Emerson Electric Company (EMR)vsTransdigm Group Incorporated (TDG)
EMR
Emerson Electric Company
$140.44
+2.84%
INDUSTRIALS · Cap: $78.93B
TDG
Transdigm Group Incorporated
$1,159.98
+1.51%
INDUSTRIALS · Cap: $65.51B
Smart Verdict
WallStSmart Research — data-driven comparison
Emerson Electric Company generates 100% more annual revenue ($18.19B vs $9.11B). TDG leads profitability with a 22.2% profit margin vs 12.7%. EMR appears more attractively valued with a PEG of 1.75. TDG earns a higher WallStSmart Score of 53/100 (C-).
EMR
Buy51
out of 100
Grade: C-
TDG
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for EMR.
Margin of Safety
-60.5%
Fair Value
$826.09
Current Price
$1159.98
$333.89 premium
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 45.6%
Conservative balance sheet, low leverage
Large-cap with strong market position
Keeps 22 of every $100 in revenue as profit
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
4.1% revenue growth
4.9% earnings growth
Premium valuation, high expectations priced in
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
Earnings declined 12.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : EMR
The strongest argument for EMR centers on Market Cap, Operating Margin.
Bull Case : TDG
The strongest argument for TDG centers on Operating Margin, Debt/Equity, Market Cap. Profitability is solid with margins at 22.2% and operating margin at 45.6%. Revenue growth of 13.9% demonstrates continued momentum.
Bear Case : EMR
The primary concerns for EMR are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : TDG
The primary concerns for TDG are P/E Ratio, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
EMR profiles as a value stock while TDG is a mature play — different risk/reward profiles.
EMR carries more volatility with a beta of 1.28 — expect wider price swings.
TDG is growing revenue faster at 13.9% — sustainability is the question.
TDG generates stronger free cash flow (772M), providing more financial flexibility.
Bottom Line
TDG scores higher overall (53/100 vs 51/100), backed by strong 22.2% margins and 13.9% 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.
Transdigm Group Incorporated
INDUSTRIALS · AEROSPACE & DEFENSE · USA
TransDigm Group is a publicly traded aerospace manufacturing company headquartered in Cleveland, Ohio. TransDigm develops and manufactures engineered aerospace components.
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