Stock Analysis on Net

Emerson Electric Co. (NYSE:EMR)

$22.49

This company has been moved to the archive! The financial data has not been updated since April 24, 2020.

Return on Assets (ROA)
since 2005

Microsoft Excel

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Calculation

Emerson Electric Co., ROA, long-term trends, calculation

Microsoft Excel

Based on: 10-K (reporting date: 2019-09-30), 10-K (reporting date: 2018-09-30), 10-K (reporting date: 2017-09-30), 10-K (reporting date: 2016-09-30), 10-K (reporting date: 2015-09-30), 10-K (reporting date: 2014-09-30), 10-K (reporting date: 2013-09-30), 10-K (reporting date: 2012-09-30), 10-K (reporting date: 2011-09-30), 10-K (reporting date: 2010-09-30), 10-K (reporting date: 2009-09-30), 10-K (reporting date: 2008-09-30), 10-K (reporting date: 2007-09-30), 10-K (reporting date: 2006-09-30), 10-K (reporting date: 2005-09-30).

1 US$ in millions


The analysis of the financial data over the fifteen-year period reveals notable trends in net earnings, total assets, and return on assets (ROA).

Net Earnings Common Stockholders
Net earnings demonstrated a general upward trajectory from 2005 to 2015, increasing from 1,422 million USD to a peak of 2,710 million USD in 2015. However, from 2015 onwards, net earnings showed volatility and a declining trend, dropping to 1,635 million USD in 2016 and further decreasing to 1,518 million USD in 2017. Recovery is observed in the subsequent years, with earnings rebounding to 2,203 million USD in 2018 and continuing to rise modestly to 2,306 million USD by 2019.
Total Assets
Total assets grew steadily from 17,227 million USD in 2005 to a peak of 24,177 million USD in 2013. After 2013, assets decreased consistently, reaching 19,589 million USD in 2017, indicating a contraction or divestment phase. Post-2017, total assets stabilized with a slight increase, ending at 20,497 million USD in 2019.
Return on Assets (ROA, %)
ROA followed a somewhat cyclical pattern aligned with net earnings and asset levels. ROA rose from 8.25% in 2005 to a high of 12.27% in 2014, indicating effective asset utilization during this growth period. Subsequently, ROA declined sharply to 7.52% in 2016 and remained low in 2017 at 7.75%. However, the ratio improved significantly thereafter, reaching 11.25% by 2019, which suggests a restoration in operational efficiency and profitability relative to assets.

Overall, the financial performance indicates initial growth and expansion with rising assets and earnings, followed by a period of contraction and financial strain reflected in lowered net earnings and asset base around 2015-2017. The recovery phase post-2017 is characterized by improved profitability ratios and stabilization of asset levels, signaling increased efficiency and potential operational improvements.


Comparison to Competitors

Emerson Electric Co., ROA, long-term trends, comparison to competitors

Microsoft Excel

Based on: 10-K (reporting date: 2019-09-30), 10-K (reporting date: 2018-09-30), 10-K (reporting date: 2017-09-30), 10-K (reporting date: 2016-09-30), 10-K (reporting date: 2015-09-30), 10-K (reporting date: 2014-09-30), 10-K (reporting date: 2013-09-30), 10-K (reporting date: 2012-09-30), 10-K (reporting date: 2011-09-30), 10-K (reporting date: 2010-09-30), 10-K (reporting date: 2009-09-30), 10-K (reporting date: 2008-09-30), 10-K (reporting date: 2007-09-30), 10-K (reporting date: 2006-09-30), 10-K (reporting date: 2005-09-30).


Comparison to Sector (Capital Goods)

Emerson Electric Co., ROA, long-term trends, comparison to sector (capital goods)

Microsoft Excel

Based on: 10-K (reporting date: 2019-09-30), 10-K (reporting date: 2018-09-30), 10-K (reporting date: 2017-09-30), 10-K (reporting date: 2016-09-30), 10-K (reporting date: 2015-09-30), 10-K (reporting date: 2014-09-30), 10-K (reporting date: 2013-09-30), 10-K (reporting date: 2012-09-30), 10-K (reporting date: 2011-09-30), 10-K (reporting date: 2010-09-30), 10-K (reporting date: 2009-09-30), 10-K (reporting date: 2008-09-30), 10-K (reporting date: 2007-09-30), 10-K (reporting date: 2006-09-30), 10-K (reporting date: 2005-09-30).


Comparison to Industry (Industrials)

Emerson Electric Co., ROA, long-term trends, comparison to industry (industrials)

Microsoft Excel

Based on: 10-K (reporting date: 2019-09-30), 10-K (reporting date: 2018-09-30), 10-K (reporting date: 2017-09-30), 10-K (reporting date: 2016-09-30), 10-K (reporting date: 2015-09-30), 10-K (reporting date: 2014-09-30), 10-K (reporting date: 2013-09-30), 10-K (reporting date: 2012-09-30), 10-K (reporting date: 2011-09-30), 10-K (reporting date: 2010-09-30), 10-K (reporting date: 2009-09-30), 10-K (reporting date: 2008-09-30), 10-K (reporting date: 2007-09-30), 10-K (reporting date: 2006-09-30), 10-K (reporting date: 2005-09-30).