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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.

Company profile comparison for Otis Worldwide (OTIS) and PACCAR (PCAR)
Profile ItemOTISPCAR
NameOtis Worldwide CorporationPACCAR Inc.
Country/RegionUnited StatesUnited States
GICS SectorIndustrialsIndustrials
GICS Industry GroupCapital GoodsCapital Goods
GICS IndustryMachineryMachinery
GICS Sub-IndustryIndustrial Machinery & Supplies & ComponentsConstruction Machinery & Heavy Transportation Equipment
Market Capitalization30.06 billion USD53.69 billion USD
CurrencyUSDUSD
ExchangeNYSENasdaq
Listing DateMarch 19, 2020March 17, 1980
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

OTIS
PCAR
GSPC
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Otis Worldwide (OTIS) vs. PACCAR (PCAR), 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 Otis Worldwide (OTIS) and PACCAR (PCAR). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Otis Worldwide (OTIS) and PACCAR (PCAR)
MetricOTISPCAR
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

OTIS
PCAR
GSPC
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Otis Worldwide (OTIS) vs. PACCAR (PCAR), 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 Otis Worldwide (OTIS) and PACCAR (PCAR). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Otis Worldwide (OTIS) and PACCAR (PCAR)
MetricOTISPCAR
Volatility (1Y, Annualized)23.24%27.23%
Beta (5Y)0.850.94
Max Drawdown (5Y)-37.22%-27.75%
Avg. Volume (3M)4.42M3.33M

Risk-Adjusted Performance

Risk-Return Positioning

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OTIS and PCAR 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 Otis Worldwide (OTIS) and PACCAR (PCAR)
MetricOTISPCAR
Sharpe Ratio (1Y)-0.650.19
Sortino Ratio (1Y)-0.920.30

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%
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Otis Worldwide (OTIS) vs. PACCAR (PCAR): OTIS does not report ROE, so it has no value marker; PCAR is benchmarked against the Capital Goods industry group.

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%
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Otis Worldwide (OTIS) vs. PACCAR (PCAR): A comparison of their net margin against the Capital Goods industry group benchmark.

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%
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Otis Worldwide (OTIS) vs. PACCAR (PCAR): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for Otis Worldwide (OTIS) and PACCAR (PCAR)
MetricOTISPCAR
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.

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Otis Worldwide (OTIS) vs. PACCAR (PCAR): 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 PACCAR (PCAR) at -42.91% drops into the bottom quartile, signaling weaker earnings momentum.

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

Growth Metrics

Growth metrics for Otis Worldwide (OTIS) and PACCAR (PCAR)
MetricOTISPCAR
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
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Otis Worldwide (OTIS) vs. PACCAR (PCAR): 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: 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
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Otis Worldwide (OTIS) vs. PACCAR (PCAR): OTIS does not report debt-to-equity ratio, so it has no value marker; PCAR is benchmarked against the Capital Goods industry group.

Financial Strength Metrics

Financial strength metrics for Otis Worldwide (OTIS) and PACCAR (PCAR)
MetricOTISPCAR
Current Ratio (MRQ)0.865.47
Debt / Equity (MRQ)--0.72
Net Debt / EBITDA3.121.62

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%
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Otis Worldwide (OTIS) vs. PACCAR (PCAR): A comparison of their dividend yield against the Capital Goods industry group benchmark.

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%
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Otis Worldwide (OTIS) vs. PACCAR (PCAR): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for Otis Worldwide (OTIS) and PACCAR (PCAR)
MetricOTISPCAR
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
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Otis Worldwide (OTIS) vs. PACCAR (PCAR): A comparison of their P/E ratio against the Capital Goods industry group benchmark.

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
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Otis Worldwide (OTIS) vs. PACCAR (PCAR): 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 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
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Otis Worldwide (OTIS) vs. PACCAR (PCAR): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for Otis Worldwide (OTIS) and PACCAR (PCAR)
MetricOTISPCAR
P/E Ratio (TTM)19.6419.46
P/S Ratio (TTM)1.991.85
P/B Ratio (MRQ)-5.542.57
Free Cash Flow Yield (TTM)4.61%3.23%