External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

Equity Bottom-Up

<ul><li>Emerson has undergone significant portfolio transformations, reducing from five business lines to two by 2021</li><li>Incoming CEO Lal Karsanbhai announced strategic actions including selling InSinkErator and a majority stake in Climate Tech, while acquiring stakes in AspenTech and National Instruments</li><li>These moves aimed to further position Emerson as a provider of commercial refrigeration systems, consumer controls, software for process industries, and digital test equipment.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Emerson has undergone significant portfolio transformations, reducing from five business lines to two by 2021Incoming CEO Lal Karsanbhai announced strategic actions including selling InSinkErator and a majority stake in Climate Tech, while acquiring stakes in AspenTech and National InstrumentsThese moves aimed to further position Emerson as a provider of commercial refrigeration systems, consumer controls, software for process industries, and digital test equipment.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Emerson Electric Co (EMR) - Monday, Jan 15, 2024

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>Emerson Electric Co., a provider of automation solutions for the process and discrete industries, has demonstrated strong first-quarter financial results for 2024, outpacing expectations.</li><li>Positive operating leverage, robust demand in process and hybrid markets, CapEx budgets, and continued execution by the team are primary contributors to their quarterly performance.</li><li>Gross margins and adjusted EBITDA expansion from 2021 are reflective of the company's ability to create value.</li></ul>

Emerson Electric Co., a provider of automation solutions for the process and discrete industries, has demonstrated strong first-quarter financial results for 2024, outpacing expectations.Positive operating leverage, robust demand in process and hybrid markets, CapEx budgets, and continued execution by the team are primary contributors to their quarterly performance.Gross margins and adjusted EBITDA expansion from 2021 are reflective of the company's ability to create value.

Emerson Electric Co.: The Digital Transformation Giant! Discover How They're Leading the Charge in R&D and Revolutionizing Industries! - Major Drivers

<ul><li>Emerson Electric's results were disappointing as they could not meet Wall Street's revenue and earnings expectations.</li><li>Operational excellence was evident through the execution of the Emerson management system, driving remarkable results.</li><li>The underlying sales for 2023 grew by 10%, gross profit expanded by 330 basis points to 49%, and adjusted segment EBITA expanded by 220 basis points to 25%.</li></ul>

Emerson Electric's results were disappointing as they could not meet Wall Street's revenue and earnings expectations.Operational excellence was evident through the execution of the Emerson management system, driving remarkable results.The underlying sales for 2023 grew by 10%, gross profit expanded by 330 basis points to 49%, and adjusted segment EBITA expanded by 220 basis points to 25%.

Emerson Electric Co.: Will The NI Acquisition Be A Game Changer? – Major Drivers

<ul><li>Emerson Electric's results were a major disappointment as the company failed to meet the revenue as well as the earnings expectations of Wall Street.</li><li>The company's focus on key growth areas, including energy transition, nearshoring, and its leading software portfolio, positions it to capture growth opportunities and drive value for its customers and stakeholders in the foreseeable future.</li><li>The company's pricing strategies, and solid operational performance are key factors that contributed to the exceptional results in the third quarter.</li></ul>

Emerson Electric's results were a major disappointment as the company failed to meet the revenue as well as the earnings expectations of Wall Street.The company's focus on key growth areas, including energy transition, nearshoring, and its leading software portfolio, positions it to capture growth opportunities and drive value for its customers and stakeholders in the foreseeable future.The company's pricing strategies, and solid operational performance are key factors that contributed to the exceptional results in the third quarter.

Emerson Electric Co.: A Story Of Digital Transformation To Empower Process Manufacturers – Key Drivers

Quantitative Equity Analyst, DMA

Charlotte van Tiddens, CFA

Quantitative Equity Analyst

Technology-First Company

DMA is a technology-first company that provides an end-to-end SaaS solution to institutional investors. DMA enables regulated entities like asset managers, wealth managers, investment managers and financial advisors to connect their front and back office, break silos and reduce headcount.

Quantitative Analysis

<ul>
<li>Short duration US factor strategies outperformed in September as markets came under pressure (value and dividend yield).</li>
<li>Despite keeping rates unchanged on the 20th of September at 5.5% (upper bound), Fed Chair Powell indicated that rates would be kept higher for longer than initially anticipated.</li>
<li>In this note we explore the relative performance of US factor strategies through different interest rate cycles, to inform timing around factor/style rotation.</li>
</ul>


Short duration US factor strategies outperformed in September as markets came under pressure (value and dividend yield).
Despite keeping rates unchanged on the 20th of September at 5.5% (upper bound), Fed Chair Powell indicated that rates would be kept higher for longer than initially anticipated.
In this note we explore the relative performance of US factor strategies through different interest rate cycles, to inform timing around factor/style rotation.


US Factor Strategies: Value and Dividend Yield Outperform in September, Higher for Longer Narrative

United States

Emerson Electric Co. designs and manufactures electronic and electrical equipment, software, systems and services for industrial, commercial and consumer markets worldwide through its network power, process management, industrial automation, climate technologies and commercial & residential solutions divisions.

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Emerson Electric Co (EMR US)

Emerson Electric Co (EMR) - Monday, Jan 15, 2024

These moves aimed to further position Emerson as a provider of commercial refrigeration systems, consumer controls, software for process...

Value Investors Club

Emerson Electric Co.: The Digital Transformation Giant! Discover How They're Leading the Charge in R&D and Revolutionizing Industries! - Major Drivers

Emerson Electric Co., a provider of automation solutions for the process and discrete industries, has demonstrated strong first-quarter financial...

Baptista Research

Emerson Electric Co.: Will The NI Acquisition Be A Game Changer? – Major Drivers

Emerson Electric's results were disappointing as they could not meet Wall Street's revenue and earnings expectations. Operational excellence was...

Baptista Research

Emerson Electric Co.: A Story Of Digital Transformation To Empower Process Manufacturers – Key Drivers

Emerson Electric's results were a major disappointment as the company failed to meet the revenue as well as the earnings expectations of Wall...

Baptista Research

US Factor Strategies: Value and Dividend Yield Outperform in September, Higher for Longer Narrative

US rates and factor strategies: higher for longer likely to drive outperformance of short duration factor strategies, long US value short US growth.

DMA

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