FIX vs. OTIS: Comfort Systems USA vs. Otis Worldwide Stock Comparison
How do Comfort Systems USA (FIX) 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
Comfort Systems USA (FIX) and Otis Worldwide (OTIS) both fall under the Capital Goods industry group, but FIX is classified in Construction & Engineering while OTIS is classified in Machinery.
Comfort Systems USA (FIX) has more than two decades of public-market history since June 27, 1997, whereas Otis Worldwide (OTIS) listed on March 19, 2020 and has a much shorter record to draw on.
| Profile Item | FIX | OTIS |
|---|---|---|
| Name | Comfort Systems USA Inc. | Otis Worldwide Corporation |
| Country/Region | United States | United States |
| GICS Sector | Industrials | Industrials |
| GICS Industry Group | Capital Goods | Capital Goods |
| GICS Industry | Construction & Engineering | Machinery |
| GICS Sub-Industry | Construction & Engineering | Industrial Machinery & Supplies & Components |
| Market Capitalization | 35.81 billion USD | 30.06 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | June 27, 1997 | March 19, 2020 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | FIX | OTIS |
|---|---|---|
| Total Return (1Y) | 15.31% | -10.81% |
| Total Return (3Y, Annualized) | 81.62% | 1.33% |
| Total Return (5Y, Annualized) | 62.48% | 0.66% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | FIX | OTIS |
|---|---|---|
| Volatility (1Y, Annualized) | 60.97% | 23.24% |
| Beta (5Y) | 1.68 | 0.85 |
| Max Drawdown (5Y) | -53.28% | -37.22% |
| Avg. Volume (3M) | 471.64K | 4.42M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | FIX | OTIS |
|---|---|---|
| Sharpe Ratio (1Y) | 0.18 | -0.65 |
| Sortino Ratio (1Y) | 0.25 | -0.92 |
Profitability
ROE (TTM)
Capital efficiency shows on one side only: Comfort Systems USA (FIX) earns 58.61% on shareholders’ equity, ranked against its industry; Otis Worldwide (OTIS) has no ROE this period.
FIX
Capital Goods industry group
58.61%
- FIX
- 58.61%
- 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
- --
Net Margin (TTM)
Comfort Systems USA (FIX) at 13.01% retains a top-quartile share of revenue as profit, ahead of Otis Worldwide (OTIS) at 10.28%, which keeps about the industry-typical share.
FIX
Capital Goods industry group
13.01%
- Max
- 27.47%
- FIX
- 13.01%
- 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%
Operating Margin (TTM)
Both Comfort Systems USA (FIX) at 16.47% and Otis Worldwide (OTIS) at 15.97% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.
FIX
Capital Goods industry group
16.47%
- Max
- 36.60%
- Q3
- 18.33%
- FIX
- 16.47%
- 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%
Profitability Metrics
| Metric | FIX | OTIS |
|---|---|---|
| ROE (TTM) | 58.61% | -- |
| ROA (TTM) | 16.88% | 13.26% |
| Net Margin (TTM) | 13.01% | 10.28% |
| Operating Margin (TTM) | 16.47% | 15.97% |
| Gross Margin (TTM) | 25.70% | 29.95% |
Growth
Revenue Growth
Comfort Systems USA (FIX) at 29.52% sits in the top revenue growth quartile, while Otis Worldwide (OTIS) at 1.19% is in the bottom quartile, showing a clear gap in revenue momentum.
EPS Growth
Comfort Systems USA (FIX) at 97.81% sits in the top EPS growth quartile, while Otis Worldwide (OTIS) at -14.00% is closer to the peer norm — faster per-share earnings growth for FIX.
Growth Metrics
| Metric | FIX | OTIS |
|---|---|---|
| Revenue Growth (YoY) | 29.52% | 1.19% |
| Revenue Growth (3Y CAGR) | 30.03% | 1.79% |
| EPS Growth (YoY) | 97.81% | -14.00% |
| EPS Growth (3Y CAGR) | 61.78% | 5.74% |
Financial Strength
Current Ratio (MRQ)
Both Comfort Systems USA (FIX) at 1.15 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.
FIX
Capital Goods industry group
1.15
- Max
- 5.22
- Q3
- 2.95
- Median
- 2.08
- Q1
- 1.43
- FIX
- 1.15
- 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
Debt / Equity (MRQ)
Only one side’s leverage can be read here: Comfort Systems USA (FIX) carries debt-to-equity ratio of 0.11 against its industry range, while Otis Worldwide (OTIS) reports no figure this period.
FIX
Capital Goods industry group
0.11
- Max
- 2.33
- Q3
- 1.12
- Median
- 0.60
- Q1
- 0.29
- FIX
- 0.11
- Min
- 0.00
OTIS
Capital Goods industry group
--
- Max
- 2.33
- Q3
- 1.12
- Median
- 0.60
- Q1
- 0.29
- Min
- 0.00
- OTIS
- --
Financial Strength Metrics
| Metric | FIX | OTIS |
|---|---|---|
| Current Ratio (MRQ) | 1.15 | 0.86 |
| Debt / Equity (MRQ) | 0.11 | -- |
| Net Debt / EBITDA | -0.81 | 3.12 |
Dividends
Dividend Yield (TTM)
Otis Worldwide (OTIS) at 2.16% delivers top-quartile income for its industry, while Comfort Systems USA (FIX) at 0.31% pays a more typical yield — both are credible income propositions, OTIS the richer one.
FIX
Capital Goods industry group
0.31%
- Max
- 2.66%
- Q3
- 1.14%
- FIX
- 0.31%
- 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%
Dividend Payout Ratio (TTM)
Comfort Systems USA (FIX) at 6.48% 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.
FIX
Capital Goods industry group
6.48%
- Max
- 67.39%
- Q3
- 28.02%
- Median
- 6.86%
- FIX
- 6.48%
- 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%
Dividend Metrics
| Metric | FIX | OTIS |
|---|---|---|
| Dividend Yield (TTM) | 0.31% | 2.16% |
| Dividend Payout Ratio (TTM) | 6.48% | 42.79% |
Valuation
P/E Ratio (TTM)
Both Comfort Systems USA (FIX) at 21.98 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.
FIX
Capital Goods industry group
21.98
- Max
- 59.38
- Q3
- 35.92
- Median
- 25.41
- FIX
- 21.98
- 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
P/S Ratio (TTM)
On P/S ratio, both Comfort Systems USA (FIX) at 2.85 and Otis Worldwide (OTIS) at 1.99 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.
FIX
Capital Goods industry group
2.85
- Max
- 7.54
- Q3
- 3.76
- FIX
- 2.85
- 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
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 Comfort Systems USA (FIX) reports 10.66, ranking against industry peers normally.
FIX
Capital Goods industry group
10.66
- FIX
- 10.66
- 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
Valuation Metrics
| Metric | FIX | OTIS |
|---|---|---|
| P/E Ratio (TTM) | 21.98 | 19.64 |
| P/S Ratio (TTM) | 2.85 | 1.99 |
| P/B Ratio (MRQ) | 10.66 | -5.54 |
| Free Cash Flow Yield (TTM) | 5.94% | 4.61% |