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Emerson Electric Co.NYSE:EMR 株式レポート

時価総額 US$84.4b
株価
US$150.66
US$163.47
7.8% 割安 内在価値ディスカウント
1Y16.4%
7D2.8%
1D
ポートフォリオ価値
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Emerson Electric Co.

NYSE:EMR 株式レポート

時価総額:US$84.4b

Emerson Electric(EMR)株式概要

テクノロジーとソフトウェアの会社であるエマソン・エレクトリック社は、アメリカ大陸、アジア、中東、アフリカ、ヨーロッパで様々なソリューションを提供している。 詳細

EMR ファンダメンタル分析
スノーフレーク・スコア
評価2/6
将来の成長2/6
過去の実績4/6
財務の健全性3/6
配当金5/6

EMR Community Fair Values

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Emerson Electric Co. 競合他社

価格と性能

株価の高値、安値、推移の概要Emerson Electric
過去の株価
現在の株価US$150.66
52週高値US$165.15
52週安値US$122.64
ベータ1.25
1ヶ月の変化10.44%
3ヶ月変化15.76%
1年変化16.42%
3年間の変化70.60%
5年間の変化58.54%
IPOからの変化7,336.18%

最新ニュース

ナラティブの更新 Jun 07

EMR: AI And Industrial Partnerships Will Shape Future Automation Execution Outcomes

Emerson Electric's analyst price target has been adjusted by about $2 to roughly $203 as analysts weigh mixed recent target changes alongside updated assumptions on growth, margins and future P/E expectations. Analyst Commentary Recent research on Emerson Electric reflects a mix of views, but several bullish analysts have highlighted constructive angles on valuation, execution and growth potential.

Recent updates

ナラティブの更新 Jun 07

EMR: AI And Industrial Partnerships Will Shape Future Automation Execution Outcomes

Emerson Electric's analyst price target has been adjusted by about $2 to roughly $203 as analysts weigh mixed recent target changes alongside updated assumptions on growth, margins and future P/E expectations. Analyst Commentary Recent research on Emerson Electric reflects a mix of views, but several bullish analysts have highlighted constructive angles on valuation, execution and growth potential.
ナラティブの更新 May 24

EMR: AI Automation Upside Is Expected To Outweigh New Competitive Threat

Narrative Update Emerson Electric's updated analyst price target edges lower by about $1 to $163.72 as analysts fine-tune fair value, discount rate, revenue growth, profit margin, and future P/E inputs following a mix of recent target increases and cuts across the Street. Analyst Commentary Recent research on Emerson Electric reflects a split view, with some bullish analysts lifting price targets and ratings, while bearish analysts trim targets or flag short term downside risk.
ナラティブの更新 May 06

EMR: AI Disruption Risk Will Likely Cap Future Share Upside

Narrative Update The analyst price target for Emerson Electric has been revised higher by about $1 to reflect updated assumptions on discount rate, more conservative revenue growth, a higher profit margin outlook, and a slightly lower future P/E multiple, consistent with the mixed but generally constructive tone in recent research where several firms raised targets while others turned more cautious in the near term. Analyst Commentary Recent research on Emerson Electric reflects a split view, with some firms lifting price targets while others are more cautious on execution and valuation risk.
Seeking Alpha May 06

Emerson Electric: Not An AI Infrastructure Company

Summary Emerson Electric Co. is a mature industrial company with slow growth, limited exposure to AI-driven data center capex, and a premium valuation. EMR's recent quarter showed 3% revenue and 4% earnings growth, reflecting dependence on broad macro drivers rather than high-growth sectors. Despite solid margins and over $3bn FCF, EMR's serial M&A and portfolio strategy have not enhanced growth or returns. I rate EMR stock a Sell due to its high valuation (20x P/E, 2.4x PEG) relative to modest 8–10% EPS growth and strategic limitations. Read the full article on Seeking Alpha
ナラティブの更新 Apr 22

EMR: AI Disruption Risk Will Shape Future Automation And Software Execution Outcomes

Analyst price targets for Emerson Electric have been adjusted modestly, with mixed recent research that includes several target cuts from Wells Fargo and Barclays alongside multiple target increases and rating changes. The updated target is $205.00 as analysts balance AI related competitive risks with company specific drivers.
ナラティブの更新 Apr 08

EMR: AI Disruption Risk Will Shape Future High Margin Automation Upside

Emerson Electric's analyst fair value estimate has been adjusted slightly higher from $204 to $205, as analysts balance modestly different assumptions for revenue growth, margins, and future P/E, alongside a wide range of recent price target changes and mixed views on AI related risks to its high margin hardware and software exposure. Analyst Commentary Street research on Emerson Electric over the past few months reflects a wide range of opinions, with some firms trimming price targets or flagging shorter term concerns and others lifting targets or adjusting ratings as they update their models.
ナラティブの更新 Mar 25

EMR: AI Automation Demand And High Margins Will Drive Future Upside

Emerson Electric's analyst price targets have generally moved higher, with several firms lifting their views by $4 to $30 to reflect updated expectations around AI driven demand and software exposure, while also flagging emerging competitive risks in high margin hardware and automation software. Analyst Commentary Bullish analysts are focusing on Emerson Electric's mix of high margin automation hardware and software, with several research notes pointing to AI related demand as an important theme in recent price target updates.
ナラティブの更新 Mar 10

EMR: AI Exposure And High Margins Will Support Future Upside

Emerson Electric's updated analyst price target holds steady at $204. Analysts are balancing slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E with a mix of recent target raises and downgrades that reflect both AI driven opportunity and competitive risk in high margin industrial hardware and software.
ナラティブの更新 Feb 24

EMR: Higher Long Term Margins And P/E Framework Will Support Upside

We are lifting our analyst price target framework for Emerson Electric to $204, with analysts pointing to updated assumptions for revenue growth, profit margins and future P/E as key supports for the higher fair value view. Analyst Commentary Recent Street research around Emerson Electric reflects an active debate, but with a clear cluster of higher price targets from bullish analysts who are leaning into a stronger long term earnings and cash generation profile for the company.
ナラティブの更新 Feb 09

EMR: Fair Outlook Weighs AI Demand Resilience Against Aspen Execution Overhang

The analyst price target for Emerson Electric has been raised by about US$9. Analysts cited adjustments in their models that include slightly higher projected revenue growth, modestly stronger profit margins, and a small change in the discount rate, while keeping future P/E assumptions broadly similar.
ナラティブの更新 Jan 26

EMR: Fair Outlook Balances AI Demand Support And Aspen Execution Risks

Our analyst price target for Emerson Electric has been nudged higher to about US$156 from roughly US$154, reflecting updated Street views that balance slightly softer revenue growth assumptions with modestly stronger profitability and a similar long term P/E framework. This is supported by recent price target revisions from multiple firms and ongoing debate about near term upside.
ナラティブの更新 Jan 10

EMR: Fair Outlook Balances AI Demand Opportunities And Execution Risks

Analysts have lifted their fair value estimate for Emerson Electric by about US$2.87 to roughly US$153.71. This change reflects updated expectations for slightly higher margins and valuation multiples, along with recent price target moves that have trended toward US$145 to US$150, even as some research highlights valuation limits and execution timing.
ナラティブの更新 Dec 26

EMR: Long-Term Margin Expansion Will Support Bullish Upside From Current Levels

Analysts modestly reduced their price target on Emerson Electric to $150 from $151. The change reflects updated models that incorporate slightly lower long term revenue growth assumptions, a higher discount rate, and a modestly higher future earnings multiple.
ナラティブの更新 Dec 12

EMR: Future Margins And Order Visibility Will Likely Restrain Share Upside

Analysts have modestly reduced their price target on Emerson Electric to approximately $120.65 from about $109.01, citing updated post earnings modeling that reflects slightly higher expected growth, a richer future valuation multiple, and a modestly lower profit margin outlook. Analyst Commentary JPMorgan recently trimmed its price target on Emerson Electric to $150 from $151 while maintaining a Neutral rating, signaling a more tempered outlook following the fiscal Q4 report.
分析記事 Nov 08

Emerson Electric (NYSE:EMR) Has Announced That It Will Be Increasing Its Dividend To $0.555

Emerson Electric Co. ( NYSE:EMR ) has announced that it will be increasing its dividend from last year's comparable...
分析記事 Oct 01

Why Emerson Electric Co. (NYSE:EMR) Could Be Worth Watching

Let's talk about the popular Emerson Electric Co. ( NYSE:EMR ). The company's shares saw significant share price...
ナラティブの更新 Sep 04

Digital Automation And AI Adoption Will Fuel Global Modernization

Despite stable process markets, solid demand, and improved margin outlook following Emerson's portfolio shift, consensus analyst price targets remain unchanged at $149.69, reflecting more realistic market expectations and increased conviction in the company's long-term growth. Analyst Commentary Market expectations for Emerson's process and industrial capex outlook have become more realistic, supported by stable process markets expected into 2026.
分析記事 Aug 11

Emerson Electric (NYSE:EMR) Has Affirmed Its Dividend Of $0.5275

The board of Emerson Electric Co. ( NYSE:EMR ) has announced that it will pay a dividend on the 10th of September, with...
分析記事 Aug 05

We Think Emerson Electric (NYSE:EMR) Can Stay On Top Of Its Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 Jun 26

Shareholders Should Be Pleased With Emerson Electric Co.'s (NYSE:EMR) Price

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...
Seeking Alpha Apr 23

Emerson Electric: Buy The Dip On This Dividend Aristocrat

Summary Emerson Electric's price dip in recent months creates an attractive entry point. It trades below its historical average PE and has strong fundamentals and growth prospects. EMR's leadership in automation solutions, high margins, and strategic acquisitions position it well to benefit from rising global power demand and energy transition trends. Record gross and EBITDA margins, solid EPS growth, and a healthy balance sheet underscore EMR's high-quality status in industrial automation and energy solutions. With a safe dividend yield of 2.1%, strong profitability, and multiple growth levers, EMR offers potential for double-digit total returns at its current valuation. Read the full article on Seeking Alpha
Seeking Alpha Feb 24

Emerson Electric: Investors Should Be Patient

Summary Emerson Electric Co. is a diversified technology and engineering company with two major segments: Intelligent Devices and Software & Control. The company employs around 73,000 people globally and has a market cap exceeding $70 billion. Over the past decade, Emerson Electric has returned approximately 175%, or about 10.7% annually. Despite a long history of dividend growth, it has been weak in recent years. Read the full article on Seeking Alpha
Seeking Alpha Nov 06

Emerson Q4: Acquiring All Shares Of Aspen Technology - Strong Buy

Summary I reiterate a “Strong Buy” rating on Emerson Electric Co. with a one-year target price of $150 per share, driven by its strategic acquisition of Aspen Technology, Inc. The full acquisition of Aspen Technology is expected to be value-accretive, enhancing Emerson’s market position by integrating hardware with leading industrial software solutions. Emerson’s Q4 results showed 4% organic revenue growth and a strategic focus on expanding its industrial software business, anticipating double-digit ACV growth. A key risk includes potential demand challenges in China, but overall, I favor Emerson’s move to consolidate Aspen Technology, strengthening its leadership in the industrial software market. Read the full article on Seeking Alpha

株主還元

EMRUS ElectricalUS 市場
7D2.8%11.1%1.4%
1Y16.4%87.0%25.7%

業界別リターン: EMR過去 1 年間で87 % の収益を上げたUS Electrical業界を下回りました。

リターン対市場: EMRは、過去 1 年間で25.7 % のリターンを上げたUS市場を下回りました。

価格変動

Is EMR's price volatile compared to industry and market?
EMR volatility
EMR Average Weekly Movement5.1%
Electrical Industry Average Movement12.9%
Market Average Movement7.2%
10% most volatile stocks in US Market16.8%
10% least volatile stocks in US Market3.1%

安定した株価: EMR 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: EMRの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
189071,000Lal Karsanbhaiwww.emerson.com

エマソン・エレクトリック(Emerson Electric Co., Ltd.)は、テクノロジーとソフトウェアの会社で、米州、アジア、中東、アフリカ、欧州で様々なソリューションを提供している。最終制御部門、計測・分析部門、ディスクリート・オートメーション部門、安全・生産性部門、制御システム・ソフトウェア部門、試験・計測部門を通じて事業を展開している。ファイナル・コントロール部門は、アンダーソン・グリーンウッド、ベティス、クロスビー、フィッシャー、キーストーン、KTM、ヴァネッサのブランドで、プロセス産業やハイブリッド産業向けにコントロールバルブ、アイソレーションバルブ、シャットオフバルブ、圧力開放バルブ、圧力安全バルブ、アクチュエーター、レギュレーターを提供している。計測・分析部門は、圧力、温度、レベル、流量、音響、腐食、pH、導電率、水質、有毒ガス、炎などの液体や気体の物理的特性を測定するインテリジェントな計測器をFlexim、Micro Motion、Rosemountのブランドで供給している。ディスクリートオートメーション部門は、ソレノイドバルブ、空気圧バルブ、バルブポジションインジケーター、空気圧シリンダーとアクチュエーター、空気調整装置、圧力・温度スイッチ、電動リニアモーションソリューション、プログラマブルオートメーション制御システムとソフトウェア、配電機器、主にディスクリート産業で使用される材料接合ソリューションなどを、Afag、Appleton、ASCO、Aventics、Branson、Movicon、PACSystems、SolaHD、TESCOM、TopWorxのブランドで提供している。安全・生産性部門は、Greenlee、Klauke、ProTeam、RIDGIDのブランドで、インフラをサポートし、安全を促進し、生産性を向上させる専門家や住宅所有者向けのツールを提供している。制御システム&ソフトウェア部門は、DeltaVおよびOvationブランドのもと、プラント内の計測機器から情報を収集・分析し、プラントプロセスを制御する制御システムおよびソフトウェアを提供しています。テスト&計測部門は、ソフトウェアに接続された自動テスト&計測システムを提供している。同社は1890年に設立され、ミズーリ州セントルイスに本社を置いている。

Emerson Electric Co. 基礎のまとめ

Emerson Electric の収益と売上を時価総額と比較するとどうか。
EMR 基礎統計学
時価総額US$84.38b
収益(TTM)US$2.44b
売上高(TTM)US$18.32b
34.6x
PER(株価収益率
4.6x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
EMR 損益計算書(TTM)
収益US$18.32b
売上原価US$8.67b
売上総利益US$9.65b
その他の費用US$7.21b
収益US$2.44b

直近の収益報告

Mar 31, 2026

次回決算日

該当なし

一株当たり利益(EPS)4.35
グロス・マージン52.67%
純利益率13.31%
有利子負債/自己資本比率65.7%

EMR の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

1.5%
現在の配当利回り
50%
配当性向

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/22 16:32
終値2026/06/18 00:00
収益2026/03/31
年間収益2025/09/30

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Emerson Electric Co. 29 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。48

アナリスト機関
David HeasmanAccountability Research Corporation
John EadeArgus Research Company
Michael HalloranBaird