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CARR vs. OTIS: A Head-to-Head Stock Comparison

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Here’s a clear look at CARR and OTIS, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.

Company Profile

SymbolCARROTIS
Company NameCarrier Global CorporationOtis Worldwide Corporation
CountryUnited StatesUnited States
GICS SectorIndustrialsIndustrials
GICS IndustryBuilding ProductsMachinery
Market Capitalization57.06 billion USD35.02 billion USD
ExchangeNYSENYSE
Listing DateMarch 19, 2020March 19, 2020
Security TypeCommon StockCommon Stock

Historical Performance

This chart compares the performance of CARR and OTIS by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period. Data is adjusted for dividends and splits.

CARR vs. OTIS: Growth of a $10,000 investment over the past one year.

Historical Performance at a Glance

SymbolCARROTIS
5-Day Price Return1.04%2.18%
13-Week Price Return-8.70%-8.95%
26-Week Price Return2.82%-7.10%
52-Week Price Return4.29%-3.32%
Month-to-Date Return-2.29%4.13%
Year-to-Date Return-1.77%-3.65%
10-Day Avg. Volume4.44M4.05M
3-Month Avg. Volume5.06M3.06M
3-Month Volatility31.67%29.66%
Beta1.290.99

Profitability

Return on Equity (TTM)

CARR

27.91%

Building Products Industry

Max
48.58%
Q3
27.65%
Median
16.01%
Q1
8.81%
Min
-6.66%

In the upper quartile for the Building Products industry, CARR’s Return on Equity of 27.91% signals a highly effective use of shareholder capital to drive profitability compared to most of its peers.

OTIS

14.92%

Machinery Industry

Max
34.68%
Q3
19.06%
Median
13.13%
Q1
8.53%
Min
-4.87%

OTIS’s Return on Equity of 14.92% is on par with the norm for the Machinery industry, indicating its profitability relative to shareholder equity is typical for the sector.

CARR vs. OTIS: A comparison of their Return on Equity (TTM) against their respective Building Products and Machinery industry benchmarks.

Net Profit Margin (TTM)

CARR

17.81%

Building Products Industry

Max
26.11%
Q3
15.09%
Median
9.48%
Q1
5.16%
Min
-3.43%

A Net Profit Margin of 17.81% places CARR in the upper quartile for the Building Products industry, signifying strong profitability and more effective cost management than most of its peers.

OTIS

10.68%

Machinery Industry

Max
19.74%
Q3
11.24%
Median
8.13%
Q1
5.38%
Min
-1.11%

OTIS’s Net Profit Margin of 10.68% is aligned with the median group of its peers in the Machinery industry. This indicates its ability to convert revenue into profit is typical for the sector.

CARR vs. OTIS: A comparison of their Net Profit Margin (TTM) against their respective Building Products and Machinery industry benchmarks.

Operating Profit Margin (TTM)

CARR

13.66%

Building Products Industry

Max
26.67%
Q3
18.75%
Median
14.89%
Q1
8.70%
Min
-1.00%

CARR’s Operating Profit Margin of 13.66% is around the midpoint for the Building Products industry, indicating that its efficiency in managing core business operations is typical for the sector.

OTIS

13.07%

Machinery Industry

Max
26.63%
Q3
16.15%
Median
11.27%
Q1
7.72%
Min
-4.91%

OTIS’s Operating Profit Margin of 13.07% is around the midpoint for the Machinery industry, indicating that its efficiency in managing core business operations is typical for the sector.

CARR vs. OTIS: A comparison of their Operating Profit Margin (TTM) against their respective Building Products and Machinery industry benchmarks.

Profitability at a Glance

SymbolCARROTIS
Return on Equity (TTM)27.91%14.92%
Return on Assets (TTM)10.49%13.99%
Net Profit Margin (TTM)17.81%10.68%
Operating Profit Margin (TTM)13.66%13.07%
Gross Profit Margin (TTM)27.89%29.93%

Financial Strength

Current Ratio (MRQ)

CARR

1.17

Building Products Industry

Max
2.87
Q3
2.03
Median
1.60
Q1
1.32
Min
0.88

CARR’s Current Ratio of 1.17 falls into the lower quartile for the Building Products industry. This indicates a tighter liquidity situation and a more constrained capacity to handle short-term debt than many of its competitors.

OTIS

0.88

Machinery Industry

Max
3.83
Q3
2.32
Median
1.72
Q1
1.28
Min
0.78

OTIS’s Current Ratio of 0.88 falls into the lower quartile for the Machinery industry. This indicates a tighter liquidity situation and a more constrained capacity to handle short-term debt than many of its competitors.

CARR vs. OTIS: A comparison of their Current Ratio (MRQ) against their respective Building Products and Machinery industry benchmarks.

Debt-to-Equity Ratio (MRQ)

CARR

0.78

Building Products Industry

Max
1.64
Q3
1.02
Median
0.66
Q1
0.32
Min
0.00

CARR’s Debt-to-Equity Ratio of 0.78 is typical for the Building Products industry, indicating its use of leverage is in line with the sector norm. This suggests a balanced approach to its capital structure.

OTIS

--

Machinery Industry

Max
1.49
Q3
0.75
Median
0.44
Q1
0.26
Min
0.00

Debt-to-Equity Ratio data for OTIS is currently unavailable.

CARR vs. OTIS: A comparison of their Debt-to-Equity Ratio (MRQ) against their respective Building Products and Machinery industry benchmarks.

Interest Coverage Ratio (TTM)

CARR

11.06

Building Products Industry

Max
72.12
Q3
34.39
Median
15.31
Q1
6.06
Min
0.85

CARR’s Interest Coverage Ratio of 11.06 is positioned comfortably within the norm for the Building Products industry, indicating a standard and healthy capacity to cover its interest payments.

OTIS

14.54

Machinery Industry

Max
67.55
Q3
33.79
Median
13.87
Q1
7.97
Min
-1.43

OTIS’s Interest Coverage Ratio of 14.54 is positioned comfortably within the norm for the Machinery industry, indicating a standard and healthy capacity to cover its interest payments.

CARR vs. OTIS: A comparison of their Interest Coverage Ratio (TTM) against their respective Building Products and Machinery industry benchmarks.

Financial Strength at a Glance

SymbolCARROTIS
Current Ratio (MRQ)1.170.88
Quick Ratio (MRQ)0.800.80
Debt-to-Equity Ratio (MRQ)0.78--
Interest Coverage Ratio (TTM)11.0614.54

Growth

Revenue Growth

CARR vs. OTIS: A side-by-side comparison of their Revenue Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

EPS Growth

CARR vs. OTIS: A side-by-side comparison of their EPS Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

Dividend

Dividend Yield (TTM)

CARR

1.28%

Building Products Industry

Max
2.56%
Q3
1.94%
Median
1.04%
Q1
0.66%
Min
0.00%

CARR’s Dividend Yield of 1.28% is consistent with its peers in the Building Products industry, providing a dividend return that is standard for its sector.

OTIS

1.80%

Machinery Industry

Max
5.32%
Q3
2.84%
Median
1.87%
Q1
1.09%
Min
0.00%

OTIS’s Dividend Yield of 1.80% is consistent with its peers in the Machinery industry, providing a dividend return that is standard for its sector.

CARR vs. OTIS: A comparison of their Dividend Yield (TTM) against their respective Building Products and Machinery industry benchmarks.

Dividend Payout Ratio (TTM)

CARR

18.25%

Building Products Industry

Max
157.36%
Q3
77.74%
Median
29.49%
Q1
16.25%
Min
0.00%

CARR’s Dividend Payout Ratio of 18.25% is within the typical range for the Building Products industry, suggesting a balanced approach between shareholder payouts and company reinvestment.

OTIS

41.64%

Machinery Industry

Max
202.17%
Q3
98.65%
Median
55.54%
Q1
29.03%
Min
0.00%

OTIS’s Dividend Payout Ratio of 41.64% is within the typical range for the Machinery industry, suggesting a balanced approach between shareholder payouts and company reinvestment.

CARR vs. OTIS: A comparison of their Dividend Payout Ratio (TTM) against their respective Building Products and Machinery industry benchmarks.

Dividend at a Glance

SymbolCARROTIS
Dividend Yield (TTM)1.28%1.80%
Dividend Payout Ratio (TTM)18.25%41.64%

Valuation

Price-to-Earnings Ratio (TTM)

CARR

14.23

Building Products Industry

Max
66.79
Q3
37.37
Median
21.86
Q1
17.57
Min
9.70

In the lower quartile for the Building Products industry, CARR’s P/E Ratio of 14.23 suggests the stock may be undervalued compared to its peers, potentially presenting an attractive entry point for investors.

OTIS

23.13

Machinery Industry

Max
53.66
Q3
31.29
Median
22.00
Q1
16.18
Min
7.00

OTIS’s P/E Ratio of 23.13 is within the middle range for the Machinery industry. This suggests its valuation is in line with the sector average, representing neither a significant premium nor a discount compared to its peers.

CARR vs. OTIS: A comparison of their Price-to-Earnings Ratio (TTM) against their respective Building Products and Machinery industry benchmarks.

Price-to-Sales Ratio (TTM)

CARR

2.54

Building Products Industry

Max
6.40
Q3
3.25
Median
1.65
Q1
1.11
Min
0.34

CARR’s P/S Ratio of 2.54 aligns with the market consensus for the Building Products industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.

OTIS

2.47

Machinery Industry

Max
5.04
Q3
2.72
Median
1.67
Q1
1.04
Min
0.24

OTIS’s P/S Ratio of 2.47 aligns with the market consensus for the Machinery industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.

CARR vs. OTIS: A comparison of their Price-to-Sales Ratio (TTM) against their respective Building Products and Machinery industry benchmarks.

Price-to-Book Ratio (MRQ)

CARR

4.27

Building Products Industry

Max
13.31
Q3
6.85
Median
3.20
Q1
1.71
Min
0.73

CARR’s P/B Ratio of 4.27 is within the conventional range for the Building Products industry. This shows a balanced market view, where the stock’s price is neither at a significant premium nor a discount to the book value of its peers.

OTIS

--

Machinery Industry

Max
7.23
Q3
3.90
Median
2.52
Q1
1.47
Min
0.49

P/B Ratio data for OTIS is currently unavailable.

CARR vs. OTIS: A comparison of their Price-to-Book Ratio (MRQ) against their respective Building Products and Machinery industry benchmarks.

Valuation at a Glance

SymbolCARROTIS
Price-to-Earnings Ratio (TTM)14.2323.13
Price-to-Sales Ratio (TTM)2.542.47
Price-to-Book Ratio (MRQ)4.27--
Price-to-Free Cash Flow Ratio (TTM)47.9725.96