WallStSmart

Emerson Electric Company (EMR)vsKnight Transportation Inc (KNX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Emerson Electric Company generates 143% more annual revenue ($18.19B vs $7.50B). EMR leads profitability with a 12.7% profit margin vs 0.5%. KNX appears more attractively valued with a PEG of 0.58. EMR earns a higher WallStSmart Score of 51/100 (C-).

EMR

Buy

51

out of 100

Grade: C-

Growth: 4.7Profit: 6.5Value: 4.3Quality: 5.3
Piotroski: 5/9Altman Z: 2.57

KNX

Buy

50

out of 100

Grade: C-

Growth: 3.3Profit: 4.0Value: 6.7Quality: 4.8
Piotroski: 5/9Altman Z: 1.86
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for EMR.

KNXUndervalued (+60.6%)

Margin of Safety

+60.6%

Fair Value

$152.91

Current Price

$63.36

$89.55 discount

UndervaluedFair: $152.91Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

EMR2 strengths · Avg: 8.5/10
Market CapQuality
$78.93B9/10

Large-cap with strong market position

Operating MarginProfitability
24.6%8/10

Strong operational efficiency at 24.6%

KNX2 strengths · Avg: 9.0/10
Price/BookValuation
1.5x10/10

Reasonable price relative to book value

PEG RatioValuation
0.588/10

Growing faster than its price suggests

Areas to Watch

EMR4 concerns · Avg: 4.0/10
PEG RatioValuation
1.754/10

Expensive relative to growth rate

P/E RatioValuation
34.3x4/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
4.1%4/10

4.1% revenue growth

EPS GrowthGrowth
4.9%4/10

4.9% earnings growth

KNX4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
1.4%4/10

1.4% revenue growth

Altman Z-ScoreHealth
1.864/10

Grey zone — moderate risk

Return on EquityProfitability
0.5%3/10

ROE of 0.5% — below average capital efficiency

Profit MarginProfitability
0.5%3/10

0.5% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : EMR

The strongest argument for EMR centers on Market Cap, Operating Margin.

Bull Case : KNX

The strongest argument for KNX centers on Price/Book, PEG Ratio. PEG of 0.58 suggests the stock is reasonably priced for its growth.

Bear Case : EMR

The primary concerns for EMR are PEG Ratio, P/E Ratio, Revenue Growth.

Bear Case : KNX

The primary concerns for KNX are Revenue Growth, Altman Z-Score, Return on Equity. A P/E of 301.7x leaves little room for execution misses. Thin 0.5% margins leave little buffer for downturns.

Key Dynamics to Monitor

EMR carries more volatility with a beta of 1.28 — expect wider price swings.

EMR is growing revenue faster at 4.1% — sustainability is the question.

EMR generates stronger free cash flow (602M), providing more financial flexibility.

Monitor SPECIALTY INDUSTRIAL MACHINERY industry trends, competitive dynamics, and regulatory changes.

Bottom Line

EMR scores higher overall (51/100 vs 50/100). KNX offers better value entry with a 60.6% margin of safety. 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.

Knight Transportation Inc

INDUSTRIALS · TRUCKING · USA

Knight-Swift Transportation Holdings Inc., provides truck cargo transportation services in the United States, Mexico and Canada. The company is headquartered in Phoenix, Arizona.

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