FE vs OTIS

Comparison between Firstenergy Corp (FE, Company) and Otis Worldwide Corp (OTIS, Company).

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

5-Year PerformanceFE has outperformed OTIS, delivering a return of +9.7% compared to -0.8%

FE vs OTIS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FE(COMPANY)	OTIS(COMPANY)
Market Cap	$27B	$27B
Max Drawdown	68.08%	34.59%
Sharpe Ratio	1.27	-1.28
5Y Beta	0.06	0.43
Industry	Utilities - Regulated Electric	Specialty Industrial Machinery
P/E Ratio	25.54	20.51
Forward P/E	17.24	16.81
PEG Ratio	1.69	1.34
Dividend Yield	3.74%	2.35%
5Y Dividends CAGR	7.55%	21.52%
5Y EPS CAGR	-5.68%	N/A
Debt to Equity	10.31%	-133.35%
Free Cash Flow Yield	11.79%	6.63%
P/S Ratio	1.77	1.85
P/B Ratio	2.17	13.20

Market Cap

$27B

Winner

OTIS

$27B

Max Drawdown

68.08%

Winner

OTIS

34.59%

Sharpe Ratio

Winner

1.27

OTIS

-1.28

5Y Beta

Winner

0.06

OTIS

0.43

Industry

Utilities - Regulated Electric

OTIS

Specialty Industrial Machinery

P/E Ratio

25.54

Winner

OTIS

20.51

Forward P/E

17.24

Winner

OTIS

16.81

PEG Ratio

1.69

Winner

OTIS

1.34

Dividend Yield

Winner

3.74%

OTIS

2.35%

5Y Dividends CAGR

7.55%

Winner

OTIS

21.52%

5Y EPS CAGR

-5.68%

OTIS

N/A

Debt to Equity

10.31%

Winner

OTIS

-133.35%

Free Cash Flow Yield

Winner

11.79%

OTIS

6.63%

P/S Ratio

Winner

1.77

OTIS

1.85

P/B Ratio

Winner

2.17

OTIS

13.20

FE vs OTIS - Historical Returns

Returns include dividend reinvestment.

Period	FE	OTIS
1 month	+7.06%	+4.00%
3 months	-4.46%	-5.48%
6 months	+9.34%	-16.30%
1 year	+26.96%	-25.21%
5 years(CAGR)	+9.68%	-0.84%
10 years(CAGR)	+7.66%	N/A
Max(CAGR)	+7.04%	+9.60%

Winner

+7.06%

OTIS

+4.00%

Winner

-4.46%

OTIS

-5.48%

Winner

+9.34%

OTIS

-16.30%

Winner

+26.96%

OTIS

-25.21%

5Y(CAGR)

Winner

+9.68%

OTIS

-0.84%

10Y(CAGR)

+7.66%

OTIS

N/A

Max(CAGR)

+7.04%

Winner

OTIS

+9.60%

FE vs OTIS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	FE	OTIS
2026	+9.34%	-16.30%
2025	+16.83%	-3.60%
2024	+10.99%	+6.40%
2023	-9.06%	+14.86%
2022	+5.72%	-7.15%
2021	+47.07%	+34.31%
2020	-32.72%	+50.79%
2019	+37.14%	N/A
2018	+27.00%	N/A
2017	+3.63%	N/A
2016	+2.63%	N/A
2015	-15.64%	N/A
2014	+25.76%	N/A
2013	-16.96%	N/A
2012	+2.36%	N/A
2011	+27.44%	N/A
2010	-16.15%	N/A
2009	-1.67%	N/A
2008	-30.14%	N/A
2007	+23.39%	N/A
2006	+24.67%	N/A
2005	+29.25%	N/A
2004	+16.16%	N/A
2003	+11.71%	N/A
2002	-1.86%	N/A
2001	+19.96%	N/A
2000	+51.92%	N/A
1999	-12.31%	N/A

FE vs OTIS Drawdown Comparison

The maximum drawdown for FE was -55.72%, occurring on Mar 13, 2009. Recovery took 2815 trading sessions.

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

The current FE drawdown is -5.57%. The current OTIS drawdown is -28.72%.

Rank	FE	OTIS
#1	-55.72% Jul 11, 2008 - Sep 17, 2019	-32.43% Oct 18, 2024 - Jun 1, 2026
#2	-47.67% Feb 18, 2020 - Apr 6, 2022	-29.99% Aug 30, 2021 - Jul 26, 2023
#3	-34.46% Mar 11, 2002 - May 27, 2003	-16.69% Jul 31, 2023 - Dec 14, 2023
#4	-28.73% Nov 3, 1999 - Apr 24, 2000	-12.00% Mar 30, 2020 - Apr 29, 2020
#5	-28.58% Apr 20, 2022 - Aug 28, 2024	-11.60% Mar 19, 2020 - Mar 30, 2020
#6	-27.06% Jul 2, 2003 - Feb 3, 2004	-10.20% Oct 12, 2020 - Nov 10, 2020
#7	-19.04% Dec 26, 2000 - Jun 18, 2001	-9.35% May 8, 2020 - May 20, 2020
#8	-16.82% May 21, 2007 - Dec 5, 2007	-9.34% Jun 8, 2020 - Jul 29, 2020
#9	-14.88% Aug 3, 2000 - Sep 13, 2000	-9.28% Jun 5, 2024 - Sep 26, 2024
#10	-14.72% Apr 9, 2026 - May 15, 2026	-9.08% Sep 2, 2020 - Oct 9, 2020
#11	-13.01% Sep 4, 2024 - Aug 1, 2025	-9.00% Mar 21, 2024 - Jun 5, 2024
#12	-12.77% Jan 10, 2008 - Apr 23, 2008	-8.17% Jan 7, 2021 - Mar 16, 2021
#13	-12.42% Sep 9, 2005 - May 5, 2006	-6.85% Nov 24, 2020 - Dec 31, 2020
#14	-11.43% Oct 2, 2000 - Nov 16, 2000	-5.98% Apr 29, 2020 - May 7, 2020
#15	-11.33% Nov 12, 2004 - Apr 12, 2005	-5.76% Dec 14, 2023 - Feb 2, 2024

Correlation

Correlation between FE and OTIS is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.56

-101

Dividend Comparison (1999 - 2026)

FE vs OTIS dividend yield comparison.

Year	FE	OTIS
2026	1.88%	1.18%
2025	3.93%	1.89%
2024	4.24%	1.63%
2023	4.31%	1.46%
2022	3.72%	1.42%
2021	3.75%	1.06%
2020	5.10%	0.89%
2019	3.13%	0.00%
2018	3.83%	0.00%
2017	4.70%	0.00%
2016	4.65%	0.00%
2015	4.54%	0.00%
2014	3.69%	0.00%
2013	6.67%	0.00%
2012	5.27%	0.00%
2011	7.45%	0.00%
2010	5.94%	0.00%
2009	4.74%	0.00%
2008	4.53%	0.00%
2007	2.76%	0.00%
2006	2.99%	0.00%
2005	3.40%	0.00%
2004	3.80%	0.00%
2003	4.26%	0.00%
2002	4.55%	0.00%
2001	4.29%	0.00%
2000	4.75%	0.00%
1999	1.65%	0.00%