86.10b USD (73.94b + Debt 14.38b - CCE 2.22b)
Interest Coverage Ratio = 9.21 (Ebit TTM 3.16b / Interest Expense TTM 343.0m)
FCF Yield = 3.18% (FCF TTM 2.74b / Enterprise Value 86.10b)
FCF Margin = 15.42% (FCF TTM 2.74b / Revenue TTM 17.77b)
Net Margin = 14.92% (Net Income TTM 2.65b / Revenue TTM 17.77b)
Gross Margin = 47.38% ((Revenue TTM 17.77b - Cost of Revenue TTM 9.35b) / Revenue TTM)
Tobins Q-Ratio = 2.16 (Enterprise Value 86.10b / Book Value Of Equity 39.89b)
Interest Expense / Debt = 0.88% (Interest Expense 126.0m / Debt 14.38b)
Taxrate = 20.54% (415.0m / 2.02b)
NOPAT = 2.51b (EBIT 3.16b * (1 - 20.54%))
Current Ratio = 0.85 (Total Current Assets 9.07b / Total Current Liabilities 10.73b)
Debt / Equity = 0.72 (Debt 14.38b / last Quarter total Stockholder Equity 19.87b)
Debt / EBITDA = 3.04 (Net Debt 12.65b / EBITDA 4.72b)
Debt / FCF = 5.25 (Debt 14.38b / FCF TTM 2.74b)
Total Stockholder Equity = 20.31b (last 4 quarters mean)
RoA = 6.24% (Net Income 2.65b, Total Assets 42.52b )
RoE = 13.06% (Net Income TTM 2.65b / Total Stockholder Equity 20.31b)
RoCE = 11.05% (Ebit 3.16b / (Equity 20.31b + L.T.Debt 8.28b))
RoIC = 8.03% (NOPAT 2.51b / Invested Capital 31.25b)
WACC = 8.06% (E(73.94b)/V(88.32b) * Re(9.49%)) + (D(14.38b)/V(88.32b) * Rd(0.88%) * (1-Tc(0.21)))
Shares Correlation 3-Years: -60.61 | Cagr: -0.47%
Discount Rate = 9.49% (= CAPM, Blume Beta Adj.)
[DCF Debug] Terminal Value 71.00% ; FCFE base≈2.12b ; Y1≈1.88b ; Y5≈1.57b
Fair Price DCF = 39.73 (DCF Value 22.36b / Shares Outstanding 562.8m; 5y FCF grow -13.79% → 3.0% )
Revenue Correlation: 83.37 | Revenue CAGR: 5.84%
Rev Growth-of-Growth: -6.69
EPS Correlation: 21.70 | EPS CAGR: 9.14%
EPS Growth-of-Growth: 46.97
Additional Sources for EMR Stock
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