EMR vs LECO vs SWK Stock Comparison

Emerson Electric, Lincoln Electric Holdings and Stanley Black & Decker Prices as of Oct 29, 2026 Peers: Industry group
EMR Emerson Electric Co
$170.76 +8.6% 1M +25.2% 1Y
Market cap
$93.22B
P/E
36.2x
Revenue (TTM)
$18.64B
Div. yield
0.01%
Pumps and Valves Industrials
2 wins

Head to Head

12 decided of 12

Stanley Black & Decker leads on 5 of the 12 questions below (Stanley Black & Decker 5, Lincoln Electric Holdings 5, Emerson Electric 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionEMRLECOSWKLeader
Larger companyMarket capitalisation $93.22B $15.29B $15.36B EMR
Cheaper on earningsLower P/E, profitable companies only 36.2x 26.6x 24.8x SWK
Cheaper on forward earningsLower price / next fiscal year consensus EPS 25.3x 24.5x 17.8x SWK
Faster revenue growthRevenue growth, trailing twelve months +4.8% +11.1% +0.6% LECO
More profitableNet margin, trailing twelve months 13.8% 12.4% 4.1% EMR
Better return on capitalReturn on invested capital 10.9% 22.6% 6.6% LECO
Less leveragedLower net debt / EBITDA 1.8x 1.0x 2.3x LECO
Higher dividend yieldTrailing dividend yield 0.01% 0.01% 0.03% SWK
Better 1-year returnPrice return, last 12 months +25.2% +21.3% +48.1% SWK
Better 5-year returnAnnualised price return, 5 years +12.0%/yr +14.8%/yr -10.4%/yr LECO
Less volatileAnnualised volatility, 1 year 31.8% 30.8% 36.5% LECO
Higher overall scoreMean of the five percentile scores vs peers 45/100 56/100 59/100 SWK

Percentile Scorecard

EMRLECOSWK

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

AxisEMRLECOSWK
Valuation 33 #136 of 203 36 #131 of 203 88 #25 of 203
Growth 41 #112 of 188 46 #103 of 188 81 #37 of 188
Profitability 87 #24 of 183 95 #11 of 183 52 #89 of 183
Financial Health 30 #152 of 216 45 #120 of 216 28 #156 of 216
Shareholder Returns 35 #99 of 152 59 #63 of 152 48 #80 of 152
Overall 45 56 59
  • EMR ranked among 222 companies in Machinery
  • LECO ranked among 222 companies in Machinery
  • SWK ranked among 222 companies in Machinery

Price Performance

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

Returns

PeriodEMRLECOSWKSPY
1 month +8.6%+5.0%+16.7% +0.7%
3 months +14.9%+13.6%+8.4% +3.7%
6 months +21.6%+7.3%+32.5% +7.1%
Year to date +28.7%+18.7%+39.5% +12.8%
1 year +25.2%+21.3%+48.1% +11.9%
3 years +93.1%+62.9%+23.0% +85.2%
3 years, per year +24.5%+17.7%+7.1% +22.8%
5 years +76.0%+99.7%-42.4% +67.6%
5 years, per year +12.0%+14.8%-10.4% +10.9%
10 years +240.9%+334.1%-9.4% +262.0%
10 years, per year +13.1%+15.8%-1.0% +13.7%

Risk

MeasureEMRLECOSWKSPY
Volatility, 1Y 31.8%30.8%36.5% 12.7%
Downside volatility, 1Y 33.5%31.1%32.3% 12.6%
Beta vs S&P 500, 1Y 1.531.181.40 1.00
Return / volatility, 1Y 0.790.691.32 0.94
Max drawdown, 5Y -29.9%-35.3%-71.6% -25.4%
From 52-week high 0.0%-4.9%-0.4% -1.2%
52-week high $170.76$298.88$104.00 $779.14
52-week low $123.30$220.64$62.12 $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.

MultipleEMRLECOSWK
P/E now vs peer median 37.0xmedian 25.8x 26.9xmedian 25.8x 25.1xmedian 25.8x
P/S now vs peer median 5.1xmedian 1.9x 3.3xmedian 1.9x 1.0xmedian 1.9x
EV/EBITDA now vs peer median 17.2xmedian 14.6x 17.9xmedian 14.6x 10.9xmedian 14.6x
P/FCF now vs peer median 27.5xmedian 22.2x 30.1xmedian 22.2x 12.1xmedian 22.2x
P/B now vs peer median 4.7xmedian 2.2x 9.9xmedian 2.2x 1.7xmedian 2.2x
PEG now vs peer median -0.89median 1.45 3.85median 1.45 -4.76median 1.45

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 monthsEMRLECOSWK
Revenue $18.64B $4.64B $15.25B
Gross profit $9.91B $1.65B $4.86B
Operating income $4.68B $802.52M $1.32B
Net income $2.58B $575.27M $620.50M
Free cash flow $3.46B $511.89M $1.29B
EPS (diluted) $4.59 $10.48 $4.12
Cash & equivalents $2.18B $283.24M $592.40M
Total debt $13.11B $1.15B $4.76B
Shares (diluted) 561.10M 54.87M 150.65M
Enterprise value $85.96B $14.15B $13.88B

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
MetricEMRLECOSWK
P/E 37.0x 26.9x 25.1x
P/FCF 27.5x 30.1x 12.1x
P/Operating cash flow 24.3x 23.1x 10.1x
P/S 5.1x 3.3x 1.0x
P/B 4.7x 9.9x 1.7x
P/Tangible book 8.1x 9.9x 2.6x
EV/EBITDA 17.2x 17.9x 10.9x
EV/EBIT 22.7x 20.3x 15.0x
EV/Revenue 5.7x 3.5x 1.3x
EV/FCF 30.7x 31.8x 15.4x
EV/Operating cash flow 27.1x 24.4x 12.8x
PEG (3Y EPS CAGR) -0.89 3.85 -4.76

Growth

14 metrics
MetricEMRLECOSWK
Revenue growth (1Y) 4.8% 11.1% 0.6%
Revenue CAGR (3Y) 7.6% 4.5% -2.0%
Gross profit growth (1Y) 5.7% 7.7% 9.3%
Gross profit CAGR (3Y) 11.0% 5.5% 11.2%
Operating income growth (1Y) 9.2% 12.9% 51.4%
Operating income CAGR (3Y) 13.6% 7.0% 149.6%
Net income growth (1Y) -3.0% 9.6% 29.7%
Net income CAGR (3Y) -42.0% 4.9% -7.7%
EPS growth (1Y) -2.2% 11.0% 30.7%
EPS CAGR (3Y) -41.6% 7.0% -5.3%
Operating cash flow growth (1Y) 4.4% 0.7% 104.3%
Operating cash flow CAGR (3Y) 10.1% 0.5% 96.8%
Free cash flow growth (1Y) 4.4% -6.3% 211.7%
Free cash flow CAGR (3Y) 9.4% -3.6% 110.2%

Profitability

14 metrics
MetricEMRLECOSWK
Gross margin 53.2% 35.5% 31.9%
EBITDA margin 33.1% 19.5% 11.9%
Operating margin 25.1% 17.3% 8.6%
Pretax margin 17.6% 16.2% 5.6%
Net margin 13.8% 12.4% 4.1%
FCF margin 18.6% 11.0% 8.5%
Operating cash flow margin 21.0% 14.4% 10.2%
Return on equity 12.7% 37.0% 6.9%
Return on assets 6.1% 14.9% 3.0%
Return on invested capital 10.9% 22.6% 6.6%
Return on capital employed 14.9% 27.7% 8.0%
Asset turnover 0.4x 1.2x 0.7x
Cash conversion (OCF / net income) 1.5x 1.2x 2.5x
Stock comp / revenue 1.3% 0.5% 0.5%

Financial Health

11 metrics
MetricEMRLECOSWK
Debt / assets 31.1% 29.5% 23.7%
Debt / equity 0.6x 0.7x 0.5x
Net debt / EBITDA 1.8x 1.0x 2.3x
Debt / FCF 3.8x 2.2x 3.7x
Liabilities / assets 51.7% 60.1% 55.4%
Equity / assets 48.3% 39.9% 44.6%
Interest coverage – – 2.8x
Current ratio 0.9x 1.9x 1.4x
Quick ratio 0.5x 1.0x 0.5x
Cash ratio 0.2x 0.3x 0.1x
Altman Z-score 4.77 7.76 2.52

Shareholder Returns

7 metrics
MetricEMRLECOSWK
Dividend yield 1.3% 1.1% 3.2%
Net buyback yield 1.0% 1.8% 1.7%
Shareholder yield 2.3% 2.9% 4.9%
Payout ratio (earnings) 47.8% 30.0% 81.0%
Payout ratio (FCF) 35.6% 33.7% 39.0%
Dividend growth (1Y) 3.1% 3.5% 1.3%
Dividend CAGR (3Y) 0.7% 6.3% 1.9%

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.

ConsensusEMRLECOSWK
Forward P/E 25.3xFY2026 24.5xFY2026 17.8xFY2026
EPS, next fiscal year $6.75FY2026 $11.62FY2026 $5.81FY2026
EPS growth, next FY +12.5%FY2026 +17.7%FY2026 +24.4%FY2026
EPS growth, the year after +15.3% +0.4% +5.2%
Revenue, next fiscal year $18.13BFY2026 $4.84BFY2026 $16.13BFY2026
Revenue growth, next FY +0.6%FY2026 +14.5%FY2026 +6.6%FY2026
Revenue growth, the year after +15.3% +5.5% +0.4%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersEMRLECOSWK
Held by institutions 82.1% 81.3% 95.7%
Institutions holding 2,292 702 772
Change in shares held, QoQ +0.9% +5.5% +5.3%
Institutions buying 1,081 298 417
Institutions selling 799 266 244
Buyers to sellers 1.35 1.12 1.71

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.

EMRLECOSWK
EMR 1.00 0.62 0.59
LECO 0.62 1.00 0.56
SWK 0.59 0.56 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, EMR, LECO and SWK?

Emerson Electric (EMR) is the largest by market capitalisation: Emerson Electric (EMR) $93.22B, Lincoln Electric Holdings (LECO) $15.29B, Stanley Black & Decker (SWK) $15.36B.

Which stock is cheaper, EMR, LECO and SWK?

Stanley Black & Decker (SWK) trades on the lowest price-to-earnings ratio (Emerson Electric (EMR) 36.2x, Lincoln Electric Holdings (LECO) 26.6x, Stanley Black & Decker (SWK) 24.8x). On next year's consensus earnings, Stanley Black & Decker (SWK) is cheapest (Emerson Electric (EMR) 25.3x, Lincoln Electric Holdings (LECO) 24.5x, Stanley Black & Decker (SWK) 17.8x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Lincoln Electric Holdings (LECO) grew revenue fastest over the trailing twelve months: Emerson Electric (EMR) +4.8%, Lincoln Electric Holdings (LECO) +11.1%, Stanley Black & Decker (SWK) +0.6%.

Which company is more profitable?

Emerson Electric (EMR) has the highest net margin (Emerson Electric (EMR) 13.8%, Lincoln Electric Holdings (LECO) 12.4%, Stanley Black & Decker (SWK) 4.1%). On return on invested capital, Lincoln Electric Holdings (LECO) leads (Emerson Electric (EMR) 10.9%, Lincoln Electric Holdings (LECO) 22.6%, Stanley Black & Decker (SWK) 6.6%).

Which stock has performed better?

Over the past year Stanley Black & Decker (SWK) returned the most: Emerson Electric (EMR) +25.2%, Lincoln Electric Holdings (LECO) +21.3%, Stanley Black & Decker (SWK) +48.1%. Over five years, Lincoln Electric Holdings (LECO) compounded fastest (Emerson Electric (EMR) +12.0%/yr, Lincoln Electric Holdings (LECO) +14.8%/yr, Stanley Black & Decker (SWK) -10.4%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Stanley Black & Decker (SWK) has the highest dividend yield: Emerson Electric (EMR) 0.01%, Lincoln Electric Holdings (LECO) 0.01%, Stanley Black & Decker (SWK) 0.03%.

Which stock is riskier?

By one-year price volatility, Lincoln Electric Holdings (LECO) has been the steadiest (Emerson Electric (EMR) 31.8%, Lincoln Electric Holdings (LECO) 30.8%, Stanley Black & Decker (SWK) 36.5%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, EMR, LECO and SWK?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Stanley Black & Decker (SWK) 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.