EMR vs FANUY: How Emerson Electric and Fanuc Compare (2026)

Same yardstick, side by side (as of July 2026). Valuation lined up like this is most meaningful for two names in the same corner of the market, which these are. Figures are approximate; verify before investing.

Reading it: EMR is the cheaper of the two on forward earnings, but cheaper is not the same as better. Pair the valuation with growth (how far the forward P/E sits below the trailing P/E) and risk (beta) before you decide.

The metrics above tell you which is the marginally better business. The bigger risk for most people is not picking the slightly worse stock, it is over-concentrating. EMR and FANUY share themes, so owning both, or adding either to what you already hold, can quietly push a large share of your portfolio into one bet.

This is the part a generic comparison page cannot answer, because it depends on what you own. Connect your brokerage and Walnut shows your real, combined EMR and FANUY exposure, flags overlap with your existing positions, and tells you if adding one would tip you past a concentration you are comfortable with, read-only by default, with your login staying at your broker. Walnut is not an investment adviser.

Emerson Electric is a global industrial-technology company focused on automation, helping manufacturers and process industries run their plants more efficiently, safely, and reliably. Over the past several years Emerson has transformed itself from a diversified industrial conglomerate into a more focused automation pure-play, divesting legacy businesses like its commercial and residential climate-technologies unit and acquiring software and measurement assets. Its core products include process control systems, measurement and analytical instruments, valves and actuators, software for plant operations, and test and measurement equipment, much of it sold under brands like DeltaV, Rosemount, Fisher, AspenTech, and NI (National Instruments). Customers span energy, chemicals, life sciences, power, water, food and beverage, and discrete manufacturing. Emerson makes money by selling this hardware and software plus recurring service, software subscriptions, and aftermarket parts, with a meaningful share of revenue tied to keeping installed systems running. The shift toward higher-margin software and recurring revenue, anchored by its majority stake in AspenTech, is central to its strategy. Emerson is headquartered in St. Louis, Missouri.

Full EMR guide

Fanuc is a Japanese manufacturer of industrial robots, CNC controls and factory automation systems, and is one of the largest robot makers in the world by installed base.

Full FANUY guide

Both fit overlapping themes, but they are not interchangeable. The useful comparison is which set of drivers and risks you want exposure to.

• EMR drivers: Automation pure-play transformation; Software and recurring revenue.
• FANUY drivers: CNC controls are the hidden franchise; Robot installed base and service.

A faster-growing, richer-valued name usually swings harder, so it suits a longer horizon and a higher tolerance for volatility; a steadier, more cash-generative business suits a more conservative or income-minded investor. The honest test is which set of risks you could hold through a drawdown: Emerson's end markets are cyclical and tied to industrial capital spending, energy and chemical capex, and the global economy, so downturns can slow orders and revenue. For FANUY, fanuc's revenue is heavily exposed to Chinese manufacturing capital spending and to the global machine-tool cycle, both of which swing sharply.

Growth-minded investors who believe the theme has years to run tend to accept the richer multiple for more upside; value-minded investors lean toward the cheaper forward earnings and steadier profile. Pick EMR if you believe its drivers more; FANUY if you believe its. Many investors hold both, but since they share themes, that is a concentrated bet, not diversification. Decide deliberately and check overlap. For the full detail, see the EMR and FANUY guides.

EMR. Emerson trades at a premium to the average industrial, reflecting its transformation into a higher-margin automation and software business and its anchor stake in AspenTech. The market values the recurring-revenue mix, margin expansion, and strong cash generation, while weighing acquisition and integration risk. Its Dividend King status and steady cash flow underpin a quality-industrial profile.

FANUY. Fanuc is a high-quality franchise in a deeply cyclical end market, and its results tend to lead or track Chinese and global manufacturing investment. Verify current order intake, which is the most informative near-term metric.

Headline figures (approximate, early 2026): EMR shows revenue (ttm) ~$17-18 billion, operating margin ~20%+, expanding, revenue growth Mid-single-digit underlying, plus acquisitions, software and recurring mix Growing share of revenue; FANUY shows business model Industrial robots, CNC controls and factory automation, listing US-traded ADR of a Japanese company; exposed to yen moves, key end markets Machine tools, automotive, electronics manufacturing, cycle indicator Order intake, particularly from China; verify current trend.

EMR and FANUY are related but distinct: same themes, different businesses and risks. Neither wins in the abstract; the right pick is whichever thesis you actually believe, sized so you are not over-concentrated in one theme. Walnut can show your combined EMR and FANUY exposure against your real portfolio. It is not an investment adviser.