OTIS vs DG

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

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

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

OTIS vs DG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

OTIS

$28B

Winner

$28B

Max Drawdown

Winner

OTIS

34.59%

73.72%

Sharpe Ratio

OTIS

-0.72

Winner

0.51

5Y Beta

OTIS

0.41

Winner

0.03

Industry

OTIS

Specialty Industrial Machinery

Discount Stores

P/E Ratio

OTIS

18.51

Winner

18.26

Forward P/E

OTIS

17.73

Winner

17.39

PEG Ratio

OTIS

8.29

Winner

0.70

Dividend Yield

Winner

OTIS

2.31%

1.85%

5Y Dividends CAGR

Winner

OTIS

21.52%

13.59%

5Y EPS CAGR

OTIS

N/A

3.22%

Debt to Equity

Winner

OTIS

-143.11%

0.00%

Free Cash Flow Yield

OTIS

6.69%

Winner

12.53%

P/S Ratio

OTIS

1.87

Winner

0.65

P/B Ratio

OTIS

13.20

Winner

3.17

OTIS vs DG - Historical Returns

Returns include dividend reinvestment.

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

OTIS

+0.46%

Winner

+10.18%

OTIS

-3.16%

Winner

+10.08%

OTIS

-16.93%

Winner

-12.22%

OTIS

-13.36%

Winner

+14.76%

5Y(CAGR)

Winner

OTIS

-2.36%

-10.10%

10Y(CAGR)

OTIS

N/A

+4.47%

Max(CAGR)

OTIS

+9.61%

Winner

+11.88%

OTIS vs DG - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

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

OTIS vs DG Drawdown Comparison

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

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

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

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

Correlation

Correlation between OTIS and DG 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)

OTIS vs DG dividend yield comparison.

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