Tearsheet

Emerson Electric (EMR)


Market Price (11/3/2025): $139.57 | Market Cap: $78.5 Bil
Sector: Industrials | Industry: Electrical Components & Equipment

Emerson Electric (EMR)


Market Price (11/3/2025): $139.57
Market Cap: $78.5 Bil
Sector: Industrials
Industry: Electrical Components & Equipment

Investment Highlights Why It Matters Which of these 2 stories sounds closer for this stock?

1. Generates cash flow

The stock generated 4% or more of the share price (called cash flow yield), and shows moderate 10-15% or more growth.

2. Riding a trend

Think Tesla during the pandemic of 2020 when EVs were riding a cultural high, or Nvidia in the current AI boom, or even Figma. These companies don’t have enough yield, or, enough growth, or both - however - they are riding a trend. They have momentum. These can be more volatile - they don’t have the floor of strong cash flow


0 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 18%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 15%, CFO LTM is 3.2 Bil, FCF LTM is 2.7 Bil
Weak multi-year price returns
2Y Excs Rtn is -1.6%, 3Y Excs Rtn is -3.5%
 
1 Low stock price volatility
Vol 12M is 31%
  
0 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 18%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 15%, CFO LTM is 3.2 Bil, FCF LTM is 2.7 Bil
1 Low stock price volatility
Vol 12M is 31%
2 Weak multi-year price returns
2Y Excs Rtn is -1.6%, 3Y Excs Rtn is -3.5%

Market Valuation & Key Metrics

EMR Stock


Why The Stock Moved


Qualitative Assessment

AI Generated Analysis | Feedback

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Stock Movement Drivers

Return vs. Risk


Price Returns Compared

 202020212022202320242025Total [1]
Returns
EMR Return9%18%6%4%30%14%110%
Peers Return4%8%-16%48%39%6%106%
S&P 500 Return16%27%-19%24%23%16%112%

Monthly Win Rates [3]
EMR Win Rate50%75%50%50%50%50% 
Peers Win Rate37%42%33%42%57%52% 
S&P 500 Win Rate58%75%42%67%75%70% 

Max Drawdowns [4]
EMR Max Drawdown-50%-3%-20%-18%-6%-24% 
Peers Max Drawdown-18%-4%-30%-11%-5%-21% 
S&P 500 Max Drawdown-31%-1%-25%-1%-2%-15% 


[1] Cumulative total returns since the beginning of 2020
[2] Peers: GE, HON, OTIS, ADSE, CCTG. See EMR Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 10/31/2025 (YTD)

How Low Can It Go

Unique KeyEventEMRS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-30.9%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven44.7%34.1%
2022 Inflation ShockTime to BreakevenTime to Breakeven505 days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-51.1%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven104.5%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven238 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-29.3%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven41.5%24.7%
2018 CorrectionTime to BreakevenTime to Breakeven701 days120 days
2008 Global Financial Crisis2008 Global Financial Crisis  
2008 Global Financial Crisis% Loss% Loss-57.3%-56.8%
2008 Global Financial Crisis% Gain to Breakeven% Gain to Breakeven134.0%131.3%
2008 Global Financial CrisisTime to BreakevenTime to Breakeven647 days1480 days

Compare to GE, HON, OTIS, ADSE, CCTG


In The Past

Emerson Electric's stock fell -30.9% during the 2022 Inflation Shock from a high on 9/2/2021. A -30.9% loss requires a 44.7% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth over time.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Emerson Electric (EMR)

Better Bets than Emerson Electric (EMR)

Latest Trefis Analyses

Trade Ideas

Select past ideas related to EMR. For more, see Trefis Trade Ideas.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
GEO_10312025_Dip_Buyer_FCFYield10312025GEOGEODip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
0.0%0.0%0.0%
RUN_10312025_Short_Squeeze10312025RUNSunrunSpecialShort Squeeze PotentialShort Squeeze Potential
Has potential for a short squeeze. High short interest, rising short interest and high debt.
0.0%0.0%0.0%
PLPC_10312025_Quality_Momentum_RoomToRun_10%10312025PLPCPreformed Line ProductsQualityQ | Momentum | UpsideQuality Stocks with Momentum and Upside
Buying quality stocks with strong momentum but still having room to run
0.0%0.0%0.0%
VRSK_10172025_Monopoly_xInd_xCD_Getting_Cheaper10172025VRSKVerisk AnalyticsMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
-5.8%-5.8%-10.5%
CARR_10102025_Dip_Buyer_ValueBuy10102025CARRCarrier GlobalDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
5.4%5.4%-0.8%
EMR_3312020_Dip_Buyer_ValueBuy03312020EMREmerson ElectricDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
39.0%95.0%-4.1%
Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
GEO_10312025_Dip_Buyer_FCFYield10312025GEOGEODip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
0.0%0.0%0.0%
RUN_10312025_Short_Squeeze10312025RUNSunrunSpecialShort Squeeze PotentialShort Squeeze Potential
Has potential for a short squeeze. High short interest, rising short interest and high debt.
0.0%0.0%0.0%
PLPC_10312025_Quality_Momentum_RoomToRun_10%10312025PLPCPreformed Line ProductsQualityQ | Momentum | UpsideQuality Stocks with Momentum and Upside
Buying quality stocks with strong momentum but still having room to run
0.0%0.0%0.0%
VRSK_10172025_Monopoly_xInd_xCD_Getting_Cheaper10172025VRSKVerisk AnalyticsMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
-5.8%-5.8%-10.5%
CARR_10102025_Dip_Buyer_ValueBuy10102025CARRCarrier GlobalDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
5.4%5.4%-0.8%
EMR_3312020_Dip_Buyer_ValueBuy03312020EMREmerson ElectricDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
39.0%95.0%-4.1%

Recent Active Movers

Recent Active Movers

More From Trefis

Peer Comparisons for Emerson Electric

Financials

EMRGEHONOTISADSECCTGMedian
NameEmerson .GE Aeros.Honeywel.Otis Wor.ADS-TEC .CCSC Tec. 
Mkt Price139.57308.95201.3392.7611.421.22116.16
Mkt Cap78.5326.9127.936.3--103.2
Rev LTM17,77943,94840,67014,310--29,224
Op Inc LTM3,3399,0167,6922,118--5,516
FCF LTM2,7416,4446,1641,323--4,452
FCF 3Y Avg2,0435,8235,2121,343--3,627
CFO LTM3,1727,5537,4851,469--5,328
CFO 3Y Avg2,4256,8856,3361,478--4,380

Growth & Margins

EMRGEHONOTISADSECCTGMedian
NameEmerson .GE Aeros.Honeywel.Otis Wor.ADS-TEC .CCSC Tec. 
Rev Chg LTM4.8%17.7%7.5%0.7%--6.1%
Rev Chg 3Y Avg24.9%15.7%5.2%1.2%--10.5%
Rev Chg Q3.9%23.8%7.0%4.0%--5.5%
QoQ Delta Rev Chg LTM1.0%5.6%1.7%1.0%--1.4%
Op Mgn LTM18.8%20.5%18.9%14.8%--18.8%
Op Mgn 3Y Avg17.5%22.6%19.5%15.0%--18.5%
QoQ Delta Op Mgn LTM0.5%1.4%-0.9%1.4%--0.9%
CFO/Rev LTM17.8%17.2%18.4%10.3%--17.5%
CFO/Rev 3Y Avg14.7%22.3%16.4%10.4%--15.6%
FCF/Rev LTM15.4%14.7%15.2%9.2%--14.9%
FCF/Rev 3Y Avg12.4%18.8%13.5%9.5%--13.0%

Valuation

EMRGEHONOTISADSECCTGMedian
NameEmerson .GE Aeros.Honeywel.Otis Wor.ADS-TEC .CCSC Tec. 
Mkt Cap78.5326.9127.936.3--103.2
P/S4.47.43.12.5--3.8
P/EBIT24.431.914.617.1--20.8
P/E29.640.520.926.9--28.3
P/CFO24.743.317.124.7--24.7
Total Yield3.8%2.5%7.1%5.5%--4.6%
Dividend Yield0.4%0.0%2.3%1.8%--1.1%
FCF Yield 3Y Avg3.3%3.5%4.0%3.7%--3.6%
D/E0.20.10.30.2--0.2
Net D/E0.20.00.20.2--0.2

Returns

EMRGEHONOTISADSECCTGMedian
NameEmerson .GE Aeros.Honeywel.Otis Wor.ADS-TEC .CCSC Tec. 
1M Rtn3.6%4.0%-3.7%1.3%-0.5%-12.9%0.4%
3M Rtn-1.2%14.8%-7.0%9.7%-6.4%12.0%4.3%
6M Rtn29.9%49.1%-5.0%-3.8%-15.7%-2.4%-3.1%
12M Rtn30.8%81.0%-1.8%-5.1%-18.9%-39.0%-3.4%
3Y Rtn71.4%536.6%5.5%38.6%117.5%-71.4%
1M Excs Rtn3.0%1.3%-6.4%-1.3%-1.2%3.3%0.1%
3M Excs Rtn-9.8%3.9%-16.4%1.1%-6.0%3.9%-2.5%
6M Excs Rtn9.6%28.9%-25.3%-24.1%-36.0%-22.7%-23.4%
12M Excs Rtn13.0%61.3%-17.5%-24.2%-36.4%-71.7%-20.8%
3Y Excs Rtn-3.5%482.6%-65.3%-36.1%19.0%--3.5%

Financials

Price Behavior

Short Interest

Short Interest: As Of Date10152025
Short Interest: Shares Quantity15,374,163
Short Interest: % Change Since 9302025-3.3%
Average Daily Volume2,256,057
Days-to-Cover Short Interest6.81
Basic Shares Quantity562,100,000
Short % of Basic Shares2.7%

SEC Filings

Expand for More

Report DateFiling DateFiling
6302025806202510-Q 6/30/2025
3312025507202510-Q 3/31/2025
12312024205202510-Q 12/31/2024
93020241112202410-K 9/30/2024
6302024807202410-Q 6/30/2024
3312024508202410-Q 3/31/2024
12312023207202410-Q 12/31/2023
93020231113202310-K 9/30/2023
6302023802202310-Q 6/30/2023
3312023503202310-Q 3/31/2023
12312022208202310-Q 12/31/2022
93020221114202210-K 9/30/2022
6302022809202210-Q 6/30/2022
3312022504202210-Q 3/31/2022
12312021202202210-Q 12/31/2021
93020211115202110-K 9/30/2021

Insider Activity

Expand for More

 OwnerTitleFiling DateActionPriceSharesTransacted
Value
Value of
Held Shares
Form
0Train Michael H.SVP & Chief Sustain Officer5132025Sell119.4428,3053,380,74927,789,985Form
1Karsanbhai Surendralal LancaPresident & CEO5092025Sell113.3316,6981,892,38418,694,581Form
2BLINN MARK A 2142025Sell125.24202,5051,149,703Form
3LEVATICH MATTHEW S 2132025Sell125.051,867233,4723,073,028Form
4BLINN MARK A 2122025Sell125.711,867234,7011,156,532Form