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EMBJ vs. OTIS: Embraer vs. Otis Worldwide Stock Comparison

How do Embraer (EMBJ) 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

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

Embraer (EMBJ) has more than two decades of public-market history since July 21, 2000, whereas Otis Worldwide (OTIS) listed on March 19, 2020 and has a much shorter record to draw on.

Otis Worldwide (OTIS) trades as ordinary local shares, while Embraer (EMBJ) trades as an ADR — compare with FX exposure, depositary-program fees, and dividend-withholding-tax differences in mind.

Company profile comparison for Embraer (EMBJ) and Otis Worldwide (OTIS)
Profile ItemEMBJOTIS
NameEmbraer S.A. Sponsored American Depositary ReceiptOtis Worldwide Corporation
Country/RegionBrazilUnited States
GICS SectorIndustrialsIndustrials
GICS Industry GroupCapital GoodsCapital Goods
GICS IndustryAerospace & DefenseMachinery
GICS Sub-IndustryAerospace & DefenseIndustrial Machinery & Supplies & Components
Market Capitalization13.18 billion USD30.06 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateJuly 21, 2000March 19, 2020
Security TypeADRCommon Stock

Price Performance

Cumulative Growth

EMBJ
OTIS
GSPC
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Embraer (EMBJ) 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 Embraer (EMBJ) and Otis Worldwide (OTIS). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Embraer (EMBJ) and Otis Worldwide (OTIS)
MetricEMBJOTIS
Total Return (1Y)20.08%-10.81%
Total Return (3Y, Annualized)72.16%1.33%
Total Return (5Y, Annualized)35.19%0.66%

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for Embraer (EMBJ) and Otis Worldwide (OTIS)
MetricEMBJOTIS
Volatility (1Y, Annualized)41.67%23.24%
Beta (5Y)1.470.85
Max Drawdown (5Y)-54.48%-37.22%
Avg. Volume (3M)1.43M4.42M

Risk-Adjusted Performance

Risk-Return Positioning

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EMBJ 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 Embraer (EMBJ) and Otis Worldwide (OTIS)
MetricEMBJOTIS
Sharpe Ratio (1Y)0.38-0.65
Sortino Ratio (1Y)0.52-0.92

Profitability

ROE (TTM)

Capital efficiency shows on one side only: Embraer (EMBJ) earns 12.19% on shareholders’ equity, ranked against its industry; Otis Worldwide (OTIS) has no ROE this period.

EMBJ

Capital Goods industry group

12.19%

Max
40.55%
Q3
19.29%
EMBJ
12.19%
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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Embraer (EMBJ) vs. Otis Worldwide (OTIS): OTIS does not report ROE, so it has no value marker; EMBJ is benchmarked against the Capital Goods industry group.

Net Margin (TTM)

Both Embraer (EMBJ) at 5.28% 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.

EMBJ

Capital Goods industry group

5.28%

Max
27.47%
Q3
12.10%
Median
6.30%
EMBJ
5.28%
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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Embraer (EMBJ) vs. Otis Worldwide (OTIS): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

Both Embraer (EMBJ) at 12.98% and Otis Worldwide (OTIS) at 15.97% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

EMBJ

Capital Goods industry group

12.98%

Max
36.60%
Q3
18.33%
EMBJ
12.98%
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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Embraer (EMBJ) vs. Otis Worldwide (OTIS): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for Embraer (EMBJ) and Otis Worldwide (OTIS)
MetricEMBJOTIS
ROE (TTM)12.19%--
ROA (TTM)3.70%13.26%
Net Margin (TTM)5.28%10.28%
Operating Margin (TTM)12.98%15.97%
Gross Margin (TTM)17.85%29.95%

Growth

Revenue Growth

Embraer (EMBJ) at 18.50% 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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Embraer (EMBJ) vs. Otis Worldwide (OTIS): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both Embraer (EMBJ) at 0.10% 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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Embraer (EMBJ) vs. Otis Worldwide (OTIS): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Embraer (EMBJ) and Otis Worldwide (OTIS)
MetricEMBJOTIS
Revenue Growth (YoY)18.50%1.19%
Revenue Growth (3Y CAGR)18.62%1.79%
EPS Growth (YoY)0.10%-14.00%
EPS Growth (3Y CAGR)--5.74%

Financial Strength

Current Ratio (MRQ)

Embraer (EMBJ) at 1.44 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.

EMBJ

Capital Goods industry group

1.44

Max
5.22
Q3
2.95
Median
2.08
EMBJ
1.44
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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Embraer (EMBJ) 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: Embraer (EMBJ) carries debt-to-equity ratio of 0.69 against its industry range, while Otis Worldwide (OTIS) reports no figure this period.

EMBJ

Capital Goods industry group

0.69

Max
2.33
Q3
1.12
EMBJ
0.69
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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Embraer (EMBJ) vs. Otis Worldwide (OTIS): OTIS does not report debt-to-equity ratio, so it has no value marker; EMBJ is benchmarked against the Capital Goods industry group.

Financial Strength Metrics

Financial strength metrics for Embraer (EMBJ) and Otis Worldwide (OTIS)
MetricEMBJOTIS
Current Ratio (MRQ)1.440.86
Debt / Equity (MRQ)0.69--
Net Debt / EBITDA0.523.12

Dividends

Dividend Yield (TTM)

Otis Worldwide (OTIS) at 2.16% delivers top-quartile income for its industry, while Embraer (EMBJ) at 0.97% pays a more typical yield — both are credible income propositions, OTIS the richer one.

EMBJ

Capital Goods industry group

0.97%

Max
2.66%
Q3
1.14%
EMBJ
0.97%
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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Embraer (EMBJ) vs. Otis Worldwide (OTIS): A comparison of their dividend yield against the Capital Goods industry group benchmark.

Dividend Payout Ratio (TTM)

Both Embraer (EMBJ) at 31.67% and Otis Worldwide (OTIS) at 42.79% pay out an above-typical share of earnings for their industries, leaving thinner cover if profits dip.

EMBJ

Capital Goods industry group

31.67%

Max
67.39%
EMBJ
31.67%
Q3
28.02%
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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Embraer (EMBJ) vs. Otis Worldwide (OTIS): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for Embraer (EMBJ) and Otis Worldwide (OTIS)
MetricEMBJOTIS
Dividend Yield (TTM)0.97%2.16%
Dividend Payout Ratio (TTM)31.67%42.79%

Valuation

P/E Ratio (TTM)

Both Embraer (EMBJ) at 29.99 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.

EMBJ

Capital Goods industry group

29.99

Max
59.38
Q3
35.92
EMBJ
29.99
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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Embraer (EMBJ) vs. Otis Worldwide (OTIS): A comparison of their P/E ratio against the Capital Goods industry group benchmark.

P/S Ratio (TTM)

Embraer (EMBJ) at 0.30 sits in the cheaper P/S ratio quartile while Otis Worldwide (OTIS) at 1.99 prices around its industry’s middle — EMBJ costs less per dollar of sales, though read it alongside growth and margins.

EMBJ

Capital Goods industry group

0.30

Max
7.54
Q3
3.76
Median
2.15
Q1
1.03
EMBJ
0.30
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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Embraer (EMBJ) 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 Embraer (EMBJ) reports 3.70, ranking against industry peers normally.

EMBJ

Capital Goods industry group

3.70

Max
9.66
Q3
5.00
EMBJ
3.70
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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Embraer (EMBJ) vs. Otis Worldwide (OTIS): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for Embraer (EMBJ) and Otis Worldwide (OTIS)
MetricEMBJOTIS
P/E Ratio (TTM)29.9919.64
P/S Ratio (TTM)0.301.99
P/B Ratio (MRQ)3.70-5.54
Free Cash Flow Yield (TTM)12.70%4.61%