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IR vs. OTIS: Ingersoll Rand vs. Otis Worldwide Stock Comparison

How do Ingersoll Rand (IR) 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

Ingersoll Rand (IR) and Otis Worldwide (OTIS) are both classified in the Industrial Machinery & Supplies & Components sub-industry within the broader Machinery industry, placing them in the closest GICS peer bucket.

Company profile comparison for Ingersoll Rand (IR) and Otis Worldwide (OTIS)
Profile ItemIROTIS
NameIngersoll Rand Inc.Otis Worldwide Corporation
Country/RegionUnited StatesUnited States
GICS SectorIndustrialsIndustrials
GICS Industry GroupCapital GoodsCapital Goods
GICS IndustryMachineryMachinery
GICS Sub-IndustryIndustrial Machinery & Supplies & ComponentsIndustrial Machinery & Supplies & Components
Market Capitalization31.87 billion USD30.06 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateMay 12, 2017March 19, 2020
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

IR
OTIS
GSPC
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Ingersoll Rand (IR) 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 Ingersoll Rand (IR) and Otis Worldwide (OTIS). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Ingersoll Rand (IR) and Otis Worldwide (OTIS)
MetricIROTIS
Total Return (1Y)12.39%-10.81%
Total Return (3Y, Annualized)9.19%1.33%
Total Return (5Y, Annualized)8.02%0.66%

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for Ingersoll Rand (IR) and Otis Worldwide (OTIS)
MetricIROTIS
Volatility (1Y, Annualized)34.08%23.24%
Beta (5Y)1.120.85
Max Drawdown (5Y)-36.62%-37.22%
Avg. Volume (3M)4.27M4.42M

Risk-Adjusted Performance

Risk-Return Positioning

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IR 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 Ingersoll Rand (IR) and Otis Worldwide (OTIS)
MetricIROTIS
Sharpe Ratio (1Y)0.24-0.65
Sortino Ratio (1Y)0.37-0.92

Profitability

ROE (TTM)

Capital efficiency shows on one side only: Ingersoll Rand (IR) earns 13.41% on shareholders’ equity, ranked against its industry; Otis Worldwide (OTIS) has no ROE this period.

IR

Capital Goods industry group

13.41%

Max
40.55%
Q3
19.29%
IR
13.41%
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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Ingersoll Rand (IR) vs. Otis Worldwide (OTIS): OTIS does not report ROE, so it has no value marker; IR is benchmarked against the Capital Goods industry group.

Net Margin (TTM)

Ingersoll Rand (IR) at 17.20% retains a top-quartile share of revenue as profit, ahead of Otis Worldwide (OTIS) at 10.28%, which keeps about the industry-typical share.

IR

Capital Goods industry group

17.20%

Max
27.47%
IR
17.20%
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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Ingersoll Rand (IR) vs. Otis Worldwide (OTIS): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

Ingersoll Rand (IR) at 18.79% operates in the top operating margin quartile, ahead of Otis Worldwide (OTIS) at 15.97%, which runs around its industry’s norm.

IR

Capital Goods industry group

18.79%

Max
36.60%
IR
18.79%
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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Ingersoll Rand (IR) vs. Otis Worldwide (OTIS): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for Ingersoll Rand (IR) and Otis Worldwide (OTIS)
MetricIROTIS
ROE (TTM)13.41%--
ROA (TTM)4.98%13.26%
Net Margin (TTM)17.20%10.28%
Operating Margin (TTM)18.79%15.97%
Gross Margin (TTM)42.57%29.95%

Growth

Revenue Growth

Ingersoll Rand (IR) at 5.75% 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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Ingersoll Rand (IR) vs. Otis Worldwide (OTIS): A comparison of their Revenue Growth across different time periods.

EPS Growth

Otis Worldwide (OTIS) at -14.00% is around its peer norm for EPS growth, while Ingersoll Rand (IR) at -29.61% drops into the bottom quartile, signaling weaker earnings momentum.

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Ingersoll Rand (IR) vs. Otis Worldwide (OTIS): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Ingersoll Rand (IR) and Otis Worldwide (OTIS)
MetricIROTIS
Revenue Growth (YoY)5.75%1.19%
Revenue Growth (3Y CAGR)8.95%1.79%
EPS Growth (YoY)-29.61%-14.00%
EPS Growth (3Y CAGR)-0.46%5.74%

Financial Strength

Current Ratio (MRQ)

Ingersoll Rand (IR) at 1.69 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.

IR

Capital Goods industry group

1.69

Max
5.22
Q3
2.95
Median
2.08
IR
1.69
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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Ingersoll Rand (IR) 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: Ingersoll Rand (IR) carries debt-to-equity ratio of 0.46 against its industry range, while Otis Worldwide (OTIS) reports no figure this period.

IR

Capital Goods industry group

0.46

Max
2.33
Q3
1.12
Median
0.60
IR
0.46
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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Ingersoll Rand (IR) vs. Otis Worldwide (OTIS): OTIS does not report debt-to-equity ratio, so it has no value marker; IR is benchmarked against the Capital Goods industry group.

Financial Strength Metrics

Financial strength metrics for Ingersoll Rand (IR) and Otis Worldwide (OTIS)
MetricIROTIS
Current Ratio (MRQ)1.690.86
Debt / Equity (MRQ)0.46--
Net Debt / EBITDA1.763.12

Dividends

Dividend Yield (TTM)

Otis Worldwide (OTIS) at 2.16% delivers top-quartile income for its industry, while Ingersoll Rand (IR) at 0.10% pays a more typical yield — both are credible income propositions, OTIS the richer one.

IR

Capital Goods industry group

0.10%

Max
2.66%
Q3
1.14%
Median
0.24%
IR
0.10%
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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Ingersoll Rand (IR) vs. Otis Worldwide (OTIS): A comparison of their dividend yield against the Capital Goods industry group benchmark.

Dividend Payout Ratio (TTM)

Ingersoll Rand (IR) at 2.27% 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.

IR

Capital Goods industry group

2.27%

Max
67.39%
Q3
28.02%
Median
6.86%
IR
2.27%
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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Ingersoll Rand (IR) vs. Otis Worldwide (OTIS): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for Ingersoll Rand (IR) and Otis Worldwide (OTIS)
MetricIROTIS
Dividend Yield (TTM)0.10%2.16%
Dividend Payout Ratio (TTM)2.27%42.79%

Valuation

P/E Ratio (TTM)

Both Ingersoll Rand (IR) at 23.51 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.

IR

Capital Goods industry group

23.51

Max
59.38
Q3
35.92
Median
25.41
IR
23.51
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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Ingersoll Rand (IR) 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 is priced about in line with its industry on P/S ratio, while Ingersoll Rand (IR) at 3.96 sits in the pricier quartile — IR costs more per dollar of sales.

IR

Capital Goods industry group

3.96

Max
7.54
IR
3.96
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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Ingersoll Rand (IR) 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 Ingersoll Rand (IR) reports 3.03, ranking against industry peers normally.

IR

Capital Goods industry group

3.03

Max
9.66
Q3
5.00
Median
3.12
IR
3.03
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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Ingersoll Rand (IR) vs. Otis Worldwide (OTIS): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for Ingersoll Rand (IR) and Otis Worldwide (OTIS)
MetricIROTIS
P/E Ratio (TTM)23.5119.64
P/S Ratio (TTM)3.961.99
P/B Ratio (MRQ)3.03-5.54
Free Cash Flow Yield (TTM)3.19%4.61%