EMERSON ELECTRIC CO (EMR.DE) Fundamental Analysis & Valuation

FRA:EMR • US2910111044

Current stock price

114.28 EUR
+4.88 (+4.46%)
Last:

This EMR.DE fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

8

1. EMR.DE Profitability Analysis

1.1 Basic Checks

  • In the past year EMR was profitable.
  • In the past year EMR had a positive cash flow from operations.
  • In the past 5 years EMR has always been profitable.
  • In the past 5 years EMR always reported a positive cash flow from operatings.
EMR.DE Yearly Net Income VS EBIT VS OCF VS FCFEMR.DE Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2B 4B 6B 8B 10B

1.2 Ratios

  • The Return On Assets of EMR (5.51%) is better than 75.34% of its industry peers.
  • Looking at the Return On Equity, with a value of 11.40%, EMR is in the better half of the industry, outperforming 61.64% of the companies in the same industry.
  • Looking at the Return On Invested Capital, with a value of 9.17%, EMR is in the better half of the industry, outperforming 75.34% of the companies in the same industry.
  • Measured over the past 3 years, the Average Return On Invested Capital for EMR is below the industry average of 9.23%.
  • The 3 year average ROIC (6.24%) for EMR is below the current ROIC(9.17%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 5.51%
ROE 11.4%
ROIC 9.17%
ROA(3y)13.61%
ROA(5y)11.84%
ROE(3y)28.1%
ROE(5y)27.75%
ROIC(3y)6.24%
ROIC(5y)7.7%
EMR.DE Yearly ROA, ROE, ROICEMR.DE Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20 40 60

1.3 Margins

  • Looking at the Profit Margin, with a value of 12.71%, EMR belongs to the top of the industry, outperforming 86.30% of the companies in the same industry.
  • In the last couple of years the Profit Margin of EMR has grown nicely.
  • EMR's Operating Margin of 20.36% is amongst the best of the industry. EMR outperforms 95.89% of its industry peers.
  • In the last couple of years the Operating Margin of EMR has grown nicely.
  • EMR has a Gross Margin of 52.75%. This is amongst the best in the industry. EMR outperforms 83.56% of its industry peers.
  • EMR's Gross Margin has improved in the last couple of years.
Industry RankSector Rank
OM 20.36%
PM (TTM) 12.71%
GM 52.75%
OM growth 3Y4.07%
OM growth 5Y3.94%
PM growth 3Y-18.38%
PM growth 5Y1.69%
GM growth 3Y4.97%
GM growth 5Y4.82%
EMR.DE Yearly Profit, Operating, Gross MarginsEMR.DE Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20 40 60 80

4

2. EMR.DE Health Analysis

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is just above the Cost of Capital (WACC), so EMR is still creating some value.
  • The number of shares outstanding for EMR has been reduced compared to 1 year ago.
  • Compared to 5 years ago, EMR has less shares outstanding
  • EMR has a worse debt/assets ratio than last year.
EMR.DE Yearly Shares OutstandingEMR.DE Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 200M 400M 600M
EMR.DE Yearly Total Debt VS Total AssetsEMR.DE Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10B 20B 30B 40B

2.2 Solvency

  • An Altman-Z score of 4.09 indicates that EMR is not in any danger for bankruptcy at the moment.
  • With a decent Altman-Z score value of 4.09, EMR is doing good in the industry, outperforming 79.45% of the companies in the same industry.
  • The Debt to FCF ratio of EMR is 5.21, which is a neutral value as it means it would take EMR, 5.21 years of fcf income to pay off all of its debts.
  • EMR's Debt to FCF ratio of 5.21 is in line compared to the rest of the industry. EMR outperforms 58.90% of its industry peers.
  • A Debt/Equity ratio of 0.37 indicates that EMR is not too dependend on debt financing.
  • The Debt to Equity ratio of EMR (0.37) is better than 64.38% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.37
Debt/FCF 5.21
Altman-Z 4.09
ROIC/WACC1.15
WACC7.97%
EMR.DE Yearly LT Debt VS Equity VS FCFEMR.DE Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5B 10B 15B 20B

2.3 Liquidity

  • A Current Ratio of 0.84 indicates that EMR may have some problems paying its short term obligations.
  • Looking at the Current ratio, with a value of 0.84, EMR is doing worse than 90.41% of the companies in the same industry.
  • EMR has a Quick Ratio of 0.84. This is a bad value and indicates that EMR is not financially healthy enough and could expect problems in meeting its short term obligations.
  • EMR's Quick ratio of 0.62 is on the low side compared to the rest of the industry. EMR is outperformed by 84.93% of its industry peers.
Industry RankSector Rank
Current Ratio 0.84
Quick Ratio 0.62
EMR.DE Yearly Current Assets VS Current LiabilitesEMR.DE Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2B 4B 6B 8B 10B

4

3. EMR.DE Growth Analysis

3.1 Past

  • The Earnings Per Share has been growing slightly by 7.61% over the past year.
  • Measured over the past years, EMR shows a quite strong growth in Earnings Per Share. The EPS has been growing by 11.64% on average per year.
  • Looking at the last year, EMR shows a small growth in Revenue. The Revenue has grown by 3.62% in the last year.
  • EMR shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 1.43% yearly.
EPS 1Y (TTM)7.61%
EPS 3Y4.55%
EPS 5Y11.64%
EPS Q2Q%5.8%
Revenue 1Y (TTM)3.62%
Revenue growth 3Y9.28%
Revenue growth 5Y1.43%
Sales Q2Q%4.1%

3.2 Future

  • Based on estimates for the next years, EMR will show a quite strong growth in Earnings Per Share. The EPS will grow by 9.19% on average per year.
  • EMR is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 5.48% yearly.
EPS Next Y9.68%
EPS Next 2Y9.91%
EPS Next 3Y9.8%
EPS Next 5Y9.19%
Revenue Next Year4.89%
Revenue Next 2Y5.19%
Revenue Next 3Y5.19%
Revenue Next 5Y5.48%

3.3 Evolution

  • The EPS growth rate is decreasing: in the next years the growth will be less than in the last years.
  • When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
EMR.DE Yearly Revenue VS EstimatesEMR.DE Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 5B 10B 15B 20B
EMR.DE Yearly EPS VS EstimatesEMR.DE Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2 4 6 8

5

4. EMR.DE Valuation Analysis

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 21.64 indicates a rather expensive valuation of EMR.
  • Based on the Price/Earnings ratio, EMR is valued cheaper than 80.82% of the companies in the same industry.
  • EMR's Price/Earnings ratio indicates a similar valuation than the S&P500 average which is at 25.60.
  • With a Price/Forward Earnings ratio of 18.17, EMR is valued on the expensive side.
  • Based on the Price/Forward Earnings ratio, EMR is valued a bit cheaper than 73.97% of the companies in the same industry.
  • EMR's Price/Forward Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 22.84.
Industry RankSector Rank
PE 21.64
Fwd PE 18.17
EMR.DE Price Earnings VS Forward Price EarningsEMR.DE Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40

4.2 Price Multiples

  • Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of EMR indicates a somewhat cheap valuation: EMR is cheaper than 64.38% of the companies listed in the same industry.
  • EMR's Price/Free Cash Flow ratio is a bit cheaper when compared to the industry. EMR is cheaper than 63.01% of the companies in the same industry.
Industry RankSector Rank
P/FCF 28.75
EV/EBITDA 16.49
EMR.DE Per share dataEMR.DE EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 10 -10 20 30

4.3 Compensation for Growth

  • The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates EMR does not grow enough to justify the current Price/Earnings ratio.
  • EMR has an outstanding profitability rating, which may justify a higher PE ratio.
PEG (NY)2.24
PEG (5Y)1.86
EPS Next 2Y9.91%
EPS Next 3Y9.8%

6

5. EMR.DE Dividend Analysis

5.1 Amount

  • With a Yearly Dividend Yield of 1.77%, EMR has a reasonable but not impressive dividend return.
  • EMR's Dividend Yield is rather good when compared to the industry average which is at 0.88. EMR pays more dividend than 80.82% of the companies in the same industry.
  • Compared to an average S&P500 Dividend Yield of 1.90, EMR has a dividend comparable with the average S&P500 company.
Industry RankSector Rank
Dividend Yield 1.77%

5.2 History

  • The dividend of EMR has a limited annual growth rate of 1.02%.
Dividend Growth(5Y)1.02%
Div Incr Years0
Div Non Decr Years0
EMR.DE Yearly Dividends per shareEMR.DE Yearly Dividends per shareYearly Dividends per share 2021 2022 2023 2025 2026 0.5 1 1.5 2

5.3 Sustainability

  • EMR pays out 52.06% of its income as dividend. This is a bit on the high side, but may be sustainable.
  • The dividend of EMR is growing, but earnings are growing more, so the dividend growth is sustainable.
DP52.06%
EPS Next 2Y9.91%
EPS Next 3Y9.8%
EMR.DE Yearly Income VS Free CF VS DividendEMR.DE Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2B 4B 6B 8B 10B
EMR.DE Dividend Payout.EMR.DE Dividend Payout, showing the Payout Ratio.EMR.DE Dividend Payout.PayoutRetained Earnings

EMR.DE Fundamentals: All Metrics, Ratios and Statistics

EMERSON ELECTRIC CO

FRA:EMR (4/1/2026, 7:00:00 PM)

114.28

+4.88 (+4.46%)

Chartmill FA Rating
GICS SectorIndustrials
GICS IndustryGroupCapital Goods
GICS IndustryElectrical Equipment
Earnings (Last)02-03
Earnings (Next)05-05
Inst Owners84.34%
Inst Owner ChangeN/A
Ins Owners0.24%
Ins Owner ChangeN/A
Market Cap64.23B
Revenue(TTM)18.19B
Net Income(TTM)2.31B
Analysts76
Price Target144.33 (26.3%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 1.77%
Yearly Dividend1.83
Dividend Growth(5Y)1.02%
DP52.06%
Div Incr Years0
Div Non Decr Years0
Ex-DateN/A
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)0.82%
Min EPS beat(2)-0.75%
Max EPS beat(2)2.4%
EPS beat(4)2
Avg EPS beat(4)1.24%
Min EPS beat(4)-0.75%
Max EPS beat(4)3.72%
EPS beat(8)4
Avg EPS beat(8)2.36%
EPS beat(12)7
Avg EPS beat(12)4.59%
EPS beat(16)10
Avg EPS beat(16)4.16%
Revenue beat(2)0
Avg Revenue beat(2)-1.52%
Min Revenue beat(2)-2.02%
Max Revenue beat(2)-1.02%
Revenue beat(4)1
Avg Revenue beat(4)-1.22%
Min Revenue beat(4)-2.02%
Max Revenue beat(4)0.09%
Revenue beat(8)3
Avg Revenue beat(8)-1.07%
Revenue beat(12)6
Avg Revenue beat(12)-0.44%
Revenue beat(16)7
Avg Revenue beat(16)-0.67%
PT rev (1m)0%
PT rev (3m)11.09%
EPS NQ rev (1m)-0.25%
EPS NQ rev (3m)-1.04%
EPS NY rev (1m)0.41%
EPS NY rev (3m)0.63%
Revenue NQ rev (1m)-0.02%
Revenue NQ rev (3m)-0.88%
Revenue NY rev (1m)0.01%
Revenue NY rev (3m)0.17%
Valuation
Industry RankSector Rank
PE 21.64
Fwd PE 18.17
P/S 4.07
P/FCF 28.75
P/OCF 24.51
P/B 3.65
P/tB N/A
EV/EBITDA 16.49
EPS(TTM)5.28
EY4.62%
EPS(NY)6.29
Fwd EY5.5%
FCF(TTM)3.98
FCFY3.48%
OCF(TTM)4.66
OCFY4.08%
SpS28.08
BVpS31.31
TBVpS-10.98
PEG (NY)2.24
PEG (5Y)1.86
Graham Number60.98
Profitability
Industry RankSector Rank
ROA 5.51%
ROE 11.4%
ROCE 11.78%
ROIC 9.17%
ROICexc 9.72%
ROICexgc 126.21%
OM 20.36%
PM (TTM) 12.71%
GM 52.75%
FCFM 14.16%
ROA(3y)13.61%
ROA(5y)11.84%
ROE(3y)28.1%
ROE(5y)27.75%
ROIC(3y)6.24%
ROIC(5y)7.7%
ROICexc(3y)7.06%
ROICexc(5y)8.66%
ROICexgc(3y)31.49%
ROICexgc(5y)33.53%
ROCE(3y)8.44%
ROCE(5y)10.31%
ROICexgc growth 3Y8.99%
ROICexgc growth 5Y-0.31%
ROICexc growth 3Y5.37%
ROICexc growth 5Y-11.37%
OM growth 3Y4.07%
OM growth 5Y3.94%
PM growth 3Y-18.38%
PM growth 5Y1.69%
GM growth 3Y4.97%
GM growth 5Y4.82%
F-Score6
Asset Turnover0.43
Health
Industry RankSector Rank
Debt/Equity 0.37
Debt/FCF 5.21
Debt/EBITDA 1.46
Cap/Depr 29.79%
Cap/Sales 2.45%
Interest Coverage 250
Cash Conversion 58.12%
Profit Quality 111.42%
Current Ratio 0.84
Quick Ratio 0.62
Altman-Z 4.09
F-Score6
WACC7.97%
ROIC/WACC1.15
Cap/Depr(3y)29.25%
Cap/Depr(5y)39.76%
Cap/Sales(3y)2.39%
Cap/Sales(5y)2.84%
Profit Quality(3y)88.8%
Profit Quality(5y)94.08%
High Growth Momentum
Growth
EPS 1Y (TTM)7.61%
EPS 3Y4.55%
EPS 5Y11.64%
EPS Q2Q%5.8%
EPS Next Y9.68%
EPS Next 2Y9.91%
EPS Next 3Y9.8%
EPS Next 5Y9.19%
Revenue 1Y (TTM)3.62%
Revenue growth 3Y9.28%
Revenue growth 5Y1.43%
Sales Q2Q%4.1%
Revenue Next Year4.89%
Revenue Next 2Y5.19%
Revenue Next 3Y5.19%
Revenue Next 5Y5.48%
EBIT growth 1Y28.36%
EBIT growth 3Y13.73%
EBIT growth 5Y5.42%
EBIT Next Year22.4%
EBIT Next 3Y12.52%
EBIT Next 5Y9.01%
FCF growth 1Y917.79%
FCF growth 3Y3.71%
FCF growth 5Y0.94%
OCF growth 1Y376.34%
OCF growth 3Y1.97%
OCF growth 5Y0.1%

EMERSON ELECTRIC CO / EMR.DE Fundamental Analysis FAQ

Can you provide the ChartMill fundamental rating for EMERSON ELECTRIC CO?

ChartMill assigns a fundamental rating of 5 / 10 to EMR.DE.


Can you provide the valuation status for EMERSON ELECTRIC CO?

ChartMill assigns a valuation rating of 5 / 10 to EMERSON ELECTRIC CO (EMR.DE). This can be considered as Fairly Valued.


Can you provide the profitability details for EMERSON ELECTRIC CO?

EMERSON ELECTRIC CO (EMR.DE) has a profitability rating of 8 / 10.


How financially healthy is EMERSON ELECTRIC CO?

The financial health rating of EMERSON ELECTRIC CO (EMR.DE) is 4 / 10.


Is the dividend of EMERSON ELECTRIC CO sustainable?

The dividend rating of EMERSON ELECTRIC CO (EMR.DE) is 6 / 10 and the dividend payout ratio is 52.06%.