Emerson Electric Company chart

Last update: 2022-12-30
Key statistics and financials
Revenue per share 33.63
Dividend & Yield2.08$ (2.50%)
Beta 1.37
Market capitalization 48.88B
Operating cash flow 2.82B
ESG Scores 29.5

Company description

Emerson Electric Co., a technology and engineering company, provides various solutions for customers in industrial, commercial, and consumer markets in the Americas, Asia, the Middle East, Africa, and Europe. The company operates through Automation Solutions, AspenTech, 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 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 AspenTech segment provides asset optimization software that enables industrial manufacturers to design, operate, and maintain their operations for enhancing performance through a combination of decades of modeling, simulation, and optimization capabilities. The Commercial & Residential Solutions segment offers residential and commercial heating and air conditioning products, such as reciprocating and 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; and temperature sensors and controls. It also provides reciprocating, scroll, and screw compressors; precision flow controls; system diagnostics and controls; and environmental control systems. 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 tools for professionals and homeowners. The company was incorporated in 1890 and is headquartered in Saint Louis, Missouri.

Sector: Industrials - Industry: Specialty Industrial Machinery

Financial Ratios
Quick Ratio1.02
Working Capital1.05
Return On Equity0.23
Debt To Equity0.59
Fixed Asset Ratio0.16
Fixed Interest Cover18.64

Financial data

Financial Statements

Cashflow Statement 2019-09-30 2020-09-30 2021-09-30 2022-09-30
Change To Liabilities -37M -196M 370M 122M
Total Cashflows From Investing Activities -1.17B -740M -2.12B -5.33B
Net Borrowings 1.03B 1.64B -812M 3.69B
Total Cash From Financing Activities -1.39B -509M -2.42B 2.05B
Change To Operating Activities -77M 143M 124M 46M
Issuance Of Stock
Net Income 2.31B 1.97B 2.3B 3.23B
Change In Cash 401M 1.82B -961M -550M
Effect Of Exchange Rate -40M -13M 6M -186M
Total Cash From Operating Activities 3.01B 3.08B 3.58B 2.92B
Depreciation 716M 741M 856M 941M
Change To Account Receivables 51M 207M -165M -214M
Other Cashflows From Financing Activities 39M 2M 100M 80M
Change To Netincome 28M 116M 100M -833M
Capital Expenditures -594M -538M -581M -531M

Income Statement 2019-09-30 2020-09-30 2021-09-30 2022-09-30
Research Development
Income Before Tax 2.86B 2.33B 2.91B 4.08B
Net Income 2.31B 1.97B 2.3B 3.23B
Selling General Administrative 4.46B 3.99B 4.18B 4.25B
Gross Profit 7.82B 7.01B 7.56B 8.19B
Ebit 3.06B 2.84B 3.1B 3.65B
Operating Income 3.06B 2.84B 3.1B 3.65B
Interest Expense -201M -175M -166M -228M
Income Tax Expense 531M 345M 585M 855M
Total Revenue 18.37B 16.79B 18.24B 19.63B
Cost Of Revenue 10.56B 9.78B 10.67B 11.44B
Total Other Income ExpenseNet -203M -501M -186M 436M
Net Income From Continuing Ops 2.33B 1.99B 2.33B 3.23B
Net Income Applicable To Common Shares 2.31B 1.97B 2.3B 3.23B

Balance Sheet Statement 2019-09-30 2020-09-30 2021-09-30 2022-09-30
Total Liabilities 12.22B 14.44B 14.79B 19.36B
Total Stockholder Equity 8.23B 8.4B 9.88B 10.36B
Other Current Liabilities 679M 756M 888M 1.08B
Total Assets 20.5B 22.88B 24.71B 35.67B
Common Stock 477M 477M 477M 477M
Other Current Assets 324M 303M 529M 532M
Retained Earnings 24.2B 24.95B 26.05B 28.05B
Treasury Stock -16.84B -17.5B -17.16B -18.22B
Cash 1.49B 3.31B 2.35B 1.8B
Total Current Liabilities 5.98B 5.79B 6.25B 7.78B
Other Stockholder Equity -1.72B -1.58B -872M -1.49B
Property, Plant, and Equipment 3.64B 4.2B 4.3B 3.85B
Total Current Assets 7.14B 8.81B 8.43B 8.51B
Net Tangible Assets -918M -797M -717M -11.02B
Net Receivables 3.44B 3.26B 3.5B 3.98B
Accounts Payable 1.87B 1.72B 2.11B 2.03B


Insider Transactions

Here are the insider transactions of stock shares related to Emerson Electric Company:

Filer Name Transaction Text Ownership Date Filer Relation Shares
GOLDEN ARTHUR FStock Award(Grant) at price 0.00 per share.D2023-02-07Director1.93k
KENDLE CANDACE BRYANStock Award(Grant) at price 0.00 per share.D2023-02-07Director1.93k
BLINN MARK AStock Award(Grant) at price 0.00 per share.D2023-02-07Director1.93k
EASTER WILLIAM H IIIStock Award(Grant) at price 0.00 per share.D2023-02-07Director1.93k
CRAIGHEAD MARTIN SStock Award(Grant) at price 0.00 per share.D2023-02-07Director1.93k
LEVATICH MATTHEW SStock Award(Grant) at price 0.00 per share.D2023-02-07Director1.93k
FLACH GLORIA AStock Award(Grant) at price 0.00 per share.D2023-02-07Director1.93k
BOLTEN JOSHUA BStock Award(Grant) at price 0.00 per share.D2023-02-07Director1.93k
LEE LORI MStock Award(Grant) at price 0.00 per share.D2023-02-07Director1.93k
TURLEY JAMES SStock Award(Grant) at price 0.00 per share.D2023-02-07Director1.93k
DELLAQUILA FRANK JStock Gift at price 0.00 per share.I2022-12-13Chief Financial Officer2.21k
BULANDA MARK JStock Gift at price 0.00 per share.D2022-12-13Officer1.89k
BULANDA MARK JConversion of Exercise of derivative security at price 65.07 per share.D2022-12-12Officer40k
KARSANBHAI SURENDRALAL LANCAStock Gift at price 0.00 per share.D2022-12-01Chief Executive Officer1.48k
FROEDGE JAMESStock Gift at price 0.00 per share.D2022-12-01Officer105
KRISHNAN RAM R,Stock Gift at price 0.00 per share.D2022-11-18Chief Operating Officer12.09k
KARSANBHAI SURENDRALAL LANCAStock Gift at price 0.00 per share.D2022-11-16Chief Executive Officer19.97k
KARSANBHAI SURENDRALAL LANCASale at price 95.86 per share.D2022-11-16Chief Executive Officer4.6k
KARSANBHAI SURENDRALAL LANCAConversion of Exercise of derivative security at price 65.07 per share.D2022-11-16Chief Executive Officer10k
DELLAQUILA FRANK JSale at price 91.07 - 91.40 per share.D2022-11-08Chief Financial Officer87.69k
BOSCO SARA YANGSale at price 91.13 per share.D2022-11-08General Counsel10.98k
BOSCO SARA YANGConversion of Exercise of derivative security at price 65.07 per share.D2022-11-08General Counsel12k
DELLAQUILA FRANK JConversion of Exercise of derivative security at price 65.07 per share.D2022-11-07Chief Financial Officer100k
BAUGHMAN MICHAEL JStock Award(Grant) at price 0.00 per share.D2022-10-31Officer8.79k
DELLAQUILA FRANK JStock Award(Grant) at price 0.00 per share.D2022-10-31Chief Financial Officer23.97k
BOSCO SARA YANGStock Award(Grant) at price 0.00 per share.D2022-10-31General Counsel17.58k
BULANDA MARK JStock Award(Grant) at price 0.00 per share.D2022-10-31Officer19.97k
TRAIN MICHAEL HStock Award(Grant) at price 0.00 per share.D2022-10-31Officer23.97k
BUTTON BELL KATHERINEStock Award(Grant) at price 0.00 per share.D2022-10-31Officer11.98k
KARSANBHAI SURENDRALAL LANCAStock Award(Grant) at price 0.00 per share.D2022-10-31Chief Executive Officer19.97k
FLAVIN LISA A.Stock Award(Grant) at price 0.00 per share.D2022-10-31Officer8.16k
FROEDGE JAMESStock Award(Grant) at price 0.00 per share.D2022-10-31Officer7k
KRISHNAN RAM R,Stock Award(Grant) at price 0.00 per share.D2022-10-31Chief Operating Officer9.33k
FROEDGE JAMESConversion of Exercise of derivative security at price 47.93 per share.D2022-08-22Officer8k
BULANDA MARK JSale at price 97.35 per share.D2022-03-29Officer4.57k
BULANDA MARK JConversion of Exercise of derivative security at price 44.81 per share.D2022-03-29Officer10k
GOLDEN ARTHUR FStock Award(Grant) at price 0.00 per share.D2022-02-01Director1.91k
KENDLE CANDACE BRYANStock Award(Grant) at price 0.00 per share.D2022-02-01Director1.91k
BLINN MARK AStock Award(Grant) at price 0.00 per share.D2022-02-01Director1.91k
EASTER WILLIAM H IIIStock Award(Grant) at price 0.00 per share.D2022-02-01Director1.91k
CRAIGHEAD MARTIN SStock Award(Grant) at price 0.00 per share.D2022-02-01Director1.91k
LEVATICH MATTHEW SStock Award(Grant) at price 0.00 per share.D2022-02-01Director1.91k
FLACH GLORIA AStock Award(Grant) at price 0.00 per share.D2022-02-01Director1.91k
BOLTEN JOSHUA BStock Award(Grant) at price 0.00 per share.D2022-02-01Director1.91k
LEE LORI MStock Award(Grant) at price 0.00 per share.D2022-02-01Director1.91k
TURLEY JAMES SStock Award(Grant) at price 0.00 per share.D2022-02-01Director1.91k
BULANDA MARK JStock Gift at price 0.00 per share.D2021-12-20Officer1.33k
BUTTON BELL KATHERINEStock Gift at price 0.00 per share.D2021-12-16Officer196
BOSCO SARA YANGStock Gift at price 0.00 per share.D2021-12-10General Counsel310
DELLAQUILA FRANK JStock Gift at price 0.00 per share.D2021-11-30Chief Financial Officer2.12k
KARSANBHAI SURENDRALAL LANCAStock Gift at price 0.00 per share.D2021-11-08Chief Executive Officer18.61k

Insider transaction explanations

Insider buying is the legal purchase of shares by a senior executive or director of a company. "Filer Name" corresponds to the name of the stock buyer or seller. "Transaction Text" describes the transaction. "Ownership" gives information about the transaction type. "Date" is the reported transaction date. "Filer Relation" gives the role of the insider in the company. "Shares" is the value of the transaction. You will find the complete description of the General Transaction Codes on the SEC dedicated page


Investment strategy backtesting

These are the result of three automatic investment systems applied to Emerson Electric Company. You will find the performance of an systematic investment system, a momentum strategy, and a buy the dip trading strategy.


Systematic investment results on Emerson Electric Company

Here is the result of two systematic investment strategies applied to Emerson Electric Company. The first strategy automatically buys the first day of the month, and the second strategy buys the fifteenth day of the month.

Systematic investment equity curve on Emerson Electric Company

The following chart shows the equity curve of the two systematic investment strategies applied to Emerson Electric Company:

Emerson Electric Company automated entries

The systematic investment strategy that buys the first day of the month would give a performance of 33.85% on the backtest period.

Performance at glance

Performance

33.85 %

Latent gain

730.63 $

Invested capital

2158.67 $

Annualized return

8.18 %
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Momentum strategy results on Emerson Electric Company

This is the result of two momentum investment strategies applied to Emerson Electric Company. The first strategy uses a momentum signal calculated on one quarter, and the second uses a momentum signal calculated on two quarters.

Momentum entry openings on Emerson Electric Company

The following chart shows all the entries opened by the momentum investment system on Emerson Electric Company:

Emerson Electric Company momentum entries
  • The first momentum investment strategy would give 39.59% of return on Emerson Electric Company. That represents 1830.25$ of latent gain with 4622.52$ of employed capital.
  • The second momentum investment strategy would give 34.6% of return on Emerson Electric Company. That represents 1114.19$ of latent gain with 3219.76$ of employed capital.
Performance at glance (1Q Momentum)

Performance

39.59 %

Latent gain

1830.25 $

Invested capital

4622.52 $

Annualized return

24.57 %
Performance at glance (2Q Momentum)

Performance

34.6 %

Latent gain

1114.19 $

Invested capital

3219.76 $

Annualized return

9.45 %

Momentum equity curve on Emerson Electric Company

The following chart shows the equity curve of the two momentum strategies applied to Emerson Electric Company:

Emerson Electric Company momentum equity

Note: the dividends potentially given by Emerson Electric Company are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on Emerson Electric Company

The following chart shows the employed capital evolution of the two momentum strategies on Emerson Electric Company since the beginning:

Emerson Electric Company

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Buy the dip strategy result on Emerson Electric Company

Buy the dip entry openings on Emerson Electric Company

Emerson Electric Company

The performance achieved by the robo-advisor on Emerson Electric Company is 52.57%. That represents 265.48$ of latent gain with 505.0$ of employed capital. The following chart shows Emerson Electric Company stock price with all the entries opened by the automated investment system.

Note: The blue line represents the weekly stock price of Emerson Electric Company, and the green triangles represent the entry openings. The artificall robo-advisor needs at least 100 weeks of trading history to work.

Performance at glance

Performance

52.57 %

Latent gain

265.48 $

Invested capital

505.0 $

Annualized return

24.57 %

Equity curve of the strategy applied to Emerson Electric Company

The following chart shows the result of the investment strategy applied to Emerson Electric Company:

Emerson Electric Company

Note: the dividends potentially given by Emerson Electric Company are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on Emerson Electric Company

The following chart shows the employed capital evolution since the beginning of the investment strategy on Emerson Electric Company:

Emerson Electric Company

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Investment strategies comparison on Emerson Electric Company

In this section, I will compare the three previous investment strategies applied to Emerson Electric Company.

Equity curve comparison on Emerson Electric Company

The following chart shows the equity curve of the artificall advisor, the trend folowing and the automatic investment strategies:

Emerson Electric Company investment strategy comparison

Employed capital comparison on Emerson Electric Company

Emerson Electric Company investment comparison

Performance comparison on Emerson Electric Company

Strategy Latent Profit Growth Employed capital CAGR
Automatic investment 33.85% 730.63$ 2158.67$ 8.18%
Momentum 1 quarter 39.59% 1830.25$ 4622.52$ 10.15%
Momentum 2 quarters 34.6% 1114.19$ 3219.76$ 9.45%
Non-directional 52.57% 265.48$ 505.0$ 24.57%
Annualized return comparison

Automatic investment

8.18 %

Momentum 1Q

9.45 %

Momentum 2Q

9.45 %

Non-directional

24.57 %

Correlated stocks

Here are the most positively and negatively correlated stocks with Emerson Electric Company:

Positive correlations

Most correlated stocks this year

  • Emerson Electric Company

  • Most correlated stocks last 3 months

  • Stanley Black & Decker Inc - Unit
  • Forrester Research Inc
  • First Bancorp Inc (ME)
  • WYNNSTAY GROUP PLC ORD 25P
  • L.B. Foster Co. - Class A
  • Diamond Hill Investment Group Inc - Class A
  • Resolute Forest Products Inc
  • Universal Insurance Holdings Inc
  • Tupperware Brands Corporation
  • WestRock Company
  • Standard Motor Products Inc
  • Arrow Financial Corp
  • Luther Burbank Corp
  • Insteel Industries Inc
  • Matthews International Corp - Class A
  • Stanley Black & Decker Inc
  • First Foundation Inc
  • Verizon Communications Inc
  • Freeport-McMoRan Inc
  • Crocs Inc
  • Oppenheimer Holdings Inc - Class A
  • Topgolf Callaway Brands Corp
  • Core Laboratories N.V.
  • Global X SuperDividend ETF
  • Universal Stainless & Alloy Products Inc
  • Snap-on Inc
  • INVESCO INTERNATIONAL BUYBACK ACHIEVERS ETF
  • UMH Properties Inc
  • IShares MSCI Emerging Markets ex China ETF
  • Capri Holdings Ltd
  • Hasbro Inc
  • iShares MSCI Ireland ETF
  • Franklin Electric Co. Inc
  • Universal Corp
  • Curtiss-Wright Corp
  • WEIR GROUP PLC ORD 12.5P
  • Lincoln Electric Holdings Inc
  • Autoliv Inc
  • LyondellBasell Industries NV - Class A
  • Emerson Electric Company
  • JELD-WEN Holding Inc
  • Encore Wire Corp
  • DXP Enterprises Inc
  • First Bancorp PR
  • Forward Air Corp
  • Mosaic Company
  • Mueller Industries Inc
  • Invesco S&P SmallCap Materials ETF
  • Invesco S&P 500 Equal Weight Materials ETF
  • Invesco S&P SmallCap 600 Pure Value ETF
  • Scansource Inc
  • ITT Inc
  • Robert Half International Inc
  • Avient Corp
  • Whirlpool Corp
  • J.B. Hunt Transport Services Inc
  • MACOM Technology Solutions Holdings Inc
  • Paccar Inc
  • TE Connectivity Ltd
  • Donaldson Co. Inc
  • Oxford Industries Inc
  • Sensient Technologies Corp
  • Sierra Bancorp
  • Trico Bancshares
  • O-I Glass Inc
  • Ingevity Corp
  • Invesco S&P SmallCap Information Technology ETF
  • Kaman Corp
  • PPG Industries Inc
  • Flowserve Corp
  • VICTORYSHARES INTERNATIONAL HIGH DIV VOLATILITY WT
  • First Trust RiverFront Dynamic Developed Internati
  • Vanguard International High Dividend Yield ETF
  • VICTORYSHARES INTERNATIONAL VOLATILITY WTD ETF
  • Schwab International Equity ETF
  • SPDR Portfolio Developed World ex-US ETF
  • Crane Holdings Company
  • AGCO Corp
  • Marriott International Inc - Class A
  • Sonoco Products Company
  • iShares Trust iShares ESG Aware MSCI EAFE ETF
  • Vishay Precision Group Inc
  • Barrett Business Services Inc
  • Summit Materials Inc - Class A
  • Clearfield Inc
  • Minerals Technologies Inc
  • American Vanguard Corp
  • Trimas Corporation
  • Innospec Inc
  • Myers Industries Inc
  • Acuity Brands Inc
  • Miller Industries Inc
  • Canadian National Railway Company
  • Hibbett Inc
  • Fortive Corp
  • Genpact Ltd
  • Arlo Technologies Inc
  • ISHARES INDIA 50 ETF
  • Woori Financial Group Inc
  • Shinhan Financial Group Co. Ltd
  • DZS Inc
  • iMedia Brands Inc - Class A
  • Rush Enterprises Inc - Class A
  • Rush Enterprises Inc - Class B
  • JAGUAR MINING INC
  • H.B. Fuller Company
  • CRH Plc
  • H&E Equipment Services Inc
  • Fabrinet
  • Gap Inc
  • Invesco RAFI Strategic Developed ex-US ETF
  • Rigel Pharmaceuticals
  • Pediatrix Medical Group Inc
  • Liberty TripAdvisor Holdings Inc - Series A
  • Almaden Minerals Ltd
  • Equitrans Midstream Corporation
  • Graham Holdings Co. - Class B
  • POSCO Holdings Inc
  • Valvoline Inc
  • Deere & Company
  • Radware
  • CGI Inc - Class A
  • Titan Machinery Inc
  • Maximus Inc
  • 3M Company
  • Leggett & Platt Inc
  • Union Pacific Corp
  • Armada Hoffler Properties Inc
  • Cactus Inc - Class A
  • Hudbay Minerals Inc
  • Mettler-Toledo International Inc

  • Negative correlation

    Most negatively correlated stocks this year


    Most negatively correlated stocks last 3 months


    Note: The algorithm computes the probability of correlation between Emerson Electric Company and the other stocks. There may be false positives or some missing correlated stocks. If the price of Emerson Electric Company does not vary for 36 weeks, the correlation calculation result will be wrong.


    Company information

    Company name Emerson Electric Company
    Country United States
    City Saint Louis
    Address 8000 West Florissant Avenue
    Phone 314 553 2000
    Website www.emerson.com
    FullTime employees 85500
    Industry Specialty Industrial Machinery
    Sector Industrials
    Exchange XNYS
    Ticker EMR
    Market www.nyse.com

    Emerson Electric Company ESG Scores

    Environment scores

    Environment ESG Factors Scores
    Environment Score 10.1
    Peer Environment Performance 7.0942307692308
    Environment Percentile unknown
    Palm Oil no
    Nuclear no
    Fur Leather no
    GMO no
    Coal no
    Pesticides no
    Animal Testing no

    Social scores

    Social ESG Factors Scores
    Social Score 12.3
    Peer Social Performance 11.474038461538
    Social Percentile unknown
    Highest Controversy 2
    Peer Highest Controversy Performance 1.4423076923077
    Adult no
    Gambling no
    Alcoholic no
    Tobacco no
    Catholic no
    Controversial Weapons no
    Small Arms no
    Military Contract no
    Peer Count yes

    Related Controversy: Customer Incidents


    Governance scores

    Governance ESG Factors Scores
    Governance Score 7.0
    Peer Governance Performance 7.3626923076923
    Governance Percentile unknown

    ESG at glance
    Total ESG Scores: 29.5
    Environment Score: 10.1
    Social Score: 12.3
    Governance Score: 7.0

    ESG Performance: AVG_PERF

    Peer Group: Machinery

    Peer Esg Score Performance: 25.930769230769

    Rating Year: 2022

    Rating Month: 8

    Max Age: 86400

    Percentile: 61