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EMR Emerson Electric

industrial · 2026-07-29

N/A
too hard · 58
Owner-earnings value$102.05
Price$151.81
Margin of safety -32.8%

Quality gate · 58/100

Returns on capital 5.3/30
Consistency 20.0/22
Margins / pricing power 14.0/16
Balance sheet 9.1/16
Cash conversion 3.5/10
Capital allocation 5.6/6

⚠ sub-hurdle returns (median roic 8% < 9%)

Median ROIC8.0%
Gross margin52.7%
Net debt / EBITDA2.4x
FCF conversion41%
Share count / yr-1.6%
Profitable years4/4

Moat & management

Owner-earnings inputs

Owner earnings (TTM)3.12B
Owner-earnings yield3.7%
Free-cash-flow yield3.7%
Growth used (normalized)9.3%
Market-implied growth (reverse DCF)19.4%
Terminal growth3.0%
Discount rate (hurdle)10.2%

Projected owner earnings

YrOwner earningsGrowthPV
13.40B 9.3%3.09B
23.70B 8.6%3.04B
33.99B 7.9%2.98B
44.27B 7.2%2.89B
54.55B 6.5%2.80B
64.82B 5.8%2.68B
75.06B 5.1%2.56B
85.28B 4.4%2.42B
95.48B 3.7%2.28B
105.64B 3.0%2.13B

Recent news

score · 8 articles

  • Emerson Electric (EMR) Exceeds Market Returns: Some Facts to Consider
  • Eaton vs. Emerson: Which Electrification Stock Is the Better Buy?
  • Emerson Electric (EMR) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
  • Is Market Not Aligned With Johnson Controls' Management?
  • Emerson (EMR) Launches Refinery Software That Could Matter For Automation Growth
  • 5 Dividend Kings Have Raised Their Dividends for 70 Years: You May Not Know Any of Them
  • Collect 22% On VRT Stock Now, And Still Keep 25% Of Upside
  • Emerson Electric Co. (EMR) Is a Trending Stock: Facts to Know Before Betting on It

⚠ maintenance capex ≈ min(capex, D&A), capped at FCF · Price pays for ~19%/yr owner-earnings growth over 10y (reverse DCF); model credits 9%.

History

DateQualityPriceValueMoSRating
2026-07-29 58 $151.81 $102.05 -32.8% N/A
2026-07-02 58 $139.52 $104.40 -25.2% N/A
2026-06-25 58 $141.44 $105.53 -25.4% N/A
2026-06-23 58 $143.14 $104.13 -27.3% N/A