How Does EMR Stack Up Against Its Peers?

EMR: Emerson Electric logo
EMR
Emerson Electric

Here is how Emerson Electric (EMR) stacks up against its peers in size, valuation, growth and margin.

  • EMR’s operating margin of 18.8% is strong, lower than most peers – trailing HON (19.8%).
  • EMR’s revenue growth of 4.8% in the last 12 months is low, lagging GE, HON, ETN but outpacing OTIS.
  • EMR’s stock gained 28.1% over the past year and trades at a PE of 27.3, though peers like GE delivered stronger returns.

As a quick background, Emerson Electric provides technology and engineering products for industrial, commercial, and consumer markets, serving sectors like oil and gas, power generation, life sciences, food and beverage, and water supplies.

  EMR GE HON OTIS ETN
Market Cap ($ Bil) 72.5 311.4 134.5 35.1 144.9
Revenue ($ Bil) 17.8 41.6 40.0 14.2 26.0
PE Ratio 27.3 40.1 23.5 23.2 36.9
LTM Revenue Growth 4.8% 13.0% 7.1% -0.1% 7.7%
LTM Operating Margin 18.8% 19.1% 19.8% 13.4% 18.8%
LTM FCF Margin 15.4% 13.2% 12.4% 9.5% 12.6%
12M Market Return 28.1% 62.5% 5.2% -4.3% 22.7%

Why does this matter? EMR just went down -4.9% in a day – peer comparison puts stock performance, valuation, and financials in context – highlighting whether it is truly outperforming, lagging behind, and above all – can this continue? Read Buy or Sell EMR Stock to see if Emerson Electric is really a falling knife. Sharp dips often come with rebound opportunities – see how the stock has dipped and recovered in the past through EMR Dip Buyer Analysis lens.

While peer comparison is critical Trefis High Quality Portfolio evaluates much more, and is designed to reduce stock-specific risks while giving upside exposure.

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Revenue Growth Comparison

  LTM 2024 2023 2022
EMR 4.8% 15.3% 9.9% 6.7%
GE 13.0% 9.5% 21.3% -48.4%
HON 7.1% 5.0% 3.4% 3.1%
OTIS -0.1% 0.4% 3.8% -4.3%
ETN 7.7% 7.3% 11.8% 5.7%

Operating Margin Comparison

  LTM 2024 2023 2022
EMR 18.8% 15.2% 18.2% 17.1%
GE 19.1% 17.5% 13.3% 12.3%
HON 19.8% 19.9% 19.3% 18.1%
OTIS 13.4% 14.4% 15.8% 15.1%
ETN 18.8% 18.6% 16.7% 14.4%

PE Ratio Comparison

  LTM 2024 2023 2022
EMR 27.3 36.0 4.2 17.6
GE 40.1 27.6 11.7 171.8
HON 23.5 25.8 24.6 29.2
OTIS 23.2 22.6 26.2 26.2
ETN 36.9 34.8 29.9 25.4

The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 – the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.