WRB vs OTIS

Comparison between W.R. Berkley Corp (WRB, Company) and Otis Worldwide Corp (OTIS, Company).

WRB is from the Financial Services sector, while OTIS is from the Industrials sector.

5-Year PerformanceWRB has outperformed OTIS, delivering a return of +20.5% compared to -3.0%

WRB vs OTIS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WRB(COMPANY)	OTIS(COMPANY)
Market Cap	$28B	$28B
Max Drawdown	55.15%	34.59%
Sharpe Ratio	0.34	-0.85
5Y Beta	0.14	0.40
Industry	Insurance - Property & Casualty	Specialty Industrial Machinery
P/E Ratio	15.20	18.57
Forward P/E	15.36	17.67
PEG Ratio	1.63	8.32
Dividend Yield	0.25%	2.37%
5Y Dividends CAGR	81.58%	21.52%
5Y EPS CAGR	21.09%	N/A
Debt to Equity	0.00%	-143.11%
Free Cash Flow Yield	12.44%	6.67%
P/S Ratio	1.88	1.87
P/B Ratio	2.87	13.20

Market Cap

Winner

WRB

$28B

OTIS

$28B

Max Drawdown

WRB

55.15%

Winner

OTIS

34.59%

Sharpe Ratio

Winner

WRB

0.34

OTIS

-0.85

5Y Beta

Winner

WRB

0.14

OTIS

0.40

Industry

WRB

Insurance - Property & Casualty

OTIS

Specialty Industrial Machinery

P/E Ratio

Winner

WRB

15.20

OTIS

18.57

Forward P/E

Winner

WRB

15.36

OTIS

17.67

PEG Ratio

Winner

WRB

1.63

OTIS

8.32

Dividend Yield

WRB

0.25%

Winner

OTIS

2.37%

5Y Dividends CAGR

Winner

WRB

81.58%

OTIS

21.52%

5Y EPS CAGR

WRB

21.09%

OTIS

N/A

Debt to Equity

WRB

0.00%

Winner

OTIS

-143.11%

Free Cash Flow Yield

Winner

WRB

12.44%

OTIS

6.67%

P/S Ratio

WRB

1.88

Winner

OTIS

1.87

P/B Ratio

Winner

WRB

2.87

OTIS

13.20

WRB vs OTIS - Historical Returns

Returns include dividend reinvestment.

Period	WRB	OTIS
1 month	+0.01%	-1.30%
3 months	+10.78%	-4.27%
6 months	+6.32%	-16.27%
1 year	+6.15%	-13.74%
5 years(CAGR)	+20.51%	-3.05%
10 years(CAGR)	+18.16%	N/A
Max(CAGR)	+18.01%	+9.24%

Winner

WRB

+0.01%

OTIS

-1.30%

Winner

WRB

+10.78%

OTIS

-4.27%

Winner

WRB

+6.32%

OTIS

-16.27%

Winner

WRB

+6.15%

OTIS

-13.74%

5Y(CAGR)

Winner

WRB

+20.51%

OTIS

-3.05%

10Y(CAGR)

WRB

+18.16%

OTIS

N/A

Max(CAGR)

Winner

WRB

+18.01%

OTIS

+9.24%

WRB vs OTIS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	WRB	OTIS
2026	+6.05%	-17.39%
2025	+24.07%	-3.60%
2024	+24.66%	+6.40%
2023	+0.23%	+14.86%
2022	+35.74%	-7.15%
2021	+30.24%	+34.31%
2020	-2.95%	+50.79%
2019	+46.79%	N/A
2018	+8.40%	N/A
2017	+9.88%	N/A
2016	+28.14%	N/A
2015	+9.06%	N/A
2014	+23.20%	N/A
2013	+13.39%	N/A
2012	+14.12%	N/A
2011	+25.48%	N/A
2010	+12.85%	N/A
2009	-18.60%	N/A
2008	+7.55%	N/A
2007	-13.19%	N/A
2006	+6.98%	N/A
2005	+53.37%	N/A
2004	+33.74%	N/A
2003	+33.20%	N/A
2002	+13.56%	N/A
2001	+16.66%	N/A
2000	+135.53%	N/A
1999	-7.16%	N/A

WRB vs OTIS Drawdown Comparison

The maximum drawdown for WRB was -54.39%, occurring on Oct 9, 2008. Recovery took 1524 trading sessions.

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

The current WRB drawdown is -5.36%. The current OTIS drawdown is -29.65%.

Rank	WRB	OTIS
#1	-54.39% Apr 20, 2006 - May 8, 2012	-32.43% Oct 18, 2024 - Jun 1, 2026
#2	-45.35% Feb 19, 2020 - Apr 8, 2021	-29.99% Aug 30, 2021 - Jul 26, 2023
#3	-37.36% Nov 3, 1999 - Jul 27, 2000	-16.69% Jul 31, 2023 - Dec 14, 2023
#4	-26.29% Nov 30, 2022 - Jan 5, 2024	-12.00% Mar 30, 2020 - Apr 29, 2020
#5	-25.92% Dec 26, 2000 - Mar 9, 2001	-11.60% Mar 19, 2020 - Mar 30, 2020
#6	-23.20% May 1, 2002 - Jan 10, 2003	-10.20% Oct 12, 2020 - Nov 10, 2020
#7	-20.36% Mar 9, 2001 - Sep 28, 2001	-9.35% May 8, 2020 - May 20, 2020
#8	-17.63% Oct 14, 2025 - Jul 27, 2026	-9.34% Jun 8, 2020 - Jul 29, 2020
#9	-17.55% Aug 17, 2015 - Jun 30, 2016	-9.28% Jun 5, 2024 - Sep 26, 2024
#10	-16.41% Nov 6, 2001 - Apr 5, 2002	-9.08% Sep 2, 2020 - Oct 9, 2020
#11	-15.84% Apr 11, 2013 - May 7, 2014	-9.00% Mar 21, 2024 - Jun 5, 2024
#12	-14.70% Jun 7, 2022 - Oct 18, 2022	-8.17% Jan 7, 2021 - Mar 16, 2021
#13	-13.51% Mar 15, 2017 - Dec 28, 2017	-6.85% Nov 24, 2020 - Dec 31, 2020
#14	-13.33% Mar 28, 2024 - Aug 27, 2024	-5.98% Apr 29, 2020 - May 7, 2020
#15	-12.62% Oct 8, 2003 - Jan 12, 2004	-5.76% Dec 14, 2023 - Feb 2, 2024

Correlation

Correlation between WRB and OTIS is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.68

-101

Dividend Comparison (1999 - 2026)

WRB vs OTIS dividend yield comparison.

Year	WRB	OTIS
2026	1.93%	1.19%
2025	2.64%	1.89%
2024	2.39%	1.63%
2023	2.73%	1.46%
2022	1.22%	1.42%
2021	2.44%	1.06%
2020	0.71%	0.89%
2019	2.43%	0.00%
2018	2.83%	0.00%
2017	2.16%	0.00%
2016	2.27%	0.00%
2015	0.86%	0.00%
2014	2.79%	0.00%
2013	0.90%	0.00%
2012	3.58%	0.00%
2011	0.90%	0.00%
2010	0.98%	0.00%
2009	0.98%	0.00%
2008	0.74%	0.00%
2007	0.67%	0.00%
2006	0.35%	0.00%
2005	0.32%	0.00%
2004	0.44%	0.00%
2003	0.59%	0.00%
2002	0.89%	0.00%
2001	0.97%	0.00%
2000	0.83%	0.00%
1999	0.62%	0.00%