Emerson Electric Co Stock Research

Market Summary

USD82.89-0.21

Market Closed

-0.25%

EMR Alerts

Big jump in Earnings (Y/Y)

EMR Stock Price

EMR RSI Chart

EMR Valuation

Market Cap

47.4B

Price/Earnings (Trailing)

10.15

Price/Sales (Trailing)

2.56

EV/EBITDA

10.25

Price/Free Cashflow

20.59

EMR Price/Sales (Trailing)

EMR Profitability

EBT Margin

17.98%

Return on Equity

43.5%

Return on Assets

12.87%

Free Cashflow Yield

4.86%

EMR Fundamentals

EMR Revenue

Revenue (TTM)

18.5B

Revenue Y/Y

6.88%

Revenue Q/Q

-37.07%

EMR Earnings

Earnings (TTM)

4.7B

Earnings Y/Y

160.16%

Earnings Q/Q

215%

Price Action

52 Week Range

71.9999.65

(Low)(High)

Last 7 days

1.2%

Last 30 days

0.7%

Last 90 days

-13.2%

Trailing 12 Months

-13.7%

EMR Financial Health

Current Ratio

1.1

EMR Investor Care

Dividend Yield

2.49%

Dividend/Share (TTM)

2.07

Buy Backs (1Y)

3.90%

Diluted EPS (TTM)

7.88

Peers (Alternatives to Emerson Electric)

View All Peers In Detail

Name	Mkt Capsorted ascending	Revenue	Price %, 1M	Returns, 1Y	P/E	P/S	Rev 1-Yr	Inc 1-Yr
LARGE-CAP
ETN	65.1B	20.8B	-4.48%	8.57%	26.44	3.14	5.73%	14.83%
EMR	47.4B	18.5B	0.72%	-13.69%	10.15	2.56	7.53%	69.43%
AME	32.0B	6.2B	-2.12%	5.34%	27.57	5.2	10.89%	17.12%
MID-CAP
GNRC	7.0B	4.6B	-6.30%	-65.61%	17.61	1.54	22.14%	-27.43%
PLUG	6.5B	701.4M	-22.76%	-60.54%	-8.97	9.25	39.63%	-57.41%
AYI	5.5B	4.1B	-11.84%	-10.92%	14.69	1.34	13.43%	11.07%
BE	3.4B	1.2B	-18.47%	-26.70%	-10.82	2.84	23.34%	-62.95%
SMALL-CAP
FCEL	1.1B	135.8M	-17.21%	-57.85%	-9.38	8.34	56.94%	-26.12%
EAF	1.1B	1.3B	-23.79%	-58.64%	2.85	0.85	-4.80%	-1.38%
THR	814.6M	420.7M	-8.16%	41.48%	23.51	1.94	28.88%	234.59%
POWL	488.4M	552.9M	-2.14%	109.44%	27.52	0.88	17.49%	1058.67%
AMSC	114.9M	182.7M	-20.19%	-53.08%	-2.43	0.63	9.22%	-28.57%
IPWR	60.3M	315.3K	-16.38%	23.76%	-8.97	191.2	34.63%	-49.82%
PPSI	25.3M	21.0M	-5.07%	-57.05%	-4.22	1.2	4.02%	-295.57%

Financials for Emerson Electric

* denotes actual numbers (not divided by Millions)
Income Statement (Last 12 Months)					(In Millions)
Description	(%) Q/Q	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4
Revenue	1.2%	18,529	18,312	17,899	17,591	17,231
S&GA Expenses	0.4%	4,267	4,248	4,004	4,025	4,030
EBITDA	-14.1%	4,400	5,124	4,980	4,536	4,480
EBITDA Margin	-15.1%	0.24*	0.28*	0.26*	0.24*	0.24*
Earnings Before Taxes	-18.4%	3,332	4,085	3,776	3,365	3,291
EBT Margin	-19.4%	0.18*	0.22*	0.21*	0.19*	0.19*
Net Income	44.4%	4,666	3,231	3,161	2,867	2,754
Net Income Margin	42.7%	0.25*	0.18*	0.16*	0.15*	0.15*
Free Cahsflow	-3.8%	2,300	2,391	1,994	2,341	2,715

Balance Sheet					(In Millions)
Description	(%) Q/Q	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4
Assets	1.6%	36,241	35,672	37,042	29,497	26,959
Current Assets	5.8%	9,000	8,506	9,375	13,539	10,860
Cash Equivalents	25.9%	2,271	1,804	2,529	6,929	4,726
Inventory	14.8%	1,999	1,742	2,319	2,399	2,335
Net PPE	1.1%	2,263	2,239	3,359	3,567	3,685
Goodwill	1.0%	14,087	13,946	14,748	7,631	7,695
Current Liabilities	4.9%	8,160	7,777	8,812	8,072	5,331
LT Debt, Non Current	-1.2%	8,159	8,259	8,367	8,203	8,722
Shareholder's Equity	3.5%	10,727	10,364	10,315	10,575	10,249
Retained Earnings	7.2%	30,076	28,053	27,618	27,003	26,636
Additional Paid-In Capital	96.5%	112	57.00	42.00	579	564
Shares Outstanding	-3.4%	571	591	592	594	595
Minority Interest	0.6%	5,987	5,952	5,972	39.00	39.00

Cashflow (Last 12 Months)					(In Millions)
Description	(%) Q/Q	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4
Cashflow From Operations	-3.6%	2,817	2,922	2,560	2,925	3,290
Share Based Compensation	46.5%	211	144	139	190	194
Cashflow From Investing	48.8%	-2,733	-5,334	-5,187	-189	-115
Cashflow From Financing	-219.5%	-2,448	2,048	2,426	1,919	-586
Dividend Payments	-0.1%	1,222	1,223	1,219	1,217	1,214
Buy Backs	349.4%	2,247	500	650	707	740

Risks for EMR

What is the probability of a big loss on EMR?

60.4%

Probability that Emerson Electric stock will be more than 20% underwater in next one year

19.2%

Probability that Emerson Electric stock will be more than 30% underwater in next one year.

18.1%

Probability that Emerson Electric stock will be more than 40% underwater in next one year.

*Calculated based on probability distribution of losses observed in actual data in the last 5 years.

How does EMR drawdown profile look like?

Y-axis is the maximum loss one would have experienced if Emerson Electric was unfortunately bought at previous high price.

Drawdowns

Returns for EMR

Cumulative Returns on EMR

7.1%

10-Year Cumulative Returns

9.2%

7-Year Cumulative Returns

6.9%

5-Year Cumulative Returns

26.1%

3-Year Cumulative Returns

What are the long-term rolling returns for EMR?

FIve years rolling returns for Emerson Electric.

Annualized Returns

Which funds bought or sold EMR recently?

View All Details

Datesorted ascending	Fund Name	Type	% Chg	$ Change	$ Held	% Portfolio
2023-03-15	B. Riley Wealth Advisors, Inc.	added	24.33	1,461,160	3,781,160	0.11%
2023-03-13	Claro Advisors LLC	added	50.74	274,132	608,132	0.20%
2023-03-10	MATHER GROUP, LLC.	added	14.85	153,930	456,930	0.01%
2023-03-10	VICTORY CAPITAL MANAGEMENT INC	reduced	-29.87	-4,782,030	54,989,000	0.06%
2023-03-08	Capital Asset Advisory Services LLC	added	86.82	965,556	1,620,560	0.13%
2023-03-06	BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL	added	1.00	1,874,150	7,642,150	2.90%
2023-03-06	Rockefeller Capital Management L.P.	added	11.47	24,360,000	77,031,000	0.39%
2023-03-06	NORTH STAR ASSET MANAGEMENT INC	added	4.52	307,661	1,134,660	0.07%
2023-03-03	TIAA, FSB	added	3.74	943,311	3,559,310	0.01%
2023-03-02	LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	new	-	931,302	931,302	0.01%

Latest Funds Activity

Are funds buying EMR calls or puts?

Calls

Puts

Are funds bullish or bearish(Calls - Puts)?

Net Call Options

No. of funds that own EMR

No. of Funds

EMR Alerts

Big jump in Earnings (Y/Y)

Emerson Electric News

Schedule 13G FIlings of Emerson Electric

Date Filed	Name of Filer	Percent of Class	No. of Shares	Form Type
Feb 09, 2023	vanguard group inc	9.41%	54,823,796	SC 13G/A
Feb 01, 2023	blackrock inc.	6.5%	38,468,606	SC 13G/A
Feb 10, 2022	vanguard group inc	8.72%	51,951,679	SC 13G/A
Feb 01, 2022	blackrock inc.	6.2%	37,288,768	SC 13G/A
Feb 10, 2021	vanguard group inc	8.43%	50,398,407	SC 13G/A
Jan 29, 2021	blackrock inc.	6.6%	39,489,357	SC 13G/A
Feb 12, 2020	vanguard group inc	7.85%	47,837,520	SC 13G/A
Feb 10, 2020	blackrock inc.	7.7%	47,061,626	SC 13G/A

EMR Fair Value

Emerson Electric fair value in different scenarios

The table shows the Fair Value estimates for Emerson Electric for various scenarios. Disclaimer: These are just estimations from a model. None of the models are good at predicting the future. Please dont buy or sell stocks based on these outputs.

Fair Value	Very Pessimistic	Pessimistic	Base Case	Optimistic	Very Optimistic
Very Low Inflation	42.25 -49.03%	51.33 -38.07%	66.00 -20.38%	103.33 24.66%	128.17 54.63%
Current Inflation	39.27 -52.62%	47.16 -43.11%	59.63 -28.06%	90.97 9.75%	111.82 34.90%
Very High Inflation	35.52 -57.15%	42.00 -49.33%	51.95 -37.33%	76.55 -7.65%	92.94 12.12%

Historical Emerson Electric Fair Value Estimates

Very Pessimistic Case

Pessimistic Case

Fair Value

Optimistic Case

Very Optimistic Case

Closing Stock Price

Recent SEC filings of Emerson Electric

View All Filings

Date Filed	Form Type	Document
Mar 08, 2023	11-K	Employee Benefit Details
Mar 08, 2023	11-K	Employee Benefit Details
Mar 06, 2023	4	Insider Trading
Feb 21, 2023	8-K	Current Report
Feb 10, 2023	8-K	Current Report
Feb 09, 2023	4	Insider Trading
Feb 09, 2023	4	Insider Trading
Feb 09, 2023	4	Insider Trading
Feb 09, 2023	4	Insider Trading
Feb 09, 2023	4	Insider Trading

Latest Insider Trading transactions for EMR

Filter Transactions

Datesorted ascending	Name	Buy/Sell	$ Value	Avg. Price	# Shares	Title
2023-03-02	BLINN MARK A	gifted	-	-	69.00	-
2023-02-07	GOLDEN ARTHUR F	acquired	-	-	1,933	-
2023-02-07	BLINN MARK A	acquired	-	-	1,933	-
2023-02-07	FLACH GLORIA A	acquired	-	-	1,933	-
2023-02-07	Craighead Martin S	acquired	-	-	1,933	-
2023-02-07	LEVATICH MATTHEW S	acquired	-	-	1,933	-
2023-02-07	KENDLE CANDACE B	acquired	-	-	1,933	-
2023-02-07	EASTER WILLIAM H III	acquired	-	-	1,933	-
2023-02-07	Lee Lori M	acquired	-	-	1,933	-
2023-02-07	Turley James S	acquired	-	-	1,933	-

About Emerson Electric

Surendralal L. Karsanbhai

www.emerson.com

65535

Emerson Electric Co. designs and manufactures technology and engineering products for industrial, commercial, and consumer markets worldwide. The company operates through Automation Solutions and Commercial & Residential Solutions segments. The Automation Solutions segment offers measurement and analytical instrumentation, industrial valves and equipment, and process control software and systems. It serves the oil and gas, refining, chemicals, power generation, life sciences, food and beverage, automotive, pulp and paper, metals and mining, and municipal water supplies markets. The Commercial & Residential Solutions segment offers residential and commercial heating and air conditioning products, such as residential and variable speed scroll compressors; system protector and flow control devices; standard, programmable, and Wi-Fi thermostats; monitoring equipment and electronic controls for gas and electric heating systems; gas valves for furnaces and water heaters; ignition systems for furnaces; sensors and thermistors for home appliances; and temperature sensors and controls. The company also provides reciprocating, scroll, and screw compressors; precision flow controls; system diagnostics and controls; and environmental control systems for use in medical, food processing, and cold storage applications. In addition, this segment offers air conditioning, refrigeration, and lighting control technologies, as well as facility design and product management, site commissioning, facility monitoring, and energy modeling services; and professional and homeowner tools, and appliance solutions. The company was formerly known as The Emerson Electric Manufacturing Company and changed its name to Emerson Electric Co. in 2000. Emerson Electric Co. was incorporated in 1890 and is headquartered in St. Louis, Missouri.

EMR Income Statement

2022-09-30

Consolidated Statements Of Earnings - USD ($) shares in Millions, $ in Millions	12 Months Ended
	Sep. 30, 2022	Sep. 30, 2021	Sep. 30, 2020
Net sales	$ 19,629	$ 18,236	$ 16,785
Costs and expenses:
Cost of sales	11,441	10,673	9,776
Selling, general and administrative expenses	4,248	4,179	3,986
Gain on subordinated interest	(453)	0	0
Gain on sale of business	(486)	0	0
Other deductions, net	601	318	532
Interest expense, net of interest income of: 2022, $35; 2021, $12; 2020, $19	193	154	156
Earnings before income taxes	4,085	2,912	2,335
Income taxes	855	585	345
Net earnings	3,230	2,327	1,990
Less: Noncontrolling interests in earnings of subsidiaries	(1)	24	25
Net earnings common stockholders	$ 3,231	$ 2,303	$ 1,965
Basic earnings per common share	$ 5.44	$ 3.85	$ 3.26
Diluted earnings per common share	$ 5.41	$ 3.82	$ 3.24
Basic shares outstanding	592.9	598.1	602.9
Weighted Average Number of Shares Outstanding, Diluted	596.3	601.8	606.6

EMR Balance Sheet

2022-09-30

Consolidated Balance Sheets - USD ($) shares in Thousands, $ in Millions	Sep. 30, 2022	Sep. 30, 2021
Current Assets
Cash, Cash Equivalents, Restricted Cash and Restricted Cash Equivalents	$ 1,804	$ 2,354
Receivables, less allowances of $108 in 2022 and $116 in 2021	3,008	2,971
Inventories	2,191	2,050
Other current assets	1,503	1,057
Total current assets	8,506	8,432
Property, plant and equipment, net	3,361	3,738
Other assets
Goodwill	14,662	7,723
Other intangible assets	6,724	2,877
Other	2,419	1,945
Total other assets	23,805	12,545
Total assets	35,672	24,715
LIABILITIES AND EQUITY
Short-term borrowings and current maturities of long-term debt	2,115	872
Accounts payable	2,028	2,108
Accrued expenses	3,634	3,266
Total current liabilities	7,777	6,246
Long-term debt	8,259	5,793
Other liabilities	3,320	2,753
Equity
Common stock, $0.50 par value per share; authorized, 1,200.0 shares; issued, 953.4 shares; outstanding, 591.4 shares in 2022 and 595.8 shares in 2021	477	477
Additional paid-in-capital	57	522
Retained earnings	28,053	26,047
Accumulated other comprehensive income (loss)	(1,485)	(872)
Common stockholders' equity before treasury stock	27,102	26,174
Less: Cost of common stock in treasury, 362.0 shares in 2022 and 357.6 shares in 2021	16,738	16,291
Common stockholders’ equity	10,364	9,883
Noncontrolling interests in subsidiaries	5,952	40
Total equity	16,316	9,923
Total liabilities and equity	$ 35,672	$ 24,715
Common stock, par value per share	$ 0.50	$ 0.50
Common stock, shares authorized	1,200,000	1,200,000
Common stock, shares issued	953,400	953,400