DG vs OTIS

Comparison between Dollar General Corp (DG, Company) and Otis Worldwide Corp (OTIS, Company).

DG is from the Consumer Defensive sector, while OTIS is from the Industrials sector.

5-Year PerformanceOTIS has outperformed DG, delivering a return of -2.4% compared to -10.1%

DG vs OTIS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DG(COMPANY)	OTIS(COMPANY)
Market Cap	$28B	$28B
Max Drawdown	73.72%	34.59%
Sharpe Ratio	0.51	-0.72
5Y Beta	0.03	0.41
Industry	Discount Stores	Specialty Industrial Machinery
P/E Ratio	18.26	18.51
Forward P/E	17.39	17.73
PEG Ratio	0.70	8.29
Dividend Yield	1.85%	2.31%
5Y Dividends CAGR	13.59%	21.52%
5Y EPS CAGR	3.22%	N/A
Debt to Equity	0.00%	-143.11%
Free Cash Flow Yield	12.53%	6.69%
P/S Ratio	0.65	1.87
P/B Ratio	3.17	13.20

Market Cap

Winner

$28B

OTIS

$28B

Max Drawdown

73.72%

Winner

OTIS

34.59%

Sharpe Ratio

Winner

0.51

OTIS

-0.72

5Y Beta

Winner

0.03

OTIS

0.41

Industry

Discount Stores

OTIS

Specialty Industrial Machinery

P/E Ratio

Winner

18.26

OTIS

18.51

Forward P/E

Winner

17.39

OTIS

17.73

PEG Ratio

Winner

0.70

OTIS

8.29

Dividend Yield

1.85%

Winner

OTIS

2.31%

5Y Dividends CAGR

13.59%

Winner

OTIS

21.52%

5Y EPS CAGR

3.22%

OTIS

N/A

Debt to Equity

0.00%

Winner

OTIS

-143.11%

Free Cash Flow Yield

Winner

12.53%

OTIS

6.69%

P/S Ratio

Winner

0.65

OTIS

1.87

P/B Ratio

Winner

3.17

OTIS

13.20

DG vs OTIS - Historical Returns

Returns include dividend reinvestment.

Period	DG	OTIS
1 month	+10.18%	+0.46%
3 months	+10.08%	-3.16%
6 months	-12.22%	-16.93%
1 year	+14.76%	-13.36%
5 years(CAGR)	-10.10%	-2.36%
10 years(CAGR)	+4.47%	N/A
Max(CAGR)	+11.88%	+9.61%

Winner

+10.18%

OTIS

+0.46%

Winner

+10.08%

OTIS

-3.16%

Winner

-12.22%

OTIS

-16.93%

Winner

+14.76%

OTIS

-13.36%

5Y(CAGR)

-10.10%

Winner

OTIS

-2.36%

10Y(CAGR)

+4.47%

OTIS

N/A

Max(CAGR)

Winner

+11.88%

OTIS

+9.61%

DG vs OTIS - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	DG	OTIS
2026	-5.53%	-15.51%
2025	+80.17%	-3.60%
2024	-44.93%	+6.40%
2023	-44.24%	+14.86%
2022	+5.53%	-7.15%
2021	+13.13%	+34.31%
2020	+35.39%	+50.79%
2019	+46.19%	N/A
2018	+16.24%	N/A
2017	+26.71%	N/A
2016	+3.58%	N/A
2015	+2.77%	N/A
2014	+15.52%	N/A
2013	+40.54%	N/A
2012	+7.33%	N/A
2011	+34.14%	N/A
2010	+32.89%	N/A
2009	-1.32%	N/A

DG vs OTIS Drawdown Comparison

The maximum drawdown for DG was -72.60%, occurring on Jan 17, 2025. This drawdown has not yet recovered.

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

The current DG drawdown is -47.31%. The current OTIS drawdown is -28.05%.

Rank	DG	OTIS
#1	-72.60% Oct 28, 2022 - Jan 17, 2025	-32.43% Oct 18, 2024 - Jun 1, 2026
#2	-30.51% Jul 26, 2016 - Jan 4, 2018	-29.99% Aug 30, 2021 - Jul 26, 2023
#3	-27.58% Apr 20, 2022 - Oct 28, 2022	-16.69% Jul 31, 2023 - Dec 14, 2023
#4	-25.83% Jul 20, 2015 - Mar 10, 2016	-12.00% Mar 30, 2020 - Apr 29, 2020
#5	-23.87% Jul 10, 2012 - Jul 11, 2013	-11.60% Mar 19, 2020 - Mar 30, 2020
#6	-20.96% Jan 7, 2022 - Apr 6, 2022	-10.20% Oct 12, 2020 - Nov 10, 2020
#7	-19.98% Oct 13, 2020 - Jul 15, 2021	-9.35% May 8, 2020 - May 20, 2020
#8	-19.68% Dec 3, 2010 - May 12, 2011	-9.34% Jun 8, 2020 - Jul 29, 2020
#9	-18.44% Feb 21, 2020 - Apr 6, 2020	-9.28% Jun 5, 2024 - Sep 26, 2024
#10	-18.31% Jan 29, 2018 - Aug 14, 2018	-9.08% Sep 2, 2020 - Oct 9, 2020
#11	-15.89% Nov 8, 2018 - Feb 7, 2019	-9.00% Mar 21, 2024 - Jun 5, 2024
#12	-14.90% Jan 10, 2014 - Aug 18, 2014	-8.17% Jan 7, 2021 - Mar 16, 2021
#13	-13.51% Aug 10, 2021 - Jan 7, 2022	-6.85% Nov 24, 2020 - Dec 31, 2020
#14	-13.32% May 31, 2011 - Aug 30, 2011	-5.98% Apr 29, 2020 - May 7, 2020
#15	-12.91% Jun 2, 2010 - Nov 22, 2010	-5.76% Dec 14, 2023 - Feb 2, 2024

Correlation

Correlation between DG and OTIS is -0.59 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.59

-101

Dividend Comparison (2015 - 2026)

DG vs OTIS dividend yield comparison.

Year	DG	OTIS
2026	1.39%	1.16%
2025	1.78%	1.89%
2024	3.11%	1.63%
2023	1.30%	1.46%
2022	1.06%	1.42%
2021	0.69%	1.06%
2020	0.67%	0.89%
2019	0.80%	0.00%
2018	1.05%	0.00%
2017	0.84%	0.00%
2016	1.35%	0.00%
2015	1.22%	0.00%