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GD vs. OTIS: General Dynamics vs. Otis Worldwide Stock Comparison

How do General Dynamics (GD) 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

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

General Dynamics (GD) has more than two decades of public-market history since January 2, 1962, whereas Otis Worldwide (OTIS) listed on March 19, 2020 and has a much shorter record to draw on.

Company profile comparison for General Dynamics (GD) and Otis Worldwide (OTIS)
Profile ItemGDOTIS
NameGeneral Dynamics Corp.Otis Worldwide Corporation
Country/RegionUnited StatesUnited States
GICS SectorIndustrialsIndustrials
GICS Industry GroupCapital GoodsCapital Goods
GICS IndustryAerospace & DefenseMachinery
GICS Sub-IndustryAerospace & DefenseIndustrial Machinery & Supplies & Components
Market Capitalization95.68 billion USD30.06 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateJanuary 2, 1962March 19, 2020
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

GD
OTIS
GSPC
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General Dynamics (GD) 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 General Dynamics (GD) and Otis Worldwide (OTIS). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for General Dynamics (GD) and Otis Worldwide (OTIS)
MetricGDOTIS
Total Return (1Y)6.52%-10.81%
Total Return (3Y, Annualized)16.95%1.33%
Total Return (5Y, Annualized)14.65%0.66%

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for General Dynamics (GD) and Otis Worldwide (OTIS)
MetricGDOTIS
Volatility (1Y, Annualized)23.03%23.24%
Beta (5Y)0.300.85
Max Drawdown (5Y)-22.55%-37.22%
Avg. Volume (3M)1.19M4.42M

Risk-Adjusted Performance

Risk-Return Positioning

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GD 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 General Dynamics (GD) and Otis Worldwide (OTIS)
MetricGDOTIS
Sharpe Ratio (1Y)0.10-0.65
Sortino Ratio (1Y)0.15-0.92

Profitability

ROE (TTM)

Capital efficiency shows on one side only: General Dynamics (GD) earns 18.01% on shareholders’ equity, ranked against its industry; Otis Worldwide (OTIS) has no ROE this period.

GD

Capital Goods industry group

18.01%

Max
40.55%
Q3
19.29%
GD
18.01%
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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General Dynamics (GD) vs. Otis Worldwide (OTIS): OTIS does not report ROE, so it has no value marker; GD is benchmarked against the Capital Goods industry group.

Net Margin (TTM)

Both General Dynamics (GD) at 8.24% 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.

GD

Capital Goods industry group

8.24%

Max
27.47%
Q3
12.10%
GD
8.24%
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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General Dynamics (GD) vs. Otis Worldwide (OTIS): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

Both General Dynamics (GD) at 10.49% and Otis Worldwide (OTIS) at 15.97% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

GD

Capital Goods industry group

10.49%

Max
36.60%
Q3
18.33%
Median
11.12%
GD
10.49%
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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General Dynamics (GD) vs. Otis Worldwide (OTIS): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for General Dynamics (GD) and Otis Worldwide (OTIS)
MetricGDOTIS
ROE (TTM)18.01%--
ROA (TTM)6.23%13.26%
Net Margin (TTM)8.24%10.28%
Operating Margin (TTM)10.49%15.97%
Gross Margin (TTM)15.42%29.95%

Growth

Revenue Growth

General Dynamics (GD) at 10.13% 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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General Dynamics (GD) vs. Otis Worldwide (OTIS): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both General Dynamics (GD) at 13.35% 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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General Dynamics (GD) vs. Otis Worldwide (OTIS): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for General Dynamics (GD) and Otis Worldwide (OTIS)
MetricGDOTIS
Revenue Growth (YoY)10.13%1.19%
Revenue Growth (3Y CAGR)10.07%1.79%
EPS Growth (YoY)13.35%-14.00%
EPS Growth (3Y CAGR)8.22%5.74%

Financial Strength

Current Ratio (MRQ)

Both General Dynamics (GD) at 1.43 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.

GD

Capital Goods industry group

1.43

Max
5.22
Q3
2.95
Median
2.08
Q1
1.43
GD
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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General Dynamics (GD) 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: General Dynamics (GD) carries debt-to-equity ratio of 0.33 against its industry range, while Otis Worldwide (OTIS) reports no figure this period.

GD

Capital Goods industry group

0.33

Max
2.33
Q3
1.12
Median
0.60
GD
0.33
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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General Dynamics (GD) vs. Otis Worldwide (OTIS): OTIS does not report debt-to-equity ratio, so it has no value marker; GD is benchmarked against the Capital Goods industry group.

Financial Strength Metrics

Financial strength metrics for General Dynamics (GD) and Otis Worldwide (OTIS)
MetricGDOTIS
Current Ratio (MRQ)1.430.86
Debt / Equity (MRQ)0.33--
Net Debt / EBITDA0.683.12

Dividends

Dividend Yield (TTM)

Both General Dynamics (GD) at 1.76% and Otis Worldwide (OTIS) at 2.16% offer top-quartile dividend income relative to share price within their industries.

GD

Capital Goods industry group

1.76%

Max
2.66%
GD
1.76%
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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General Dynamics (GD) vs. Otis Worldwide (OTIS): A comparison of their dividend yield against the Capital Goods industry group benchmark.

Dividend Payout Ratio (TTM)

Both General Dynamics (GD) at 36.90% and Otis Worldwide (OTIS) at 42.79% pay out an above-typical share of earnings for their industries, leaving thinner cover if profits dip.

GD

Capital Goods industry group

36.90%

Max
67.39%
GD
36.90%
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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General Dynamics (GD) vs. Otis Worldwide (OTIS): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for General Dynamics (GD) and Otis Worldwide (OTIS)
MetricGDOTIS
Dividend Yield (TTM)1.76%2.16%
Dividend Payout Ratio (TTM)36.90%42.79%

Valuation

P/E Ratio (TTM)

Both General Dynamics (GD) at 20.84 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.

GD

Capital Goods industry group

20.84

Max
59.38
Q3
35.92
Median
25.41
GD
20.84
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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General Dynamics (GD) 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 General Dynamics (GD) at 1.69 and Otis Worldwide (OTIS) at 1.99 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

GD

Capital Goods industry group

1.69

Max
7.54
Q3
3.76
Median
2.15
GD
1.69
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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General Dynamics (GD) 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 General Dynamics (GD) reports 3.50, ranking against industry peers normally.

GD

Capital Goods industry group

3.50

Max
9.66
Q3
5.00
GD
3.50
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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General Dynamics (GD) vs. Otis Worldwide (OTIS): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for General Dynamics (GD) and Otis Worldwide (OTIS)
MetricGDOTIS
P/E Ratio (TTM)20.8419.64
P/S Ratio (TTM)1.691.99
P/B Ratio (MRQ)3.50-5.54
Free Cash Flow Yield (TTM)4.76%4.61%