EMR vs KLAC vs ONTO Stock Comparison

Emerson Electric, Kla and Onto Innovation Prices as of Oct 28, 2026 Peers: Industry group
EMR Emerson Electric Co
$167.78 +5.3% 1M +24.7% 1Y
Market cap
$93.59B
P/E
36.4x
Revenue (TTM)
$18.64B
Div. yield
1.33%
Pumps and Valves Industrials
5 wins
KLAC Kla Corp
$158.77 -16.1% 1M +31.6% 1Y
Market cap
$207.51B
P/E
41.5x
Revenue (TTM)
$14.06B
Div. yield
0.29%
Semiconductor Equipment Technology
3 wins
ONTO Onto Innovation Inc.
$223.75 -22.5% 1M +71.2% 1Y
Market cap
$10.97B
P/E
83.4x
Revenue (TTM)
$1.12B
Div. yield
–
Semiconductor Equipment Technology
2 wins

Head to Head

10 decided of 12

Emerson Electric leads on 5 of the 12 questions below (Emerson Electric 5, Kla 3, Onto Innovation 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionEMRKLACONTOLeader
Larger companyMarket capitalisation $93.59B $207.51B $10.97B KLAC
Cheaper on earningsLower P/E, profitable companies only 36.4x 41.5x 83.4x EMR
Cheaper on forward earningsLower price / next fiscal year consensus EPS 24.9x 28.0x 26.6x EMR
Faster revenue growthRevenue growth, trailing twelve months +4.8% +12.2% +8.1% KLAC
More profitableNet margin, trailing twelve months 13.8% — 11.8% EMR
Better return on capitalReturn on invested capital 10.9% — — –
Less leveragedLower net debt / EBITDA 1.8x — — –
Higher dividend yieldTrailing dividend yield 1.33% 0.29% — EMR
Better 1-year returnPrice return, last 12 months +24.7% +31.6% +71.2% ONTO
Better 5-year returnAnnualised price return, 5 years +11.6%/yr +33.6%/yr +23.1%/yr KLAC
Less volatileAnnualised volatility, 1 year 31.8% 61.5% 72.3% EMR
Higher overall scoreMean of the five percentile scores vs peers 45/100 43/100 59/100 ONTO

Percentile Scorecard

EMRKLACONTO

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisEMRKLACONTO
Valuation 33 #136 of 203 36 #61 of 94 58 #40 of 94
Growth 39 #115 of 188 54 #43 of 92 31 #64 of 92
Profitability 87 #25 of 184 92 #8 of 90 60 #37 of 90
Financial Health 30 #153 of 217 5 #94 of 99 55 #45 of 99
Shareholder Returns 37 #97 of 153 29 #52 of 73 93 #6 of 73
Overall 45 43 59
  • EMR ranked among 222 companies in Machinery
  • KLAC ranked among 103 companies in Semiconductors
  • ONTO ranked among 103 companies in Semiconductors

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodEMRKLACONTOSPY
1 month +5.3%-16.1%-22.5% +0.9%
3 months +15.1%-6.7%+2.4% +5.9%
6 months +22.9%-12.6%-21.3% +8.5%
Year to date +26.4%+30.7%+41.7% +13.3%
1 year +24.7%+31.6%+71.2% +12.4%
3 years +90.6%+246.7%+94.8% +88.1%
3 years, per year +24.0%+51.4%+24.9% +23.5%
5 years +73.0%+325.9%+182.5% +68.2%
5 years, per year +11.6%+33.6%+23.1% +11.0%
10 years +235.0%+2,026.6%— +263.4%
10 years, per year +12.9%+35.8%— +13.8%

Risk

MeasureEMRKLACONTOSPY
Volatility, 1Y 31.8%61.5%72.3% 12.7%
Downside volatility, 1Y 33.5%65.7%73.2% 12.7%
Beta vs S&P 500, 1Y 1.542.803.18 1.00
Return / volatility, 1Y 0.780.510.99 0.98
Max drawdown, 5Y -29.9%-51.7%-62.8% -25.4%
From 52-week high 0.0%-47.4%-40.9% -0.9%
52-week high $167.78$301.71$378.45 $779.14
52-week low $123.30$109.71$124.09 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleEMRKLACONTO
P/E now vs peer median 36.4xmedian 25.4x 41.5xmedian 46.0x 83.4xmedian 46.0x
P/S now vs peer median 5.0xmedian 1.9x 14.8xmedian 7.9x 9.8xmedian 7.9x
EV/EBITDA now vs peer median 17.0xmedian 14.3x —median 28.3x 41.6xmedian 28.3x
P/FCF now vs peer median 27.0xmedian 21.8x 68.2xmedian 41.4x 43.5xmedian 41.4x
P/B now vs peer median 4.6xmedian 2.2x 31.8xmedian 4.6x 5.7xmedian 4.6x
PEG now vs peer median -0.88median 1.41 2.20median 2.30 -9.47median 2.30

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsEMRKLACONTO
Revenue $18.64B $14.06B $1.12B
Gross profit $9.91B – $564.06M
Operating income $4.68B – $134.61M
Net income $2.58B $5.02B $132.61M
Free cash flow $3.46B – $252.47M
R&D – $1.53B $142.63M
EPS (diluted) $4.59 $3.80 $2.67
Cash & equivalents $2.18B $1.53B $1.25B
Total debt $13.11B – –
Shares (diluted) 561.10M 1.32B 49.68M
Enterprise value $86.34B $207.51B $6.81B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricEMRKLACONTO
P/E 36.4x 41.5x 83.4x
P/FCF 27.0x 68.2x 43.5x
P/Operating cash flow 23.9x 43.5x 41.2x
P/S 5.0x 14.8x 9.8x
P/B 4.6x 31.8x 5.7x
P/Tangible book 8.0x 32.9x 6.6x
EV/EBITDA 17.0x – 41.6x
EV/EBIT 22.4x – 67.5x
EV/Revenue 5.6x 14.8x 8.1x
EV/FCF 30.2x – 36.0x
EV/Operating cash flow 26.7x 43.5x 34.1x
PEG (3Y EPS CAGR) -0.88 2.20 -9.47

Growth

14 metrics
MetricEMRKLACONTO
Revenue growth (1Y) 4.8% 12.2% 8.1%
Revenue CAGR (3Y) 7.6% 11.4% 7.7%
Gross profit growth (1Y) 5.7% – 5.6%
Gross profit CAGR (3Y) 11.0% – 5.4%
Operating income growth (1Y) 9.2% – -29.5%
Operating income CAGR (3Y) 13.6% – -8.3%
Net income growth (1Y) -3.0% 18.4% -33.7%
Net income CAGR (3Y) -42.0% 17.4% -8.6%
EPS growth (1Y) -2.2% 18.8% -34.5%
EPS CAGR (3Y) -41.6% 18.9% -8.8%
Operating cash flow growth (1Y) 4.4% 12.2% -2.5%
Operating cash flow CAGR (3Y) 10.1% 10.4% 17.7%
Free cash flow growth (1Y) 4.4% – 5.9%
Free cash flow CAGR (3Y) 9.4% – 22.0%

Profitability

14 metrics
MetricEMRKLACONTO
Gross margin 53.2% – 50.4%
EBITDA margin 33.1% – 19.5%
Operating margin 25.1% – 12.0%
Pretax margin 17.6% – 14.1%
Net margin 13.8% – 11.8%
FCF margin 18.6% – 22.5%
Operating cash flow margin 21.0% 33.9% 23.8%
Return on equity 12.7% 77.9% 6.5%
Return on assets 6.1% 27.6% 4.4%
Return on invested capital 10.9% – –
Return on capital employed 14.9% – 4.8%
Asset turnover 0.4x 0.8x 0.4x
Cash conversion (OCF / net income) 1.5x 1.0x 2.0x
Stock comp / revenue 1.3% 2.2% 2.8%

Financial Health

11 metrics
MetricEMRKLACONTO
Debt / assets 31.1% – –
Debt / equity 0.6x – –
Net debt / EBITDA 1.8x – –
Debt / FCF 3.8x – –
Liabilities / assets 51.7% 64.6% 48.0%
Equity / assets 48.3% 35.4% 52.0%
Interest coverage – – –
Current ratio 0.9x 2.8x 9.7x
Quick ratio 0.5x – 8.2x
Cash ratio 0.2x – 6.9x
Altman Z-score 4.73 – 5.21

Shareholder Returns

7 metrics
MetricEMRKLACONTO
Dividend yield 1.3% 0.3% –
Net buyback yield 1.0% – 1.7%
Shareholder yield 2.3% 0.3% 1.7%
Payout ratio (earnings) 47.8% – –
Payout ratio (FCF) 35.6% – –
Dividend growth (1Y) 3.1% – –
Dividend CAGR (3Y) 0.7% – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusEMRKLACONTO
Forward P/E 24.9xFY2026 28.0xFY2027 26.6xFY2026
EPS, next fiscal year $6.75FY2026 $5.67FY2027 $8.42FY2026
EPS growth, next FY +12.5%FY2026 +50.8%FY2027 +70.4%FY2026
EPS growth, the year after +15.3% +16.6% +43.5%
Revenue, next fiscal year $18.13BFY2026 $19.18BFY2027 $1.37BFY2026
Revenue growth, next FY +0.6%FY2026 +41.2%FY2027 +35.5%FY2026
Revenue growth, the year after +15.3% +8.6% +41.1%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersEMRKLACONTO
Held by institutions 82.1% 91.0% 98.3%
Institutions holding 2,291 2,478 688
Change in shares held, QoQ +0.9% +4.2% +2.3%
Institutions buying 1,081 1,285 376
Institutions selling 798 982 232
Buyers to sellers 1.35 1.31 1.62

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

EMRKLACONTO
EMR 1.00 0.49 0.47
KLAC 0.49 1.00 0.82
ONTO 0.47 0.82 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, EMR, KLAC and ONTO?

Kla (KLAC) is the largest by market capitalisation: Emerson Electric (EMR) $93.59B, Kla (KLAC) $207.51B, Onto Innovation (ONTO) $10.97B.

Which stock is cheaper, EMR, KLAC and ONTO?

Emerson Electric (EMR) trades on the lowest price-to-earnings ratio (Emerson Electric (EMR) 36.4x, Kla (KLAC) 41.5x, Onto Innovation (ONTO) 83.4x). On next year's consensus earnings, Emerson Electric (EMR) is cheapest (Emerson Electric (EMR) 24.9x, Kla (KLAC) 28.0x, Onto Innovation (ONTO) 26.6x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Kla (KLAC) grew revenue fastest over the trailing twelve months: Emerson Electric (EMR) +4.8%, Kla (KLAC) +12.2%, Onto Innovation (ONTO) +8.1%.

Which company is more profitable?

Emerson Electric (EMR) has the highest net margin (Emerson Electric (EMR) 13.8%, Onto Innovation (ONTO) 11.8%).

Which stock has performed better?

Over the past year Onto Innovation (ONTO) returned the most: Emerson Electric (EMR) +24.7%, Kla (KLAC) +31.6%, Onto Innovation (ONTO) +71.2%. Over five years, Kla (KLAC) compounded fastest (Emerson Electric (EMR) +11.6%/yr, Kla (KLAC) +33.6%/yr, Onto Innovation (ONTO) +23.1%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Emerson Electric (EMR) has the highest dividend yield: Emerson Electric (EMR) 1.33%, Kla (KLAC) 0.29%. Onto Innovation (ONTO) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Emerson Electric (EMR) has been the steadiest (Emerson Electric (EMR) 31.8%, Kla (KLAC) 61.5%, Onto Innovation (ONTO) 72.3%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, EMR, KLAC and ONTO?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Emerson Electric (EMR) leads on 5. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.