Seek Returns

ETN vs. OTIS: Eaton vs. Otis Worldwide Stock Comparison

How do Eaton (ETN) 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

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

Eaton (ETN) has more than two decades of public-market history since June 1, 1972, whereas Otis Worldwide (OTIS) listed on March 19, 2020 and has a much shorter record to draw on.

Company profile comparison for Eaton (ETN) and Otis Worldwide (OTIS)
Profile ItemETNOTIS
NameEaton Corporation plcOtis Worldwide Corporation
Country/RegionIrelandUnited States
GICS SectorIndustrialsIndustrials
GICS Industry GroupCapital GoodsCapital Goods
GICS IndustryElectrical EquipmentMachinery
GICS Sub-IndustryElectrical Components & EquipmentIndustrial Machinery & Supplies & Components
Market Capitalization132.76 billion USD30.06 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateJune 1, 1972March 19, 2020
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

ETN
OTIS
GSPC
Loading price history…
Eaton (ETN) 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

Loading price history…
Trailing total returns for Eaton (ETN) and Otis Worldwide (OTIS). Returns over one year are annualized.

Calendar-Year Returns

Loading price history…
Calendar-year total returns for Eaton (ETN) and Otis Worldwide (OTIS). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Eaton (ETN) and Otis Worldwide (OTIS)
MetricETNOTIS
Total Return (1Y)-2.33%-10.81%
Total Return (3Y, Annualized)19.68%1.33%
Total Return (5Y, Annualized)17.50%0.66%

Risk Profile

Drawdown History

ETN
OTIS
GSPC
Loading price history…
Eaton (ETN) 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

Loading price history…
Distribution of monthly total returns for Eaton (ETN) and Otis Worldwide (OTIS). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Eaton (ETN) and Otis Worldwide (OTIS)
MetricETNOTIS
Volatility (1Y, Annualized)43.57%23.24%
Beta (5Y)1.140.85
Max Drawdown (5Y)-34.46%-37.22%
Avg. Volume (3M)2.32M4.42M

Risk-Adjusted Performance

Risk-Return Positioning

Loading chart…
ETN 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 Eaton (ETN) and Otis Worldwide (OTIS)
MetricETNOTIS
Sharpe Ratio (1Y)-0.15-0.65
Sortino Ratio (1Y)-0.21-0.92

Profitability

ROE (TTM)

Capital efficiency shows on one side only: Eaton (ETN) earns 19.55% on shareholders’ equity, ranked against its industry; Otis Worldwide (OTIS) has no ROE this period.

ETN

Capital Goods industry group

19.55%

Max
40.55%
ETN
19.55%
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
--
Loading chart…
Eaton (ETN) vs. Otis Worldwide (OTIS): OTIS does not report ROE, so it has no value marker; ETN is benchmarked against the Capital Goods industry group.

Net Margin (TTM)

Eaton (ETN) at 12.18% retains a top-quartile share of revenue as profit, ahead of Otis Worldwide (OTIS) at 10.28%, which keeps about the industry-typical share.

ETN

Capital Goods industry group

12.18%

Max
27.47%
ETN
12.18%
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%
Loading chart…
Eaton (ETN) vs. Otis Worldwide (OTIS): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

Both Eaton (ETN) at 17.85% and Otis Worldwide (OTIS) at 15.97% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

ETN

Capital Goods industry group

17.85%

Max
36.60%
Q3
18.33%
ETN
17.85%
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%
Loading chart…
Eaton (ETN) vs. Otis Worldwide (OTIS): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for Eaton (ETN) and Otis Worldwide (OTIS)
MetricETNOTIS
ROE (TTM)19.55%--
ROA (TTM)7.22%13.26%
Net Margin (TTM)12.18%10.28%
Operating Margin (TTM)17.85%15.97%
Gross Margin (TTM)35.16%29.95%

Growth

Revenue Growth

Eaton (ETN) at 10.33% 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.

Loading chart…
Eaton (ETN) vs. Otis Worldwide (OTIS): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both Eaton (ETN) at 10.00% 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.

Loading chart…
Eaton (ETN) vs. Otis Worldwide (OTIS): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Eaton (ETN) and Otis Worldwide (OTIS)
MetricETNOTIS
Revenue Growth (YoY)10.33%1.19%
Revenue Growth (3Y CAGR)9.77%1.79%
EPS Growth (YoY)10.00%-14.00%
EPS Growth (3Y CAGR)19.39%5.74%

Financial Strength

Current Ratio (MRQ)

Both Eaton (ETN) at 1.23 and Otis Worldwide (OTIS) at 0.86 run current ratio in the tighter-liquidity quartile of industry peers, leaving thinner cushions against current liabilities than typical competitors.

ETN

Capital Goods industry group

1.23

Max
5.22
Q3
2.95
Median
2.08
Q1
1.43
ETN
1.23
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
Loading chart…
Eaton (ETN) 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: Eaton (ETN) carries debt-to-equity ratio of 1.00 against its industry range, while Otis Worldwide (OTIS) reports no figure this period.

ETN

Capital Goods industry group

1.00

Max
2.33
Q3
1.12
ETN
1.00
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
--
Loading chart…
Eaton (ETN) vs. Otis Worldwide (OTIS): OTIS does not report debt-to-equity ratio, so it has no value marker; ETN is benchmarked against the Capital Goods industry group.

Financial Strength Metrics

Financial strength metrics for Eaton (ETN) and Otis Worldwide (OTIS)
MetricETNOTIS
Current Ratio (MRQ)1.230.86
Debt / Equity (MRQ)1.00--
Net Debt / EBITDA2.853.12

Dividends

Dividend Yield (TTM)

Both Eaton (ETN) at 1.33% and Otis Worldwide (OTIS) at 2.16% offer top-quartile dividend income relative to share price within their industries.

ETN

Capital Goods industry group

1.33%

Max
2.66%
ETN
1.33%
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%
Loading chart…
Eaton (ETN) vs. Otis Worldwide (OTIS): A comparison of their dividend yield against the Capital Goods industry group benchmark.

Dividend Payout Ratio (TTM)

Both Eaton (ETN) at 43.36% and Otis Worldwide (OTIS) at 42.79% pay out an above-typical share of earnings for their industries, leaving thinner cover if profits dip.

ETN

Capital Goods industry group

43.36%

Max
67.39%
ETN
43.36%
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%
Loading chart…
Eaton (ETN) vs. Otis Worldwide (OTIS): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for Eaton (ETN) and Otis Worldwide (OTIS)
MetricETNOTIS
Dividend Yield (TTM)1.33%2.16%
Dividend Payout Ratio (TTM)43.36%42.79%

Valuation

P/E Ratio (TTM)

Both Eaton (ETN) at 34.14 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.

ETN

Capital Goods industry group

34.14

Max
59.38
Q3
35.92
ETN
34.14
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
Loading chart…
Eaton (ETN) 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 is priced about in line with its industry on P/S ratio, while Eaton (ETN) at 4.15 sits in the pricier quartile — ETN costs more per dollar of sales.

ETN

Capital Goods industry group

4.15

Max
7.54
ETN
4.15
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
Loading chart…
Eaton (ETN) 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 Eaton (ETN) reports 6.33, ranking against industry peers normally.

ETN

Capital Goods industry group

6.33

Max
9.66
ETN
6.33
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
Loading chart…
Eaton (ETN) vs. Otis Worldwide (OTIS): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for Eaton (ETN) and Otis Worldwide (OTIS)
MetricETNOTIS
P/E Ratio (TTM)34.1419.64
P/S Ratio (TTM)4.151.99
P/B Ratio (MRQ)6.33-5.54
Free Cash Flow Yield (TTM)2.29%4.61%