Emerson Electric Stock Retained Earnings

EMR Stock

USD 132.59 0.41 0.31%

Emerson Electric fundamentals help investors to digest information that contributes to Emerson Electric's financial success or failures. It also enables traders to predict the movement of Emerson Stock. The fundamental analysis module provides a way to measure Emerson Electric's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Emerson Electric stock.

	Last Reported	Projected for Next Year
Retained Earnings	40.8 B	42.9 B
Retained Earnings Total Equity	32.3 B	23.3 B

As of 11/28/2024, Retained Earnings is likely to grow to about 42.9 B, while Retained Earnings Total Equity is likely to drop slightly above 23.3 B.

This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Emerson Electric Company Retained Earnings Analysis

Emerson Electric's Retained Earnings is a balance sheet account that refers to the portion of company income that is retained by the firm. In other words, it is a part of earnings that is not paid out as dividends or otherwise distributed to owners. Retained Earnings are calculated by adding net income to last period retained earnings and subtracting any dividends paid to owners.

Retained Earnings

Beginning RE + Income

-

Dividends

More About Retained Earnings | All Equity Analysis

Current Emerson Electric Retained Earnings

40.83 B

Most of Emerson Electric's fundamental indicators, such as Retained Earnings, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Emerson Electric is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.

Emerson Retained Earnings Driver Correlations

Understanding the fundamental principles of building solid financial models for Emerson Electric is extremely important. It helps to project a fair market value of Emerson Stock properly, considering its historical fundamentals such as Retained Earnings. Since Emerson Electric's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Emerson Electric's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Emerson Electric's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Debt	Retained Earnings	Net Receivables	Total Liab	Total Current Assets	Short Term Debt	Intangible Assets	Accounts Payable	Current Deferred Revenue	Good Will	Common Stock	Long Term Debt	Treasury Stock	Property Plant Equipment	Net Tangible Assets	Total Permanent Equity	Long Term Debt Total	Capital Surpluse	Accumulated Depreciation	Short Long Term Debt	Cash And Equivalents	Net Invested Capital	Net Working Capital	Capital Stock
Total Assets		0.95	0.24	0.95	0.15	0.62	0.55	-0.15	0.91	-0.01	0.22	0.96	0.53	0.72	-0.64	-0.08	-0.31	0.53	0.7	-0.5	0.65	-0.03	0.76	0.75	0.41	-0.65
Total Stockholder Equity	0.95		-0.04	0.92	0.07	0.4	0.48	-0.36	0.9	-0.03	0.22	0.92	0.41	0.55	-0.49	-0.09	-0.19	0.47	0.59	-0.49	0.75	-0.22	0.89	0.76	0.54	-0.73
Net Debt	0.24	-0.04		0.2	0.24	0.61	0.01	0.49	0.24	0.1	-0.18	0.27	0.44	0.48	-0.51	0.3	-0.44	0.31	0.38	0.05	0.01	0.54	-0.31	-0.02	-0.64	0.0
Retained Earnings	0.95	0.92	0.2		0.04	0.58	0.49	-0.21	0.88	-0.06	0.06	0.89	0.57	0.7	-0.78	-0.06	-0.35	0.71	0.66	-0.35	0.64	0.03	0.73	0.7	0.38	-0.64
Net Receivables	0.15	0.07	0.24	0.04		0.5	0.57	0.58	-0.13	0.96	0.48	0.05	0.59	-0.07	-0.03	0.52	0.53	-0.41	-0.26	0.2	-0.14	-0.24	-0.18	-0.26	-0.14	0.11
Total Liab	0.62	0.4	0.61	0.58	0.5		0.78	0.46	0.35	0.33	0.25	0.48	0.87	0.76	-0.73	0.0	-0.14	0.31	0.57	-0.06	-0.06	0.23	0.08	0.35	0.09	0.08
Total Current Assets	0.55	0.48	0.01	0.49	0.57	0.78		0.35	0.17	0.48	0.57	0.34	0.74	0.48	-0.42	-0.17	0.29	-0.01	0.31	-0.14	-0.1	-0.15	0.29	0.38	0.57	0.1
Short Term Debt	-0.15	-0.36	0.49	-0.21	0.58	0.46	0.35		-0.39	0.52	0.33	-0.28	0.39	-0.08	-0.09	0.11	0.2	-0.32	-0.28	0.02	-0.46	0.4	-0.53	-0.33	-0.35	0.43
Intangible Assets	0.91	0.9	0.24	0.88	-0.13	0.35	0.17	-0.39		-0.27	0.01	0.97	0.27	0.63	-0.52	-0.03	-0.49	0.61	0.72	-0.55	0.83	-0.03	0.79	0.76	0.24	-0.81
Accounts Payable	-0.01	-0.03	0.1	-0.06	0.96	0.33	0.48	0.52	-0.27		0.37	-0.12	0.5	-0.25	0.03	0.61	0.65	-0.43	-0.45	0.38	-0.19	-0.27	-0.25	-0.42	-0.17	0.15
Current Deferred Revenue	0.22	0.22	-0.18	0.06	0.48	0.25	0.57	0.33	0.01	0.37		0.13	0.27	-0.05	0.23	-0.27	0.38	-0.42	-0.08	-0.46	0.08	-0.25	0.28	0.17	0.39	-0.07
Good Will	0.96	0.92	0.27	0.89	0.05	0.48	0.34	-0.28	0.97	-0.12	0.13		0.36	0.69	-0.52	-0.01	-0.4	0.49	0.74	-0.56	0.74	-0.1	0.77	0.77	0.31	-0.73
Common Stock	0.53	0.41	0.44	0.57	0.59	0.87	0.74	0.39	0.27	0.5	0.27	0.36		0.49	-0.69	0.12	0.05	0.35	0.31	0.13	0.01	0.14	0.08	0.24	0.03	0.01
Long Term Debt	0.72	0.55	0.48	0.7	-0.07	0.76	0.48	-0.08	0.63	-0.25	-0.05	0.69	0.49		-0.74	-0.2	-0.49	0.55	0.95	-0.26	0.17	0.14	0.38	0.66	0.31	-0.14
Treasury Stock	-0.64	-0.49	-0.51	-0.78	-0.03	-0.73	-0.42	-0.09	-0.52	0.03	0.23	-0.52	-0.69	-0.74		-0.01	0.48	-0.81	-0.58	-0.05	-0.16	-0.38	-0.19	-0.36	-0.03	0.17
Property Plant Equipment	-0.08	-0.09	0.3	-0.06	0.52	0.0	-0.17	0.11	-0.03	0.61	-0.27	-0.01	0.12	-0.2	-0.01		0.31	-0.16	-0.26	0.47	0.12	-0.29	-0.23	-0.46	-0.53	-0.16
Net Tangible Assets	-0.31	-0.19	-0.44	-0.35	0.53	-0.14	0.29	0.2	-0.49	0.65	0.38	-0.4	0.05	-0.49	0.48	0.31		-0.68	-0.53	0.32	-0.19	-0.52	-0.06	-0.34	0.21	0.18
Total Permanent Equity	0.53	0.47	0.31	0.71	-0.41	0.31	-0.01	-0.32	0.61	-0.43	-0.42	0.49	0.35	0.55	-0.81	-0.16	-0.68		0.53	0.0	0.39	0.49	0.31	0.4	-0.02	-0.39
Long Term Debt Total	0.7	0.59	0.38	0.66	-0.26	0.57	0.31	-0.28	0.72	-0.45	-0.08	0.74	0.31	0.95	-0.58	-0.26	-0.53	0.53		-0.39	0.34	0.04	0.52	0.76	0.35	-0.27
Capital Surpluse	-0.5	-0.49	0.05	-0.35	0.2	-0.06	-0.14	0.02	-0.55	0.38	-0.46	-0.56	0.13	-0.26	-0.05	0.47	0.32	0.0	-0.39		-0.46	0.05	-0.59	-0.7	-0.41	0.43
Accumulated Depreciation	0.65	0.75	0.01	0.64	-0.14	-0.06	-0.1	-0.46	0.83	-0.19	0.08	0.74	0.01	0.17	-0.16	0.12	-0.19	0.39	0.34	-0.46		-0.15	0.81	0.48	0.14	-0.99
Short Long Term Debt	-0.03	-0.22	0.54	0.03	-0.24	0.23	-0.15	0.4	-0.03	-0.27	-0.25	-0.1	0.14	0.14	-0.38	-0.29	-0.52	0.49	0.04	0.05	-0.15		-0.36	-0.09	-0.47	0.12
Cash And Equivalents	0.76	0.89	-0.31	0.73	-0.18	0.08	0.29	-0.53	0.79	-0.25	0.28	0.77	0.08	0.38	-0.19	-0.23	-0.06	0.31	0.52	-0.59	0.81	-0.36		0.75	0.68	-0.79
Net Invested Capital	0.75	0.76	-0.02	0.7	-0.26	0.35	0.38	-0.33	0.76	-0.42	0.17	0.77	0.24	0.66	-0.36	-0.46	-0.34	0.4	0.76	-0.7	0.48	-0.09	0.75		0.59	-0.42
Net Working Capital	0.41	0.54	-0.64	0.38	-0.14	0.09	0.57	-0.35	0.24	-0.17	0.39	0.31	0.03	0.31	-0.03	-0.53	0.21	-0.02	0.35	-0.41	0.14	-0.47	0.68	0.59		-0.12
Capital Stock	-0.65	-0.73	0.0	-0.64	0.11	0.08	0.1	0.43	-0.81	0.15	-0.07	-0.73	0.01	-0.14	0.17	-0.16	0.18	-0.39	-0.27	0.43	-0.99	0.12	-0.79	-0.42	-0.12

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Emerson Retained Earnings Historical Pattern

Today, most investors in Emerson Electric Stock are looking for potential investment opportunities by analyzing not only static indicators but also various Emerson Electric's growth ratios. Consistent increases or drops in fundamental ratios usually indicate a possible pattern that can be successfully translated into profits. However, when comparing two companies, knowing each company's retained earnings growth rates may not be enough to decide which company is a better investment. That's why investors frequently use a static breakdown of Emerson Electric retained earnings as a starting point in their analysis.

Emerson Electric Retained Earnings

Timeline

Retained Earnings shows how the firm utilizes its profits over time. In simple terms, investors can think of retained earnings as the amount of profit the company has reinvested in the business since its inceptions. However the methodology to make a decision over how much profit to retain is different between companies in different industries. For example, growing industries tend to retain more of their earnings than more matured industries as they need more assets investment to sustain their growth.

Competition

Predict Emerson Electric

Retained Earnings Over Time

Based on the latest financial disclosure, Emerson Electric has a Retained Earnings of 40.83 B. This is 294.45% higher than that of the Electrical Equipment sector and significantly higher than that of the Industrials industry. The retained earnings for all United States stocks is significantly lower than that of the firm.

Emerson Retained Earnings Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Emerson Electric's direct or indirect competition against its Retained Earnings to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Emerson Electric could also be used in its relative valuation, which is a method of valuing Emerson Electric by comparing valuation metrics of similar companies.

Emerson Electric is currently under evaluation in retained earnings category among its peers.

Emerson Electric ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Emerson Electric's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Emerson Electric's managers, analysts, and investors.

Environmental

Governance

Social

Emerson Fundamentals

	Return On Equity	0.0593
	Return On Asset	0.0434
	Profit Margin	0.11 %
	Operating Margin	0.18 %
	Current Valuation	80.21 B
	Shares Outstanding	570.2 M
	Shares Owned By Insiders	0.34 %
	Shares Owned By Institutions	80.06 %
	Number Of Shares Shorted	11.29 M
	Price To Earning	17.43 X
	Price To Book	3.51 X
	Price To Sales	4.32 X
	Revenue	17.49 B
	Gross Profit	7.43 B
	EBITDA	4.03 B
	Net Income	1.6 B
	Cash And Equivalents	8.05 B
	Cash Per Share	3.05 X
	Total Debt	7.69 B
	Debt To Equity	0.67 %
	Current Ratio	1.09 X
	Book Value Per Share	37.95 X
	Cash Flow From Operations	3.33 B
	Short Ratio	3.85 X
	Earnings Per Share	2.82 X
	Price To Earnings To Growth	2.30 X
	Target Price	134.97
	Number Of Employees	73 K
	Beta	1.29
	Market Capitalization	75.6 B
	Total Asset	44.25 B
	Retained Earnings	40.83 B
	Working Capital	4.45 B
	Current Asset	4.96 B
	Current Liabilities	4.4 B
	Annual Yield	0.02 %
	Five Year Return	2.68 %
	Net Asset	44.25 B
	Last Dividend Paid	2.1

About Emerson Electric Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Emerson Electric's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Emerson Electric using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Emerson Electric based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

Pair Trading with Emerson Electric

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Emerson Electric position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Emerson Electric will appreciate offsetting losses from the drop in the long position's value.

Moving together with Emerson Stock

0.69	B	Barnes Group	Pair Corr
0.95	CR	Crane Company	Pair Corr
0.68	HI	Hillenbrand	Pair Corr
0.85	IR	Ingersoll Rand	Pair Corr

Moving against Emerson Stock

0.65	RR	Richtech Robotics Class	Pair Corr
0.65	CVV	CVD Equipment	Pair Corr
0.55	AOS	Smith AO	Pair Corr

The ability to find closely correlated positions to Emerson Electric could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Emerson Electric when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Emerson Electric - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Emerson Electric to buy it.

The correlation of Emerson Electric is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Emerson Electric moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Emerson Electric moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.

Correlation analysis and pair trading evaluation for Emerson Electric can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.

Pair Correlation Correlation Matching

Additional Tools for Emerson Stock Analysis

When running Emerson Electric's price analysis, check to measure Emerson Electric's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Emerson Electric is operating at the current time. Most of Emerson Electric's value examination focuses on studying past and present price action to predict the probability of Emerson Electric's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Emerson Electric's price. Additionally, you may evaluate how the addition of Emerson Electric to your portfolios can decrease your overall portfolio volatility.

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