ES vs OTIS

Comparison between Eversource Energy (ES, Company) and Otis Worldwide Corp (OTIS, Company).

ES is from the Utilities sector, while OTIS is from the Industrials sector.

5-Year PerformanceES has outperformed OTIS, delivering a return of +0.0% compared to -3.0%

ES vs OTIS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ES(COMPANY)	OTIS(COMPANY)
Market Cap	$28B	$28B
Max Drawdown	46.76%	34.59%
Sharpe Ratio	0.48	-0.85
5Y Beta	0.26	0.40
Industry	Utilities - Regulated Electric	Specialty Industrial Machinery
P/E Ratio	15.96	18.57
Forward P/E	16.26	17.67
PEG Ratio	0.16	8.32
Dividend Yield	4.07%	2.37%
5Y Dividends CAGR	5.97%	21.52%
5Y EPS CAGR	5.26%	N/A
Debt to Equity	178.48%	-143.11%
Free Cash Flow Yield	0.84%	6.67%
P/S Ratio	2.04	1.87
P/B Ratio	1.70	13.20

Market Cap

Winner

$28B

OTIS

$28B

Max Drawdown

46.76%

Winner

OTIS

34.59%

Sharpe Ratio

Winner

0.48

OTIS

-0.85

5Y Beta

Winner

0.26

OTIS

0.40

Industry

Utilities - Regulated Electric

OTIS

Specialty Industrial Machinery

P/E Ratio

Winner

15.96

OTIS

18.57

Forward P/E

Winner

16.26

OTIS

17.67

PEG Ratio

Winner

0.16

OTIS

8.32

Dividend Yield

Winner

4.07%

OTIS

2.37%

5Y Dividends CAGR

5.97%

Winner

OTIS

21.52%

5Y EPS CAGR

5.26%

OTIS

N/A

Debt to Equity

178.48%

Winner

OTIS

-143.11%

Free Cash Flow Yield

0.84%

Winner

OTIS

6.67%

P/S Ratio

2.04

Winner

OTIS

1.87

P/B Ratio

Winner

1.70

OTIS

13.20

ES vs OTIS - Historical Returns

Returns include dividend reinvestment.

Period	ES	OTIS
1 month	-3.34%	-1.30%
3 months	+4.81%	-4.27%
6 months	+7.32%	-16.27%
1 year	+13.16%	-13.74%
5 years(CAGR)	+0.00%	-3.05%
10 years(CAGR)	+5.89%	N/A
Max(CAGR)	+8.11%	+9.24%

-3.34%

Winner

OTIS

-1.30%

Winner

+4.81%

OTIS

-4.27%

Winner

+7.32%

OTIS

-16.27%

Winner

+13.16%

OTIS

-13.74%

5Y(CAGR)

Winner

+0.00%

OTIS

-3.05%

10Y(CAGR)

+5.89%

OTIS

N/A

Max(CAGR)

+8.11%

Winner

OTIS

+9.24%

ES vs OTIS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	ES	OTIS
2026	+8.08%	-17.39%
2025	+23.04%	-3.60%
2024	-5.55%	+6.40%
2023	-23.74%	+14.86%
2022	-3.09%	-7.15%
2021	+10.78%	+34.31%
2020	+6.77%	+50.79%
2019	+37.76%	N/A
2018	+6.47%	N/A
2017	+18.29%	N/A
2016	+12.17%	N/A
2015	-1.66%	N/A
2014	+32.68%	N/A
2013	+10.32%	N/A
2012	+13.45%	N/A
2011	+16.51%	N/A
2010	+28.72%	N/A
2009	+9.86%	N/A
2008	-20.34%	N/A
2007	+13.02%	N/A
2006	+46.94%	N/A
2005	+10.23%	N/A
2004	-3.06%	N/A
2003	+34.78%	N/A
2002	-13.16%	N/A
2001	-23.40%	N/A
2000	+18.26%	N/A
1999	-2.10%	N/A

ES vs OTIS Drawdown Comparison

The maximum drawdown for ES was -43.12%, occurring on Oct 9, 2002. Recovery took 1120 trading sessions.

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

The current ES drawdown is -9.18%. The current OTIS drawdown is -29.65%.

Rank	ES	OTIS
#1	-43.12% Dec 29, 2000 - Jun 17, 2005	-32.43% Oct 18, 2024 - Jun 1, 2026
#2	-41.67% Aug 18, 2022 - Oct 23, 2023	-29.99% Aug 30, 2021 - Jul 26, 2023
#3	-41.15% Apr 3, 2007 - Oct 5, 2010	-16.69% Jul 31, 2023 - Dec 14, 2023
#4	-36.85% Mar 4, 2020 - Apr 20, 2022	-12.00% Mar 30, 2020 - Apr 29, 2020
#5	-22.54% Sep 11, 2000 - Dec 29, 2000	-11.60% Mar 19, 2020 - Mar 30, 2020
#6	-18.46% Aug 2, 2005 - Jul 10, 2006	-10.20% Oct 12, 2020 - Nov 10, 2020
#7	-18.14% Jan 29, 2015 - Feb 1, 2016	-9.35% May 8, 2020 - May 20, 2020
#8	-17.63% Nov 14, 2017 - Oct 24, 2018	-9.34% Jun 8, 2020 - Jul 29, 2020
#9	-16.42% May 27, 2022 - Aug 15, 2022	-9.28% Jun 5, 2024 - Sep 26, 2024
#10	-15.45% May 18, 2011 - Dec 27, 2011	-9.08% Sep 2, 2020 - Oct 9, 2020
#11	-15.12% Nov 18, 1999 - Apr 14, 2000	-9.00% Mar 21, 2024 - Jun 5, 2024
#12	-14.48% Jul 5, 2016 - Mar 15, 2017	-8.17% Jan 7, 2021 - Mar 16, 2021
#13	-11.85% Apr 30, 2013 - Aug 1, 2013	-6.85% Nov 24, 2020 - Dec 31, 2020
#14	-11.06% Jun 30, 2014 - Oct 14, 2014	-5.98% Apr 29, 2020 - May 7, 2020
#15	-10.65% Aug 1, 2013 - Feb 11, 2014	-5.76% Dec 14, 2023 - Feb 2, 2024

Correlation

Correlation between ES and OTIS is -0.43 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.43

-101

Dividend Comparison (2000 - 2026)

ES vs OTIS dividend yield comparison.

Year	ES	OTIS
2026	2.19%	1.19%
2025	4.47%	1.89%
2024	4.98%	1.63%
2023	4.37%	1.46%
2022	3.04%	1.42%
2021	2.65%	1.06%
2020	2.62%	0.89%
2019	2.52%	0.00%
2018	3.11%	0.00%
2017	3.01%	0.00%
2016	3.22%	0.00%
2015	3.27%	0.00%
2014	2.93%	0.00%
2013	3.47%	0.00%
2012	3.38%	0.00%
2011	3.05%	0.00%
2010	3.45%	0.00%
2009	3.05%	0.00%
2008	2.13%	0.00%
2007	2.48%	0.00%
2006	2.57%	0.00%
2005	3.43%	0.00%
2004	3.32%	0.00%
2003	2.85%	0.00%
2002	3.46%	0.00%
2001	2.55%	0.00%
2000	0.82%	0.00%