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BE vs. OTIS: Bloom Energy vs. Otis Worldwide Stock Comparison

How do Bloom Energy (BE) 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

Bloom Energy (BE) and Otis Worldwide (OTIS) both fall under the Capital Goods industry group, but BE is classified in Electrical Equipment while OTIS is classified in Machinery.

Company profile comparison for Bloom Energy (BE) and Otis Worldwide (OTIS)
Profile ItemBEOTIS
NameBloom Energy Corp. Class A Common StockOtis Worldwide Corporation
Country/RegionUnited StatesUnited States
GICS SectorIndustrialsIndustrials
GICS Industry GroupCapital GoodsCapital Goods
GICS IndustryElectrical EquipmentMachinery
GICS Sub-IndustryHeavy Electrical EquipmentIndustrial Machinery & Supplies & Components
Market Capitalization51.20 billion USD30.06 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateJuly 25, 2018March 19, 2020
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

BE
OTIS
GSPC
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Bloom Energy (BE) vs. Otis Worldwide (OTIS), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Bloom Energy (BE) and Otis Worldwide (OTIS). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Bloom Energy (BE) and Otis Worldwide (OTIS). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Bloom Energy (BE) and Otis Worldwide (OTIS)
MetricBEOTIS
Total Return (1Y)46.07%-10.81%
Total Return (3Y, Annualized)162.89%1.33%
Total Return (5Y, Annualized)41.93%0.66%

Risk Profile

Drawdown History

BE
OTIS
GSPC
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Bloom Energy (BE) vs. Otis Worldwide (OTIS), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Bloom Energy (BE) and Otis Worldwide (OTIS). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Bloom Energy (BE) carries a highly aggressive beta of 3.61, indicating much higher sensitivity to broad-market moves, whereas Otis Worldwide (OTIS) is closer to market-like at 0.85 — a noticeable difference in market-sensitivity profile.

Risk profile metrics for Bloom Energy (BE) and Otis Worldwide (OTIS)
MetricBEOTIS
Volatility (1Y, Annualized)112.64%23.24%
Beta (5Y)3.610.85
Max Drawdown (5Y)-74.98%-37.22%
Avg. Volume (3M)15.48M4.42M

Risk-Adjusted Performance

Risk-Return Positioning

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BE and OTIS are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Bloom Energy (BE) and Otis Worldwide (OTIS)
MetricBEOTIS
Sharpe Ratio (1Y)0.37-0.65
Sortino Ratio (1Y)0.57-0.92

Profitability

ROE (TTM)

Capital efficiency shows on one side only: Bloom Energy (BE) earns 39.61% on shareholders’ equity, ranked against its industry; Otis Worldwide (OTIS) has no ROE this period.

BE

Capital Goods industry group

39.61%

Max
40.55%
BE
39.61%
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
--
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Bloom Energy (BE) vs. Otis Worldwide (OTIS): OTIS does not report ROE, so it has no value marker; BE is benchmarked against the Capital Goods industry group.

Net Margin (TTM)

Bloom Energy (BE) at 13.53% retains a top-quartile share of revenue as profit, ahead of Otis Worldwide (OTIS) at 10.28%, which keeps about the industry-typical share.

BE

Capital Goods industry group

13.53%

Max
27.47%
BE
13.53%
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%
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Bloom Energy (BE) vs. Otis Worldwide (OTIS): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

Bloom Energy (BE) at 18.49% operates in the top operating margin quartile, ahead of Otis Worldwide (OTIS) at 15.97%, which runs around its industry’s norm.

BE

Capital Goods industry group

18.49%

Max
36.60%
BE
18.49%
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%
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Bloom Energy (BE) vs. Otis Worldwide (OTIS): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for Bloom Energy (BE) and Otis Worldwide (OTIS)
MetricBEOTIS
ROE (TTM)39.61%--
ROA (TTM)7.45%13.26%
Net Margin (TTM)13.53%10.28%
Operating Margin (TTM)18.49%15.97%
Gross Margin (TTM)31.77%29.95%

Growth

Revenue Growth

Bloom Energy (BE) at 37.33% sits in the top revenue growth quartile, while Otis Worldwide (OTIS) at 1.19% is in the bottom quartile, showing a clear gap in revenue momentum.

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Bloom Energy (BE) vs. Otis Worldwide (OTIS): A comparison of their Revenue Growth across different time periods.

EPS Growth

Only one side can be read here: Otis Worldwide (OTIS) reports EPS growth of -14.00%, ranked against its industry; Bloom Energy (BE) has no EPS growth figure this period.

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Bloom Energy (BE) vs. Otis Worldwide (OTIS): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Bloom Energy (BE) and Otis Worldwide (OTIS)
MetricBEOTIS
Revenue Growth (YoY)37.33%1.19%
Revenue Growth (3Y CAGR)19.06%1.79%
EPS Growth (YoY)---14.00%
EPS Growth (3Y CAGR)--5.74%

Financial Strength

Current Ratio (MRQ)

Bloom Energy (BE) at 3.74 carries current ratio above its industry’s typical mid-range, while Otis Worldwide (OTIS) at 0.86 runs in the tighter-liquidity quartile — different working-capital profiles, both worth examining.

BE

Capital Goods industry group

3.74

Max
5.22
BE
3.74
Q3
2.95
Median
2.08
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
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Bloom Energy (BE) vs. Otis Worldwide (OTIS): A comparison of their current ratio against the Capital Goods industry group benchmark.

Debt / Equity (MRQ)

Only one side’s leverage can be read here: Bloom Energy (BE) carries debt-to-equity ratio of 1.42 against its industry range, while Otis Worldwide (OTIS) reports no figure this period.

BE

Capital Goods industry group

1.42

Max
2.33
BE
1.42
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
--
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Bloom Energy (BE) vs. Otis Worldwide (OTIS): OTIS does not report debt-to-equity ratio, so it has no value marker; BE is benchmarked against the Capital Goods industry group.

Financial Strength Metrics

Financial strength metrics for Bloom Energy (BE) and Otis Worldwide (OTIS)
MetricBEOTIS
Current Ratio (MRQ)3.740.86
Debt / Equity (MRQ)1.42--
Net Debt / EBITDA0.503.12

Dividends

Dividend Yield (TTM)

Bloom Energy (BE) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Otis Worldwide (OTIS) reports a yield of 2.16%, ranking against industry peers normally.

BE

Capital Goods industry group

0.00%

Max
2.66%
Q3
1.14%
Median
0.24%
BE
0.00%
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%
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Bloom Energy (BE) vs. Otis Worldwide (OTIS): A comparison of their dividend yield against the Capital Goods industry group benchmark.

Dividend Payout Ratio (TTM)

Bloom Energy (BE) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Otis Worldwide (OTIS) reports a payout of 42.79%, ranking against industry peers normally.

BE

Capital Goods industry group

0.00%

Max
67.39%
Q3
28.02%
Median
6.86%
BE
0.00%
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%
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Bloom Energy (BE) vs. Otis Worldwide (OTIS): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for Bloom Energy (BE) and Otis Worldwide (OTIS)
MetricBEOTIS
Dividend Yield (TTM)0.00%2.16%
Dividend Payout Ratio (TTM)0.00%42.79%

Valuation

P/E Ratio (TTM)

Otis Worldwide (OTIS) at 19.64 is near its industry’s usual P/E ratio, while Bloom Energy (BE) at 104.99 sits above its peer range — an unusually expensive price for BE’s trailing earnings.

BE

Capital Goods industry group

104.99

BE
104.99
Max
59.38
Q3
35.92
Median
25.41
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
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Bloom Energy (BE) vs. Otis Worldwide (OTIS): A comparison of their P/E ratio against the Capital Goods industry group benchmark.

P/S Ratio (TTM)

Otis Worldwide (OTIS) at 1.99 prices around its industry’s typical P/S ratio, while Bloom Energy (BE) at 13.37 clears its benchmark range — BE looks notably rich on sales.

BE

Capital Goods industry group

13.37

BE
13.37
Max
7.54
Q3
3.76
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
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Bloom Energy (BE) vs. Otis Worldwide (OTIS): A comparison of their P/S ratio against the Capital Goods industry group benchmark.

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 Bloom Energy (BE) reports 26.49, ranking against industry peers normally.

BE

Capital Goods industry group

26.49

BE
26.49
Max
9.66
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
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Bloom Energy (BE) vs. Otis Worldwide (OTIS): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for Bloom Energy (BE) and Otis Worldwide (OTIS)
MetricBEOTIS
P/E Ratio (TTM)104.9919.64
P/S Ratio (TTM)13.371.99
P/B Ratio (MRQ)26.49-5.54
Free Cash Flow Yield (TTM)-0.00%4.61%