OTIS vs IR

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

Both OTIS and IR are from the Industrials sector.

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

OTIS vs IR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

OTIS

$28B

Max Drawdown

Winner

OTIS

34.59%

50.27%

Sharpe Ratio

OTIS

-1.25

Winner

-0.32

5Y Beta

Winner

OTIS

0.43

1.24

Industry

OTIS

Specialty Industrial Machinery

P/E Ratio

Winner

OTIS

20.85

55.34

Forward P/E

Winner

OTIS

16.64

20.83

PEG Ratio

OTIS

1.35

Winner

0.68

Dividend Yield

Winner

OTIS

2.41%

0.11%

5Y Dividends CAGR

OTIS

21.52%

N/A

5Y EPS CAGR

OTIS

N/A

2.91%

Debt to Equity

Winner

OTIS

-133.35%

0.01%

Free Cash Flow Yield

Winner

OTIS

6.53%

4.68%

P/S Ratio

Winner

OTIS

1.86

3.57

P/B Ratio

OTIS

13.20

Winner

2.73

OTIS vs IR - Historical Returns

Returns include dividend reinvestment.

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

OTIS

-6.41%

Winner

-4.67%

OTIS

-21.92%

Winner

-20.14%

OTIS

-17.75%

Winner

-9.47%

OTIS

-24.66%

Winner

-11.65%

5Y(CAGR)

OTIS

-0.94%

Winner

+8.10%

10Y(CAGR)

OTIS

N/A

+15.50%

Max(CAGR)

OTIS

+9.04%

Winner

+15.50%

OTIS vs IR - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

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

OTIS vs IR 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 IR was -50.27%, occurring on Mar 18, 2020. Recovery took 179 trading sessions.

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

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