ALLE vs. OTIS: Allegion vs. Otis Worldwide Stock Comparison
How do Allegion (ALLE) 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
Allegion (ALLE) and Otis Worldwide (OTIS) both fall under the Capital Goods industry group, but ALLE is classified in Building Products while OTIS is classified in Machinery.
| Profile Item | ALLE | OTIS |
|---|---|---|
| Name | Allegion plc | Otis Worldwide Corporation |
| Country/Region | Ireland | United States |
| GICS Sector | Industrials | Industrials |
| GICS Industry Group | Capital Goods | Capital Goods |
| GICS Industry | Building Products | Machinery |
| GICS Sub-Industry | Building Products | Industrial Machinery & Supplies & Components |
| Market Capitalization | 15.76 billion USD | 30.06 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | November 18, 2013 | March 19, 2020 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | ALLE | OTIS |
|---|---|---|
| Total Return (1Y) | 14.68% | -10.81% |
| Total Return (3Y, Annualized) | 24.89% | 1.33% |
| Total Return (5Y, Annualized) | 8.85% | 0.66% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | ALLE | OTIS |
|---|---|---|
| Volatility (1Y, Annualized) | 30.24% | 23.24% |
| Beta (5Y) | 0.81 | 0.85 |
| Max Drawdown (5Y) | -33.82% | -37.22% |
| Avg. Volume (3M) | 1.21M | 4.42M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | ALLE | OTIS |
|---|---|---|
| Sharpe Ratio (1Y) | 0.34 | -0.65 |
| Sortino Ratio (1Y) | 0.53 | -0.92 |
Profitability
ROE (TTM)
Capital efficiency shows on one side only: Allegion (ALLE) earns 33.56% on shareholders’ equity, ranked against its industry; Otis Worldwide (OTIS) has no ROE this period.
ALLE
Capital Goods industry group
33.56%
- Max
- 40.55%
- ALLE
- 33.56%
- Q3
- 19.29%
- 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)
Allegion (ALLE) at 15.74% retains a top-quartile share of revenue as profit, ahead of Otis Worldwide (OTIS) at 10.28%, which keeps about the industry-typical share.
ALLE
Capital Goods industry group
15.74%
- Max
- 27.47%
- ALLE
- 15.74%
- 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)
Allegion (ALLE) at 24.25% operates in the top operating margin quartile, ahead of Otis Worldwide (OTIS) at 15.97%, which runs around its industry’s norm.
ALLE
Capital Goods industry group
24.25%
- Max
- 36.60%
- ALLE
- 24.25%
- 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 | ALLE | OTIS |
|---|---|---|
| ROE (TTM) | 33.56% | -- |
| ROA (TTM) | 11.19% | 13.26% |
| Net Margin (TTM) | 15.74% | 10.28% |
| Operating Margin (TTM) | 24.25% | 15.97% |
| Gross Margin (TTM) | 45.09% | 29.95% |
Growth
Revenue Growth
Allegion (ALLE) at 7.82% 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
Both Allegion (ALLE) at 9.09% and Otis Worldwide (OTIS) at -14.00% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.
Growth Metrics
| Metric | ALLE | OTIS |
|---|---|---|
| Revenue Growth (YoY) | 7.82% | 1.19% |
| Revenue Growth (3Y CAGR) | 7.52% | 1.79% |
| EPS Growth (YoY) | 9.09% | -14.00% |
| EPS Growth (3Y CAGR) | 12.75% | 5.74% |
Financial Strength
Current Ratio (MRQ)
Allegion (ALLE) at 1.90 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.
ALLE
Capital Goods industry group
1.90
- Max
- 5.22
- Q3
- 2.95
- Median
- 2.08
- ALLE
- 1.90
- 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: Allegion (ALLE) carries debt-to-equity ratio of 1.02 against its industry range, while Otis Worldwide (OTIS) reports no figure this period.
ALLE
Capital Goods industry group
1.02
- Max
- 2.33
- Q3
- 1.12
- ALLE
- 1.02
- 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 | ALLE | OTIS |
|---|---|---|
| Current Ratio (MRQ) | 1.90 | 0.86 |
| Debt / Equity (MRQ) | 1.02 | -- |
| Net Debt / EBITDA | 1.67 | 3.12 |
Dividends
Dividend Yield (TTM)
Both Allegion (ALLE) at 1.15% and Otis Worldwide (OTIS) at 2.16% offer top-quartile dividend income relative to share price within their industries.
ALLE
Capital Goods industry group
1.15%
- Max
- 2.66%
- ALLE
- 1.15%
- Q3
- 1.14%
- 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)
Allegion (ALLE) at 26.87% 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.
ALLE
Capital Goods industry group
26.87%
- Max
- 67.39%
- Q3
- 28.02%
- ALLE
- 26.87%
- 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 | ALLE | OTIS |
|---|---|---|
| Dividend Yield (TTM) | 1.15% | 2.16% |
| Dividend Payout Ratio (TTM) | 26.87% | 42.79% |
Valuation
P/E Ratio (TTM)
Both Allegion (ALLE) at 23.06 and Otis Worldwide (OTIS) at 19.64 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.
ALLE
Capital Goods industry group
23.06
- Max
- 59.38
- Q3
- 35.92
- Median
- 25.41
- ALLE
- 23.06
- Q1
- 19.47
- 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 Allegion (ALLE) at 3.59 and Otis Worldwide (OTIS) at 1.99 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.
ALLE
Capital Goods industry group
3.59
- Max
- 7.54
- Q3
- 3.76
- ALLE
- 3.59
- 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 Allegion (ALLE) reports 7.20, ranking against industry peers normally.
ALLE
Capital Goods industry group
7.20
- Max
- 9.66
- ALLE
- 7.20
- Q3
- 5.00
- Median
- 3.12
- Q1
- 1.81
- 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 | ALLE | OTIS |
|---|---|---|
| P/E Ratio (TTM) | 23.06 | 19.64 |
| P/S Ratio (TTM) | 3.59 | 1.99 |
| P/B Ratio (MRQ) | 7.20 | -5.54 |
| Free Cash Flow Yield (TTM) | 3.69% | 4.61% |