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HEI vs. OTIS: HEICO vs. Otis Worldwide Stock Comparison

How do HEICO (HEI) 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

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

HEICO (HEI) has more than two decades of public-market history since March 17, 1980, whereas Otis Worldwide (OTIS) listed on March 19, 2020 and has a much shorter record to draw on.

Company profile comparison for HEICO (HEI) and Otis Worldwide (OTIS)
Profile ItemHEIOTIS
NameHEICO CorporationOtis Worldwide Corporation
Country/RegionUnited StatesUnited States
GICS SectorIndustrialsIndustrials
GICS Industry GroupCapital GoodsCapital Goods
GICS IndustryAerospace & DefenseMachinery
GICS Sub-IndustryAerospace & DefenseIndustrial Machinery & Supplies & Components
Market Capitalization46.49 billion USD30.06 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateMarch 17, 1980March 19, 2020
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

HEI
OTIS
GSPC
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HEICO (HEI) 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 HEICO (HEI) and Otis Worldwide (OTIS). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for HEICO (HEI) and Otis Worldwide (OTIS)
MetricHEIOTIS
Total Return (1Y)6.50%-10.81%
Total Return (3Y, Annualized)28.48%1.33%
Total Return (5Y, Annualized)18.19%0.66%

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for HEICO (HEI) and Otis Worldwide (OTIS)
MetricHEIOTIS
Volatility (1Y, Annualized)33.37%23.24%
Beta (5Y)1.060.85
Max Drawdown (5Y)-27.11%-37.22%
Avg. Volume (3M)480.74K4.42M

Risk-Adjusted Performance

Risk-Return Positioning

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HEI 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 HEICO (HEI) and Otis Worldwide (OTIS)
MetricHEIOTIS
Sharpe Ratio (1Y)0.07-0.65
Sortino Ratio (1Y)0.10-0.92

Profitability

ROE (TTM)

Capital efficiency shows on one side only: HEICO (HEI) earns 17.73% on shareholders’ equity, ranked against its industry; Otis Worldwide (OTIS) has no ROE this period.

HEI

Capital Goods industry group

17.73%

Max
40.55%
Q3
19.29%
HEI
17.73%
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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HEICO (HEI) vs. Otis Worldwide (OTIS): OTIS does not report ROE, so it has no value marker; HEI is benchmarked against the Capital Goods industry group.

Net Margin (TTM)

HEICO (HEI) at 16.38% retains a top-quartile share of revenue as profit, ahead of Otis Worldwide (OTIS) at 10.28%, which keeps about the industry-typical share.

HEI

Capital Goods industry group

16.38%

Max
27.47%
HEI
16.38%
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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HEICO (HEI) vs. Otis Worldwide (OTIS): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

HEICO (HEI) at 25.14% operates in the top operating margin quartile, ahead of Otis Worldwide (OTIS) at 15.97%, which runs around its industry’s norm.

HEI

Capital Goods industry group

25.14%

Max
36.60%
HEI
25.14%
Q3
18.33%
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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HEICO (HEI) vs. Otis Worldwide (OTIS): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for HEICO (HEI) and Otis Worldwide (OTIS)
MetricHEIOTIS
ROE (TTM)17.73%--
ROA (TTM)8.50%13.26%
Net Margin (TTM)16.38%10.28%
Operating Margin (TTM)25.14%15.97%
Gross Margin (TTM)40.40%29.95%

Growth

Revenue Growth

HEICO (HEI) at 16.26% 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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HEICO (HEI) vs. Otis Worldwide (OTIS): A comparison of their Revenue Growth across different time periods.

EPS Growth

HEICO (HEI) at 33.52% 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 HEI.

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HEICO (HEI) vs. Otis Worldwide (OTIS): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for HEICO (HEI) and Otis Worldwide (OTIS)
MetricHEIOTIS
Revenue Growth (YoY)16.26%1.19%
Revenue Growth (3Y CAGR)26.64%1.79%
EPS Growth (YoY)33.52%-14.00%
EPS Growth (3Y CAGR)24.32%5.74%

Financial Strength

Current Ratio (MRQ)

HEICO (HEI) at 2.72 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.

HEI

Capital Goods industry group

2.72

Max
5.22
Q3
2.95
HEI
2.72
Median
2.08
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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HEICO (HEI) 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: HEICO (HEI) carries debt-to-equity ratio of 0.45 against its industry range, while Otis Worldwide (OTIS) reports no figure this period.

HEI

Capital Goods industry group

0.45

Max
2.33
Q3
1.12
Median
0.60
HEI
0.45
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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HEICO (HEI) vs. Otis Worldwide (OTIS): OTIS does not report debt-to-equity ratio, so it has no value marker; HEI is benchmarked against the Capital Goods industry group.

Financial Strength Metrics

Financial strength metrics for HEICO (HEI) and Otis Worldwide (OTIS)
MetricHEIOTIS
Current Ratio (MRQ)2.720.86
Debt / Equity (MRQ)0.45--
Net Debt / EBITDA1.563.12

Dividends

Dividend Yield (TTM)

Otis Worldwide (OTIS) at 2.16% delivers top-quartile income for its industry, while HEICO (HEI) at 0.08% pays a more typical yield — both are credible income propositions, OTIS the richer one.

HEI

Capital Goods industry group

0.08%

Max
2.66%
Q3
1.14%
Median
0.24%
HEI
0.08%
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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HEICO (HEI) vs. Otis Worldwide (OTIS): A comparison of their dividend yield against the Capital Goods industry group benchmark.

Dividend Payout Ratio (TTM)

HEICO (HEI) at 4.17% 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.

HEI

Capital Goods industry group

4.17%

Max
67.39%
Q3
28.02%
Median
6.86%
HEI
4.17%
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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HEICO (HEI) vs. Otis Worldwide (OTIS): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for HEICO (HEI) and Otis Worldwide (OTIS)
MetricHEIOTIS
Dividend Yield (TTM)0.08%2.16%
Dividend Payout Ratio (TTM)4.17%42.79%

Valuation

P/E Ratio (TTM)

Otis Worldwide (OTIS) at 19.64 is near its industry’s usual P/E ratio, while HEICO (HEI) at 55.44 sits in the richer quartile — HEI needs stronger growth or earnings quality to justify the premium.

HEI

Capital Goods industry group

55.44

Max
59.38
HEI
55.44
Q3
35.92
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
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HEICO (HEI) 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 prices around its industry’s typical P/S ratio, while HEICO (HEI) at 8.98 clears its benchmark range — HEI looks notably rich on sales.

HEI

Capital Goods industry group

8.98

HEI
8.98
Max
7.54
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
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HEICO (HEI) 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 HEICO (HEI) reports 9.40, ranking against industry peers normally.

HEI

Capital Goods industry group

9.40

Max
9.66
HEI
9.40
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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HEICO (HEI) vs. Otis Worldwide (OTIS): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for HEICO (HEI) and Otis Worldwide (OTIS)
MetricHEIOTIS
P/E Ratio (TTM)55.4419.64
P/S Ratio (TTM)8.981.99
P/B Ratio (MRQ)9.40-5.54
Free Cash Flow Yield (TTM)1.82%4.61%