IR vs OTIS

Comparison between Ingersoll-Rand Inc (IR, Company) and Otis Worldwide Corp (OTIS, Company).

Both IR and OTIS are from the Industrials sector.

5-Year PerformanceIR has outperformed OTIS, delivering a return of +8.1% compared to -0.9%

IR vs OTIS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IR(COMPANY)	OTIS(COMPANY)
Market Cap	$28B	$28B
Max Drawdown	50.27%	34.59%
Sharpe Ratio	-0.32	-1.25
5Y Beta	1.24	0.43
Industry	Specialty Industrial Machinery	Specialty Industrial Machinery
P/E Ratio	55.34	20.85
Forward P/E	20.83	16.64
PEG Ratio	0.68	1.35
Dividend Yield	0.11%	2.41%
5Y Dividends CAGR	N/A	21.52%
5Y EPS CAGR	2.91%	N/A
Debt to Equity	0.01%	-133.35%
Free Cash Flow Yield	4.68%	6.53%
P/S Ratio	3.57	1.86
P/B Ratio	2.73	13.20

Market Cap

$28B

Winner

OTIS

$28B

Max Drawdown

50.27%

Winner

OTIS

34.59%

Sharpe Ratio

Winner

-0.32

OTIS

-1.25

5Y Beta

1.24

Winner

OTIS

0.43

Industry

Specialty Industrial Machinery

OTIS

Specialty Industrial Machinery

P/E Ratio

55.34

Winner

OTIS

20.85

Forward P/E

20.83

Winner

OTIS

16.64

PEG Ratio

Winner

0.68

OTIS

1.35

Dividend Yield

0.11%

Winner

OTIS

2.41%

5Y Dividends CAGR

N/A

OTIS

21.52%

5Y EPS CAGR

2.91%

OTIS

N/A

Debt to Equity

0.01%

Winner

OTIS

-133.35%

Free Cash Flow Yield

4.68%

Winner

OTIS

6.53%

P/S Ratio

3.57

Winner

OTIS

1.86

P/B Ratio

Winner

2.73

OTIS

13.20

IR vs OTIS - Historical Returns

Returns include dividend reinvestment.

Period	IR	OTIS
1 month	-4.67%	-6.41%
3 months	-20.14%	-21.92%
6 months	-9.47%	-17.75%
1 year	-11.65%	-24.66%
5 years(CAGR)	+8.10%	-0.94%
10 years(CAGR)	+15.50%	N/A
Max(CAGR)	+15.50%	+9.04%

Winner

-4.67%

OTIS

-6.41%

Winner

-20.14%

OTIS

-21.92%

Winner

-9.47%

OTIS

-17.75%

Winner

-11.65%

OTIS

-24.66%

5Y(CAGR)

Winner

+8.10%

OTIS

-0.94%

10Y(CAGR)

+15.50%

OTIS

N/A

Max(CAGR)

Winner

+15.50%

OTIS

+9.04%

IR vs OTIS - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	IR	OTIS
2026	-9.36%	-19.51%
2025	-12.40%	-3.60%
2024	+17.99%	+6.40%
2023	+46.11%	+14.86%
2022	-12.23%	-7.15%
2021	+39.68%	+34.31%
2020	+23.54%	+50.79%
2019	+87.32%	N/A
2018	-39.34%	N/A
2017	+60.81%	N/A

IR vs OTIS Drawdown Comparison

The maximum drawdown for IR was -50.27%, occurring on Mar 18, 2020. Recovery took 179 trading sessions.

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

The current IR drawdown is -31.31%. The current OTIS drawdown is -31.45%.

Rank	IR	OTIS
#1	-50.27% Feb 20, 2020 - Nov 3, 2020	-32.43% Oct 18, 2024 - Jun 1, 2026
#2	-48.43% Jan 23, 2018 - Dec 11, 2019	-29.99% Aug 30, 2021 - Jul 26, 2023
#3	-36.62% Nov 25, 2024 - Apr 8, 2025	-16.69% Jul 31, 2023 - Dec 14, 2023
#4	-35.53% Dec 31, 2021 - Jun 7, 2023	-12.00% Mar 30, 2020 - Apr 29, 2020
#5	-15.28% Sep 6, 2023 - Nov 16, 2023	-11.60% Mar 19, 2020 - Mar 30, 2020
#6	-14.42% Jun 16, 2017 - Aug 4, 2017	-10.20% Oct 12, 2020 - Nov 10, 2020
#7	-13.49% Jul 31, 2024 - Oct 4, 2024	-9.35% May 8, 2020 - May 20, 2020
#8	-13.28% Jan 12, 2021 - Feb 24, 2021	-9.34% Jun 8, 2020 - Jul 29, 2020
#9	-12.40% Apr 28, 2021 - Aug 12, 2021	-9.28% Jun 5, 2024 - Sep 26, 2024
#10	-9.47% Oct 27, 2017 - Nov 20, 2017	-9.08% Sep 2, 2020 - Oct 9, 2020
#11	-9.26% Sep 15, 2021 - Nov 2, 2021	-9.00% Mar 21, 2024 - Jun 5, 2024
#12	-8.96% Mar 27, 2024 - May 22, 2024	-8.17% Jan 7, 2021 - Mar 16, 2021
#13	-8.95% Aug 8, 2017 - Sep 12, 2017	-6.85% Nov 24, 2020 - Dec 31, 2020
#14	-8.64% May 22, 2024 - Jul 12, 2024	-5.98% Apr 29, 2020 - May 7, 2020
#15	-8.27% Oct 14, 2024 - Nov 6, 2024	-5.76% Dec 14, 2023 - Feb 2, 2024