OTIS vs SOJF

Comparison between Otis Worldwide Corp (OTIS, Company) and Southern Company (SOJF, Company).

OTIS vs SOJF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OTIS(COMPANY)	SOJF(COMPANY)
Market Cap	$28B	$28B
Max Drawdown	34.59%	6.86%
Sharpe Ratio	-1.00	-0.57
5Y Beta	0.41	0.09
Industry	Specialty Industrial Machinery	N/A
P/E Ratio	18.73	5.28
Forward P/E	17.89	N/A
PEG Ratio	8.39	N/A
Dividend Yield	2.34%	4.19%
5Y Dividends CAGR	20.57%	N/A
5Y EPS CAGR	N/A	3.88%
Debt to Equity	-143.11%	4.19%
Free Cash Flow Yield	6.61%	-12.24%
P/S Ratio	1.85	N/A
P/B Ratio	13.20	N/A

Market Cap

OTIS

$28B

Winner

SOJF

$28B

Max Drawdown

OTIS

34.59%

Winner

SOJF

6.86%

Sharpe Ratio

OTIS

-1.00

Winner

SOJF

-0.57

5Y Beta

OTIS

0.41

Winner

SOJF

0.09

Industry

OTIS

Specialty Industrial Machinery

SOJF

N/A

P/E Ratio

OTIS

18.73

Winner

SOJF

5.28

Forward P/E

OTIS

17.89

SOJF

N/A

PEG Ratio

OTIS

8.39

SOJF

N/A

Dividend Yield

OTIS

2.34%

Winner

SOJF

4.19%

5Y Dividends CAGR

OTIS

20.57%

SOJF

N/A

5Y EPS CAGR

OTIS

N/A

SOJF

3.88%

Debt to Equity

Winner

OTIS

-143.11%

SOJF

4.19%

Free Cash Flow Yield

Winner

OTIS

6.61%

SOJF

-12.24%

P/S Ratio

OTIS

1.85

SOJF

N/A

P/B Ratio

OTIS

13.20

SOJF

N/A

OTIS vs SOJF - Historical Returns

Returns include dividend reinvestment.

Period	OTIS	SOJF
1 month	-3.64%	-1.71%
3 months	-0.50%	-0.75%
6 months	-23.24%	-2.03%
1 year	-17.95%	-0.00%
5 years(CAGR)	-3.26%	N/A
Max(CAGR)	+8.84%	+4.31%

OTIS

-3.64%

Winner

SOJF

-1.71%

Winner

OTIS

-0.50%

SOJF

-0.75%

OTIS

-23.24%

Winner

SOJF

-2.03%

OTIS

-17.95%

Winner

SOJF

-0.00%

5Y(CAGR)

OTIS

-3.26%

SOJF

N/A

Max(CAGR)

Winner

OTIS

+8.84%

SOJF

+4.31%

OTIS vs SOJF - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	OTIS	SOJF
2026	-19.01%	-0.31%
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 -31.03%. The current SOJF drawdown is -2.30%.

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 - Aug 3, 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	-2.30% Aug 3, 2026 - Aug 18, 2026
#5	-11.60% Mar 19, 2020 - Mar 30, 2020	-2.17% Sep 12, 2025 - Feb 10, 2026
#6	-10.20% Oct 12, 2020 - Nov 10, 2020	-0.95% Aug 22, 2025 - Sep 5, 2025
#7	-9.35% May 8, 2020 - May 20, 2020	-0.88% Jul 25, 2025 - Aug 4, 2025
#8	-9.34% Jun 8, 2020 - Jul 29, 2020	-0.65% Aug 4, 2025 - Aug 13, 2025
#9	-9.28% Jun 5, 2024 - Sep 26, 2024	-0.42% Aug 19, 2025 - Aug 22, 2025
#10	-9.08% Sep 2, 2020 - Oct 9, 2020	-0.23% Feb 10, 2026 - Feb 13, 2026
#11	-9.00% Mar 21, 2024 - Jun 5, 2024	-0.08% Feb 18, 2026 - Mar 2, 2026
#12	-8.17% Jan 7, 2021 - Mar 16, 2021	-0.08% Aug 13, 2025 - Aug 15, 2025
#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