Seek Returns

OTIS vs. PNR: Otis Worldwide vs. Pentair Stock Comparison

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

Pentair (PNR) has more than two decades of public-market history since May 3, 1973, 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 Pentair (PNR)
Profile ItemOTISPNR
NameOtis Worldwide CorporationPentair plc
Country/RegionUnited StatesUnited Kingdom
GICS SectorIndustrialsIndustrials
GICS Industry GroupCapital GoodsCapital Goods
GICS IndustryMachineryMachinery
GICS Sub-IndustryIndustrial Machinery & Supplies & ComponentsIndustrial Machinery & Supplies & Components
Market Capitalization30.06 billion USD10.88 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateMarch 19, 2020May 3, 1973
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

OTIS
PNR
GSPC
Loading price history…
Otis Worldwide (OTIS) vs. Pentair (PNR), 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

Loading price history…
Trailing total returns for Otis Worldwide (OTIS) and Pentair (PNR). Returns over one year are annualized.

Calendar-Year Returns

Loading price history…
Calendar-year total returns for Otis Worldwide (OTIS) and Pentair (PNR). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Otis Worldwide (OTIS) and Pentair (PNR)
MetricOTISPNR
Total Return (1Y)-10.81%-33.74%
Total Return (3Y, Annualized)1.33%6.19%
Total Return (5Y, Annualized)0.66%0.13%

Risk Profile

Drawdown History

OTIS
PNR
GSPC
Loading price history…
Otis Worldwide (OTIS) vs. Pentair (PNR), 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

Loading price history…
Distribution of monthly total returns for Otis Worldwide (OTIS) and Pentair (PNR). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Otis Worldwide (OTIS) and Pentair (PNR)
MetricOTISPNR
Volatility (1Y, Annualized)23.24%36.79%
Beta (5Y)0.850.99
Max Drawdown (5Y)-37.22%-53.15%
Avg. Volume (3M)4.42M3.26M

Risk-Adjusted Performance

Risk-Return Positioning

Loading chart…
OTIS and PNR 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 Pentair (PNR)
MetricOTISPNR
Sharpe Ratio (1Y)-0.65-1.03
Sortino Ratio (1Y)-0.92-1.35

Profitability

ROE (TTM)

Capital efficiency shows on one side only: Pentair (PNR) earns 15.61% 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
--

PNR

Capital Goods industry group

15.61%

Max
40.55%
Q3
19.29%
PNR
15.61%
Median
12.12%
Q1
4.08%
Min
-17.12%
Loading chart…
Otis Worldwide (OTIS) vs. Pentair (PNR): OTIS does not report ROE, so it has no value marker; PNR is benchmarked against the Capital Goods industry group.

Net Margin (TTM)

Pentair (PNR) at 15.44% retains a top-quartile share of revenue as profit, ahead of Otis Worldwide (OTIS) at 10.28%, which keeps about the industry-typical share.

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%

PNR

Capital Goods industry group

15.44%

Max
27.47%
PNR
15.44%
Q3
12.10%
Median
6.30%
Q1
1.40%
Min
-12.89%
Loading chart…
Otis Worldwide (OTIS) vs. Pentair (PNR): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

Pentair (PNR) at 21.90% operates in the top operating margin quartile, ahead of Otis Worldwide (OTIS) at 15.97%, which runs around its industry’s norm.

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%

PNR

Capital Goods industry group

21.90%

Max
36.60%
PNR
21.90%
Q3
18.33%
Median
11.12%
Q1
5.14%
Min
-12.63%
Loading chart…
Otis Worldwide (OTIS) vs. Pentair (PNR): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for Otis Worldwide (OTIS) and Pentair (PNR)
MetricOTISPNR
ROE (TTM)--15.61%
ROA (TTM)13.26%7.91%
Net Margin (TTM)10.28%15.44%
Operating Margin (TTM)15.97%21.90%
Gross Margin (TTM)29.95%40.17%

Growth

Revenue Growth

Pentair (PNR) at 2.28% 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.

Loading chart…
Otis Worldwide (OTIS) vs. Pentair (PNR): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both Otis Worldwide (OTIS) at -14.00% and Pentair (PNR) at 5.88% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

Loading chart…
Otis Worldwide (OTIS) vs. Pentair (PNR): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Otis Worldwide (OTIS) and Pentair (PNR)
MetricOTISPNR
Revenue Growth (YoY)1.19%2.28%
Revenue Growth (3Y CAGR)1.79%0.44%
EPS Growth (YoY)-14.00%5.88%
EPS Growth (3Y CAGR)5.74%10.94%

Financial Strength

Current Ratio (MRQ)

Pentair (PNR) at 1.47 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.

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

PNR

Capital Goods industry group

1.47

Max
5.22
Q3
2.95
Median
2.08
PNR
1.47
Q1
1.43
Min
0.36
Loading chart…
Otis Worldwide (OTIS) vs. Pentair (PNR): 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: Pentair (PNR) carries debt-to-equity ratio of 0.42 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
--

PNR

Capital Goods industry group

0.42

Max
2.33
Q3
1.12
Median
0.60
PNR
0.42
Q1
0.29
Min
0.00
Loading chart…
Otis Worldwide (OTIS) vs. Pentair (PNR): OTIS does not report debt-to-equity ratio, so it has no value marker; PNR is benchmarked against the Capital Goods industry group.

Financial Strength Metrics

Financial strength metrics for Otis Worldwide (OTIS) and Pentair (PNR)
MetricOTISPNR
Current Ratio (MRQ)0.861.47
Debt / Equity (MRQ)--0.42
Net Debt / EBITDA3.121.61

Dividends

Dividend Yield (TTM)

Both Otis Worldwide (OTIS) at 2.16% and Pentair (PNR) at 1.52% 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%

PNR

Capital Goods industry group

1.52%

Max
2.66%
PNR
1.52%
Q3
1.14%
Median
0.24%
Q1
0.00%
Min
0.00%
Loading chart…
Otis Worldwide (OTIS) vs. Pentair (PNR): A comparison of their dividend yield against the Capital Goods industry group benchmark.

Dividend Payout Ratio (TTM)

Both Otis Worldwide (OTIS) at 42.79% and Pentair (PNR) at 28.88% pay out an above-typical share of earnings for their industries, leaving thinner cover if profits dip.

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%

PNR

Capital Goods industry group

28.88%

Max
67.39%
PNR
28.88%
Q3
28.02%
Median
6.86%
Q1
0.00%
Min
0.00%
Loading chart…
Otis Worldwide (OTIS) vs. Pentair (PNR): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for Otis Worldwide (OTIS) and Pentair (PNR)
MetricOTISPNR
Dividend Yield (TTM)2.16%1.52%
Dividend Payout Ratio (TTM)42.79%28.88%

Valuation

P/E Ratio (TTM)

Pentair (PNR) at 18.56 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 PNR, 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

PNR

Capital Goods industry group

18.56

Max
59.38
Q3
35.92
Median
25.41
Q1
19.47
PNR
18.56
Min
3.03
Loading chart…
Otis Worldwide (OTIS) vs. Pentair (PNR): 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 Pentair (PNR) at 2.74 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

PNR

Capital Goods industry group

2.74

Max
7.54
Q3
3.76
PNR
2.74
Median
2.15
Q1
1.03
Min
0.03
Loading chart…
Otis Worldwide (OTIS) vs. Pentair (PNR): 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 Pentair (PNR) reports 2.82, 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

PNR

Capital Goods industry group

2.82

Max
9.66
Q3
5.00
Median
3.12
PNR
2.82
Q1
1.81
Min
-1.08
Loading chart…
Otis Worldwide (OTIS) vs. Pentair (PNR): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for Otis Worldwide (OTIS) and Pentair (PNR)
MetricOTISPNR
P/E Ratio (TTM)19.6418.56
P/S Ratio (TTM)1.992.74
P/B Ratio (MRQ)-5.542.82
Free Cash Flow Yield (TTM)4.61%4.77%