AER vs. OTIS: AerCap vs. Otis Worldwide Stock Comparison
How do AerCap (AER) and Otis Worldwide (OTIS) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
AerCap (AER) and Otis Worldwide (OTIS) both fall under the Capital Goods industry group, but AER is classified in Trading Companies & Distributors while OTIS is classified in Machinery.
| Profile Item | AER | OTIS |
|---|---|---|
| Name | AerCap Holdings N.V. | Otis Worldwide Corporation |
| Country/Region | Ireland | United States |
| GICS Sector | Industrials | Industrials |
| GICS Industry Group | Capital Goods | Capital Goods |
| GICS Industry | Trading Companies & Distributors | Machinery |
| GICS Sub-Industry | Trading Companies & Distributors | Industrial Machinery & Supplies & Components |
| Market Capitalization | 25.76 billion USD | 30.06 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | November 21, 2006 | March 19, 2020 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | AER | OTIS |
|---|---|---|
| Total Return (1Y) | 32.17% | -10.81% |
| Total Return (3Y, Annualized) | 39.43% | 1.33% |
| Total Return (5Y, Annualized) | 21.06% | 0.66% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | AER | OTIS |
|---|---|---|
| Volatility (1Y, Annualized) | 26.10% | 23.24% |
| Beta (5Y) | 0.95 | 0.85 |
| Max Drawdown (5Y) | -44.81% | -37.22% |
| Avg. Volume (3M) | 1.13M | 4.42M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | AER | OTIS |
|---|---|---|
| Sharpe Ratio (1Y) | 1.07 | -0.65 |
| Sortino Ratio (1Y) | 1.59 | -0.92 |
Profitability
ROE (TTM)
Capital efficiency shows on one side only: AerCap (AER) earns 17.00% on shareholders’ equity, ranked against its industry; Otis Worldwide (OTIS) has no ROE this period.
AER
Capital Goods industry group
17.00%
- Max
- 40.55%
- Q3
- 19.29%
- AER
- 17.00%
- Median
- 12.12%
- Q1
- 4.08%
- Min
- -17.12%
OTIS
Capital Goods industry group
--
- Max
- 40.55%
- Q3
- 19.29%
- Median
- 12.12%
- Q1
- 4.08%
- Min
- -17.12%
- OTIS
- --
Net Margin (TTM)
AerCap (AER) at 34.47% converts revenue to bottom-line profit above its industry’s benchmark range, while Otis Worldwide (OTIS) at 10.28% keeps roughly the typical share for its industry.
AER
Capital Goods industry group
34.47%
- AER
- 34.47%
- Max
- 27.47%
- Q3
- 12.10%
- Median
- 6.30%
- Q1
- 1.40%
- Min
- -12.89%
OTIS
Capital Goods industry group
10.28%
- Max
- 27.47%
- Q3
- 12.10%
- OTIS
- 10.28%
- Median
- 6.30%
- Q1
- 1.40%
- Min
- -12.89%
Operating Margin (TTM)
AerCap (AER) at 62.55% turns sales into operating profit above its industry’s benchmark range, while Otis Worldwide (OTIS) at 15.97% operates around its industry’s norm.
AER
Capital Goods industry group
62.55%
- AER
- 62.55%
- Max
- 36.60%
- Q3
- 18.33%
- Median
- 11.12%
- Q1
- 5.14%
- Min
- -12.63%
OTIS
Capital Goods industry group
15.97%
- Max
- 36.60%
- Q3
- 18.33%
- OTIS
- 15.97%
- Median
- 11.12%
- Q1
- 5.14%
- Min
- -12.63%
Profitability Metrics
| Metric | AER | OTIS |
|---|---|---|
| ROE (TTM) | 17.00% | -- |
| ROA (TTM) | 4.52% | 13.26% |
| Net Margin (TTM) | 34.47% | 10.28% |
| Operating Margin (TTM) | 62.55% | 15.97% |
| Gross Margin (TTM) | 63.02% | 29.95% |
Growth
Revenue Growth
AerCap (AER) at 6.50% is around its peer norm for revenue growth, while Otis Worldwide (OTIS) at 1.19% drops into the bottom quartile, signaling weaker demand or pricing momentum.
EPS Growth
AerCap (AER) at 97.41% sits in the top EPS growth quartile, while Otis Worldwide (OTIS) at -14.00% is closer to the peer norm — faster per-share earnings growth for AER.
Growth Metrics
| Metric | AER | OTIS |
|---|---|---|
| Revenue Growth (YoY) | 6.50% | 1.19% |
| Revenue Growth (3Y CAGR) | 6.69% | 1.79% |
| EPS Growth (YoY) | 97.41% | -14.00% |
| EPS Growth (3Y CAGR) | -- | 5.74% |
Financial Strength
Current Ratio (MRQ)
AerCap (AER) at 1.45 keeps current ratio within its industry’s typical mid-range, while Otis Worldwide (OTIS) at 0.86 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for OTIS.
AER
Capital Goods industry group
1.45
- Max
- 5.22
- Q3
- 2.95
- Median
- 2.08
- AER
- 1.45
- Q1
- 1.43
- Min
- 0.36
OTIS
Capital Goods industry group
0.86
- Max
- 5.22
- Q3
- 2.95
- Median
- 2.08
- Q1
- 1.43
- OTIS
- 0.86
- Min
- 0.36
Debt / Equity (MRQ)
Only one side’s leverage can be read here: AerCap (AER) carries debt-to-equity ratio of 2.33 against its industry range, while Otis Worldwide (OTIS) reports no figure this period.
AER
Capital Goods industry group
2.33
- AER
- 2.33
- Max
- 2.33
- Q3
- 1.12
- Median
- 0.60
- Q1
- 0.29
- Min
- 0.00
OTIS
Capital Goods industry group
--
- Max
- 2.33
- Q3
- 1.12
- Median
- 0.60
- Q1
- 0.29
- Min
- 0.00
- OTIS
- --
Financial Strength Metrics
| Metric | AER | OTIS |
|---|---|---|
| Current Ratio (MRQ) | 1.45 | 0.86 |
| Debt / Equity (MRQ) | 2.33 | -- |
| Net Debt / EBITDA | 7.77 | 3.12 |
Dividends
Dividend Yield (TTM)
Otis Worldwide (OTIS) at 2.16% delivers top-quartile income for its industry, while AerCap (AER) at 0.96% pays a more typical yield — both are credible income propositions, OTIS the richer one.
AER
Capital Goods industry group
0.96%
- Max
- 2.66%
- Q3
- 1.14%
- AER
- 0.96%
- Median
- 0.24%
- Q1
- 0.00%
- Min
- 0.00%
OTIS
Capital Goods industry group
2.16%
- Max
- 2.66%
- OTIS
- 2.16%
- Q3
- 1.14%
- Median
- 0.24%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
AerCap (AER) at 7.52% pays out a band-typical share of earnings, while Otis Worldwide (OTIS) at 42.79% distributes more than its industry norm — less retained, thinner cover.
AER
Capital Goods industry group
7.52%
- Max
- 67.39%
- Q3
- 28.02%
- AER
- 7.52%
- Median
- 6.86%
- Q1
- 0.00%
- Min
- 0.00%
OTIS
Capital Goods industry group
42.79%
- Max
- 67.39%
- OTIS
- 42.79%
- Q3
- 28.02%
- Median
- 6.86%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | AER | OTIS |
|---|---|---|
| Dividend Yield (TTM) | 0.96% | 2.16% |
| Dividend Payout Ratio (TTM) | 7.52% | 42.79% |
Valuation
P/E Ratio (TTM)
AerCap (AER) at 8.67 sits in the cheaper P/E ratio quartile, while Otis Worldwide (OTIS) at 19.64 is closer to its industry’s usual earnings multiple — a discount for AER, though growth and earnings durability still matter.
AER
Capital Goods industry group
8.67
- Max
- 59.38
- Q3
- 35.92
- Median
- 25.41
- Q1
- 19.47
- AER
- 8.67
- Min
- 3.03
OTIS
Capital Goods industry group
19.64
- Max
- 59.38
- Q3
- 35.92
- Median
- 25.41
- OTIS
- 19.64
- Q1
- 19.47
- Min
- 3.03
P/S Ratio (TTM)
On P/S ratio, both AerCap (AER) at 2.84 and Otis Worldwide (OTIS) at 1.99 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.
AER
Capital Goods industry group
2.84
- Max
- 7.54
- Q3
- 3.76
- AER
- 2.84
- Median
- 2.15
- Q1
- 1.03
- Min
- 0.03
OTIS
Capital Goods industry group
1.99
- Max
- 7.54
- Q3
- 3.76
- Median
- 2.15
- OTIS
- 1.99
- Q1
- 1.03
- Min
- 0.03
P/B Ratio (MRQ)
Otis Worldwide (OTIS) reports a negative P/B ratio of -5.54, meaning negative book equity — the multiple itself is not meaningful for valuation. Meanwhile AerCap (AER) reports 1.36, ranking against industry peers normally.
AER
Capital Goods industry group
1.36
- Max
- 9.66
- Q3
- 5.00
- Median
- 3.12
- Q1
- 1.81
- AER
- 1.36
- Min
- -1.08
OTIS
Capital Goods industry group
-5.54
- Max
- 9.66
- Q3
- 5.00
- Median
- 3.12
- Q1
- 1.81
- Min
- -1.08
- OTIS
- -5.54
Valuation Metrics
| Metric | AER | OTIS |
|---|---|---|
| P/E Ratio (TTM) | 8.67 | 19.64 |
| P/S Ratio (TTM) | 2.84 | 1.99 |
| P/B Ratio (MRQ) | 1.36 | -5.54 |
| Free Cash Flow Yield (TTM) | -6.60% | 4.61% |