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EMR$141.65-1.51%
Fair $146.99+3.8%

EMR

Emerson Electric Co.

Industrials / Specialty Industrial MachineryNYSE

$141.65

-2.17 (-1.51%)

Fairly Valued+3.8%Fair Value $146.99Fund rank 39/100 · PassSEC 19/19 yrs|
SA 46/C
F-Score: 7/9

FCF base 3Y

$80.02

-17.3% CAGR · yield 6.2%

FCF base 5Y

$82.25

-10.3% base · -8.8% expected

Precio de entrada

$38.52

MOS 17% · confianza 88%

FCF escenarios

audited · normalized FCF $2.7B · quality 69.3/100

Pass 39/100
Bear 5Y$45.42-20.3%
Base 5Y$82.25-10.3%
Bull 5Y$147.34+0.8%
Return 0/100Downside 18/100Model quality 72/100Data QA 100/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

46/100

C

Piotroski

7/9

balance/quality

Valuation

54/100

+3.8% upside

5Y CAGR

-8.8%

15/100

Data QA

100/100

SEC 100%

Latest source: sec-companyfactsPeriods: 19Warnings: 0sec-companyfacts: 19
Thesis & Journal · EMRLocal privado en este navegador · Emerson Electric Co.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$79.3B

P/E

33.8x

↑

EV/EBITDA

19.1x

↑

ROE

11.3%

↑

Gross Margin

52.8%

↑

Debt/Equity

0.68

↑
52-Week Range$142
$117$165
EV/EBITDA Historical19.1x

TradingView lightweight chart

EMR price, volumen y niveles de valoración

Último $141.65Periodo +392.2%
Buy zone: $38.52Bear 5Y: $45.42Fair value: $146.99Base 5Y: $82.25Bull 5Y: $147.34

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2007–2025 · 18 años de histórico normalizado

Revenue CAGR

-1.1%

FCF CAGR

—

FCF margin

14.8%

FCF / Net income

1.16x

Latest source

SEC-backed

Margin decomposition

Último año: revenue $18.02B · net income $2.29B · FCF $2.67B

2007-FY → 2025-FY

Gross margin

52.8%— pts

Operating margin

19.6%— pts

Net margin

12.7%+3.1% pts

FCF margin

14.8%— pts
SEC-backed annual metrics active for 2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2011, 2010, 2009, 2008, 2007. Local SEC Companyfacts override Yahoo/FMP for audited annual line items; provider-only fields remain as fallback.
MetricTTM
2025SEC
2024SEC
2023SEC
2022SEC
2021SEC
2020SEC
2019SEC
2018SEC
2017SEC
2016SEC
2015SEC
2014SEC
2013SEC
2012SEC
2011SEC
2010SEC
2009SEC
2008SEC
2007SEC
Income Statement
Revenue$18.02B$18.02B$17.49B$15.16B$13.80B$12.93B$16.79B$18.37B$17.41B$15.26B$14.52B$16.25B$17.73B$24.67B$24.41B$24.22B$21.04B$20.10B$23.75B$22.13B
Net Income$2.29B$2.29B$1.97B$13.22B$3.23B$2.30B$1.97B$2.31B$2.20B$1.52B$1.64B$2.71B$2.15B$2.00B$1.97B$2.48B$2.16B$1.72B$2.41B$2.14B
EBITDA$4.84B$4.84B$4.03B$4.21B$3.50B———————————————
EPS4.044.043.4322.885.413.823.243.713.462.352.523.993.032.762.673.272.842.273.062.66
Gross Margin52.8%52.8%50.8%49.0%45.7%58.5%41.8%42.5%42.7%42.0%43.1%43.1%57.3%40.3%40.0%39.5%39.6%37.6%——
Operating Margin19.6%19.6%15.2%18.2%17.1%———————————————
Net Margin12.7%12.7%11.3%87.2%23.4%17.8%11.7%12.6%12.7%9.9%11.3%16.7%12.1%8.1%8.1%10.2%10.3%8.6%10.2%9.7%
Balance Sheet
Debt/Equity0.680.680.380.421.050.730.930.760.610.570.910.880.650.560.570.530.520.600.50—
Current Ratio0.870.87——————————————————
Cash Flow
Free Cash Flow$2.67B$2.67B$2.91B$274.0M$2.62B$3.17B$2.54B$2.41B$2.27B$1.44B$2.43B$1.94B$3.04B$2.97B$2.39B$2.59B$2.77B$2.56B$2.58B—
Returns
ROE11.3%11.3%9.1%63.9%31.2%23.3%23.4%28.0%24.6%17.4%21.6%33.5%21.2%18.9%19.1%23.8%22.1%20.2%26.5%—
Valuation
P/E33.7733.7739.775.9625.2235.7142.1036.7739.4358.0554.1334.1945.0249.4351.0941.7248.0460.1044.5851.29
EV/EBITDA19.1119.1117.0513.1415.79———————————————
P/B3.813.813.623.817.858.319.8510.289.6910.0711.6611.429.499.329.739.8810.5512.1011.82—
Growth & Yield
Revenue Growth3.0%3.0%15.3%9.9%6.7%-23.0%-8.6%5.5%14.0%5.1%-10.6%-8.4%-28.1%1.1%0.8%15.1%4.7%-15.4%7.3%—
EPS Growth17.8%17.8%-85.0%322.9%41.6%17.9%-12.7%7.2%47.2%-6.7%-36.8%31.7%9.8%3.4%-18.3%15.1%25.1%-25.8%15.0%—
Dividend Yield1.6%1.6%——————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growth
terminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

46.0%

muy exigente

EPS terminal req.

$12.57

Spread vs growth

-28.2%

5Y implied EPS CAGR

30.4%

muy exigente

EPS terminal req.

$15.21

Spread vs growth

-12.6%

10Y implied EPS CAGR

19.7%

exigente

EPS terminal req.

$24.49

Spread vs growth

-2.0%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +20.2%

Total return

+20.2%

Start / end P/E

34.8x → 35.1x

EPS bridge

3.43 → 4.04

Residual

+0.1%

EPS growth+17.8%
Multiple rerating+0.7%
Dividend+1.6%
Residual / FX / buybacks / cross-term+0.1%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.

13.1x
19.1x
EV/EBITDA vs Sector19.1x
4.9xmed 9.8x28.7x