Emerson Electric Stock Z Score

EMR Stock

USD 128.27 0.83 0.64%

Altman Z Score is one of the simplest fundamental models to determine how likely your company is to fail. The module uses available fundamental data of a given equity to approximate the Altman Z score. Altman Z Score is determined by evaluating five fundamental price points available from the company's current public disclosure documents. Check out Emerson Electric Piotroski F Score and Emerson Electric Valuation analysis.

To learn how to invest in Emerson Stock, please use our How to Invest in Emerson Electric guide.

At this time, Emerson Electric's Additional Paid In Capital is relatively stable compared to the past year. As of 11/22/2024, Net Working Capital is likely to grow to about 10.6 B, while Net Invested Capital is likely to drop slightly above 17.8 B. At this time, Emerson Electric's Non Operating Income Net Other is relatively stable compared to the past year. As of 11/22/2024, Discontinued Operations is likely to grow to about 13.4 B, while Gross Profit is likely to drop slightly above 6.5 B.

Emerson Electric Company Z Score Analysis

Emerson Electric's Z-Score is a simple linear, multi-factor model that measures the financial health and economic stability of a company. The score is used to predict the probability of a firm going into bankruptcy within next 24 months or two fiscal years from the day stated on the accounting statements used to calculate it. The model uses five fundamental business ratios that are weighted according to algorithm of Professor Edward Altman who developed it in the late 1960s at New York University..

Z Score

Sum Of

5 Factors

More About Z Score | All Equity Analysis

First Factor

1.2 * (

Working Capital

/

Total Assets )

Second Factor

1.4 * (

Retained Earnings

/

Total Assets )

Thrid Factor

3.3 * (

EBITAD

/

Total Assets )

Fouth Factor

0.6 * (

Market Value of Equity

/

Total Liabilities )

Fifth Factor

0.99 * (

Revenue

/

Total Assets )

Emerson Z Score Driver Correlations

Understanding the fundamental principles of building solid financial models for Emerson Electric is extremely important. It helps to project a fair market value of Emerson Stock properly, considering its historical fundamentals such as Z Score. Since Emerson Electric's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Emerson Electric's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Emerson Electric's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Debt	Retained Earnings	Net Receivables	Total Liab	Total Current Assets	Short Term Debt	Intangible Assets	Accounts Payable	Current Deferred Revenue	Good Will	Common Stock	Long Term Debt	Treasury Stock	Property Plant Equipment	Net Tangible Assets	Total Permanent Equity	Long Term Debt Total	Capital Surpluse	Accumulated Depreciation	Short Long Term Debt	Cash And Equivalents	Net Invested Capital	Net Working Capital	Capital Stock
Total Assets		0.95	0.24	0.95	0.15	0.62	0.55	-0.15	0.91	-0.01	0.22	0.96	0.53	0.74	-0.64	-0.08	-0.31	0.53	0.7	-0.5	0.65	-0.07	0.76	0.71	0.73	-0.65
Total Stockholder Equity	0.95		-0.04	0.92	0.07	0.4	0.48	-0.36	0.9	-0.03	0.22	0.92	0.41	0.6	-0.49	-0.09	-0.19	0.47	0.59	-0.49	0.75	-0.27	0.89	0.73	0.87	-0.73
Net Debt	0.24	-0.04		0.2	0.24	0.61	0.01	0.49	0.24	0.1	-0.18	0.27	0.44	0.46	-0.51	0.3	-0.44	0.31	0.38	0.05	0.01	0.55	-0.31	0.0	-0.36	0.0
Retained Earnings	0.95	0.92	0.2		0.04	0.58	0.49	-0.21	0.88	-0.06	0.06	0.89	0.57	0.71	-0.78	-0.06	-0.35	0.71	0.66	-0.35	0.64	-0.01	0.73	0.67	0.7	-0.64
Net Receivables	0.15	0.07	0.24	0.04		0.5	0.57	0.58	-0.13	0.96	0.48	0.05	0.59	-0.09	-0.03	0.52	0.53	-0.41	-0.26	0.2	-0.14	-0.23	-0.18	-0.24	-0.17	0.11
Total Liab	0.62	0.4	0.61	0.58	0.5		0.78	0.46	0.35	0.33	0.25	0.48	0.87	0.74	-0.73	0.0	-0.14	0.31	0.57	-0.06	-0.06	0.26	0.08	0.37	0.05	0.08
Total Current Assets	0.55	0.48	0.01	0.49	0.57	0.78		0.35	0.17	0.48	0.57	0.34	0.74	0.47	-0.42	-0.17	0.29	-0.01	0.31	-0.14	-0.1	-0.12	0.29	0.38	0.3	0.1
Short Term Debt	-0.15	-0.36	0.49	-0.21	0.58	0.46	0.35		-0.39	0.52	0.33	-0.28	0.39	-0.13	-0.09	0.11	0.2	-0.32	-0.28	0.02	-0.46	0.43	-0.53	-0.32	-0.53	0.43
Intangible Assets	0.91	0.9	0.24	0.88	-0.13	0.35	0.17	-0.39		-0.27	0.01	0.97	0.27	0.68	-0.52	-0.03	-0.49	0.61	0.72	-0.55	0.83	-0.08	0.79	0.73	0.75	-0.81
Accounts Payable	-0.01	-0.03	0.1	-0.06	0.96	0.33	0.48	0.52	-0.27		0.37	-0.12	0.5	-0.27	0.03	0.61	0.65	-0.43	-0.45	0.38	-0.19	-0.27	-0.25	-0.41	-0.23	0.15
Current Deferred Revenue	0.22	0.22	-0.18	0.06	0.48	0.25	0.57	0.33	0.01	0.37		0.13	0.27	-0.01	0.23	-0.27	0.38	-0.42	-0.08	-0.46	0.08	-0.24	0.28	0.18	0.3	-0.07
Good Will	0.96	0.92	0.27	0.89	0.05	0.48	0.34	-0.28	0.97	-0.12	0.13		0.36	0.72	-0.52	-0.01	-0.4	0.49	0.74	-0.56	0.74	-0.14	0.77	0.74	0.73	-0.73
Common Stock	0.53	0.41	0.44	0.57	0.59	0.87	0.74	0.39	0.27	0.5	0.27	0.36		0.52	-0.69	0.12	0.05	0.35	0.31	0.13	0.01	0.17	0.08	0.29	0.07	0.01
Long Term Debt	0.74	0.6	0.46	0.71	-0.09	0.74	0.47	-0.13	0.68	-0.27	-0.01	0.72	0.52		-0.7	-0.21	-0.46	0.55	0.97	-0.3	0.25	0.11	0.45	0.74	0.4	-0.19
Treasury Stock	-0.64	-0.49	-0.51	-0.78	-0.03	-0.73	-0.42	-0.09	-0.52	0.03	0.23	-0.52	-0.69	-0.7		-0.01	0.48	-0.81	-0.58	-0.05	-0.16	-0.37	-0.19	-0.34	-0.15	0.17
Property Plant Equipment	-0.08	-0.09	0.3	-0.06	0.52	0.0	-0.17	0.11	-0.03	0.61	-0.27	-0.01	0.12	-0.21	-0.01		0.31	-0.16	-0.26	0.47	0.12	-0.32	-0.23	-0.45	-0.23	-0.16
Net Tangible Assets	-0.31	-0.19	-0.44	-0.35	0.53	-0.14	0.29	0.2	-0.49	0.65	0.38	-0.4	0.05	-0.46	0.48	0.31		-0.68	-0.53	0.32	-0.19	-0.51	-0.06	-0.32	-0.01	0.18
Total Permanent Equity	0.53	0.47	0.31	0.71	-0.41	0.31	-0.01	-0.32	0.61	-0.43	-0.42	0.49	0.35	0.55	-0.81	-0.16	-0.68		0.53	0.0	0.39	0.46	0.31	0.38	0.28	-0.39
Long Term Debt Total	0.7	0.59	0.38	0.66	-0.26	0.57	0.31	-0.28	0.72	-0.45	-0.08	0.74	0.31	0.97	-0.58	-0.26	-0.53	0.53		-0.39	0.34	0.06	0.52	0.77	0.47	-0.27
Capital Surpluse	-0.5	-0.49	0.05	-0.35	0.2	-0.06	-0.14	0.02	-0.55	0.38	-0.46	-0.56	0.13	-0.3	-0.05	0.47	0.32	0.0	-0.39		-0.46	0.08	-0.59	-0.66	-0.57	0.43
Accumulated Depreciation	0.65	0.75	0.01	0.64	-0.14	-0.06	-0.1	-0.46	0.83	-0.19	0.08	0.74	0.01	0.25	-0.16	0.12	-0.19	0.39	0.34	-0.46		-0.23	0.81	0.46	0.8	-0.99
Short Long Term Debt	-0.07	-0.27	0.55	-0.01	-0.23	0.26	-0.12	0.43	-0.08	-0.27	-0.24	-0.14	0.17	0.11	-0.37	-0.32	-0.51	0.46	0.06	0.08	-0.23		-0.4	-0.09	-0.44	0.22
Cash And Equivalents	0.76	0.89	-0.31	0.73	-0.18	0.08	0.29	-0.53	0.79	-0.25	0.28	0.77	0.08	0.45	-0.19	-0.23	-0.06	0.31	0.52	-0.59	0.81	-0.4		0.72	1.0	-0.79
Net Invested Capital	0.71	0.73	0.0	0.67	-0.24	0.37	0.38	-0.32	0.73	-0.41	0.18	0.74	0.29	0.74	-0.34	-0.45	-0.32	0.38	0.77	-0.66	0.46	-0.09	0.72		0.69	-0.38
Net Working Capital	0.73	0.87	-0.36	0.7	-0.17	0.05	0.3	-0.53	0.75	-0.23	0.3	0.73	0.07	0.4	-0.15	-0.23	-0.01	0.28	0.47	-0.57	0.8	-0.44	1.0	0.69		-0.77
Capital Stock	-0.65	-0.73	0.0	-0.64	0.11	0.08	0.1	0.43	-0.81	0.15	-0.07	-0.73	0.01	-0.19	0.17	-0.16	0.18	-0.39	-0.27	0.43	-0.99	0.22	-0.79	-0.38	-0.77

Click cells to compare fundamentals

To calculate a Z-Score, one would need to know a company's current working capital, its total assets and liabilities, and the amount of its latest earnings as well as earnings before interest and tax. Z-Scores can be used to compare the odds of bankruptcy of companies in a similar line of business or firms operating in the same industry. Companies with Z-Scores above 3.1 are generally considered to be stable and healthy with a low probability of bankruptcy. Scores that fall between 1.8 and 3.1 lie in a so-called 'grey area,' with scores of less than 1 indicating the highest probability of distress. Z Score is a used widely measure by financial auditors, accountants, money managers, loan processors, wealth advisers, and day traders. In the last 25 years, many financial models that utilize z-scores proved it to be successful as a predictor of corporate bankruptcy.

Competition

Predict Emerson Electric

According to the company's disclosures, Emerson Electric has a Z Score of 0.0. This is 100.0% lower than that of the Electrical Equipment sector and about the same as Industrials (which currently averages 0.0) industry. The z score for all United States stocks is 100.0% higher than that of the company.

Emerson Electric ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Emerson Electric's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Emerson Electric's managers, analysts, and investors.

Environmental

Governance

Social

Emerson Electric Institutional Holders

Institutional Holdings refers to the ownership stake in Emerson Electric that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Emerson Electric's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Emerson Electric's value.

		Shares
Northern Trust Corp	2024-09-30	6.3 M
State Farm Mutual Automobile Ins Co	2024-09-30	5.8 M
Nuveen Asset Management, Llc	2024-06-30	5.2 M
Newport Trust Co.	2024-09-30	5.1 M
Bank Of New York Mellon Corp	2024-06-30	4.9 M
Ubs Group Ag	2024-06-30	4.7 M
Jpmorgan Chase & Co	2024-06-30	4.6 M
Schroder Investment Management Group	2024-06-30	4.5 M
Legal & General Group Plc	2024-06-30	4.5 M
Vanguard Group Inc	2024-09-30	53.2 M
Blackrock Inc	2024-06-30	35.3 M

Emerson Fundamentals

	Return On Equity	0.0593
	Return On Asset	0.0434
	Profit Margin	0.11 %
	Operating Margin	0.18 %
	Current Valuation	78.22 B
	Shares Outstanding	570.2 M
	Shares Owned By Insiders	0.34 %
	Shares Owned By Institutions	80.02 %
	Number Of Shares Shorted	9.29 M
	Price To Earning	17.43 X
	Price To Book	3.40 X
	Price To Sales	4.21 X
	Revenue	17.49 B
	Gross Profit	7.43 B
	EBITDA	3.88 B
	Net Income	1.62 B
	Cash And Equivalents	8.05 B
	Cash Per Share	3.05 X
	Total Debt	7.69 B
	Debt To Equity	0.67 %
	Current Ratio	1.09 X
	Book Value Per Share	37.95 X
	Cash Flow From Operations	3.33 B
	Short Ratio	4.07 X
	Earnings Per Share	2.82 X
	Price To Earnings To Growth	2.30 X
	Target Price	134.62
	Number Of Employees	73 K
	Beta	1.29
	Market Capitalization	73.61 B
	Total Asset	44.25 B
	Retained Earnings	40.83 B
	Working Capital	8.79 B
	Current Asset	4.96 B
	Current Liabilities	4.4 B
	Annual Yield	0.02 %
	Five Year Return	2.68 %
	Net Asset	44.25 B
	Last Dividend Paid	2.1

About Emerson Electric Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Emerson Electric's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Emerson Electric using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Emerson Electric based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

Pair Trading with Emerson Electric

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Emerson Electric position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Emerson Electric will appreciate offsetting losses from the drop in the long position's value.

Moving together with Emerson Stock

0.69	B	Barnes Group	Pair Corr
0.95	CR	Crane Company	Pair Corr
0.84	IR	Ingersoll Rand Sell-off Trend	Pair Corr

Moving against Emerson Stock

0.66	CVV	CVD Equipment	Pair Corr
0.66	CYD	China Yuchai Interna	Pair Corr
0.63	RR	Richtech Robotics Class	Pair Corr
0.49	AOS	Smith AO	Pair Corr

The ability to find closely correlated positions to Emerson Electric could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Emerson Electric when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Emerson Electric - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Emerson Electric to buy it.

The correlation of Emerson Electric is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Emerson Electric moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Emerson Electric moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.

Correlation analysis and pair trading evaluation for Emerson Electric can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.

Pair Correlation Correlation Matching

Additional Tools for Emerson Stock Analysis

When running Emerson Electric's price analysis, check to measure Emerson Electric's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Emerson Electric is operating at the current time. Most of Emerson Electric's value examination focuses on studying past and present price action to predict the probability of Emerson Electric's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Emerson Electric's price. Additionally, you may evaluate how the addition of Emerson Electric to your portfolios can decrease your overall portfolio volatility.

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

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Emerson Electric Stock Z Score

Emerson Electric Company Z Score Analysis

Z Score

Sum Of

5 Factors

First Factor

1.2 * (

Working Capital

/

Total Assets )

Second Factor

1.4 * (

Retained Earnings

/

Total Assets )

Thrid Factor

3.3 * (

EBITAD

/

Total Assets )

Fouth Factor

0.6 * (

Market Value of Equity

/

Total Liabilities )

Fifth Factor

0.99 * (

Revenue

/

Total Assets )

Emerson Z Score Driver Correlations

Emerson Electric ESG Sustainability

Emerson Electric Institutional Holders

Emerson Fundamentals

About Emerson Electric Fundamental Analysis

Pair Trading with Emerson Electric

Moving together with Emerson Stock

Moving against Emerson Stock

Additional Tools for Emerson Stock Analysis

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