Emerson Electric Company (EMR)vsHeico Corporation (HEI)
EMR
Emerson Electric Company
$140.44
+2.84%
INDUSTRIALS · Cap: $78.93B
HEI
Heico Corporation
$269.92
+3.42%
INDUSTRIALS · Cap: $36.41B
Smart Verdict
WallStSmart Research — data-driven comparison
Emerson Electric Company generates 293% more annual revenue ($18.19B vs $4.63B). HEI leads profitability with a 15.4% profit margin vs 12.7%. EMR appears more attractively valued with a PEG of 1.75. HEI earns a higher WallStSmart Score of 61/100 (C+).
EMR
Buy51
out of 100
Grade: C-
HEI
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for EMR.
Margin of Safety
+8.9%
Fair Value
$353.81
Current Price
$269.92
$83.89 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Strong operational efficiency at 24.6%
Strong operational efficiency at 22.2%
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
4.1% revenue growth
4.9% earnings growth
Expensive relative to growth rate
Trading at 8.4x book value
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : EMR
The strongest argument for EMR centers on Market Cap, Operating Margin.
Bull Case : HEI
The strongest argument for HEI centers on Operating Margin. Profitability is solid with margins at 15.4% and operating margin at 22.2%. Revenue growth of 14.4% demonstrates continued momentum.
Bear Case : EMR
The primary concerns for EMR are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : HEI
The primary concerns for HEI are PEG Ratio, Price/Book, P/E Ratio. A P/E of 51.8x leaves little room for execution misses.
Key Dynamics to Monitor
EMR profiles as a value stock while HEI is a mature play — different risk/reward profiles.
EMR carries more volatility with a beta of 1.28 — expect wider price swings.
HEI is growing revenue faster at 14.4% — sustainability is the question.
EMR generates stronger free cash flow (602M), providing more financial flexibility.
Bottom Line
HEI scores higher overall (61/100 vs 51/100), backed by strong 15.4% margins and 14.4% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Emerson Electric Company
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Emerson Electric Co. is an American multinational corporation headquartered in Ferguson, Missouri. The Fortune 500 company manufactures products and provides engineering services for a wide range of industrial, commercial, and consumer markets.
Heico Corporation
INDUSTRIALS · AEROSPACE & DEFENSE · USA
HEICO Corporation designs, manufactures, and sells aerospace, defense, and electronic products and services in the United States and internationally. The company is headquartered in Hollywood, Florida.
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