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FERG vs. OTIS: Ferguson Enterprises vs. Otis Worldwide Stock Comparison

How do Ferguson Enterprises (FERG) 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

Ferguson Enterprises (FERG) and Otis Worldwide (OTIS) both fall under the Capital Goods industry group, but FERG is classified in Trading Companies & Distributors while OTIS is classified in Machinery.

Company profile comparison for Ferguson Enterprises (FERG) and Otis Worldwide (OTIS)
Profile ItemFERGOTIS
NameFerguson Enterprises Inc.Otis Worldwide Corporation
Country/RegionUnited StatesUnited States
GICS SectorIndustrialsIndustrials
GICS Industry GroupCapital GoodsCapital Goods
GICS IndustryTrading Companies & DistributorsMachinery
GICS Sub-IndustryTrading Companies & DistributorsIndustrial Machinery & Supplies & Components
Market Capitalization45.21 billion USD30.06 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateJanuary 5, 2010March 19, 2020
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

FERG
OTIS
GSPC
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Ferguson Enterprises (FERG) 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 Ferguson Enterprises (FERG) and Otis Worldwide (OTIS). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Ferguson Enterprises (FERG) and Otis Worldwide (OTIS)
MetricFERGOTIS
Total Return (1Y)6.92%-10.81%
Total Return (3Y, Annualized)20.73%1.33%
Total Return (5Y, Annualized)13.21%0.66%

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for Ferguson Enterprises (FERG) and Otis Worldwide (OTIS)
MetricFERGOTIS
Volatility (1Y, Annualized)32.85%23.24%
Beta (5Y)1.080.85
Max Drawdown (5Y)-43.31%-37.22%
Avg. Volume (3M)1.46M4.42M

Risk-Adjusted Performance

Risk-Return Positioning

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FERG 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 Ferguson Enterprises (FERG) and Otis Worldwide (OTIS)
MetricFERGOTIS
Sharpe Ratio (1Y)0.08-0.65
Sortino Ratio (1Y)0.12-0.92

Profitability

ROE (TTM)

Neither Ferguson Enterprises (FERG) nor Otis Worldwide (OTIS) reports a ROE value for this period, so a direct comparison isn’t possible.

FERG

Capital Goods industry group

--

Max
40.55%
Q3
19.29%
Median
12.12%
Q1
4.08%
Min
-17.12%
FERG
--

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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Ferguson Enterprises (FERG) vs. Otis Worldwide (OTIS): Neither stock reports ROE, so the chart shows available benchmark boxes without value markers.

Net Margin (TTM)

Both Ferguson Enterprises (FERG) at 6.32% 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.

FERG

Capital Goods industry group

6.32%

Max
27.47%
Q3
12.10%
FERG
6.32%
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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Ferguson Enterprises (FERG) vs. Otis Worldwide (OTIS): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

Both Ferguson Enterprises (FERG) at 10.16% and Otis Worldwide (OTIS) at 15.97% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

FERG

Capital Goods industry group

10.16%

Max
36.60%
Q3
18.33%
Median
11.12%
FERG
10.16%
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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Ferguson Enterprises (FERG) vs. Otis Worldwide (OTIS): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for Ferguson Enterprises (FERG) and Otis Worldwide (OTIS)
MetricFERGOTIS
ROE (TTM)----
ROA (TTM)--13.26%
Net Margin (TTM)6.32%10.28%
Operating Margin (TTM)10.16%15.97%
Gross Margin (TTM)30.63%29.95%

Growth

Revenue Growth

Only one side can be read here: Otis Worldwide (OTIS) reports revenue growth of 1.19%, ranked against its industry; Ferguson Enterprises (FERG) has no revenue growth figure this period.

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Ferguson Enterprises (FERG) vs. Otis Worldwide (OTIS): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both Ferguson Enterprises (FERG) at 19.11% 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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Ferguson Enterprises (FERG) vs. Otis Worldwide (OTIS): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Ferguson Enterprises (FERG) and Otis Worldwide (OTIS)
MetricFERGOTIS
Revenue Growth (YoY)--1.19%
Revenue Growth (3Y CAGR)--1.79%
EPS Growth (YoY)19.11%-14.00%
EPS Growth (3Y CAGR)--5.74%

Financial Strength

Current Ratio (MRQ)

Ferguson Enterprises (FERG) at 1.73 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.

FERG

Capital Goods industry group

1.73

Max
5.22
Q3
2.95
Median
2.08
FERG
1.73
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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Ferguson Enterprises (FERG) 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: Ferguson Enterprises (FERG) carries debt-to-equity ratio of 1.11 against its industry range, while Otis Worldwide (OTIS) reports no figure this period.

FERG

Capital Goods industry group

1.11

Max
2.33
Q3
1.12
FERG
1.11
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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Ferguson Enterprises (FERG) vs. Otis Worldwide (OTIS): OTIS does not report debt-to-equity ratio, so it has no value marker; FERG is benchmarked against the Capital Goods industry group.

Financial Strength Metrics

Financial strength metrics for Ferguson Enterprises (FERG) and Otis Worldwide (OTIS)
MetricFERGOTIS
Current Ratio (MRQ)1.730.86
Debt / Equity (MRQ)1.11--
Net Debt / EBITDA2.103.12

Dividends

Dividend Yield (TTM)

Both Ferguson Enterprises (FERG) at 1.80% and Otis Worldwide (OTIS) at 2.16% offer top-quartile dividend income relative to share price within their industries.

FERG

Capital Goods industry group

1.80%

Max
2.66%
FERG
1.80%
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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Ferguson Enterprises (FERG) vs. Otis Worldwide (OTIS): A comparison of their dividend yield against the Capital Goods industry group benchmark.

Dividend Payout Ratio (TTM)

Both Ferguson Enterprises (FERG) at 33.57% and Otis Worldwide (OTIS) at 42.79% pay out an above-typical share of earnings for their industries, leaving thinner cover if profits dip.

FERG

Capital Goods industry group

33.57%

Max
67.39%
FERG
33.57%
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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Ferguson Enterprises (FERG) vs. Otis Worldwide (OTIS): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for Ferguson Enterprises (FERG) and Otis Worldwide (OTIS)
MetricFERGOTIS
Dividend Yield (TTM)1.80%2.16%
Dividend Payout Ratio (TTM)33.57%42.79%

Valuation

P/E Ratio (TTM)

Both Ferguson Enterprises (FERG) at 23.00 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.

FERG

Capital Goods industry group

23.00

Max
59.38
Q3
35.92
Median
25.41
FERG
23.00
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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Ferguson Enterprises (FERG) 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 Ferguson Enterprises (FERG) at 1.44 and Otis Worldwide (OTIS) at 1.99 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

FERG

Capital Goods industry group

1.44

Max
7.54
Q3
3.76
Median
2.15
FERG
1.44
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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Ferguson Enterprises (FERG) 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 Ferguson Enterprises (FERG) reports 7.29, ranking against industry peers normally.

FERG

Capital Goods industry group

7.29

Max
9.66
FERG
7.29
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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Ferguson Enterprises (FERG) vs. Otis Worldwide (OTIS): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for Ferguson Enterprises (FERG) and Otis Worldwide (OTIS)
MetricFERGOTIS
P/E Ratio (TTM)23.0019.64
P/S Ratio (TTM)1.441.99
P/B Ratio (MRQ)7.29-5.54
Free Cash Flow Yield (TTM)--4.61%