SOJF vs OTIS

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

SOJF vs OTIS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SOJF(COMPANY)	OTIS(COMPANY)
Market Cap	$28B	$28B
Max Drawdown	6.29%	34.59%
Sharpe Ratio	-0.25	-1.14
5Y Beta	0.09	0.44
Industry	N/A	Specialty Industrial Machinery
P/E Ratio	5.28	21.09
Forward P/E	N/A	17.30
PEG Ratio	N/A	1.38
Dividend Yield	4.19%	2.34%
5Y Dividends CAGR	N/A	21.52%
5Y EPS CAGR	3.88%	N/A
Debt to Equity	4.19%	-133.35%
Free Cash Flow Yield	-12.24%	6.45%
P/S Ratio	N/A	1.90
P/B Ratio	N/A	13.20

Market Cap

Winner

SOJF

$28B

OTIS

$28B

Max Drawdown

Winner

SOJF

6.29%

OTIS

34.59%

Sharpe Ratio

Winner

SOJF

-0.25

OTIS

-1.14

5Y Beta

Winner

SOJF

0.09

OTIS

0.44

Industry

SOJF

N/A

OTIS

Specialty Industrial Machinery

P/E Ratio

Winner

SOJF

5.28

OTIS

21.09

Forward P/E

SOJF

N/A

OTIS

17.30

PEG Ratio

SOJF

N/A

OTIS

1.38

Dividend Yield

Winner

SOJF

4.19%

OTIS

2.34%

5Y Dividends CAGR

SOJF

N/A

OTIS

21.52%

5Y EPS CAGR

SOJF

3.88%

OTIS

N/A

Debt to Equity

SOJF

4.19%

Winner

OTIS

-133.35%

Free Cash Flow Yield

SOJF

-12.24%

Winner

OTIS

6.45%

P/S Ratio

SOJF

N/A

OTIS

1.90

P/B Ratio

SOJF

N/A

OTIS

13.20

SOJF vs OTIS - Historical Returns

Returns include dividend reinvestment.

Period	SOJF	OTIS
1 month	+0.06%	+0.63%
3 months	+0.69%	-4.90%
6 months	+1.17%	-15.56%
1 year	+3.03%	-23.41%
5 years(CAGR)	N/A	-0.59%
Max(CAGR)	+5.20%	+9.64%

SOJF

+0.06%

Winner

OTIS

+0.63%

Winner

SOJF

+0.69%

OTIS

-4.90%

Winner

SOJF

+1.17%

OTIS

-15.56%

Winner

SOJF

+3.03%

OTIS

-23.41%

5Y(CAGR)

SOJF

N/A

OTIS

-0.59%

Max(CAGR)

SOJF

+5.20%

Winner

OTIS

+9.64%

SOJF vs OTIS - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	SOJF	OTIS
2026	+0.30%	-16.25%
2025	+6.37%	-3.60%
2024	N/A	+6.40%
2023	N/A	+14.86%
2022	N/A	-7.15%
2021	N/A	+34.31%
2020	N/A	+50.79%

SOJF vs OTIS Drawdown Comparison

The maximum drawdown for SOJF was -3.97%, occurring on Apr 11, 2025. Recovery took 98 trading sessions.

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

The current SOJF drawdown is -1.47%. The current OTIS drawdown is -28.68%.

Rank	SOJF	OTIS
#1	-3.97% Jan 28, 2025 - Jun 18, 2025	-32.43% Oct 18, 2024 - Jun 1, 2026
#2	-3.00% Mar 2, 2026 - Mar 31, 2026	-29.99% Aug 30, 2021 - Jul 26, 2023
#3	-2.39% Jun 24, 2025 - Jul 24, 2025	-16.69% Jul 31, 2023 - Dec 14, 2023
#4	-2.17% Sep 12, 2025 - Feb 10, 2026	-12.00% Mar 30, 2020 - Apr 29, 2020
#5	-0.95% Aug 22, 2025 - Sep 5, 2025	-11.60% Mar 19, 2020 - Mar 30, 2020
#6	-0.88% Jul 25, 2025 - Aug 4, 2025	-10.20% Oct 12, 2020 - Nov 10, 2020
#7	-0.65% Aug 4, 2025 - Aug 13, 2025	-9.35% May 8, 2020 - May 20, 2020
#8	-0.42% Aug 19, 2025 - Aug 22, 2025	-9.34% Jun 8, 2020 - Jul 29, 2020
#9	-0.23% Feb 10, 2026 - Feb 13, 2026	-9.28% Jun 5, 2024 - Sep 26, 2024
#10	-0.08% Feb 18, 2026 - Mar 2, 2026	-9.08% Sep 2, 2020 - Oct 9, 2020
#11	-0.08% Aug 13, 2025 - Aug 15, 2025	-9.00% Mar 21, 2024 - Jun 5, 2024
#12	N/A	-8.17% Jan 7, 2021 - Mar 16, 2021
#13	N/A	-6.85% Nov 24, 2020 - Dec 31, 2020
#14	N/A	-5.98% Apr 29, 2020 - May 7, 2020
#15	N/A	-5.76% Dec 14, 2023 - Feb 2, 2024

Correlation

Correlation between SOJF and OTIS is -0.67 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.67

-101