OTIS vs PBA

Comparison between Otis Worldwide Corp (OTIS, Company) and Pembina Pipeline Corporation (PBA, Company).

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

5-Year PerformancePBA has outperformed OTIS, delivering a return of +13.2% compared to -0.4%

OTIS vs PBA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OTIS(COMPANY)	PBA(COMPANY)
Market Cap	$27B	$27B
Max Drawdown	34.59%	75.95%
Sharpe Ratio	-1.14	1.20
5Y Beta	0.44	0.27
Industry	Specialty Industrial Machinery	Oil & Gas Midstream
P/E Ratio	20.23	21.91
Forward P/E	17.09	22.03
PEG Ratio	1.33	N/A
Dividend Yield	2.37%	5.99%
5Y Dividends CAGR	21.52%	5.56%
Debt to Equity	-133.35%	82.35%
Free Cash Flow Yield	6.73%	5.36%
P/S Ratio	1.82	N/A
P/B Ratio	13.20	N/A

Market Cap

Winner

OTIS

$27B

PBA

$27B

Max Drawdown

Winner

OTIS

34.59%

PBA

75.95%

Sharpe Ratio

OTIS

-1.14

Winner

PBA

1.20

5Y Beta

OTIS

0.44

Winner

PBA

0.27

Industry

OTIS

Specialty Industrial Machinery

PBA

Oil & Gas Midstream

P/E Ratio

Winner

OTIS

20.23

PBA

21.91

Forward P/E

Winner

OTIS

17.09

PBA

22.03

PEG Ratio

OTIS

1.33

PBA

N/A

Dividend Yield

OTIS

2.37%

Winner

PBA

5.99%

5Y Dividends CAGR

Winner

OTIS

21.52%

PBA

5.56%

Debt to Equity

Winner

OTIS

-133.35%

PBA

82.35%

Free Cash Flow Yield

Winner

OTIS

6.73%

PBA

5.36%

P/S Ratio

OTIS

1.82

PBA

N/A

P/B Ratio

OTIS

13.20

PBA

N/A

OTIS vs PBA - Historical Returns

Returns include dividend reinvestment.

Period	OTIS	PBA
1 month	+2.24%	-5.60%
3 months	-13.04%	+5.96%
6 months	-17.40%	+26.48%
1 year	-22.17%	+27.92%
5 years(CAGR)	-0.43%	+13.23%
10 years(CAGR)	N/A	+10.29%
Max(CAGR)	+9.57%	+10.96%

Winner

OTIS

+2.24%

PBA

-5.60%

OTIS

-13.04%

Winner

PBA

+5.96%

OTIS

-17.40%

Winner

PBA

+26.48%

OTIS

-22.17%

Winner

PBA

+27.92%

5Y(CAGR)

OTIS

-0.43%

Winner

PBA

+13.23%

10Y(CAGR)

OTIS

N/A

PBA

+10.29%

Max(CAGR)

OTIS

+9.57%

Winner

PBA

+10.96%

OTIS vs PBA - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	OTIS	PBA
2026	-16.78%	+22.51%
2025	-3.60%	+8.12%
2024	+6.40%	+13.81%
2023	+14.86%	+10.82%
2022	-7.15%	+16.48%
2021	+34.31%	+35.39%
2020	+50.79%	-30.17%
2019	N/A	+28.16%
2018	N/A	-14.54%
2017	N/A	+21.12%
2016	N/A	+52.20%
2015	N/A	-37.97%
2014	N/A	+8.64%
2013	N/A	+27.19%
2012	N/A	+2.51%
2011	N/A	+39.04%
2010	N/A	+5.93%

OTIS vs PBA 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 PBA was -70.87%, occurring on Mar 18, 2020. Recovery took 512 trading sessions.

The current OTIS drawdown is -29.13%. The current PBA drawdown is -5.79%.

Rank	OTIS	PBA
#1	-32.43% Oct 18, 2024 - Jun 1, 2026	-70.87% Feb 19, 2020 - Mar 1, 2022
#2	-29.99% Aug 30, 2021 - Jul 26, 2023	-58.39% Sep 3, 2014 - Jul 11, 2019
#3	-16.69% Jul 31, 2023 - Dec 14, 2023	-27.35% Jun 7, 2022 - Jul 3, 2024
#4	-12.00% Mar 30, 2020 - Apr 29, 2020	-19.19% May 7, 2012 - Jan 10, 2013
#5	-11.60% Mar 19, 2020 - Mar 30, 2020	-17.91% Oct 17, 2024 - Oct 3, 2025
#6	-10.20% Oct 12, 2020 - Nov 10, 2020	-15.13% May 21, 2013 - Dec 17, 2013
#7	-9.35% May 8, 2020 - May 20, 2020	-14.83% Jul 25, 2011 - Oct 31, 2011
#8	-9.34% Jun 8, 2020 - Jul 29, 2020	-13.62% Dec 7, 2011 - Apr 25, 2012
#9	-9.28% Jun 5, 2024 - Sep 26, 2024	-12.07% Oct 3, 2025 - Jan 28, 2026
#10	-9.08% Sep 2, 2020 - Oct 9, 2020	-9.00% Jul 11, 2019 - Jan 9, 2020
#11	-9.00% Mar 21, 2024 - Jun 5, 2024	-8.49% Apr 20, 2022 - Jun 1, 2022
#12	-8.17% Jan 7, 2021 - Mar 16, 2021	-7.36% Mar 27, 2026 - Apr 30, 2026
#13	-6.85% Nov 24, 2020 - Dec 31, 2020	-6.11% May 22, 2026 - May 29, 2026
#14	-5.98% Apr 29, 2020 - May 7, 2020	-6.02% Nov 3, 2010 - Dec 15, 2010
#15	-5.76% Dec 14, 2023 - Feb 2, 2024	-5.53% Jan 14, 2013 - Mar 5, 2013

Correlation

Correlation between OTIS and PBA is 0.72 which considered as a strong positive correlation - the stocks tend to move together.

0.72

-101

Dividend Comparison (2010 - 2026)

OTIS vs PBA dividend yield comparison.

Year	OTIS	PBA
2026	1.18%	2.26%
2025	1.89%	5.34%
2024	1.63%	5.39%
2023	1.46%	5.70%
2022	1.42%	5.78%
2021	1.06%	6.71%
2020	0.89%	8.56%
2019	0.00%	4.80%
2018	0.00%	5.80%
2017	0.00%	4.35%
2016	0.00%	4.19%
2015	0.00%	6.48%
2014	0.00%	4.27%
2013	0.00%	4.53%
2012	0.00%	5.61%
2011	0.00%	2.68%
2010	0.00%	1.77%