Emerson Electric Company (EMR)vsVertiv Holdings Co (VRT)
EMR
Emerson Electric Company
$125.40
-0.72%
INDUSTRIALS · Cap: $73.18B
VRT
Vertiv Holdings Co
$251.07
-0.53%
INDUSTRIALS · Cap: $103.64B
Smart Verdict
WallStSmart Research — data-driven comparison
Emerson Electric Company generates 78% more annual revenue ($18.19B vs $10.23B). VRT leads profitability with a 13.0% profit margin vs 12.7%. EMR appears more attractively valued with a PEG of 1.64. VRT earns a higher WallStSmart Score of 67/100 (B-).
EMR
Buy51
out of 100
Grade: C-
VRT
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-159.6%
Fair Value
$59.58
Current Price
$125.40
$65.82 premium
Margin of Safety
-55.7%
Fair Value
$159.59
Current Price
$251.07
$91.48 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Strong operational efficiency at 24.6%
Every $100 of equity generates 42 in profit
Large-cap with strong market position
Strong operational efficiency at 21.2%
Revenue surging 22.7% year-over-year
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
2.0% earnings growth
Premium valuation, high expectations priced in
Trading at 24.4x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : EMR
The strongest argument for EMR centers on Market Cap, Operating Margin.
Bull Case : VRT
The strongest argument for VRT centers on Return on Equity, Market Cap, Operating Margin. Revenue growth of 22.7% demonstrates continued momentum.
Bear Case : EMR
The primary concerns for EMR are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : VRT
The primary concerns for VRT are PEG Ratio, EPS Growth, P/E Ratio. A P/E of 79.4x leaves little room for execution misses.
Key Dynamics to Monitor
EMR profiles as a value stock while VRT is a growth play — different risk/reward profiles.
VRT carries more volatility with a beta of 2.08 — expect wider price swings.
VRT is growing revenue faster at 22.7% — sustainability is the question.
VRT generates stronger free cash flow (912M), providing more financial flexibility.
Bottom Line
VRT scores higher overall (67/100 vs 51/100) and 22.7% revenue growth. Both earn "Strong 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.
Vertiv Holdings Co
INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA
Vertiv Holdings Co designs, manufactures and services critical digital infrastructure technologies and lifecycle services for data centers, communication networks, and commercial and industrial environments in the Americas, Asia Pacific, Europe, the Middle East, and Africa. The company is headquartered in Columbus, Ohio.
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