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EMR vs IEX
Which Stock Would AI Choose? Emerson Electric (EMR) vs. IDEX Corporation (IEX) Stock Comparison
Key Takeaways
- Tickeron AI Verdict: Based on trend consistency, backlog visibility, and a higher-margin software mix, the AI framework currently favors EMR over IEX.
- EMR is a large-cap automation and software leader (roughly $92 billion market capitalization), while IEX is a diversified engineered-products company (roughly $17 billion).
- Both companies are benefiting from AI-adjacent demand in power, semiconductors, and data centers, but through different business models and market exposures.
- EMR has posted stronger year-to-date price appreciation, while IEX recently delivered record sales and double-digit order growth.
- For deeper coverage, explore EMR Major News and EMR Today's Price Move, as well as IEX Major News and IEX Today's Price Move.
- To see how AI-driven strategies are trading these and other tickers, visit the Trending AI Robots page.
Introduction
Investors comparing EMR and IEX are effectively weighing two distinct ways to gain exposure to industrial automation and engineered components. Emerson Electric operates at scale in process automation and industrial software, while IDEX Corporation runs a portfolio of niche, highly engineered product businesses. Both stocks sit at the intersection of secular trends in power generation, semiconductors, and data-center infrastructure, yet their size, valuation, and growth profiles differ meaningfully. This stock comparison is relevant for investors assessing relative performance, market positioning, and which business model offers a more consistent risk-reward profile in the current environment.
EMR Overview and Recent Performance
EMR, headquartered in St. Louis, Missouri, is a global automation leader that delivers hardware and software across process and hybrid industries. Its portfolio spans Intelligent Devices, Software & Systems, and Safety & Productivity, positioning it to capture long-term investment in industrial automation and the energy transition.
Recent market activity has favored the stock, which trades near its 52-week high after advancing more than 20% year to date. Sentiment has been supported by resilient orders, a growing software annual contract value (ACV), and strength in power generation, semiconductors, and aerospace and defense. Management has raised its full-year outlook, citing broad-based demand and a robust backlog, though softness in Europe and China and a stretched valuation multiple remain notable considerations.
IEX Overview and Recent Performance
IEX, based in Northbrook, Illinois, is a diversified engineered-products company organized into three segments: Health & Science Technologies, Fluid & Metering Technologies, and Fire & Safety/Diversified Products. Its businesses serve critical niches such as medical diagnostics, water systems, and emergency rescue tools.
In recent weeks, IEX reported record quarterly sales and raised its full-year guidance, driven by AI-linked demand in data-center power and semiconductor applications within its Health & Science Technologies segment. Order growth has been broad-based across all three segments. While momentum is improving, the company continues to navigate stubborn inflation, lumpy data-center order timing, and weaker chemical and agriculture end markets, which temper the pace of recovery in certain divisions.
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Head-to-Head Comparison
The most fundamental contrast between these two names is scale and business model. EMR is a larger, more software-centric automation platform with recurring revenue and a meaningful backlog, giving it visibility into multi-year project demand. IEX is a collection of smaller, higher-margin component businesses that operate on shorter order cycles and rely on disciplined pricing and bolt-on acquisitions for growth.
On growth drivers, both are levered to AI infrastructure, but differently: EMR benefits from power-generation, grid, and process-automation investment, while IEX gains from data-center power and semiconductor consumables. On relative performance, EMR has shown stronger share-price momentum, whereas IEX has demonstrated sharper order acceleration. Risk factors diverge as well: EMR carries geographic and valuation risk, while IEX faces cyclical exposure in chemicals, agriculture, and energy.
Tickeron AI Verdict
Weighing observable factors, the Tickeron AI framework currently favors EMR. The preference reflects a combination of trend consistency, a higher-margin and more recurring software revenue base, and a large backlog that provides greater earnings visibility. The stock's ability to sustain momentum despite mixed regional demand also suggests relative resilience. That said, the advantage is probabilistic rather than absolute: IEX offers compelling order acceleration and margin discipline, and a sustained broadening of its industrial demand could narrow the gap. Both remain high-quality industrial franchises with distinct risk profiles.
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 Buy.
EMR in upward trend: 10-day moving average broke above 50-day moving average on September 29, 2026
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 12 of 17 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 71%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 27, 2026. You may want to consider a long position or call options on EMR as a result. In 55 of 91 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 60%.
The Moving Average Convergence Divergence (MACD) for EMR just turned positive on October 27, 2026. Looking at past instances where EMR's MACD turned positive, the stock continued to rise in 28 of 44 cases over the following month. The odds of a continued upward trend are 64%.
Following a +2.69% 3-day Advance, the price is estimated to grow further. Considering data from situations where EMR advanced for three days, in 217 of 345 cases, the price rose further within the following month. The odds of a continued upward trend are 63%.
The Aroon Indicator entered an Uptrend today. In 150 of 274 cases where EMR Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 55%.
Bearish Trend Analysis
The 10-day RSI Indicator for EMR moved out of overbought territory on October 30, 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 42 similar instances where the indicator moved out of overbought territory. In 17 of the 42 cases, the stock moved lower in the following days. This puts the odds of a move lower at 40%.
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 4 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
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 56%.
EMR broke above its upper Bollinger Band on October 27, 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.
Fundamental Analysis (Ratings)
The Tickeron Profit vs. Risk Rating rating for this company is 18 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 74, placing this stock better than average.
The Tickeron Price Growth Rating for this company is 30 (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 43 (best 1 - 100 worst), pointing to consistent 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 Seasonality Score of 50 (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 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 Valuation Rating of 80 (best 1 - 100 worst) indicates that the company is slightly overvalued 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 (4.543) is normal, around the industry mean (4.069). P/E Ratio (36.157) is within average values for comparable stocks, (37.908). Projected Growth (PEG Ratio) (1.837) is also within normal values, averaging (1.879). Dividend Yield (0.013) settles around the average of (0.031) among similar stocks. P/S Ratio (4.409) is also within normal values, averaging (186.943).
IEX's MACD Histogram just turned positive
The Moving Average Convergence Divergence (MACD) for IEX turned positive on October 29, 2026. Looking at past instances where IEX's MACD turned positive, the stock continued to rise in 31 of 48 cases over the following month. The odds of a continued upward trend are 65%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on November 02, 2026. You may want to consider a long position or call options on IEX as a result. In 51 of 91 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 56%.
IEX moved above its 50-day moving average on October 26, 2026 date and that indicates a change from a downward trend to an upward trend.
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 8 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 53%.
Following a +2.62% 3-day Advance, the price is estimated to grow further. Considering data from situations where IEX advanced for three days, in 148 of 291 cases, the price rose further within the following month. The odds of a continued upward trend are 51%.
IEX may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
The Aroon Indicator entered an Uptrend today. In 96 of 196 cases where IEX Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 49%.
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 35 similar instances where the indicator moved out of overbought territory. In 15 of the 35 cases, the stock moved lower in the following days. This puts the odds of a move lower at 43%.
The Stochastic Oscillator has been in the overbought zone for 2 days. Expect a price pull-back in the near 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%.
Fundamental Analysis (Ratings)
The Tickeron PE Growth Rating for this company is 20 (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 37 (best 1 - 100 worst), indicating steady 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 50 (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 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 68 (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 74, placing this stock better than average.
The Tickeron Valuation Rating of 79 (best 1 - 100 worst) indicates that the company is slightly overvalued 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 (4.350) is normal, around the industry mean (4.069). P/E Ratio (33.983) is within average values for comparable stocks, (37.908). Projected Growth (PEG Ratio) (1.757) is also within normal values, averaging (1.879). Dividend Yield (0.012) settles around the average of (0.031) among similar stocks. P/S Ratio (4.608) is also within normal values, averaging (186.943).
EMR | IEX | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 29 | 41 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 80 Overvalued | 79 Overvalued | |
PROFIT vs RISK RATING 1..100 | 18 | 68 | |
SMR RATING 1..100 | 62 | 61 | |
PRICE GROWTH RATING 1..100 | 30 | 37 | |
P/E GROWTH RATING 1..100 | 43 | 20 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
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.
IEX's Valuation (79) in the Industrial Machinery industry is in the same range as EMR (80) in the Electrical Products industry. This means that IEX’s stock grew similarly to EMR’s over the last 12 months.
EMR's Profit vs Risk Rating (18) in the Electrical Products industry is somewhat better than the same rating for IEX (68) 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 (30) in the Electrical Products industry is in the same range as IEX (37) 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 (20) in the Industrial Machinery industry is in the same range as EMR (43) 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 (%) | 2 days ago 40% | 2 days ago 43% |
| Stochastic ODDS (%) | 2 days ago 56% | 2 days ago 47% |
| Momentum ODDS (%) | 2 days ago 60% | 2 days ago 56% |
| MACD ODDS (%) | 2 days ago 64% | 2 days ago 65% |
| TrendWeek ODDS (%) | 2 days ago 61% | 2 days ago 54% |
| TrendMonth ODDS (%) | 2 days ago 56% | 2 days ago 53% |
| Advances ODDS (%) | 6 days ago 63% | 6 days ago 51% |
| Declines ODDS (%) | 15 days ago 56% | 15 days ago 51% |
| BollingerBands ODDS (%) | 2 days ago 57% | 2 days ago 62% |
| Aroon ODDS (%) | 2 days ago 55% | 2 days ago 49% |
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 2 FA rating(s) are green while IEX’s FA Score has 1 green FA rating(s).
- EMR’s FA Score: 2 green, 3 red.
- IEX’s FA Score: 1 green, 4 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 7 bullish TA indicator(s).
- EMR’s TA Score: 5 bullish, 4 bearish.
- IEX’s TA Score: 7 bullish, 3 bearish.
Price Growth
EMR (@Industrial Machinery) experienced а +2.63% price change this week, while IEX (@Industrial Machinery) price change was +2.36% for the same time period.
The average weekly price growth across all stocks in the @Industrial Machinery industry was +1.61%. For the same industry, the average monthly price growth was -12.08%, and the average quarterly price growth was -18.35%.
Reported Earning Dates
EMR is expected to report earnings on Nov 04, 2026.
IEX is expected to report earnings on Feb 02, 2027.
Industries' Descriptions
@Industrial Machinery (+1.61% 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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EMR and
Correlation & Price change
A.I.dvisor indicates that over the last year, EMR has been closely correlated with AME. These tickers have moved in lockstep 72% of the time. This A.I.-generated data suggests there is a high statistical probability that if EMR jumps, then AME could also see price increases.
IEX and
Correlation & Price change
A.I.dvisor indicates that over the last year, IEX has been closely correlated with ROP. These tickers have moved in lockstep 69% of the time. This A.I.-generated data suggests there is a high statistical probability that if IEX jumps, then ROP could also see price increases.