Industrial - Machinery
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5 / 10Stock Comparison
GGG vs EMR vs ROK vs ROP vs HON
Revenue, margins, valuation, and 5-year total return — side by side.
Industrial - Machinery
Industrial - Machinery
Industrial - Machinery
Conglomerates
GGG vs EMR vs ROK vs ROP vs HON — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Industrial - Machinery | Industrial - Machinery | Industrial - Machinery | Industrial - Machinery | Conglomerates |
| Market Cap | $12.88B | $79.14B | $51.00B | $35.34B | $135.04B |
| Revenue (TTM) | $2.25B | $18.32B | $8.80B | $8.12B | $36.76B |
| Net Income (TTM) | $516M | $2.44B | $1.09B | $1.71B | $4.10B |
| Gross Margin | 52.3% | 52.7% | 52.5% | 69.4% | 36.9% |
| Operating Margin | 26.9% | 19.8% | 19.1% | 28.1% | 14.9% |
| Forward P/E | 24.8x | 21.7x | 35.4x | 15.7x | 20.2x |
| Total Debt | $61M | $13.76B | $3.65B | $9.30B | $34.58B |
| Cash & Equiv. | $624M | $1.54B | $468M | $297M | $12.49B |
GGG vs EMR vs ROK vs ROP vs HON — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Graco Inc. (GGG) | 100 | 160.9 | +60.9% |
| Emerson Electric Co. (EMR) | 100 | 231.5 | +131.5% |
| Rockwell Automation… (ROK) | 100 | 210.0 | +110.0% |
| Roper Technologies,… (ROP) | 100 | 87.2 | -12.8% |
| Honeywell Internati… (HON) | 100 | 146.1 | +46.1% |
Price return only. Dividends and distributions are not included.
Quick Verdict: GGG vs EMR vs ROK vs ROP vs HON
Each card shows where this stock fits in a portfolio — not just who wins on paper.
GGG is the #2 pick in this set and the best alternative if sleep-well-at-night is your priority.
- Lower volatility, beta 0.80, Low D/E 2.3%, current ratio 3.15x
- 23.0% margin vs HON's 11.2%
- 16.0% ROA vs ROP's 5.0%, ROIC 22.6% vs 6.1%
Among these 5 stocks, EMR doesn't own a clear edge in any measured category.
ROK ranks third and is worth considering specifically for long-term compounding.
- 346.0% 10Y total return vs GGG's 224.7%
- +57.7% vs ROP's -39.7%
ROP carries the broadest edge in this set and is the clearest fit for growth exposure and valuation efficiency.
- Rev growth 12.3%, EPS growth -1.0%, 3Y rev CAGR 13.7%
- PEG 1.63 vs HON's 11.03
- 12.3% revenue growth vs ROK's 1.0%
- Lower P/E (15.7x vs 20.2x), PEG 1.63 vs 11.03
HON is the clearest fit if your priority is income & stability and defensive.
- Dividend streak 15 yrs, beta 0.74, yield 2.2%
- Beta 0.74, yield 2.2%, current ratio 1.32x
- 2.2% yield, 15-year raise streak, vs EMR's 1.5%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 12.3% revenue growth vs ROK's 1.0% | |
| Value | Lower P/E (15.7x vs 20.2x), PEG 1.63 vs 11.03 | |
| Quality / Margins | 23.0% margin vs HON's 11.2% | |
| Stability / Safety | Beta 0.39 vs EMR's 1.57, lower leverage | |
| Dividends | 2.2% yield, 15-year raise streak, vs EMR's 1.5% | |
| Momentum (1Y) | +57.7% vs ROP's -39.7% | |
| Efficiency (ROA) | 16.0% ROA vs ROP's 5.0%, ROIC 22.6% vs 6.1% |
GGG vs EMR vs ROK vs ROP vs HON — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
GGG vs EMR vs ROK vs ROP vs HON — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
ROP leads in 2 of 6 categories
GGG leads 1 • ROK leads 1 • EMR leads 0 • HON leads 0 • 2 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
ROP leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
HON is the larger business by revenue, generating $36.8B annually — 16.4x GGG's $2.2B. GGG is the more profitable business, keeping 23.0% of every revenue dollar as net income compared to HON's 11.2%. On growth, ROK holds the edge at +11.8% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $2.2B | $18.3B | $8.8B | $8.1B | $36.8B |
| EBITDAEarnings before interest/tax | $690M | $4.7B | $1.9B | $3.2B | $6.5B |
| Net IncomeAfter-tax profit | $516M | $2.4B | $1.1B | $1.7B | $4.1B |
| Free Cash FlowCash after capex | $631M | $3.1B | $1.3B | $2.6B | $4.2B |
| Gross MarginGross profit ÷ Revenue | +52.3% | +52.7% | +52.5% | +69.4% | +36.9% |
| Operating MarginEBIT ÷ Revenue | +26.9% | +19.8% | +19.1% | +28.1% | +14.9% |
| Net MarginNet income ÷ Revenue | +23.0% | +13.3% | +12.4% | +21.1% | +11.2% |
| FCF MarginFCF ÷ Revenue | +28.1% | +17.0% | +15.2% | +31.4% | +11.4% |
| Rev. Growth (YoY)Latest quarter vs prior year | +2.2% | +2.9% | +11.8% | +11.3% | -6.9% |
| EPS Growth (YoY)Latest quarter vs prior year | -2.8% | +28.2% | +39.6% | +59.1% | -41.9% |
Valuation Metrics
ROP leads this category, winning 6 of 7 comparable metrics.
Valuation Metrics
At 24.2x trailing earnings, ROP trades at a 59% valuation discount to ROK's 59.2x P/E. Adjusting for growth (PEG ratio), ROP offers better value at 2.52x vs HON's 15.77x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $12.9B | $79.1B | $51.0B | $35.3B | $135.0B |
| Enterprise ValueMkt cap + debt − cash | $12.3B | $91.4B | $54.2B | $44.3B | $157.1B |
| Trailing P/EPrice ÷ TTM EPS | 25.19x | 34.97x | 59.18x | 24.18x | 28.96x |
| Forward P/EPrice ÷ next-FY EPS est. | 24.80x | 21.70x | 35.38x | 15.66x | 20.24x |
| PEG RatioP/E ÷ EPS growth rate | 2.54x | 7.74x | — | 2.52x | 15.77x |
| EV / EBITDAEnterprise value multiple | 17.15x | 18.09x | 30.99x | 14.27x | 19.75x |
| Price / SalesMarket cap ÷ Revenue | 5.76x | 4.39x | 6.11x | 4.47x | 3.61x |
| Price / BookPrice ÷ Book value/share | 4.95x | 3.94x | 13.83x | 1.86x | 8.87x |
| Price / FCFMarket cap ÷ FCF | 20.19x | 29.67x | 37.55x | 14.18x | 25.04x |
Profitability & Efficiency
GGG leads this category, winning 7 of 9 comparable metrics.
Profitability & Efficiency
ROK delivers a 29.6% return on equity — every $100 of shareholder capital generates $30 in annual profit, vs $9 for ROP. GGG carries lower financial leverage with a 0.02x debt-to-equity ratio, signaling a more conservative balance sheet compared to HON's 2.24x. On the Piotroski fundamental quality scale (0–9), ROK scores 8/9 vs GGG's 5/9, reflecting strong financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | +19.7% | +12.1% | +29.6% | +8.8% | +23.1% |
| ROA (TTM)Return on assets | +16.0% | +5.8% | +9.7% | +5.0% | +5.3% |
| ROICReturn on invested capital | +22.6% | +8.2% | +15.1% | +6.1% | +12.6% |
| ROCEReturn on capital employed | +22.0% | +10.0% | +18.5% | +7.7% | +12.6% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 7 | 8 | 6 | 6 |
| Debt / EquityFinancial leverage | 0.02x | 0.68x | 0.98x | 0.47x | 2.24x |
| Net DebtTotal debt minus cash | -$563M | $12.2B | $3.2B | $9.0B | $22.1B |
| Cash & Equiv.Liquid assets | $624M | $1.5B | $468M | $297M | $12.5B |
| Total DebtShort + long-term debt | $61M | $13.8B | $3.6B | $9.3B | $34.6B |
| Interest CoverageEBIT ÷ Interest expense | 209.82x | 6.46x | 9.06x | 6.50x | 3.92x |
Total Returns (Dividends Reinvested)
ROK leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in ROK five years ago would be worth $17,659 today (with dividends reinvested), compared to $8,051 for ROP. Over the past 12 months, ROK leads with a +57.7% total return vs ROP's -39.7%. The 3-year compound annual growth rate (CAGR) favors EMR at 20.8% vs ROP's -8.3% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | -5.4% | +4.4% | +14.2% | -20.6% | +9.4% |
| 1-Year ReturnPast 12 months | -6.0% | +27.7% | +57.7% | -39.7% | +1.5% |
| 3-Year ReturnCumulative with dividends | +3.2% | +76.2% | +66.9% | -23.0% | +14.7% |
| 5-Year ReturnCumulative with dividends | +5.3% | +59.1% | +76.6% | -19.5% | +1.0% |
| 10-Year ReturnCumulative with dividends | +224.7% | +207.0% | +346.0% | +109.8% | +132.4% |
| CAGR (3Y)Annualised 3-year return | +1.0% | +20.8% | +18.6% | -8.3% | +4.7% |
Risk & Volatility
Evenly matched — ROK and ROP each lead in 1 of 2 comparable metrics.
Risk & Volatility
ROP is the less volatile stock with a 0.39 beta — it tends to amplify market swings less than EMR's 1.57 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. ROK currently trades 97.9% from its 52-week high vs ROP's 58.8% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.80x | 1.57x | 1.38x | 0.39x | 0.74x |
| 52-Week HighHighest price in past year | $95.69 | $165.15 | $463.49 | $584.03 | $248.18 |
| 52-Week LowLowest price in past year | $77.42 | $109.53 | $285.95 | $313.86 | $186.76 |
| % of 52W HighCurrent price vs 52-week peak | +81.1% | +85.6% | +97.9% | +58.8% | +85.9% |
| RSI (14)Momentum oscillator 0–100 | 35.6 | 51.4 | 68.2 | 46.3 | 44.2 |
| Avg Volume (50D)Average daily shares traded | 1.1M | 2.8M | 827K | 1.2M | 3.7M |
Analyst Outlook
Evenly matched — EMR and HON each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: GGG as "Hold", EMR as "Buy", ROK as "Hold", ROP as "Buy", HON as "Buy". Consensus price targets imply 33.3% upside for ROP (target: $458) vs 2.4% for ROK (target: $465). For income investors, HON offers the higher dividend yield at 2.17% vs ROP's 0.96%.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy | Hold | Buy | Buy |
| Price TargetConsensus 12-month target | $95.67 | $161.31 | $464.75 | $457.64 | $243.83 |
| # AnalystsCovering analysts | 20 | 41 | 39 | 23 | 28 |
| Dividend YieldAnnual dividend ÷ price | +1.4% | +1.5% | +1.2% | +1.0% | +2.2% |
| Dividend StreakConsecutive years of raises | 20 | 37 | 20 | 12 | 15 |
| Dividend / ShareAnnual DPS | $1.08 | $2.10 | $5.23 | $3.29 | $4.63 |
| Buyback YieldShare repurchases ÷ mkt cap | +3.3% | +1.6% | +0.8% | +1.4% | +2.8% |
ROP leads in 2 of 6 categories (Income & Cash Flow, Valuation Metrics). GGG leads in 1 (Profitability & Efficiency). 2 tied.
GGG vs EMR vs ROK vs ROP vs HON: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is GGG or EMR or ROK or ROP or HON a better buy right now?
For growth investors, Roper Technologies, Inc.
(ROP) is the stronger pick with 12. 3% revenue growth year-over-year, versus 1. 0% for Rockwell Automation, Inc. (ROK). Roper Technologies, Inc. (ROP) offers the better valuation at 24. 2x trailing P/E (15. 7x forward), making it the more compelling value choice. Analysts rate Emerson Electric Co. (EMR) a "Buy" — based on 41 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — GGG or EMR or ROK or ROP or HON?
On trailing P/E, Roper Technologies, Inc.
(ROP) is the cheapest at 24. 2x versus Rockwell Automation, Inc. at 59. 2x. On forward P/E, Roper Technologies, Inc. is actually cheaper at 15. 7x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Roper Technologies, Inc. wins at 1. 63x versus Honeywell International Inc. 's 11. 03x — a reasonable growth-adjusted valuation.
03Which is the better long-term investment — GGG or EMR or ROK or ROP or HON?
Over the past 5 years, Rockwell Automation, Inc.
(ROK) delivered a total return of +76. 6%, compared to -19. 5% for Roper Technologies, Inc. (ROP). Over 10 years, the gap is even starker: ROK returned +346. 0% versus ROP's +109. 8%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — GGG or EMR or ROK or ROP or HON?
By beta (market sensitivity over 5 years), Roper Technologies, Inc.
(ROP) is the lower-risk stock at 0. 39β versus Emerson Electric Co. 's 1. 57β — meaning EMR is approximately 299% more volatile than ROP relative to the S&P 500. On balance sheet safety, Graco Inc. (GGG) carries a lower debt/equity ratio of 2% versus 2% for Honeywell International Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — GGG or EMR or ROK or ROP or HON?
By revenue growth (latest reported year), Roper Technologies, Inc.
(ROP) is pulling ahead at 12. 3% versus 1. 0% for Rockwell Automation, Inc. (ROK). On earnings-per-share growth, the picture is similar: Emerson Electric Co. grew EPS 17. 8% year-over-year, compared to -15. 5% for Honeywell International Inc.. Over a 3-year CAGR, ROP leads at 13. 7% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — GGG or EMR or ROK or ROP or HON?
Graco Inc.
(GGG) is the more profitable company, earning 23. 3% net margin versus 10. 4% for Rockwell Automation, Inc. — meaning it keeps 23. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: ROP leads at 28. 3% versus 17. 1% for ROK. At the gross margin level — before operating expenses — ROP leads at 69. 2%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is GGG or EMR or ROK or ROP or HON more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, Roper Technologies, Inc. (ROP) is the more undervalued stock at a PEG of 1. 63x versus Honeywell International Inc. 's 11. 03x. Both stocks trade at elevated growth-adjusted valuations, so expected growth needs to materialise. On forward earnings alone, Roper Technologies, Inc. (ROP) trades at 15. 7x forward P/E versus 35. 4x for Rockwell Automation, Inc. — 19. 7x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for ROP: 33. 3% to $457. 64.
08Which pays a better dividend — GGG or EMR or ROK or ROP or HON?
All stocks in this comparison pay dividends.
Honeywell International Inc. (HON) offers the highest yield at 2. 2%, versus 1. 0% for Roper Technologies, Inc. (ROP).
09Is GGG or EMR or ROK or ROP or HON better for a retirement portfolio?
For long-horizon retirement investors, Roper Technologies, Inc.
(ROP) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 39), 1. 0% yield, +109. 8% 10Y return). Emerson Electric Co. (EMR) carries a higher beta of 1. 57 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (ROP: +109. 8%, EMR: +207. 0%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between GGG and EMR and ROK and ROP and HON?
Both stocks operate in the Industrials sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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