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EMR vs IEX
Which Stock Would AI Choose? Emerson Electric (EMR) vs. IDEX Corporation (IEX) Stock Comparison
Key Takeaways
- Different scale, shared drivers: EMR is a large-cap automation and software leader (roughly $92 billion market cap), while IEX is a mid-cap engineered products manufacturer (roughly $17.5 billion).
- Both are riding AI infrastructure demand through power, semiconductor, and data center exposure, though they monetize it differently.
- Both recently raised full-year guidance following earnings beats, signaling improving operational momentum.
- EMR offers broader software mix and recurring revenue, while IEX shows faster recent order growth concentrated in its Health & Science Technologies segment.
- Relative performance diverges: IEX shares have climbed more sharply over the past year, while EMR has posted steadier, more gradual gains.
Introduction
Investors evaluating industrial-technology names often weigh scale, growth quality, and end-market exposure. This stock comparison examines Emerson Electric Co. (EMR) and IDEX Corporation (IEX), two established manufacturers with meaningful ties to the current build-out of data centers, semiconductors, and electrification. Because the two operate at very different sizes and with distinct business models, the comparison is especially useful for traders and investors deciding between a diversified automation-and-software franchise and a more focused, acquisition-driven engineered products company. Understanding their recent relative performance, growth catalysts, and market positioning can help clarify which profile aligns better with a given strategy.
EMR Overview and Recent Performance
Emerson Electric is a St. Louis-based global automation and software company serving process, hybrid, and discrete industries. Its portfolio spans Intelligent Devices, Software & Systems, and Safety & Productivity, with a growing emphasis on software, test and measurement, and AI-enabled automation. In recent weeks, EMR has drawn attention for strong quarterly results and a raised fiscal outlook. In its most recent quarter, adjusted earnings per share rose double digits year over year, while underlying orders and sales advanced on broad-based demand. Management highlighted momentum in power generation, semiconductors, and aerospace and defense, and introduced a data center-focused automation platform while naming a Chief Technology and AI Officer. Shares have trended higher, supported by order momentum, a robust backlog, and disciplined capital returns through dividends and buybacks. Softness in Europe and China and Middle East disruptions remain notable headwinds.
IEX Overview and Recent Performance
IDEX Corporation is a Northbrook, Illinois-based diversified manufacturer of highly engineered fluidics, health-and-science, and fire and safety products. The company operates through three segments and relies on a disciplined acquisition model and an operating framework it calls "80/20" to sharpen focus. In recent market activity, IEX has outperformed, posting consecutive earnings beats, record orders, and raised full-year guidance. Its Health & Science Technologies segment has been the standout, with organic sales and orders surging on AI-driven demand for data center power and semiconductors, alongside strength in space and defense. The company has returned capital through share repurchases and dividends while continuing bolt-on acquisitions. Shares have gained more than 30% over the past year, reflecting investor enthusiasm for its growth-platform momentum, though softer life sciences, chemical, and general industrial markets temper the broader picture.
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Head-to-Head Comparison
The clearest contrast between these stocks is scale and business model. EMR operates a diversified automation franchise with a substantial software component, recurring contract value, and a larger project funnel tied to power and liquefied natural gas. Its growth is broader but more exposed to cyclical process industries and regional softness in Europe and China. IEX is smaller and more concentrated, with much of its recent acceleration flowing from a single segment serving data centers, semiconductors, and space and defense. That concentration has produced stronger recent order growth and share-price momentum, but it also concentrates risk if those end markets cool. Both stocks carry premium valuations and both have raised guidance, yet IEX's momentum has been sharper while EMR's profile offers greater diversification and recurring software revenue. Market sentiment currently rewards IEX's growth trajectory, while EMR is viewed more as a steady, software-inflected compounder.
Tickeron AI Verdict
Based on observable factors, Tickeron's AI would likely tilt toward IEX in the current environment. The stock's relative performance, accelerating organic order growth, consecutive guidance increases, and concentrated exposure to AI-linked data center and semiconductor demand suggest stronger trend consistency and nearer-term catalysts. That said, the verdict is probabilistic rather than definitive: EMR's larger scale, software-driven recurring revenue, and diversified backlog represent a more stable, lower-concentration profile that may appeal to investors prioritizing resilience over momentum. A momentum-oriented model would favor IEX, while a stability-weighted model could reasonably prefer EMR.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is EMR is a Hold and IEX is a Hold.
Momentum Indicator for EMR turns positive, indicating new upward trend
EMR saw its Momentum Indicator move above the 0 level on September 22, 2026. This is an indication that the stock could be shifting in to a new upward move. Traders may want to consider buying the stock or buying call options. Tickeron's A.I.dvisor looked at 91 similar instances where the indicator turned positive. In 62 of the 91 cases, the stock moved higher in the following days. The odds of a move higher are at 68%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Moving Average Convergence Divergence (MACD) for EMR just turned positive on September 22, 2026. Looking at past instances where EMR's MACD turned positive, the stock continued to rise in 25 of 45 cases over the following month. The odds of a continued upward trend are 56%.
EMR moved above its 50-day moving average on September 21, 2026 date and that indicates a change from a downward trend to an upward trend.
The 10-day moving average for EMR crossed bullishly above the 50-day moving average on September 29, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 11 of 18 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 61%.
Following a +1.03% 3-day Advance, the price is estimated to grow further. Considering data from situations where EMR advanced for three days, in 213 of 342 cases, the price rose further within the following month. The odds of a continued upward trend are 62%.
Bearish Trend Analysis
The Stochastic Oscillator entered the overbought zone. Expect a price pull-back in the foreseeable future.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where EMR declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 57%.
The Aroon Indicator for EMR entered a downward trend on September 24, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron Profit vs. Risk Rating rating for this company is 22 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 75, placing this stock better than average.
The Tickeron Price Growth Rating for this company is 24 (best 1 - 100 worst), indicating outstanding price growth. EMR’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron PE Growth Rating for this company is 33 (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Valuation Rating of 46 (best 1 - 100 worst) indicates that the company is fair valued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (4.363) is normal, around the industry mean (5.342). P/E Ratio (34.877) is within average values for comparable stocks, (66.065). Projected Growth (PEG Ratio) (1.837) is also within normal values, averaging (1.879). Dividend Yield (0.014) settles around the average of (0.014) among similar stocks. P/S Ratio (4.409) is also within normal values, averaging (186.943).
The Tickeron SMR rating for this company is 62 (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Seasonality Score of 85 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
IEX in upward trend: 10-day moving average crossed above 50-day moving average on October 05, 2026
The 10-day moving average for IEX crossed bullishly above the 50-day moving average on October 05, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 10 of 15 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 67%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on September 22, 2026. You may want to consider a long position or call options on IEX as a result. In 49 of 88 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 56%.
The Moving Average Convergence Divergence (MACD) for IEX just turned positive on September 22, 2026. Looking at past instances where IEX's MACD turned positive, the stock continued to rise in 30 of 47 cases over the following month. The odds of a continued upward trend are 64%.
IEX moved above its 50-day moving average on October 01, 2026 date and that indicates a change from a downward trend to an upward trend.
Following a +1.24% 3-day Advance, the price is estimated to grow further. Considering data from situations where IEX advanced for three days, in 151 of 294 cases, the price rose further within the following month. The odds of a continued upward trend are 51%.
Bearish Trend Analysis
The 10-day RSI Indicator for IEX moved out of overbought territory on October 07, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 37 similar instances where the indicator moved out of overbought territory. In 23 of the 37 cases, the stock moved lower in the following days. This puts the odds of a move lower at 62%.
The Stochastic Oscillator entered the overbought zone. Expect a price pull-back in the foreseeable future.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where IEX declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 51%.
IEX broke above its upper Bollinger Band on September 23, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
The Aroon Indicator for IEX entered a downward trend on September 25, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron PE Growth Rating for this company is 19 (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Price Growth Rating for this company is 27 (best 1 - 100 worst), indicating outstanding price growth. IEX’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Seasonality Score of 38 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Valuation Rating of 50 (best 1 - 100 worst) indicates that the company is fair valued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (4.252) is normal, around the industry mean (5.342). P/E Ratio (33.259) is within average values for comparable stocks, (66.065). Projected Growth (PEG Ratio) (1.757) is also within normal values, averaging (1.879). Dividend Yield (0.013) settles around the average of (0.014) among similar stocks. P/S Ratio (4.608) is also within normal values, averaging (186.943).
The Tickeron SMR rating for this company is 61 (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Profit vs. Risk Rating rating for this company is 74 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. IEX’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 75, placing this stock better than average.
EMR | IEX | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 37 | 37 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 46 Fair valued | 50 Fair valued | |
PROFIT vs RISK RATING 1..100 | 22 | 74 | |
SMR RATING 1..100 | 62 | 61 | |
PRICE GROWTH RATING 1..100 | 24 | 27 | |
P/E GROWTH RATING 1..100 | 33 | 19 | |
SEASONALITY SCORE 1..100 | 85 | 38 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
EMR's Valuation (46) in the Electrical Products industry is in the same range as IEX (50) in the Industrial Machinery industry. This means that EMR’s stock grew similarly to IEX’s over the last 12 months.
EMR's Profit vs Risk Rating (22) in the Electrical Products industry is somewhat better than the same rating for IEX (74) in the Industrial Machinery industry. This means that EMR’s stock grew somewhat faster than IEX’s over the last 12 months.
IEX's SMR Rating (61) in the Industrial Machinery industry is in the same range as EMR (62) in the Electrical Products industry. This means that IEX’s stock grew similarly to EMR’s over the last 12 months.
EMR's Price Growth Rating (24) in the Electrical Products industry is in the same range as IEX (27) in the Industrial Machinery industry. This means that EMR’s stock grew similarly to IEX’s over the last 12 months.
IEX's P/E Growth Rating (19) in the Industrial Machinery industry is in the same range as EMR (33) in the Electrical Products industry. This means that IEX’s stock grew similarly to EMR’s over the last 12 months.
| EMR | IEX | |
|---|---|---|
| RSI ODDS (%) | N/A | 2 days ago 62% |
| Stochastic ODDS (%) | 2 days ago 56% | 2 days ago 47% |
| Momentum ODDS (%) | 2 days ago 68% | 2 days ago 56% |
| MACD ODDS (%) | 2 days ago 56% | 2 days ago 64% |
| TrendWeek ODDS (%) | 2 days ago 60% | 2 days ago 53% |
| TrendMonth ODDS (%) | 2 days ago 55% | 2 days ago 52% |
| Advances ODDS (%) | 2 days ago 62% | 2 days ago 51% |
| Declines ODDS (%) | 7 days ago 57% | 7 days ago 51% |
| BollingerBands ODDS (%) | N/A | 2 days ago 55% |
| Aroon ODDS (%) | 2 days ago 57% | 2 days ago 53% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
EMR’s FA Score shows that 3 FA rating(s) are green while IEX’s FA Score has 2 green FA rating(s).
- EMR’s FA Score: 3 green, 2 red.
- IEX’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
EMR’s TA Score shows that 5 TA indicator(s) are bullish while IEX’s TA Score has 5 bullish TA indicator(s).
- EMR’s TA Score: 5 bullish, 3 bearish.
- IEX’s TA Score: 5 bullish, 5 bearish.
Price Growth
EMR (@Industrial Machinery) experienced а +1.30% price change this week, while IEX (@Industrial Machinery) price change was +0.39% for the same time period.
The average weekly price growth across all stocks in the @Industrial Machinery industry was -7.59%. For the same industry, the average monthly price growth was -8.15%, and the average quarterly price growth was -17.20%.
Reported Earning Dates
EMR is expected to report earnings on Nov 10, 2026.
IEX is expected to report earnings on Oct 28, 2026.
Industries' Descriptions
@Industrial Machinery (-7.59% weekly)The industry makes and maintains machines for consumers, the industry, and most other companies. While it has traditionally been categorized as heavy industry, some smaller companies are also branching into the light category. The industry is pivotal in providing the equipment for production in businesses like agriculture, mining, industry and construction, gas, electricity and water utilities. It also supplies supporting equipment for almost all sectors of the economy, such as equipment for heating, and air conditioning of buildings. Illinois Tool Works Inc., Parker-Hannifin Corporation and Rockwell Automation Inc are some of the major U.S. companies operating in this industry.
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