Emerson Electric Company (EMR)vsTransdigm Group Incorporated (TDG)
EMR
Emerson Electric Company
$142.05
+0.69%
INDUSTRIALS · Cap: $79.55B
TDG
Transdigm Group Incorporated
$1,238.74
+0.87%
INDUSTRIALS · Cap: $69.75B
Smart Verdict
WallStSmart Research — data-driven comparison
Emerson Electric Company generates 93% more annual revenue ($18.32B vs $9.50B). TDG leads profitability with a 21.9% profit margin vs 13.4%. EMR appears more attractively valued with a PEG of 1.65. EMR earns a higher WallStSmart Score of 59/100 (C).
EMR
Buy59
out of 100
Grade: C
TDG
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for EMR.
Margin of Safety
-63.3%
Fair Value
$812.02
Current Price
$1238.74
$426.72 premium
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
Strong operational efficiency at 46.7%
Conservative balance sheet, low leverage
Large-cap with strong market position
Keeps 22 of every $100 in revenue as profit
18.3% revenue growth
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
2.9% revenue growth
Premium valuation, high expectations priced in
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : EMR
The strongest argument for EMR centers on Market Cap, Operating Margin, EPS Growth.
Bull Case : TDG
The strongest argument for TDG centers on Operating Margin, Debt/Equity, Market Cap. Profitability is solid with margins at 21.9% and operating margin at 46.7%. Revenue growth of 18.3% 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 growth play — different risk/reward profiles.
EMR carries more volatility with a beta of 1.25 — expect wider price swings.
TDG is growing revenue faster at 18.3% — sustainability is the question.
EMR generates stronger free cash flow (694M), providing more financial flexibility.
Bottom Line
EMR scores higher overall (59/100 vs 57/100). 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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