CFG vs OTIS

Comparison between Citizens Financial Group Inc (CFG, Company) and Otis Worldwide Corp (OTIS, Company).

CFG is from the Financial Services sector, while OTIS is from the Industrials sector.

5-Year PerformanceCFG has outperformed OTIS, delivering a return of +13.3% compared to -0.0%

CFG vs OTIS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CFG(COMPANY)	OTIS(COMPANY)
Market Cap	$29B	$28B
Max Drawdown	68.00%	34.59%
Sharpe Ratio	2.05	-1.06
5Y Beta	1.15	0.44
Industry	Banks - Regional	Specialty Industrial Machinery
P/E Ratio	14.60	21.28
Forward P/E	13.02	17.30
PEG Ratio	0.46	N/A
Dividend Yield	2.62%	2.29%
5Y Dividends CAGR	7.31%	21.52%
5Y EPS CAGR	3.71%	N/A
Debt to Equity	47.05%	-133.35%
Free Cash Flow Yield	9.31%	6.40%

Market Cap

Winner

CFG

$29B

OTIS

$28B

Max Drawdown

CFG

68.00%

Winner

OTIS

34.59%

Sharpe Ratio

Winner

CFG

2.05

OTIS

-1.06

5Y Beta

CFG

1.15

Winner

OTIS

0.44

Industry

CFG

Banks - Regional

OTIS

Specialty Industrial Machinery

P/E Ratio

Winner

CFG

14.60

OTIS

21.28

Forward P/E

Winner

CFG

13.02

OTIS

17.30

PEG Ratio

CFG

0.46

OTIS

N/A

Dividend Yield

Winner

CFG

2.62%

OTIS

2.29%

5Y Dividends CAGR

CFG

7.31%

Winner

OTIS

21.52%

5Y EPS CAGR

CFG

3.71%

OTIS

N/A

Debt to Equity

CFG

47.05%

Winner

OTIS

-133.35%

Free Cash Flow Yield

Winner

CFG

9.31%

OTIS

6.40%

CFG vs OTIS - Historical Returns

Returns include dividend reinvestment.

Period	CFG	OTIS
1 month	+9.68%	+3.01%
3 months	+19.29%	-6.12%
6 months	+16.45%	-15.20%
1 year	+67.58%	-21.84%
5 years(CAGR)	+13.30%	-0.03%
10 years(CAGR)	+16.54%	N/A
Max(CAGR)	+13.36%	+9.70%

Winner

CFG

+9.68%

OTIS

+3.01%

Winner

CFG

+19.29%

OTIS

-6.12%

Winner

CFG

+16.45%

OTIS

-15.20%

Winner

CFG

+67.58%

OTIS

-21.84%

5Y(CAGR)

Winner

CFG

+13.30%

OTIS

-0.03%

10Y(CAGR)

CFG

+16.54%

OTIS

N/A

Max(CAGR)

Winner

CFG

+13.36%

OTIS

+9.70%

CFG vs OTIS - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	CFG	OTIS
2026	+14.53%	-16.15%
2025	+39.15%	-3.60%
2024	+36.46%	+6.40%
2023	-11.29%	+14.86%
2022	-16.71%	-7.15%
2021	+37.87%	+34.31%
2020	-7.00%	+50.79%
2019	+38.20%	N/A
2018	-28.63%	N/A
2017	+19.13%	N/A
2016	+40.90%	N/A
2015	+7.46%	N/A
2014	+8.17%	N/A

CFG vs OTIS Drawdown Comparison

The maximum drawdown for CFG was -65.60%, occurring on Mar 18, 2020. Recovery took 771 trading sessions.

The maximum drawdown for OTIS was -32.43%, occurring on Jun 1, 2026. This drawdown has not yet recovered.

The current CFG drawdown is -0.84%. The current OTIS drawdown is -28.60%.

Rank	CFG	OTIS
#1	-65.60% Jan 23, 2018 - Feb 16, 2021	-32.43% Oct 18, 2024 - Jun 1, 2026
#2	-56.14% Jan 14, 2022 - Jul 17, 2025	-29.99% Aug 30, 2021 - Jul 26, 2023
#3	-35.12% Jun 5, 2015 - Nov 9, 2016	-16.69% Jul 31, 2023 - Dec 14, 2023
#4	-18.80% May 17, 2021 - Oct 20, 2021	-12.00% Mar 30, 2020 - Apr 29, 2020
#5	-18.32% Feb 6, 2026 - Jun 12, 2026	-11.60% Mar 19, 2020 - Mar 30, 2020
#6	-18.25% Mar 1, 2017 - Nov 29, 2017	-10.20% Oct 12, 2020 - Nov 10, 2020
#7	-12.83% Nov 24, 2021 - Jan 4, 2022	-9.35% May 8, 2020 - May 20, 2020
#8	-10.39% Oct 6, 2025 - Nov 25, 2025	-9.34% Jun 8, 2020 - Jul 29, 2020
#9	-10.00% Dec 24, 2014 - Feb 13, 2015	-9.28% Jun 5, 2024 - Sep 26, 2024
#10	-8.93% Feb 24, 2021 - Apr 28, 2021	-9.08% Sep 2, 2020 - Oct 9, 2020
#11	-7.00% Oct 1, 2014 - Oct 29, 2014	-9.00% Mar 21, 2024 - Jun 5, 2024
#12	-6.44% Oct 20, 2021 - Nov 23, 2021	-8.17% Jan 7, 2021 - Mar 16, 2021
#13	-6.42% Dec 27, 2016 - Jan 25, 2017	-6.85% Nov 24, 2020 - Dec 31, 2020
#14	-6.25% Mar 17, 2015 - Apr 23, 2015	-5.98% Apr 29, 2020 - May 7, 2020
#15	-5.67% Jul 23, 2025 - Aug 22, 2025	-5.76% Dec 14, 2023 - Feb 2, 2024

Correlation

Correlation between CFG and OTIS is 0.48 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.48

-101

Dividend Comparison (2014 - 2026)

CFG vs OTIS dividend yield comparison.

Year	CFG	OTIS
2026	1.37%	1.17%
2025	2.94%	1.89%
2024	3.84%	1.63%
2023	5.07%	1.46%
2022	4.11%	1.42%
2021	3.30%	1.06%
2020	4.36%	0.89%
2019	3.35%	0.00%
2018	3.30%	0.00%
2017	1.52%	0.00%
2016	1.29%	0.00%
2015	1.53%	0.00%
2014	0.40%	0.00%