PBA vs OTIS

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

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

5-Year PerformancePBA has outperformed OTIS, delivering a return of +13.6% compared to -0.0%

PBA vs OTIS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PBA(COMPANY)	OTIS(COMPANY)
Market Cap	$27B	$28B
Max Drawdown	75.95%	34.59%
Sharpe Ratio	1.16	-1.06
5Y Beta	0.27	0.44
Industry	Oil & Gas Midstream	Specialty Industrial Machinery
P/E Ratio	21.89	21.28
Forward P/E	21.64	17.30
Dividend Yield	6.07%	2.29%
5Y Dividends CAGR	5.56%	21.52%
Debt to Equity	82.35%	-133.35%
Free Cash Flow Yield	5.36%	6.40%

Market Cap

PBA

$27B

Winner

OTIS

$28B

Max Drawdown

PBA

75.95%

Winner

OTIS

34.59%

Sharpe Ratio

Winner

PBA

1.16

OTIS

-1.06

5Y Beta

Winner

PBA

0.27

OTIS

0.44

Industry

PBA

Oil & Gas Midstream

OTIS

Specialty Industrial Machinery

P/E Ratio

PBA

21.89

Winner

OTIS

21.28

Forward P/E

PBA

21.64

Winner

OTIS

17.30

Dividend Yield

Winner

PBA

6.07%

OTIS

2.29%

5Y Dividends CAGR

PBA

5.56%

Winner

OTIS

21.52%

Debt to Equity

PBA

82.35%

Winner

OTIS

-133.35%

Free Cash Flow Yield

PBA

5.36%

Winner

OTIS

6.40%

PBA vs OTIS - Historical Returns

Returns include dividend reinvestment.

Period	PBA	OTIS
1 month	-5.70%	+3.01%
3 months	+6.57%	-6.12%
6 months	+28.44%	-15.20%
1 year	+31.49%	-21.84%
5 years(CAGR)	+13.57%	-0.03%
10 years(CAGR)	+10.27%	N/A
Max(CAGR)	+10.95%	+9.70%

PBA

-5.70%

Winner

OTIS

+3.01%

Winner

PBA

+6.57%

OTIS

-6.12%

Winner

PBA

+28.44%

OTIS

-15.20%

Winner

PBA

+31.49%

OTIS

-21.84%

5Y(CAGR)

Winner

PBA

+13.57%

OTIS

-0.03%

10Y(CAGR)

PBA

+10.27%

OTIS

N/A

Max(CAGR)

Winner

PBA

+10.95%

OTIS

+9.70%

PBA vs OTIS - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	PBA	OTIS
2026	+22.38%	-16.15%
2025	+8.12%	-3.60%
2024	+13.81%	+6.40%
2023	+10.82%	+14.86%
2022	+16.48%	-7.15%
2021	+35.39%	+34.31%
2020	-30.17%	+50.79%
2019	+28.16%	N/A
2018	-14.54%	N/A
2017	+21.12%	N/A
2016	+52.20%	N/A
2015	-37.97%	N/A
2014	+8.64%	N/A
2013	+27.19%	N/A
2012	+2.51%	N/A
2011	+39.04%	N/A
2010	+5.93%	N/A

PBA vs OTIS Drawdown Comparison

The maximum drawdown for PBA was -70.87%, occurring on Mar 18, 2020. Recovery took 512 trading sessions.

The maximum drawdown for OTIS was -32.43%, occurring on Jun 1, 2026. This drawdown has not yet recovered.

The current PBA drawdown is -5.89%. The current OTIS drawdown is -28.60%.

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

Correlation

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

0.72

-101

Dividend Comparison (2010 - 2026)

PBA vs OTIS dividend yield comparison.

Year	PBA	OTIS
2026	2.26%	1.17%
2025	5.34%	1.89%
2024	5.39%	1.63%
2023	5.70%	1.46%
2022	5.78%	1.42%
2021	6.71%	1.06%
2020	8.56%	0.89%
2019	4.80%	0.00%
2018	5.80%	0.00%
2017	4.35%	0.00%
2016	4.19%	0.00%
2015	6.48%	0.00%
2014	4.27%	0.00%
2013	4.53%	0.00%
2012	5.61%	0.00%
2011	2.68%	0.00%
2010	1.77%	0.00%