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CSL vs. OTIS: Carlisle vs. Otis Worldwide Stock Comparison

How do Carlisle (CSL) 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

Carlisle (CSL) and Otis Worldwide (OTIS) both fall under the Capital Goods industry group, but CSL is classified in Building Products while OTIS is classified in Machinery.

Carlisle (CSL) has more than two decades of public-market history since February 21, 1973, whereas Otis Worldwide (OTIS) listed on March 19, 2020 and has a much shorter record to draw on.

Company profile comparison for Carlisle (CSL) and Otis Worldwide (OTIS)
Profile ItemCSLOTIS
NameCarlisle Companies IncorporatedOtis Worldwide Corporation
Country/RegionUnited StatesUnited States
GICS SectorIndustrialsIndustrials
GICS Industry GroupCapital GoodsCapital Goods
GICS IndustryBuilding ProductsMachinery
GICS Sub-IndustryBuilding ProductsIndustrial Machinery & Supplies & Components
Market Capitalization14.52 billion USD30.06 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateFebruary 21, 1973March 19, 2020
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

CSL
OTIS
GSPC
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Carlisle (CSL) 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 Carlisle (CSL) and Otis Worldwide (OTIS). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Carlisle (CSL) and Otis Worldwide (OTIS)
MetricCSLOTIS
Total Return (1Y)24.99%-10.81%
Total Return (3Y, Annualized)15.85%1.33%
Total Return (5Y, Annualized)12.02%0.66%

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for Carlisle (CSL) and Otis Worldwide (OTIS)
MetricCSLOTIS
Volatility (1Y, Annualized)38.46%23.24%
Beta (5Y)0.760.85
Max Drawdown (5Y)-37.72%-37.22%
Avg. Volume (3M)509.16K4.42M

Risk-Adjusted Performance

Risk-Return Positioning

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CSL 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 Carlisle (CSL) and Otis Worldwide (OTIS)
MetricCSLOTIS
Sharpe Ratio (1Y)0.54-0.65
Sortino Ratio (1Y)0.87-0.92

Profitability

ROE (TTM)

Capital efficiency shows on one side only: Carlisle (CSL) earns 42.34% on shareholders’ equity, ranked against its industry; Otis Worldwide (OTIS) has no ROE this period.

CSL

Capital Goods industry group

42.34%

CSL
42.34%
Max
40.55%
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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Carlisle (CSL) vs. Otis Worldwide (OTIS): OTIS does not report ROE, so it has no value marker; CSL is benchmarked against the Capital Goods industry group.

Net Margin (TTM)

Carlisle (CSL) at 13.78% retains a top-quartile share of revenue as profit, ahead of Otis Worldwide (OTIS) at 10.28%, which keeps about the industry-typical share.

CSL

Capital Goods industry group

13.78%

Max
27.47%
CSL
13.78%
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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Carlisle (CSL) vs. Otis Worldwide (OTIS): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

Carlisle (CSL) at 20.21% operates in the top operating margin quartile, ahead of Otis Worldwide (OTIS) at 15.97%, which runs around its industry’s norm.

CSL

Capital Goods industry group

20.21%

Max
36.60%
CSL
20.21%
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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Carlisle (CSL) vs. Otis Worldwide (OTIS): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for Carlisle (CSL) and Otis Worldwide (OTIS)
MetricCSLOTIS
ROE (TTM)42.34%--
ROA (TTM)10.20%13.26%
Net Margin (TTM)13.78%10.28%
Operating Margin (TTM)20.21%15.97%
Gross Margin (TTM)34.66%29.95%

Growth

Revenue Growth

Both Carlisle (CSL) at 0.33% and Otis Worldwide (OTIS) at 1.19% post bottom-quartile revenue growth versus peers, pointing to weaker demand or pricing momentum than typical rivals.

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Carlisle (CSL) vs. Otis Worldwide (OTIS): A comparison of their Revenue Growth across different time periods.

EPS Growth

Otis Worldwide (OTIS) at -14.00% is around its peer norm for EPS growth, while Carlisle (CSL) at -38.46% drops into the bottom quartile, signaling weaker earnings momentum.

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Carlisle (CSL) vs. Otis Worldwide (OTIS): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Carlisle (CSL) and Otis Worldwide (OTIS)
MetricCSLOTIS
Revenue Growth (YoY)0.33%1.19%
Revenue Growth (3Y CAGR)-2.70%1.79%
EPS Growth (YoY)-38.46%-14.00%
EPS Growth (3Y CAGR)-0.84%5.74%

Financial Strength

Current Ratio (MRQ)

Carlisle (CSL) at 2.41 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.

CSL

Capital Goods industry group

2.41

Max
5.22
Q3
2.95
CSL
2.41
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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Carlisle (CSL) 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: Carlisle (CSL) carries debt-to-equity ratio of 2.01 against its industry range, while Otis Worldwide (OTIS) reports no figure this period.

CSL

Capital Goods industry group

2.01

Max
2.33
CSL
2.01
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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Carlisle (CSL) vs. Otis Worldwide (OTIS): OTIS does not report debt-to-equity ratio, so it has no value marker; CSL is benchmarked against the Capital Goods industry group.

Financial Strength Metrics

Financial strength metrics for Carlisle (CSL) and Otis Worldwide (OTIS)
MetricCSLOTIS
Current Ratio (MRQ)2.410.86
Debt / Equity (MRQ)2.01--
Net Debt / EBITDA1.933.12

Dividends

Dividend Yield (TTM)

Both Carlisle (CSL) at 1.20% and Otis Worldwide (OTIS) at 2.16% offer top-quartile dividend income relative to share price within their industries.

CSL

Capital Goods industry group

1.20%

Max
2.66%
CSL
1.20%
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%
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Carlisle (CSL) vs. Otis Worldwide (OTIS): A comparison of their dividend yield against the Capital Goods industry group benchmark.

Dividend Payout Ratio (TTM)

Carlisle (CSL) at 25.50% 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.

CSL

Capital Goods industry group

25.50%

Max
67.39%
Q3
28.02%
CSL
25.50%
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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Carlisle (CSL) vs. Otis Worldwide (OTIS): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for Carlisle (CSL) and Otis Worldwide (OTIS)
MetricCSLOTIS
Dividend Yield (TTM)1.20%2.16%
Dividend Payout Ratio (TTM)25.50%42.79%

Valuation

P/E Ratio (TTM)

Both Carlisle (CSL) at 21.06 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.

CSL

Capital Goods industry group

21.06

Max
59.38
Q3
35.92
Median
25.41
CSL
21.06
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
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Carlisle (CSL) 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 Carlisle (CSL) at 2.79 and Otis Worldwide (OTIS) at 1.99 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

CSL

Capital Goods industry group

2.79

Max
7.54
Q3
3.76
CSL
2.79
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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Carlisle (CSL) 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 Carlisle (CSL) reports 10.11, ranking against industry peers normally.

CSL

Capital Goods industry group

10.11

CSL
10.11
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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Carlisle (CSL) vs. Otis Worldwide (OTIS): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for Carlisle (CSL) and Otis Worldwide (OTIS)
MetricCSLOTIS
P/E Ratio (TTM)21.0619.64
P/S Ratio (TTM)2.791.99
P/B Ratio (MRQ)10.11-5.54
Free Cash Flow Yield (TTM)4.01%4.61%