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Upturn AI Summary - About
Emerson Electric Company(EMR)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for EMR
10/08/2026: EMR (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Emerson Electric is a well-established industrial technology company that has successfully transitioned into a focused player in the global automation market. The company benefits from a deep installed base of critical hardware and a strategic push into high-margin industrial software, which provides for more recurring revenue. Its primary investment story rests on helping manufacturers digitize and modernize their operations for efficiency and sustainability. Risks include the complexity of integrating large software acquisitions, exposure to cyclical industrial spending, and fierce competition from global peers. For dividend-focused investors, Emerson's status as a Dividend King makes it an attractive long-term income holding, provided they monitor the company's ability to maintain margin growth while navigating complex global markets.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Emerson's pivot to software offers growth potential, but it remains an industrial company with moderate long-term growth rates. |
| Momentum investor | Mixed fit | Momentum fit is conditional on a positive upturn signal and current industrial cycle trends. |
| Value investor | Strong fit | Emerson often trades at reasonable valuations relative to its long-term cash flow generation and dividend profile. |
| Dividend investor | Strong fit | With over 65 years of consecutive dividend increases, Emerson is a core holding for income-focused portfolios. |
| Low-risk investor | Strong fit | The company's long operating history, diverse market exposure, and stable dividend make it suitable for risk-averse investors. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | The stock is subject to broader industrial sector market sentiment and macroeconomic cycles. |
| Valuation risk | Medium | Market expectations for industrial software growth are already priced into valuation multiples. |
| Competition risk (Automation) | Medium / high | Intense rivalry from major global industrial firms puts pressure on margins and innovation cycles. |
| Business quality | Strong | Emerson's deep integration into critical infrastructure ensures durable demand. |
| Dividend income | Strong | The company's status as a Dividend King provides high reliability for income-seeking investors. |
| Execution risk | Medium | Success depends on the effective integration of large software-focused acquisitions like AspenTech. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit 12.11% | Avg. Invested days 35 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/08/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 88.81B USD | Price to earnings Ratio 35.3 | 1Y Target Price 173.68 |
Price to earnings Ratio 35.3 | 1Y Target Price 173.68 | ||
Volume (30-day avg) 2.4M shares | Beta 1.21 | 52 Weeks Range 121.73 - 165.79 | Updated Date 10/08/2026 |
52 Weeks Range 121.73 - 165.79 | Updated Date 10/08/2026 | ||
Dividends yield (FY) 1.36% | Basic EPS (TTM) 4.51 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Software and Control | DeltaV systems, AspenTech software, and control automation for industrial plants. | The company provides the software 'brains' that help factories run more efficiently. |
| Intelligent Devices | Rosemount sensors, ASCO valves, and instrumentation hardware. | Emerson sells essential hardware sensors and valves that monitor and control industrial production. |
| Geography | Global operations with significant exposure to North America, Europe, and Asia. | The company is a truly global business, meaning its results depend on international industrial trends. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 35.3 | Forward PE 21.46 | Enterprise Value 97.31B | Price to Sales(TTM) 4.77 |
Enterprise Value 97.31B | Price to Sales(TTM) 4.77 | ||
Enterprise Value to Revenue 5.22 | Enterprise Value to EBITDA 18.64 | Shares Outstanding 557.80M | Shares Floating 555.60M |
Shares Outstanding 557.80M | Shares Floating 555.60M | ||
Percent Insiders 0.25 | Percent Institutions 84.03 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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