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BWXT vs. OTIS: BWX Technologies vs. Otis Worldwide Stock Comparison

How do BWX Technologies (BWXT) 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

BWX Technologies (BWXT) and Otis Worldwide (OTIS) both fall under the Capital Goods industry group, but BWXT is classified in Aerospace & Defense while OTIS is classified in Machinery.

Company profile comparison for BWX Technologies (BWXT) and Otis Worldwide (OTIS)
Profile ItemBWXTOTIS
NameBWX Technologies, Inc.Otis Worldwide Corporation
Country/RegionUnited StatesUnited States
GICS SectorIndustrialsIndustrials
GICS Industry GroupCapital GoodsCapital Goods
GICS IndustryAerospace & DefenseMachinery
GICS Sub-IndustryAerospace & DefenseIndustrial Machinery & Supplies & Components
Market Capitalization10.95 billion USD30.06 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateAugust 2, 2010March 19, 2020
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

BWXT
OTIS
GSPC
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BWX Technologies (BWXT) 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 BWX Technologies (BWXT) and Otis Worldwide (OTIS). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for BWX Technologies (BWXT) and Otis Worldwide (OTIS)
MetricBWXTOTIS
Total Return (1Y)-33.33%-10.81%
Total Return (3Y, Annualized)20.43%1.33%
Total Return (5Y, Annualized)20.57%0.66%

Risk Profile

Drawdown History

BWXT
OTIS
GSPC
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BWX Technologies (BWXT) 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 BWX Technologies (BWXT) and Otis Worldwide (OTIS). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for BWX Technologies (BWXT) and Otis Worldwide (OTIS)
MetricBWXTOTIS
Volatility (1Y, Annualized)45.97%23.24%
Beta (5Y)0.730.85
Max Drawdown (5Y)-51.64%-37.22%
Avg. Volume (3M)1.19M4.42M

Risk-Adjusted Performance

Risk-Return Positioning

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BWXT 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 BWX Technologies (BWXT) and Otis Worldwide (OTIS)
MetricBWXTOTIS
Sharpe Ratio (1Y)-0.82-0.65
Sortino Ratio (1Y)-1.11-0.92

Profitability

ROE (TTM)

Capital efficiency shows on one side only: BWX Technologies (BWXT) earns 28.27% on shareholders’ equity, ranked against its industry; Otis Worldwide (OTIS) has no ROE this period.

BWXT

Capital Goods industry group

28.27%

Max
40.55%
BWXT
28.27%
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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BWX Technologies (BWXT) vs. Otis Worldwide (OTIS): OTIS does not report ROE, so it has no value marker; BWXT is benchmarked against the Capital Goods industry group.

Net Margin (TTM)

Both BWX Technologies (BWXT) at 10.41% and Otis Worldwide (OTIS) at 10.28% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

BWXT

Capital Goods industry group

10.41%

Max
27.47%
Q3
12.10%
BWXT
10.41%
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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BWX Technologies (BWXT) vs. Otis Worldwide (OTIS): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

Both BWX Technologies (BWXT) at 11.55% and Otis Worldwide (OTIS) at 15.97% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

BWXT

Capital Goods industry group

11.55%

Max
36.60%
Q3
18.33%
BWXT
11.55%
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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BWX Technologies (BWXT) vs. Otis Worldwide (OTIS): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for BWX Technologies (BWXT) and Otis Worldwide (OTIS)
MetricBWXTOTIS
ROE (TTM)28.27%--
ROA (TTM)5.49%13.26%
Net Margin (TTM)10.41%10.28%
Operating Margin (TTM)11.55%15.97%
Gross Margin (TTM)22.61%29.95%

Growth

Revenue Growth

BWX Technologies (BWXT) at 18.30% 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.

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BWX Technologies (BWXT) vs. Otis Worldwide (OTIS): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both BWX Technologies (BWXT) at 16.61% 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.

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BWX Technologies (BWXT) vs. Otis Worldwide (OTIS): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for BWX Technologies (BWXT) and Otis Worldwide (OTIS)
MetricBWXTOTIS
Revenue Growth (YoY)18.30%1.19%
Revenue Growth (3Y CAGR)12.73%1.79%
EPS Growth (YoY)16.61%-14.00%
EPS Growth (3Y CAGR)11.25%5.74%

Financial Strength

Current Ratio (MRQ)

BWX Technologies (BWXT) at 1.88 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.

BWXT

Capital Goods industry group

1.88

Max
5.22
Q3
2.95
Median
2.08
BWXT
1.88
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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BWX Technologies (BWXT) 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: BWX Technologies (BWXT) carries debt-to-equity ratio of 1.43 against its industry range, while Otis Worldwide (OTIS) reports no figure this period.

BWXT

Capital Goods industry group

1.43

Max
2.33
BWXT
1.43
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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BWX Technologies (BWXT) vs. Otis Worldwide (OTIS): OTIS does not report debt-to-equity ratio, so it has no value marker; BWXT is benchmarked against the Capital Goods industry group.

Financial Strength Metrics

Financial strength metrics for BWX Technologies (BWXT) and Otis Worldwide (OTIS)
MetricBWXTOTIS
Current Ratio (MRQ)1.880.86
Debt / Equity (MRQ)1.43--
Net Debt / EBITDA2.923.12

Dividends

Dividend Yield (TTM)

Otis Worldwide (OTIS) at 2.16% delivers top-quartile income for its industry, while BWX Technologies (BWXT) at 0.92% pays a more typical yield — both are credible income propositions, OTIS the richer one.

BWXT

Capital Goods industry group

0.92%

Max
2.66%
Q3
1.14%
BWXT
0.92%
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%
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BWX Technologies (BWXT) vs. Otis Worldwide (OTIS): A comparison of their dividend yield against the Capital Goods industry group benchmark.

Dividend Payout Ratio (TTM)

BWX Technologies (BWXT) at 26.04% 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.

BWXT

Capital Goods industry group

26.04%

Max
67.39%
Q3
28.02%
BWXT
26.04%
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%
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BWX Technologies (BWXT) vs. Otis Worldwide (OTIS): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for BWX Technologies (BWXT) and Otis Worldwide (OTIS)
MetricBWXTOTIS
Dividend Yield (TTM)0.92%2.16%
Dividend Payout Ratio (TTM)26.04%42.79%

Valuation

P/E Ratio (TTM)

Both BWX Technologies (BWXT) at 29.37 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.

BWXT

Capital Goods industry group

29.37

Max
59.38
Q3
35.92
BWXT
29.37
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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BWX Technologies (BWXT) vs. Otis Worldwide (OTIS): A comparison of their P/E ratio against the Capital Goods industry group benchmark.

P/S Ratio (TTM)

On P/S ratio, both BWX Technologies (BWXT) at 3.04 and Otis Worldwide (OTIS) at 1.99 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

BWXT

Capital Goods industry group

3.04

Max
7.54
Q3
3.76
BWXT
3.04
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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BWX Technologies (BWXT) 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 BWX Technologies (BWXT) reports 7.72, ranking against industry peers normally.

BWXT

Capital Goods industry group

7.72

Max
9.66
BWXT
7.72
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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BWX Technologies (BWXT) vs. Otis Worldwide (OTIS): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for BWX Technologies (BWXT) and Otis Worldwide (OTIS)
MetricBWXTOTIS
P/E Ratio (TTM)29.3719.64
P/S Ratio (TTM)3.041.99
P/B Ratio (MRQ)7.72-5.54
Free Cash Flow Yield (TTM)2.64%4.61%