OTIS vs SOJF
Comparison between Otis Worldwide Corp (OTIS, Company) and Southern Company (SOJF, Company).
OTIS vs SOJF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap
Winner
OTIS
$28B
SOJF
$28B
Max Drawdown
OTIS
34.59%
Winner
SOJF
6.25%
Sharpe Ratio
OTIS
-1.06
Winner
SOJF
0.15
5Y Beta
OTIS
0.44
Winner
SOJF
0.09
Industry
OTIS
Specialty Industrial Machinery
SOJF
N/A
P/E Ratio
OTIS
21.28
Winner
SOJF
5.28
Forward P/E
OTIS
17.30
SOJF
N/A
Dividend Yield
OTIS
2.29%
Winner
SOJF
4.19%
5Y Dividends CAGR
OTIS
21.52%
SOJF
N/A
5Y EPS CAGR
OTIS
N/A
SOJF
3.88%
Debt to Equity
Winner
OTIS
-133.35%
SOJF
4.19%
Free Cash Flow Yield
Winner
OTIS
6.40%
SOJF
-12.24%
OTIS vs SOJF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
OTIS
+3.01%
SOJF
+0.94%
3M
OTIS
-6.12%
Winner
SOJF
+0.66%
6M
OTIS
-15.20%
Winner
SOJF
+1.55%
1Y
OTIS
-21.84%
Winner
SOJF
+4.11%
5Y(CAGR)
OTIS
-0.03%
SOJF
N/A
Max(CAGR)
Winner
OTIS
+9.70%
SOJF
+6.09%
OTIS vs SOJF - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | OTIS | SOJF |
|---|---|---|
| 2026 | -16.15% | +1.39% |
| 2025 | -3.60% | +6.37% |
| 2024 | +6.40% | N/A |
| 2023 | +14.86% | N/A |
| 2022 | -7.15% | N/A |
| 2021 | +34.31% | N/A |
| 2020 | +50.79% | N/A |
OTIS vs SOJF 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 SOJF was -3.97%, occurring on Apr 11, 2025. Recovery took 98 trading sessions.
The current OTIS drawdown is -28.60%. The current SOJF drawdown is -0.40%.
| Rank | OTIS | SOJF |
|---|---|---|
| #1 | -32.43% Oct 18, 2024 - Jun 1, 2026 | -3.97% Jan 28, 2025 - Jun 18, 2025 |
| #2 | -29.99% Aug 30, 2021 - Jul 26, 2023 | -3.00% Mar 2, 2026 - Mar 31, 2026 |
| #3 | -16.69% Jul 31, 2023 - Dec 14, 2023 | -2.39% Jun 24, 2025 - Jul 24, 2025 |
| #4 | -12.00% Mar 30, 2020 - Apr 29, 2020 | -2.17% Sep 12, 2025 - Feb 10, 2026 |
| #5 | -11.60% Mar 19, 2020 - Mar 30, 2020 | -0.95% Aug 22, 2025 - Sep 5, 2025 |
| #6 | -10.20% Oct 12, 2020 - Nov 10, 2020 | -0.88% Jul 25, 2025 - Aug 4, 2025 |
| #7 | -9.35% May 8, 2020 - May 20, 2020 | -0.65% Aug 4, 2025 - Aug 13, 2025 |
| #8 | -9.34% Jun 8, 2020 - Jul 29, 2020 | -0.42% Aug 19, 2025 - Aug 22, 2025 |
| #9 | -9.28% Jun 5, 2024 - Sep 26, 2024 | -0.23% Feb 10, 2026 - Feb 13, 2026 |
| #10 | -9.08% Sep 2, 2020 - Oct 9, 2020 | -0.08% Feb 18, 2026 - Mar 2, 2026 |
| #11 | -9.00% Mar 21, 2024 - Jun 5, 2024 | -0.08% Aug 13, 2025 - Aug 15, 2025 |
| #12 | -8.17% Jan 7, 2021 - Mar 16, 2021 | N/A |
| #13 | -6.85% Nov 24, 2020 - Dec 31, 2020 | N/A |
| #14 | -5.98% Apr 29, 2020 - May 7, 2020 | N/A |
| #15 | -5.76% Dec 14, 2023 - Feb 2, 2024 | N/A |
Correlation
Correlation between OTIS and SOJF is -0.69 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.
-0.69
-101
Dividend Comparison (2020 - 2026)
OTIS vs SOJF dividend yield comparison.
| Year | OTIS | SOJF |
|---|---|---|
| 2026 | 1.17% | 3.23% |
| 2025 | 1.89% | 5.90% |
| 2024 | 1.63% | 0.00% |
| 2023 | 1.46% | 0.00% |
| 2022 | 1.42% | 0.00% |
| 2021 | 1.06% | 0.00% |
| 2020 | 0.89% | 0.00% |
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