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EMR vs ITUB

Comparison between Emerson Electric Company (EMR, Company) and Itau Unibanco Holding S.A. (ITUB, Company).

EMR is from the Industrials sector, while ITUB is from the Financial Services sector.

5-Year PerformanceITUB has outperformed EMR, delivering a return of +25.6% compared to +11.3%

EMR vs ITUB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
EMR
$91B
ITUB
$91B
Max Drawdown
Winner
EMR
57.36%
ITUB
74.70%
Sharpe Ratio
EMR
0.66
Winner
ITUB
0.77
5Y Beta
EMR
1.34
Winner
ITUB
0.68
Industry
EMR
Specialty Industrial Machinery
ITUB
Banks - Regional
P/E Ratio
EMR
35.62
Winner
ITUB
10.86
Forward P/E
EMR
21.88
Winner
ITUB
9.03
PEG Ratio
EMR
1.83
Winner
ITUB
1.34
Dividend Yield
EMR
1.39%
Winner
ITUB
40.10%
5Y Dividends CAGR
EMR
6.35%
Winner
ITUB
49.06%
5Y EPS CAGR
EMR
3.17%
Winner
ITUB
13.71%
Debt to Equity
EMR
64.35%
Winner
ITUB
0.00%
Free Cash Flow Yield
EMR
3.79%
Winner
ITUB
25.53%
P/S Ratio
EMR
4.88
Winner
ITUB
0.63
P/B Ratio
EMR
4.34
Winner
ITUB
2.19

EMR vs ITUB - Historical Returns

Returns include dividend reinvestment.

1M
Winner
EMR
+13.31%
ITUB
-10.92%
3M
Winner
EMR
+16.97%
ITUB
-5.54%
6M
Winner
EMR
+6.62%
ITUB
-19.75%
1Y
EMR
+22.79%
Winner
ITUB
+25.53%
5Y(CAGR)
EMR
+11.29%
Winner
ITUB
+25.59%
10Y(CAGR)
Winner
EMR
+14.27%
ITUB
+13.90%
Max(CAGR)
EMR
+9.36%
Winner
ITUB
+14.47%

EMR vs ITUB - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearEMRITUB
2026+17.10%+5.64%
2025+10.49%+86.05%
2024+31.71%-21.94%
2023+3.71%+67.63%
2022+7.14%+29.71%
2021+21.75%-2.56%
2020+6.89%-32.18%
2019+31.56%+1.95%
2018-13.21%+8.21%
2017+26.32%+25.69%
2016+22.36%+111.60%
2015-19.81%-41.39%
2014-8.48%+11.81%
2013+32.05%-0.15%
2012+14.62%-10.71%
2011-16.31%-22.22%
2010+35.49%+3.44%
2009+16.48%+84.25%
2008-31.79%-39.27%
2007+32.11%+44.83%
2006+19.98%+47.32%
2005+11.45%+62.42%
2004+10.97%+58.50%
2003+27.23%+107.90%
2002-8.07%-40.98%
2001-23.25%N/A
2000+40.28%N/A
1999-2.04%N/A

EMR vs ITUB Drawdown Comparison

The maximum drawdown for EMR was -56.11%, occurring on Mar 9, 2009. Recovery took 600 trading sessions.

The maximum drawdown for ITUB was -69.35%, occurring on Oct 24, 2008. Recovery took 381 trading sessions.

The current EMR drawdown is -4.01%. The current ITUB drawdown is -20.25%.

RankEMRITUB
#1-56.11%
Jun 5, 2008 - Oct 21, 2010
-69.35%
May 30, 2008 - Dec 2, 2009
#2-50.76%
Jan 16, 2020 - Nov 9, 2020
-66.01%
Sep 2, 2014 - Feb 8, 2017
#3-43.61%
Dec 8, 2000 - Sep 23, 2005
-65.93%
Apr 10, 2002 - Oct 28, 2003
#4-35.94%
Dec 30, 2013 - Feb 13, 2017
-61.98%
Feb 4, 2019 - Jun 15, 2023
#5-33.44%
Jan 7, 2000 - Jun 2, 2000
-47.93%
Nov 4, 2010 - Aug 27, 2014
#6-33.25%
Feb 14, 2011 - Feb 14, 2013
-39.32%
Feb 26, 2018 - Feb 4, 2019
#7-29.61%
Dec 4, 2024 - Jun 30, 2025
-37.02%
May 9, 2006 - Dec 27, 2006
#8-29.30%
Sep 2, 2021 - Feb 7, 2024
-34.31%
Jan 13, 2004 - Sep 16, 2004
#9-28.83%
Oct 3, 2018 - Dec 11, 2019
-28.93%
Jul 23, 2007 - Oct 1, 2007
#10-23.46%
Feb 10, 2026 - Aug 5, 2026
-28.22%
Dec 7, 2007 - Apr 30, 2008
#11-17.90%
Dec 7, 2007 - May 19, 2008
-28.20%
Feb 27, 2024 - Apr 23, 2025
#12-16.98%
Jul 16, 2024 - Nov 6, 2024
-27.12%
Jan 5, 2010 - Sep 29, 2010
#13-16.62%
Jul 25, 2025 - Jan 16, 2026
-23.56%
Feb 11, 2026 - Aug 20, 2026
#14-16.53%
Aug 14, 2000 - Oct 31, 2000
-23.21%
Feb 15, 2017 - Sep 6, 2017
#15-12.49%
May 5, 2006 - Nov 7, 2006
-21.00%
Oct 31, 2007 - Dec 7, 2007

Correlation

Correlation between EMR and ITUB is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (1999 - 2026)

EMR vs ITUB dividend yield comparison.

YearEMRITUB
20261.06%2.27%
20251.61%11.26%
20241.70%9.19%
20232.14%3.62%
20222.15%4.20%
20212.18%29.81%
20202.49%4.80%
20192.58%8.21%
20183.26%6.93%
20172.76%3.35%
20163.42%15.62%
20153.94%3.89%
20142.85%13.85%
20132.37%14.60%
20123.04%3.08%
20113.08%3.50%
20102.36%1.86%
20093.11%1.21%
20083.36%6.06%
20071.92%1.99%
20062.11%1.80%
20052.26%2.05%
20042.30%2.17%
20032.44%1.74%
20023.06%5.27%
20012.69%0.00%
20001.85%0.00%
19990.62%0.00%

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