HUM vs OTIS

Comparison between Humana Inc (HUM, Company) and Otis Worldwide Corp (OTIS, Company).

HUM is from the Healthcare sector, while OTIS is from the Industrials sector.

5-Year PerformanceOTIS has outperformed HUM, delivering a return of +0.7% compared to -9.1%

HUM vs OTIS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HUM(COMPANY)	OTIS(COMPANY)
Market Cap	$30B	$30B
Max Drawdown	78.42%	30.93%
Sharpe Ratio	0.38	-1.09
5Y Beta	0.41	0.45
Industry	Healthcare Plans	Specialty Industrial Machinery
P/E Ratio	9.36	22.28
Forward P/E	27.17	18.05
PEG Ratio	0.55	1.44
Dividend Yield	1.43%	2.17%
5Y Dividends CAGR	12.10%	20.94%
5Y EPS CAGR	8.85%	N/A
Debt to Equity	75.31%	-133.35%
Free Cash Flow Yield	4.29%	6.11%
P/S Ratio	0.22	2.01
P/B Ratio	1.54	13.20

Market Cap

HUM

$30B

Winner

OTIS

$30B

Max Drawdown

HUM

78.42%

Winner

OTIS

30.93%

Sharpe Ratio

Winner

HUM

0.38

OTIS

-1.09

5Y Beta

Winner

HUM

0.41

OTIS

0.45

Industry

HUM

Healthcare Plans

OTIS

Specialty Industrial Machinery

P/E Ratio

Winner

HUM

9.36

OTIS

22.28

Forward P/E

HUM

27.17

Winner

OTIS

18.05

PEG Ratio

Winner

HUM

0.55

OTIS

1.44

Dividend Yield

HUM

1.43%

Winner

OTIS

2.17%

5Y Dividends CAGR

HUM

12.10%

Winner

OTIS

20.94%

5Y EPS CAGR

HUM

8.85%

OTIS

N/A

Debt to Equity

HUM

75.31%

Winner

OTIS

-133.35%

Free Cash Flow Yield

HUM

4.29%

Winner

OTIS

6.11%

P/S Ratio

Winner

HUM

0.22

OTIS

2.01

P/B Ratio

Winner

HUM

1.54

OTIS

13.20

HUM vs OTIS - Historical Returns

Returns include dividend reinvestment.

Period	HUM	OTIS
1 month	+38.55%	-5.95%
3 months	+45.82%	-15.82%
6 months	+10.01%	-17.02%
1 year	+10.22%	-21.69%
5 years(CAGR)	-9.09%	+0.66%
10 years(CAGR)	+5.73%	N/A
Max(CAGR)	+15.17%	+10.15%

Winner

HUM

+38.55%

OTIS

-5.95%

Winner

HUM

+45.82%

OTIS

-15.82%

Winner

HUM

+10.01%

OTIS

-17.02%

Winner

HUM

+10.22%

OTIS

-21.69%

5Y(CAGR)

HUM

-9.09%

Winner

OTIS

+0.66%

10Y(CAGR)

HUM

+5.73%

OTIS

N/A

Max(CAGR)

Winner

HUM

+15.17%

OTIS

+10.15%

HUM vs OTIS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HUM	OTIS
2026	+4.47%	-14.91%
2025	+2.79%	-3.60%
2024	-45.42%	+6.40%
2023	-7.84%	+14.86%
2022	+10.77%	-7.15%
2021	+13.27%	+34.31%
2020	+13.71%	+50.79%
2019	+31.18%	N/A
2018	+14.62%	N/A
2017	+26.58%	N/A
2016	+14.05%	N/A
2015	+25.64%	N/A
2014	+40.88%	N/A
2013	+52.73%	N/A
2012	-21.24%	N/A
2011	+60.46%	N/A
2010	+19.83%	N/A
2009	+17.76%	N/A
2008	-52.28%	N/A
2007	+34.43%	N/A
2006	-0.84%	N/A
2005	+86.32%	N/A
2004	+29.48%	N/A
2003	+121.63%	N/A
2002	-13.04%	N/A
2001	-21.08%	N/A
2000	+101.64%	N/A
1999	+10.08%	N/A

HUM vs OTIS Drawdown Comparison

The maximum drawdown for HUM was -78.42%, occurring on Mar 5, 2009. Recovery took 961 trading sessions.

The maximum drawdown for OTIS was -29.99%, occurring on Sep 30, 2022. Recovery took 478 trading sessions.

The current HUM drawdown is -49.22%. The current OTIS drawdown is -27.54%.

Rank	HUM	OTIS
#1	-78.42% Jan 14, 2008 - Nov 3, 2011	-29.99% Aug 30, 2021 - Jul 26, 2023
#2	-69.92% Nov 3, 2022 - Mar 12, 2026	-27.54% Oct 18, 2024 - May 8, 2026
#3	-49.21% Jun 19, 2002 - Jul 28, 2003	-16.69% Jul 31, 2023 - Dec 14, 2023
#4	-48.65% Jan 13, 2000 - Sep 15, 2000	-12.00% Mar 30, 2020 - Apr 29, 2020
#5	-44.21% Dec 28, 2000 - Apr 18, 2002	-11.60% Mar 19, 2020 - Mar 30, 2020
#6	-43.60% Feb 13, 2020 - Apr 30, 2020	-10.20% Oct 12, 2020 - Nov 10, 2020
#7	-35.10% Jan 17, 2012 - Aug 8, 2013	-9.35% May 8, 2020 - May 20, 2020
#8	-34.96% Jan 26, 2004 - Nov 24, 2004	-9.34% Jun 8, 2020 - Jul 29, 2020
#9	-33.95% Nov 7, 2018 - Dec 13, 2019	-9.28% Jun 5, 2024 - Sep 26, 2024
#10	-28.07% Jun 1, 2015 - Dec 1, 2016	-9.08% Sep 2, 2020 - Oct 9, 2020
#11	-27.60% Jan 5, 2006 - Aug 2, 2006	-9.00% Mar 21, 2024 - Jun 5, 2024
#12	-24.08% Oct 4, 2006 - Jul 18, 2007	-8.17% Jan 7, 2021 - Mar 16, 2021
#13	-22.68% Jul 23, 2021 - Jun 29, 2022	-6.85% Nov 24, 2020 - Dec 31, 2020
#14	-20.60% Nov 17, 2000 - Dec 26, 2000	-5.98% Apr 29, 2020 - May 7, 2020
#15	-18.18% Nov 22, 1999 - Jan 7, 2000	-5.76% Dec 14, 2023 - Feb 2, 2024

Correlation

Correlation between HUM and OTIS is -0.41 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.41

-101

Dividend Comparison (2011 - 2026)

HUM vs OTIS dividend yield comparison.

Year	HUM	OTIS
2026	0.32%	0.56%
2025	1.38%	1.89%
2024	1.40%	1.63%
2023	0.77%	1.46%
2022	0.62%	1.42%
2021	0.60%	1.06%
2020	0.61%	0.89%
2019	0.60%	0.00%
2018	0.70%	0.00%
2017	0.76%	0.00%
2016	0.43%	0.00%
2015	0.64%	0.00%
2014	0.77%	0.00%
2013	1.04%	0.00%
2012	1.50%	0.00%
2011	0.86%	0.00%