COMP <GO>
EMR vs OTIS // RETURN ON INVESTED CAPITAL (ROIC)
Emerson Electric Company (NYSE) VS. Otis Worldwide Corporation (NYSE) • 15-METRIC TALLY: EMR 8
— OTIS 5
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: OTIS
LAST: $170.74 (+1.81%) • MKT CAP: $95.24B
roic
9.70%
LAST: $74.61 (+2.39%) • MKT CAP: $28.40B
roic
74.20%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (EMR VS. OTIS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | EMR | OTIS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 52.80% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 9.70% | 74.20% | -64.50 | OTIS | /roic <GO> |
| EV/EBITDA & P/E Valuation | 30.9x | 12.7x | +18.20 | OTIS | /valuation <GO> |
| Free Cash Flow Yield | 2.80% | 3.33% | -0.53 | OTIS | /fcf-yield <GO> |
| Operating Margin | 15.50% | 14.80% | +0.70 | EMR | /operating-margins <GO> |
| Net Profit Margin | 12.70% | 9.60% | +3.10 | EMR | /net-margins <GO> |
| Revenue Growth (YoY) | 3.00% | 1.20% | +1.80 | EMR | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.25% | 2.28% | -1.03 | OTIS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.80 | 2.90 | +1.90 | EMR | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 6/9 | +1.00 | EMR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 64.1 | 62.2 | +1.90 | EMR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.34 | 1.13 | +0.21 | EMR | /macro-sensitivity <GO> |
| Forward P/E Multiple | 38.6x | 19.1x | +19.50 | OTIS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $95.24B | $28.40B | $66.84B | EMR | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | EMR REV | OTIS REV | EMR GROSS % | OTIS GROSS % | EMR FCF | OTIS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $18.02B | $14.43B | 52.8% | — | $2.67B | $946.6M |
| FY 2024 | $17.49B | $14.26B | 50.8% | — | $2.91B | $921.3M |
| FY 2023 | $15.16B | $14.21B | — | — | -$45.4M | $987.6M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
EMR // BETA 1.34
OTIS // BETA 1.13