Emerson Electric Company (EMR)vsRXO Inc. (RXO)
EMR
Emerson Electric Company
$141.31
+0.16%
INDUSTRIALS · Cap: $79.02B
RXO
RXO Inc.
$21.75
-5.88%
INDUSTRIALS · Cap: $3.81B
Smart Verdict
WallStSmart Research — data-driven comparison
Emerson Electric Company generates 219% more annual revenue ($18.32B vs $5.74B). EMR leads profitability with a 13.4% profit margin vs -1.7%. EMR appears more attractively valued with a PEG of 1.77. EMR earns a higher WallStSmart Score of 59/100 (C).
EMR
Buy59
out of 100
Grade: C
RXO
Hold37
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for EMR.
Margin of Safety
+69.8%
Fair Value
$54.13
Current Price
$21.75
$32.38 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Strong operational efficiency at 24.2%
Earnings expanding 27.9% YoY
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
2.9% revenue growth
Expensive relative to growth rate
ROE of -6.3% — below average capital efficiency
Revenue declined 11.9%
Earnings declined 93.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : EMR
The strongest argument for EMR centers on Market Cap, Operating Margin, EPS Growth.
Bull Case : RXO
The strongest argument for RXO centers on Price/Book.
Bear Case : EMR
The primary concerns for EMR are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : RXO
The primary concerns for RXO are PEG Ratio, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
EMR profiles as a value stock while RXO is a turnaround play — different risk/reward profiles.
RXO carries more volatility with a beta of 1.85 — expect wider price swings.
EMR is growing revenue faster at 2.9% — sustainability is the question.
EMR generates stronger free cash flow (694M), providing more financial flexibility.
Bottom Line
EMR scores higher overall (59/100 vs 37/100). RXO offers better value entry with a 69.8% margin of safety. Both earn "Buy" and "Hold" 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.
RXO Inc.
INDUSTRIALS · TRUCKING · USA
RXO Inc. is a premier transportation and logistics provider specializing in efficient freight solutions throughout North America. Utilizing cutting-edge technology and advanced data analytics, RXO enhances supply chain operations to ensure timely and cost-effective delivery for its clients. The company's unwavering commitment to sustainability and innovation positions it favorably within the evolving logistics landscape, appealing to institutional investors. With an extensive network and robust strategic partnerships, RXO adeptly meets diverse customer demands, solidifying its role as a significant player in the logistics sector.
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