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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.

Company profile comparison for Comfort Systems USA (FIX) and Otis Worldwide (OTIS)
Profile ItemFIXOTIS
NameComfort Systems USA Inc.Otis Worldwide Corporation
Country/RegionUnited StatesUnited States
GICS SectorIndustrialsIndustrials
GICS Industry GroupCapital GoodsCapital Goods
GICS IndustryConstruction & EngineeringMachinery
GICS Sub-IndustryConstruction & EngineeringIndustrial Machinery & Supplies & Components
Market Capitalization35.81 billion USD30.06 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateJune 27, 1997March 19, 2020
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

FIX
OTIS
GSPC
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Comfort Systems USA (FIX) 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 Comfort Systems USA (FIX) and Otis Worldwide (OTIS). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Comfort Systems USA (FIX) and Otis Worldwide (OTIS)
MetricFIXOTIS
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

FIX
OTIS
GSPC
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Comfort Systems USA (FIX) 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 Comfort Systems USA (FIX) and Otis Worldwide (OTIS). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Comfort Systems USA (FIX) and Otis Worldwide (OTIS)
MetricFIXOTIS
Volatility (1Y, Annualized)60.97%23.24%
Beta (5Y)1.680.85
Max Drawdown (5Y)-53.28%-37.22%
Avg. Volume (3M)471.64K4.42M

Risk-Adjusted Performance

Risk-Return Positioning

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FIX 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 Comfort Systems USA (FIX) and Otis Worldwide (OTIS)
MetricFIXOTIS
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
--
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Comfort Systems USA (FIX) vs. Otis Worldwide (OTIS): OTIS does not report ROE, so it has no value marker; FIX is benchmarked against the Capital Goods industry group.

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%
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Comfort Systems USA (FIX) vs. Otis Worldwide (OTIS): A comparison of their net margin against the Capital Goods industry group benchmark.

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%
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Comfort Systems USA (FIX) vs. Otis Worldwide (OTIS): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for Comfort Systems USA (FIX) and Otis Worldwide (OTIS)
MetricFIXOTIS
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.

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Comfort Systems USA (FIX) vs. Otis Worldwide (OTIS): A comparison of their Revenue Growth across different time periods.

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.

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Comfort Systems USA (FIX) vs. Otis Worldwide (OTIS): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Comfort Systems USA (FIX) and Otis Worldwide (OTIS)
MetricFIXOTIS
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
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Comfort Systems USA (FIX) 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: 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
--
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Comfort Systems USA (FIX) vs. Otis Worldwide (OTIS): OTIS does not report debt-to-equity ratio, so it has no value marker; FIX is benchmarked against the Capital Goods industry group.

Financial Strength Metrics

Financial strength metrics for Comfort Systems USA (FIX) and Otis Worldwide (OTIS)
MetricFIXOTIS
Current Ratio (MRQ)1.150.86
Debt / Equity (MRQ)0.11--
Net Debt / EBITDA-0.813.12

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%
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Comfort Systems USA (FIX) vs. Otis Worldwide (OTIS): A comparison of their dividend yield against the Capital Goods industry group benchmark.

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%
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Comfort Systems USA (FIX) vs. Otis Worldwide (OTIS): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for Comfort Systems USA (FIX) and Otis Worldwide (OTIS)
MetricFIXOTIS
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
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Comfort Systems USA (FIX) 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 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
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Comfort Systems USA (FIX) 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 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
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Comfort Systems USA (FIX) vs. Otis Worldwide (OTIS): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for Comfort Systems USA (FIX) and Otis Worldwide (OTIS)
MetricFIXOTIS
P/E Ratio (TTM)21.9819.64
P/S Ratio (TTM)2.851.99
P/B Ratio (MRQ)10.66-5.54
Free Cash Flow Yield (TTM)5.94%4.61%