LII vs. OTIS: Lennox vs. Otis Worldwide Stock Comparison
How do Lennox (LII) 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
Lennox (LII) and Otis Worldwide (OTIS) both fall under the Capital Goods industry group, but LII is classified in Building Products while OTIS is classified in Machinery.
Lennox (LII) has more than two decades of public-market history since July 29, 1999, whereas Otis Worldwide (OTIS) listed on March 19, 2020 and has a much shorter record to draw on.
| Profile Item | LII | OTIS |
|---|---|---|
| Name | Lennox International Inc. | Otis Worldwide Corporation |
| Country/Region | United States | United States |
| GICS Sector | Industrials | Industrials |
| GICS Industry Group | Capital Goods | Capital Goods |
| GICS Industry | Building Products | Machinery |
| GICS Sub-Industry | Building Products | Industrial Machinery & Supplies & Components |
| Market Capitalization | 11.70 billion USD | 30.06 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | July 29, 1999 | March 19, 2020 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | LII | OTIS |
|---|---|---|
| Total Return (1Y) | -27.83% | -10.81% |
| Total Return (3Y, Annualized) | -2.32% | 1.33% |
| Total Return (5Y, Annualized) | 3.79% | 0.66% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | LII | OTIS |
|---|---|---|
| Volatility (1Y, Annualized) | 41.59% | 23.24% |
| Beta (5Y) | 1.18 | 0.85 |
| Max Drawdown (5Y) | -49.95% | -37.22% |
| Avg. Volume (3M) | 563.34K | 4.42M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | LII | OTIS |
|---|---|---|
| Sharpe Ratio (1Y) | -0.77 | -0.65 |
| Sortino Ratio (1Y) | -0.96 | -0.92 |
Profitability
ROE (TTM)
Capital efficiency shows on one side only: Lennox (LII) earns 62.82% on shareholders’ equity, ranked against its industry; Otis Worldwide (OTIS) has no ROE this period.
LII
Capital Goods industry group
62.82%
- LII
- 62.82%
- 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
- --
Net Margin (TTM)
Lennox (LII) at 13.76% retains a top-quartile share of revenue as profit, ahead of Otis Worldwide (OTIS) at 10.28%, which keeps about the industry-typical share.
LII
Capital Goods industry group
13.76%
- Max
- 27.47%
- LII
- 13.76%
- 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%
Operating Margin (TTM)
Lennox (LII) at 20.57% operates in the top operating margin quartile, ahead of Otis Worldwide (OTIS) at 15.97%, which runs around its industry’s norm.
LII
Capital Goods industry group
20.57%
- Max
- 36.60%
- LII
- 20.57%
- 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%
Profitability Metrics
| Metric | LII | OTIS |
|---|---|---|
| ROE (TTM) | 62.82% | -- |
| ROA (TTM) | 15.93% | 13.26% |
| Net Margin (TTM) | 13.76% | 10.28% |
| Operating Margin (TTM) | 20.57% | 15.97% |
| Gross Margin (TTM) | 32.62% | 29.95% |
Growth
Revenue Growth
Both Lennox (LII) at -2.73% and Otis Worldwide (OTIS) at 1.19% post bottom-quartile revenue growth versus peers, pointing to weaker demand or pricing momentum than typical rivals.
EPS Growth
Both Lennox (LII) at 1.11% 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.
Growth Metrics
| Metric | LII | OTIS |
|---|---|---|
| Revenue Growth (YoY) | -2.73% | 1.19% |
| Revenue Growth (3Y CAGR) | 3.26% | 1.79% |
| EPS Growth (YoY) | 1.11% | -14.00% |
| EPS Growth (3Y CAGR) | 17.97% | 5.74% |
Financial Strength
Current Ratio (MRQ)
Both Lennox (LII) at 1.21 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.
LII
Capital Goods industry group
1.21
- Max
- 5.22
- Q3
- 2.95
- Median
- 2.08
- Q1
- 1.43
- LII
- 1.21
- 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
Debt / Equity (MRQ)
Only one side’s leverage can be read here: Lennox (LII) carries debt-to-equity ratio of 1.58 against its industry range, while Otis Worldwide (OTIS) reports no figure this period.
LII
Capital Goods industry group
1.58
- Max
- 2.33
- LII
- 1.58
- Q3
- 1.12
- Median
- 0.60
- 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
- --
Financial Strength Metrics
| Metric | LII | OTIS |
|---|---|---|
| Current Ratio (MRQ) | 1.21 | 0.86 |
| Debt / Equity (MRQ) | 1.58 | -- |
| Net Debt / EBITDA | 1.73 | 3.12 |
Dividends
Dividend Yield (TTM)
Both Lennox (LII) at 1.53% and Otis Worldwide (OTIS) at 2.16% offer top-quartile dividend income relative to share price within their industries.
LII
Capital Goods industry group
1.53%
- Max
- 2.66%
- LII
- 1.53%
- 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%
Dividend Payout Ratio (TTM)
Lennox (LII) at 24.68% 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.
LII
Capital Goods industry group
24.68%
- Max
- 67.39%
- Q3
- 28.02%
- LII
- 24.68%
- 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%
Dividend Metrics
| Metric | LII | OTIS |
|---|---|---|
| Dividend Yield (TTM) | 1.53% | 2.16% |
| Dividend Payout Ratio (TTM) | 24.68% | 42.79% |
Valuation
P/E Ratio (TTM)
Lennox (LII) at 15.47 sits in the cheaper P/E ratio quartile, while Otis Worldwide (OTIS) at 19.64 is closer to its industry’s usual earnings multiple — a discount for LII, though growth and earnings durability still matter.
LII
Capital Goods industry group
15.47
- Max
- 59.38
- Q3
- 35.92
- Median
- 25.41
- Q1
- 19.47
- LII
- 15.47
- 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
P/S Ratio (TTM)
On P/S ratio, both Lennox (LII) at 2.15 and Otis Worldwide (OTIS) at 1.99 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.
LII
Capital Goods industry group
2.15
- Max
- 7.54
- Q3
- 3.76
- Median
- 2.15
- LII
- 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
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 Lennox (LII) reports 8.88, ranking against industry peers normally.
LII
Capital Goods industry group
8.88
- Max
- 9.66
- LII
- 8.88
- 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
Valuation Metrics
| Metric | LII | OTIS |
|---|---|---|
| P/E Ratio (TTM) | 15.47 | 19.64 |
| P/S Ratio (TTM) | 2.15 | 1.99 |
| P/B Ratio (MRQ) | 8.88 | -5.54 |
| Free Cash Flow Yield (TTM) | 3.14% | 4.61% |