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IR vs. OTIS: A Head-to-Head Stock Comparison

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Here’s a clear look at IR and OTIS, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.

Company Profile

SymbolIROTIS
Company NameIngersoll Rand Inc.Otis Worldwide Corporation
CountryUnited StatesUnited States
GICS SectorIndustrialsIndustrials
GICS IndustryMachineryMachinery
Market Capitalization32.10 billion USD35.02 billion USD
ExchangeNYSENYSE
Listing DateMay 12, 2017March 19, 2020
Security TypeCommon StockCommon Stock

Historical Performance

This chart compares the performance of IR and OTIS by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period. Data is adjusted for dividends and splits.

IR vs. OTIS: Growth of a $10,000 investment over the past one year.

Historical Performance at a Glance

SymbolIROTIS
5-Day Price Return5.89%2.18%
13-Week Price Return-4.10%-8.95%
26-Week Price Return-12.56%-7.10%
52-Week Price Return-8.49%-3.32%
Month-to-Date Return-4.56%4.13%
Year-to-Date Return-10.71%-3.65%
10-Day Avg. Volume4.48M4.05M
3-Month Avg. Volume3.25M3.06M
3-Month Volatility34.83%29.66%
Beta1.450.99

Profitability

Return on Equity (TTM)

IR

5.06%

Machinery Industry

Max
34.68%
Q3
19.06%
Median
13.13%
Q1
8.53%
Min
-4.87%

IR’s Return on Equity of 5.06% is in the lower quartile for the Machinery industry. This indicates a less efficient generation of profit from its equity base when compared to its competitors.

OTIS

14.92%

Machinery Industry

Max
34.68%
Q3
19.06%
Median
13.13%
Q1
8.53%
Min
-4.87%

OTIS’s Return on Equity of 14.92% is on par with the norm for the Machinery industry, indicating its profitability relative to shareholder equity is typical for the sector.

IR vs. OTIS: A comparison of their Return on Equity (TTM) against the Machinery industry benchmark.

Net Profit Margin (TTM)

IR

7.04%

Machinery Industry

Max
19.74%
Q3
11.24%
Median
8.13%
Q1
5.38%
Min
-1.11%

IR’s Net Profit Margin of 7.04% is aligned with the median group of its peers in the Machinery industry. This indicates its ability to convert revenue into profit is typical for the sector.

OTIS

10.68%

Machinery Industry

Max
19.74%
Q3
11.24%
Median
8.13%
Q1
5.38%
Min
-1.11%

OTIS’s Net Profit Margin of 10.68% is aligned with the median group of its peers in the Machinery industry. This indicates its ability to convert revenue into profit is typical for the sector.

IR vs. OTIS: A comparison of their Net Profit Margin (TTM) against the Machinery industry benchmark.

Operating Profit Margin (TTM)

IR

15.07%

Machinery Industry

Max
26.63%
Q3
16.15%
Median
11.27%
Q1
7.72%
Min
-4.91%

IR’s Operating Profit Margin of 15.07% is around the midpoint for the Machinery industry, indicating that its efficiency in managing core business operations is typical for the sector.

OTIS

13.07%

Machinery Industry

Max
26.63%
Q3
16.15%
Median
11.27%
Q1
7.72%
Min
-4.91%

OTIS’s Operating Profit Margin of 13.07% is around the midpoint for the Machinery industry, indicating that its efficiency in managing core business operations is typical for the sector.

IR vs. OTIS: A comparison of their Operating Profit Margin (TTM) against the Machinery industry benchmark.

Profitability at a Glance

SymbolIROTIS
Return on Equity (TTM)5.06%14.92%
Return on Assets (TTM)2.85%13.99%
Net Profit Margin (TTM)7.04%10.68%
Operating Profit Margin (TTM)15.07%13.07%
Gross Profit Margin (TTM)43.74%29.93%

Financial Strength

Current Ratio (MRQ)

IR

2.29

Machinery Industry

Max
3.83
Q3
2.32
Median
1.72
Q1
1.28
Min
0.78

IR’s Current Ratio of 2.29 aligns with the median group of the Machinery industry, indicating that its short-term liquidity is in line with its sector peers.

OTIS

0.88

Machinery Industry

Max
3.83
Q3
2.32
Median
1.72
Q1
1.28
Min
0.78

OTIS’s Current Ratio of 0.88 falls into the lower quartile for the Machinery industry. This indicates a tighter liquidity situation and a more constrained capacity to handle short-term debt than many of its competitors.

IR vs. OTIS: A comparison of their Current Ratio (MRQ) against the Machinery industry benchmark.

Debt-to-Equity Ratio (MRQ)

IR

0.47

Machinery Industry

Max
1.49
Q3
0.75
Median
0.44
Q1
0.26
Min
0.00

IR’s Debt-to-Equity Ratio of 0.47 is typical for the Machinery industry, indicating its use of leverage is in line with the sector norm. This suggests a balanced approach to its capital structure.

OTIS

--

Machinery Industry

Max
1.49
Q3
0.75
Median
0.44
Q1
0.26
Min
0.00

Debt-to-Equity Ratio data for OTIS is currently unavailable.

IR vs. OTIS: A comparison of their Debt-to-Equity Ratio (MRQ) against the Machinery industry benchmark.

Interest Coverage Ratio (TTM)

IR

6.23

Machinery Industry

Max
67.55
Q3
33.79
Median
13.87
Q1
7.97
Min
-1.43

In the lower quartile for the Machinery industry, IR’s Interest Coverage Ratio of 6.23 indicates a tighter cushion for servicing debt, suggesting less financial flexibility than many of its competitors.

OTIS

14.54

Machinery Industry

Max
67.55
Q3
33.79
Median
13.87
Q1
7.97
Min
-1.43

OTIS’s Interest Coverage Ratio of 14.54 is positioned comfortably within the norm for the Machinery industry, indicating a standard and healthy capacity to cover its interest payments.

IR vs. OTIS: A comparison of their Interest Coverage Ratio (TTM) against the Machinery industry benchmark.

Financial Strength at a Glance

SymbolIROTIS
Current Ratio (MRQ)2.290.88
Quick Ratio (MRQ)1.630.80
Debt-to-Equity Ratio (MRQ)0.47--
Interest Coverage Ratio (TTM)6.2314.54

Growth

Revenue Growth

IR vs. OTIS: A side-by-side comparison of their Revenue Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

EPS Growth

IR vs. OTIS: A side-by-side comparison of their EPS Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

Dividend

Dividend Yield (TTM)

IR

0.10%

Machinery Industry

Max
5.32%
Q3
2.84%
Median
1.87%
Q1
1.09%
Min
0.00%

IR’s Dividend Yield of 0.10% is in the lower quartile for the Machinery industry. This suggests the company’s strategy likely favors retaining earnings for growth over providing a high dividend income.

OTIS

1.80%

Machinery Industry

Max
5.32%
Q3
2.84%
Median
1.87%
Q1
1.09%
Min
0.00%

OTIS’s Dividend Yield of 1.80% is consistent with its peers in the Machinery industry, providing a dividend return that is standard for its sector.

IR vs. OTIS: A comparison of their Dividend Yield (TTM) against the Machinery industry benchmark.

Dividend Payout Ratio (TTM)

IR

3.95%

Machinery Industry

Max
202.17%
Q3
98.65%
Median
55.54%
Q1
29.03%
Min
0.00%

IR’s Dividend Payout Ratio of 3.95% is in the lower quartile for the Machinery industry. This suggests a conservative dividend policy, with a strategic focus on reinvesting profits for future growth.

OTIS

41.64%

Machinery Industry

Max
202.17%
Q3
98.65%
Median
55.54%
Q1
29.03%
Min
0.00%

OTIS’s Dividend Payout Ratio of 41.64% is within the typical range for the Machinery industry, suggesting a balanced approach between shareholder payouts and company reinvestment.

IR vs. OTIS: A comparison of their Dividend Payout Ratio (TTM) against the Machinery industry benchmark.

Dividend at a Glance

SymbolIROTIS
Dividend Yield (TTM)0.10%1.80%
Dividend Payout Ratio (TTM)3.95%41.64%

Valuation

Price-to-Earnings Ratio (TTM)

IR

61.73

Machinery Industry

Max
53.66
Q3
31.29
Median
22.00
Q1
16.18
Min
7.00

At 61.73, IR’s P/E Ratio is exceptionally high, exceeding the typical maximum for the Machinery industry. This suggests the stock may be significantly overvalued compared to its peers and implies high market expectations that could be difficult to meet.

OTIS

23.13

Machinery Industry

Max
53.66
Q3
31.29
Median
22.00
Q1
16.18
Min
7.00

OTIS’s P/E Ratio of 23.13 is within the middle range for the Machinery industry. This suggests its valuation is in line with the sector average, representing neither a significant premium nor a discount compared to its peers.

IR vs. OTIS: A comparison of their Price-to-Earnings Ratio (TTM) against the Machinery industry benchmark.

Price-to-Sales Ratio (TTM)

IR

4.35

Machinery Industry

Max
5.04
Q3
2.72
Median
1.67
Q1
1.04
Min
0.24

IR’s P/S Ratio of 4.35 is in the upper echelon for the Machinery industry. This means the company is valued richly on its revenue stream compared to its peers, suggesting the stock is priced for a high level of future performance.

OTIS

2.47

Machinery Industry

Max
5.04
Q3
2.72
Median
1.67
Q1
1.04
Min
0.24

OTIS’s P/S Ratio of 2.47 aligns with the market consensus for the Machinery industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.

IR vs. OTIS: A comparison of their Price-to-Sales Ratio (TTM) against the Machinery industry benchmark.

Price-to-Book Ratio (MRQ)

IR

3.33

Machinery Industry

Max
7.23
Q3
3.90
Median
2.52
Q1
1.47
Min
0.49

IR’s P/B Ratio of 3.33 is within the conventional range for the Machinery industry. This shows a balanced market view, where the stock’s price is neither at a significant premium nor a discount to the book value of its peers.

OTIS

--

Machinery Industry

Max
7.23
Q3
3.90
Median
2.52
Q1
1.47
Min
0.49

P/B Ratio data for OTIS is currently unavailable.

IR vs. OTIS: A comparison of their Price-to-Book Ratio (MRQ) against the Machinery industry benchmark.

Valuation at a Glance

SymbolIROTIS
Price-to-Earnings Ratio (TTM)61.7323.13
Price-to-Sales Ratio (TTM)4.352.47
Price-to-Book Ratio (MRQ)3.33--
Price-to-Free Cash Flow Ratio (TTM)24.6525.96