OTIS vs. PCAR: Otis Worldwide vs. PACCAR Stock Comparison
How do Otis Worldwide (OTIS) and PACCAR (PCAR) 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
Otis Worldwide (OTIS) and PACCAR (PCAR) both belong to the Machinery industry, though OTIS is classified under Industrial Machinery & Supplies & Components while PCAR falls under Construction Machinery & Heavy Transportation Equipment.
PACCAR (PCAR) 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.
| Profile Item | OTIS | PCAR |
|---|---|---|
| Name | Otis Worldwide Corporation | PACCAR Inc. |
| Country/Region | United States | United States |
| GICS Sector | Industrials | Industrials |
| GICS Industry Group | Capital Goods | Capital Goods |
| GICS Industry | Machinery | Machinery |
| GICS Sub-Industry | Industrial Machinery & Supplies & Components | Construction Machinery & Heavy Transportation Equipment |
| Market Capitalization | 30.06 billion USD | 53.69 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | Nasdaq |
| Listing Date | March 19, 2020 | March 17, 1980 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | OTIS | PCAR |
|---|---|---|
| Total Return (1Y) | -10.81% | 9.49% |
| Total Return (3Y, Annualized) | 1.33% | 11.04% |
| Total Return (5Y, Annualized) | 0.66% | 16.64% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | OTIS | PCAR |
|---|---|---|
| Volatility (1Y, Annualized) | 23.24% | 27.23% |
| Beta (5Y) | 0.85 | 0.94 |
| Max Drawdown (5Y) | -37.22% | -27.75% |
| Avg. Volume (3M) | 4.42M | 3.33M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | OTIS | PCAR |
|---|---|---|
| Sharpe Ratio (1Y) | -0.65 | 0.19 |
| Sortino Ratio (1Y) | -0.92 | 0.30 |
Profitability
ROE (TTM)
Capital efficiency shows on one side only: PACCAR (PCAR) earns 13.71% on shareholders’ equity, ranked against its industry; Otis Worldwide (OTIS) has no ROE this period.
OTIS
Capital Goods industry group
--
- Max
- 40.55%
- Q3
- 19.29%
- Median
- 12.12%
- Q1
- 4.08%
- Min
- -17.12%
- OTIS
- --
PCAR
Capital Goods industry group
13.71%
- Max
- 40.55%
- Q3
- 19.29%
- PCAR
- 13.71%
- Median
- 12.12%
- Q1
- 4.08%
- Min
- -17.12%
Net Margin (TTM)
Both Otis Worldwide (OTIS) at 10.28% and PACCAR (PCAR) at 9.50% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.
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%
PCAR
Capital Goods industry group
9.50%
- Max
- 27.47%
- Q3
- 12.10%
- PCAR
- 9.50%
- Median
- 6.30%
- Q1
- 1.40%
- Min
- -12.89%
Operating Margin (TTM)
Both Otis Worldwide (OTIS) at 15.97% and PACCAR (PCAR) at 12.59% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.
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%
PCAR
Capital Goods industry group
12.59%
- Max
- 36.60%
- Q3
- 18.33%
- PCAR
- 12.59%
- Median
- 11.12%
- Q1
- 5.14%
- Min
- -12.63%
Profitability Metrics
| Metric | OTIS | PCAR |
|---|---|---|
| ROE (TTM) | -- | 13.71% |
| ROA (TTM) | 13.26% | 4.53% |
| Net Margin (TTM) | 10.28% | 9.50% |
| Operating Margin (TTM) | 15.97% | 12.59% |
| Gross Margin (TTM) | 29.95% | 14.21% |
Growth
Revenue Growth
Both Otis Worldwide (OTIS) at 1.19% and PACCAR (PCAR) at -15.50% post bottom-quartile revenue growth versus peers, pointing to weaker demand or pricing momentum than typical rivals.
EPS Growth
Otis Worldwide (OTIS) at -14.00% is around its peer norm for EPS growth, while PACCAR (PCAR) at -42.91% drops into the bottom quartile, signaling weaker earnings momentum.
Growth Metrics
| Metric | OTIS | PCAR |
|---|---|---|
| Revenue Growth (YoY) | 1.19% | -15.50% |
| Revenue Growth (3Y CAGR) | 1.79% | -0.44% |
| EPS Growth (YoY) | -14.00% | -42.91% |
| EPS Growth (3Y CAGR) | 5.74% | -7.80% |
Financial Strength
Current Ratio (MRQ)
PACCAR (PCAR) at 5.47 carries current ratio above its industry’s typical mid-range, while Otis Worldwide (OTIS) at 0.86 runs in the tighter-liquidity quartile — different working-capital profiles, both worth examining.
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
PCAR
Capital Goods industry group
5.47
- PCAR
- 5.47
- Max
- 5.22
- Q3
- 2.95
- Median
- 2.08
- Q1
- 1.43
- Min
- 0.36
Debt / Equity (MRQ)
Only one side’s leverage can be read here: PACCAR (PCAR) carries debt-to-equity ratio of 0.72 against its industry range, while Otis Worldwide (OTIS) reports no figure this period.
OTIS
Capital Goods industry group
--
- Max
- 2.33
- Q3
- 1.12
- Median
- 0.60
- Q1
- 0.29
- Min
- 0.00
- OTIS
- --
PCAR
Capital Goods industry group
0.72
- Max
- 2.33
- Q3
- 1.12
- PCAR
- 0.72
- Median
- 0.60
- Q1
- 0.29
- Min
- 0.00
Financial Strength Metrics
| Metric | OTIS | PCAR |
|---|---|---|
| Current Ratio (MRQ) | 0.86 | 5.47 |
| Debt / Equity (MRQ) | -- | 0.72 |
| Net Debt / EBITDA | 3.12 | 1.62 |
Dividends
Dividend Yield (TTM)
Both Otis Worldwide (OTIS) at 2.16% and PACCAR (PCAR) at 1.30% offer top-quartile dividend income relative to share price within their industries.
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%
PCAR
Capital Goods industry group
1.30%
- Max
- 2.66%
- PCAR
- 1.30%
- Q3
- 1.14%
- Median
- 0.24%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
PACCAR (PCAR) at 25.95% 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.
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%
PCAR
Capital Goods industry group
25.95%
- Max
- 67.39%
- Q3
- 28.02%
- PCAR
- 25.95%
- Median
- 6.86%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | OTIS | PCAR |
|---|---|---|
| Dividend Yield (TTM) | 2.16% | 1.30% |
| Dividend Payout Ratio (TTM) | 42.79% | 25.95% |
Valuation
P/E Ratio (TTM)
PACCAR (PCAR) at 19.46 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 PCAR, though growth and earnings durability still matter.
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
PCAR
Capital Goods industry group
19.46
- Max
- 59.38
- Q3
- 35.92
- Median
- 25.41
- Q1
- 19.47
- PCAR
- 19.46
- Min
- 3.03
P/S Ratio (TTM)
On P/S ratio, both Otis Worldwide (OTIS) at 1.99 and PACCAR (PCAR) at 1.85 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.
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
PCAR
Capital Goods industry group
1.85
- Max
- 7.54
- Q3
- 3.76
- Median
- 2.15
- PCAR
- 1.85
- 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 PACCAR (PCAR) reports 2.57, ranking against industry peers normally.
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
PCAR
Capital Goods industry group
2.57
- Max
- 9.66
- Q3
- 5.00
- Median
- 3.12
- PCAR
- 2.57
- Q1
- 1.81
- Min
- -1.08
Valuation Metrics
| Metric | OTIS | PCAR |
|---|---|---|
| P/E Ratio (TTM) | 19.64 | 19.46 |
| P/S Ratio (TTM) | 1.99 | 1.85 |
| P/B Ratio (MRQ) | -5.54 | 2.57 |
| Free Cash Flow Yield (TTM) | 4.61% | 3.23% |