OTIS vs HUM

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

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

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

OTIS vs HUM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

OTIS

$30B

HUM

$30B

Max Drawdown

Winner

OTIS

30.93%

HUM

78.42%

Sharpe Ratio

OTIS

-1.09

Winner

HUM

0.38

5Y Beta

OTIS

0.45

Winner

HUM

0.41

Industry

OTIS

Specialty Industrial Machinery

HUM

Healthcare Plans

P/E Ratio

OTIS

22.28

Winner

HUM

9.36

Forward P/E

Winner

OTIS

18.05

HUM

27.17

PEG Ratio

OTIS

1.44

Winner

HUM

0.55

Dividend Yield

Winner

OTIS

2.17%

HUM

1.43%

5Y Dividends CAGR

Winner

OTIS

20.94%

HUM

12.10%

5Y EPS CAGR

OTIS

N/A

HUM

8.85%

Debt to Equity

Winner

OTIS

-133.35%

HUM

75.31%

Free Cash Flow Yield

Winner

OTIS

6.11%

HUM

4.29%

P/S Ratio

OTIS

2.01

Winner

HUM

0.22

P/B Ratio

OTIS

13.20

Winner

HUM

1.54

OTIS vs HUM - Historical Returns

Returns include dividend reinvestment.

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

OTIS

-5.95%

Winner

HUM

+38.55%

OTIS

-15.82%

Winner

HUM

+45.82%

OTIS

-17.02%

Winner

HUM

+10.01%

OTIS

-21.69%

Winner

HUM

+10.22%

5Y(CAGR)

Winner

OTIS

+0.66%

HUM

-9.09%

10Y(CAGR)

OTIS

N/A

HUM

+5.73%

Max(CAGR)

OTIS

+10.15%

Winner

HUM

+15.17%

OTIS vs HUM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

OTIS vs HUM Drawdown Comparison

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

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

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

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

Correlation

Correlation between OTIS and HUM 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)

OTIS vs HUM dividend yield comparison.

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