OTIS vs HAL

Comparison between Otis Worldwide Corp (OTIS, Company) and Halliburton Company (HAL, Company).

OTIS is from the Industrials sector, while HAL is from the Energy sector.

5-Year PerformanceHAL has outperformed OTIS, delivering a return of +15.1% compared to -3.3%

OTIS vs HAL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OTIS(COMPANY)	HAL(COMPANY)
Market Cap	$28B	$28B
Max Drawdown	34.59%	93.77%
Sharpe Ratio	-1.00	1.51
5Y Beta	0.41	0.92
Industry	Specialty Industrial Machinery	Oil & Gas Equipment & Services
P/E Ratio	18.73	18.90
Forward P/E	17.89	14.04
PEG Ratio	8.39	0.82
Dividend Yield	2.34%	1.98%
5Y Dividends CAGR	20.57%	36.40%
5Y EPS CAGR	N/A	10.02%
Debt to Equity	-143.11%	65.04%
Free Cash Flow Yield	6.61%	9.88%
P/S Ratio	1.85	1.28
P/B Ratio	13.20	2.55

Market Cap

Winner

OTIS

$28B

HAL

$28B

Max Drawdown

Winner

OTIS

34.59%

HAL

93.77%

Sharpe Ratio

OTIS

-1.00

Winner

HAL

1.51

5Y Beta

Winner

OTIS

0.41

HAL

0.92

Industry

OTIS

Specialty Industrial Machinery

HAL

Oil & Gas Equipment & Services

P/E Ratio

Winner

OTIS

18.73

HAL

18.90

Forward P/E

OTIS

17.89

Winner

HAL

14.04

PEG Ratio

OTIS

8.39

Winner

HAL

0.82

Dividend Yield

Winner

OTIS

2.34%

HAL

1.98%

5Y Dividends CAGR

OTIS

20.57%

Winner

HAL

36.40%

5Y EPS CAGR

OTIS

N/A

HAL

10.02%

Debt to Equity

Winner

OTIS

-143.11%

HAL

65.04%

Free Cash Flow Yield

OTIS

6.61%

Winner

HAL

9.88%

P/S Ratio

OTIS

1.85

Winner

HAL

1.28

P/B Ratio

OTIS

13.20

Winner

HAL

2.55

OTIS vs HAL - Historical Returns

Returns include dividend reinvestment.

Period	OTIS	HAL
1 month	-3.64%	-1.59%
3 months	-0.50%	-18.65%
6 months	-23.24%	+0.59%
1 year	-17.95%	+66.29%
5 years(CAGR)	-3.26%	+15.09%
10 years(CAGR)	N/A	-0.99%
Max(CAGR)	+8.84%	+3.85%

OTIS

-3.64%

Winner

HAL

-1.59%

Winner

OTIS

-0.50%

HAL

-18.65%

OTIS

-23.24%

Winner

HAL

+0.59%

OTIS

-17.95%

Winner

HAL

+66.29%

5Y(CAGR)

OTIS

-3.26%

Winner

HAL

+15.09%

10Y(CAGR)

OTIS

N/A

HAL

-0.99%

Max(CAGR)

Winner

OTIS

+8.84%

HAL

+3.85%

OTIS vs HAL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	OTIS	HAL
2026	-19.01%	+18.16%
2025	-3.60%	+4.96%
2024	+6.40%	-23.11%
2023	+14.86%	-2.26%
2022	-7.15%	+66.37%
2021	+34.31%	+22.44%
2020	+50.79%	-21.87%
2019	N/A	-7.45%
2018	N/A	-45.44%
2017	N/A	-10.81%
2016	N/A	+59.60%
2015	N/A	-12.31%
2014	N/A	-20.44%
2013	N/A	+43.78%
2012	N/A	+2.71%
2011	N/A	-14.61%
2010	N/A	+32.20%
2009	N/A	+57.25%
2008	N/A	-52.44%
2007	N/A	+28.20%
2006	N/A	-4.12%
2005	N/A	+64.58%
2004	N/A	+53.10%
2003	N/A	+38.58%
2002	N/A	+57.19%
2001	N/A	-63.85%
2000	N/A	-4.27%
1999	N/A	+4.21%

OTIS vs HAL 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 HAL was -92.99%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The current OTIS drawdown is -31.03%. The current HAL drawdown is -41.22%.

Rank	OTIS	HAL
#1	-32.43% Oct 18, 2024 - Jun 1, 2026	-92.99% Jul 23, 2014 - Mar 18, 2020
#2	-29.99% Aug 30, 2021 - Jul 26, 2023	-82.79% Sep 6, 2000 - Jul 22, 2005
#3	-16.69% Jul 31, 2023 - Dec 14, 2023	-74.98% Jul 1, 2008 - Jul 5, 2011
#4	-12.00% Mar 30, 2020 - Apr 29, 2020	-52.90% Jul 25, 2011 - Nov 14, 2013
#5	-11.60% Mar 19, 2020 - Mar 30, 2020	-35.95% Apr 21, 2006 - Oct 12, 2007
#6	-10.20% Oct 12, 2020 - Nov 10, 2020	-23.49% Oct 15, 2007 - Apr 7, 2008
#7	-9.35% May 8, 2020 - May 20, 2020	-23.41% Nov 17, 1999 - Mar 7, 2000
#8	-9.34% Jun 8, 2020 - Jul 29, 2020	-20.61% Sep 29, 2005 - Jan 11, 2006
#9	-9.28% Jun 5, 2024 - Sep 26, 2024	-18.94% May 15, 2000 - Aug 9, 2000
#10	-9.08% Sep 2, 2020 - Oct 9, 2020	-18.67% Mar 7, 2000 - Apr 27, 2000
#11	-9.00% Mar 21, 2024 - Jun 5, 2024	-18.14% Jan 30, 2006 - Apr 18, 2006
#12	-8.17% Jan 7, 2021 - Mar 16, 2021	-14.07% Nov 14, 2013 - Feb 24, 2014
#13	-6.85% Nov 24, 2020 - Dec 31, 2020	-8.23% Nov 1, 1999 - Nov 9, 1999
#14	-5.98% Apr 29, 2020 - May 7, 2020	-7.32% Aug 11, 2005 - Aug 30, 2005
#15	-5.76% Dec 14, 2023 - Feb 2, 2024	-6.38% Apr 22, 2008 - May 8, 2008

Correlation

Correlation between OTIS and HAL is 0.47 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.47

-101

Dividend Comparison (1999 - 2026)

OTIS vs HAL dividend yield comparison.

Year	OTIS	HAL
2026	1.85%	0.98%
2025	1.89%	2.41%
2024	1.63%	2.50%
2023	1.46%	1.77%
2022	1.42%	1.22%
2021	1.06%	0.79%
2020	0.89%	1.67%
2019	0.00%	2.94%
2018	0.00%	2.71%
2017	0.00%	1.47%
2016	0.00%	1.33%
2015	0.00%	2.12%
2014	0.00%	1.60%
2013	0.00%	1.03%
2012	0.00%	1.04%
2011	0.00%	1.04%
2010	0.00%	0.88%
2009	0.00%	1.20%
2008	0.00%	1.98%
2007	0.00%	0.91%
2006	0.00%	0.97%
2005	0.00%	0.81%
2004	0.00%	1.27%
2003	0.00%	1.92%
2002	0.00%	2.67%
2001	0.00%	3.82%
2000	0.00%	1.38%
1999	0.00%	0.31%