Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
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
11/06/2026: EMR (3-star) is a STRONG-BUY. BUY for 26 days. Simulated Profits (0.46%). Updated daily EoD!
Emerson Electric Company is a leading industrial technology firm that has successfully transitioned into a pure-play automation leader. The company’s strength lies in its expansive installed base of high-quality hardware combined with a strategic shift toward recurring industrial software revenue. Investors are primarily drawn to its consistent long-term performance and status as a Dividend King, providing stable income. However, the company faces risks related to industrial cycle sensitivity and the operational execution required to integrate large acquisitions. Emerson is well-suited for dividend-focused and value-oriented investors who seek exposure to the ongoing digital transformation of the global industrial sector.
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 offers steady growth through digital transformation but is not a high-growth tech disruptor. |
| Momentum investor | Mixed fit | Strong fit while signal remains positive, as the stock reacts to industrial cycle strength and software adoption news. |
| Value investor | Strong fit | The company often trades at reasonable multiples relative to its industrial technology peers and consistent cash flow profile. |
| Dividend investor | Strong fit | With over 67 years of consecutive dividend increases, it is a premier choice for income-focused portfolios. |
| Low-risk investor | Strong fit | The company's diversified end-market exposure and solid balance sheet provide lower volatility compared to high-growth industrial or tech stocks. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | The stock is subject to broader industrial sector cyclicality. |
| Valuation risk | Medium | Premium multiples can be sensitive to slowing industrial capital expenditure cycles. |
| Competition risk (Digital industrial software) | Medium / high | New software entrants and traditional peers are aggressively competing for the digital industrial budget. |
| Business quality | Strong | Emerson possesses a high-quality portfolio with substantial barriers to entry in process control. |
| Dividend income | Strong | The status as a Dividend King underscores high reliability for income seekers. |
| Execution risk | Medium | Successfully integrating large software acquisitions like AspenTech is critical to long-term valuation. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit 14.43% | Avg. Invested days 37 | Today’s Advisory Regular Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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 90.56B USD | Price to earnings Ratio 33.89 | 1Y Target Price 181.93 |
Price to earnings Ratio 33.89 | 1Y Target Price 181.93 | ||
Volume (30-day avg) 3.1M shares | Beta 1.21 | 52 Weeks Range 121.73 - 172.00 | Updated Date 11/08/2026 |
52 Weeks Range 121.73 - 172.00 | Updated Date 11/08/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 4.79 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Intelligent Devices | Measurement sensors, control valves, and regulators. | The foundational 'hardware' business that provides steady revenue and maintenance services. |
| Software and Control | DeltaV control systems, simulation software, and asset management platforms. | The growth engine focused on recurring software revenue and high-margin digital solutions. |
| Geography Exposure | Global sales across Americas, Europe, and Asia-Pacific. | Well-diversified revenue prevents over-reliance on any single regional economy. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-11-04 | When Before Market | Estimate 1.85 | Actual 1.86 |
Profitability
Profit Margin 14.18% | Operating Margin (TTM) 25.9% |
Management Effectiveness
Return on Assets (TTM) 5.98% | Return on Equity (TTM) 13.12% |
Valuation
Trailing PE 33.89 | Forward PE 22.78 | Enterprise Value 100.93B | Price to Sales(TTM) 4.77 |
Enterprise Value 100.93B | Price to Sales(TTM) 4.77 | ||
Enterprise Value to Revenue 5.32 | Enterprise Value to EBITDA 19.04 | Shares Outstanding 557.80M | Shares Floating 557.25M |
Shares Outstanding 557.80M | Shares Floating 557.25M | ||
Percent Insiders 0.3 | Percent Institutions 83.85 |
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.