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OTIS vs. RBC: Otis Worldwide vs. RBC Bearings Stock Comparison

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

RBC Bearings (RBC) has more than two decades of public-market history since August 10, 2005, 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 RBC Bearings (RBC)
Profile ItemOTISRBC
NameOtis Worldwide CorporationRBC Bearings Incorporated
Country/RegionUnited StatesUnited States
GICS SectorIndustrialsIndustrials
GICS Industry GroupCapital GoodsCapital Goods
GICS IndustryMachineryMachinery
GICS Sub-IndustryIndustrial Machinery & Supplies & ComponentsIndustrial Machinery & Supplies & Components
Market Capitalization30.06 billion USD15.02 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateMarch 19, 2020August 10, 2005
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

OTIS
RBC
GSPC
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Otis Worldwide (OTIS) vs. RBC Bearings (RBC), 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 RBC Bearings (RBC). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Otis Worldwide (OTIS) and RBC Bearings (RBC)
MetricOTISRBC
Total Return (1Y)-10.81%13.77%
Total Return (3Y, Annualized)1.33%30.63%
Total Return (5Y, Annualized)0.66%15.68%

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for Otis Worldwide (OTIS) and RBC Bearings (RBC)
MetricOTISRBC
Volatility (1Y, Annualized)23.24%29.69%
Beta (5Y)0.851.34
Max Drawdown (5Y)-37.22%-34.92%
Avg. Volume (3M)4.42M309.06K

Risk-Adjusted Performance

Risk-Return Positioning

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OTIS and RBC 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 RBC Bearings (RBC)
MetricOTISRBC
Sharpe Ratio (1Y)-0.650.32
Sortino Ratio (1Y)-0.920.45

Profitability

ROE (TTM)

Capital efficiency shows on one side only: RBC Bearings (RBC) earns 10.51% 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
--

RBC

Capital Goods industry group

10.51%

Max
40.55%
Q3
19.29%
Median
12.12%
RBC
10.51%
Q1
4.08%
Min
-17.12%
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Otis Worldwide (OTIS) vs. RBC Bearings (RBC): OTIS does not report ROE, so it has no value marker; RBC is benchmarked against the Capital Goods industry group.

Net Margin (TTM)

RBC Bearings (RBC) at 17.51% 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%

RBC

Capital Goods industry group

17.51%

Max
27.47%
RBC
17.51%
Q3
12.10%
Median
6.30%
Q1
1.40%
Min
-12.89%
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Otis Worldwide (OTIS) vs. RBC Bearings (RBC): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

RBC Bearings (RBC) at 24.97% 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%

RBC

Capital Goods industry group

24.97%

Max
36.60%
RBC
24.97%
Q3
18.33%
Median
11.12%
Q1
5.14%
Min
-12.63%
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Otis Worldwide (OTIS) vs. RBC Bearings (RBC): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for Otis Worldwide (OTIS) and RBC Bearings (RBC)
MetricOTISRBC
ROE (TTM)--10.51%
ROA (TTM)13.26%6.06%
Net Margin (TTM)10.28%17.51%
Operating Margin (TTM)15.97%24.97%
Gross Margin (TTM)29.95%45.61%

Growth

Revenue Growth

RBC Bearings (RBC) at 14.34% 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.

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Otis Worldwide (OTIS) vs. RBC Bearings (RBC): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both Otis Worldwide (OTIS) at -14.00% and RBC Bearings (RBC) at 18.05% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

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

Growth Metrics

Growth metrics for Otis Worldwide (OTIS) and RBC Bearings (RBC)
MetricOTISRBC
Revenue Growth (YoY)1.19%14.34%
Revenue Growth (3Y CAGR)1.79%8.39%
EPS Growth (YoY)-14.00%18.05%
EPS Growth (3Y CAGR)5.74%22.54%

Financial Strength

Current Ratio (MRQ)

RBC Bearings (RBC) at 3.13 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

RBC

Capital Goods industry group

3.13

Max
5.22
RBC
3.13
Q3
2.95
Median
2.08
Q1
1.43
Min
0.36
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Otis Worldwide (OTIS) vs. RBC Bearings (RBC): 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: RBC Bearings (RBC) carries debt-to-equity ratio of 0.22 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
--

RBC

Capital Goods industry group

0.22

Max
2.33
Q3
1.12
Median
0.60
Q1
0.29
RBC
0.22
Min
0.00
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Otis Worldwide (OTIS) vs. RBC Bearings (RBC): OTIS does not report debt-to-equity ratio, so it has no value marker; RBC is benchmarked against the Capital Goods industry group.

Financial Strength Metrics

Financial strength metrics for Otis Worldwide (OTIS) and RBC Bearings (RBC)
MetricOTISRBC
Current Ratio (MRQ)0.863.13
Debt / Equity (MRQ)--0.22
Net Debt / EBITDA3.121.09

Dividends

Dividend Yield (TTM)

RBC Bearings (RBC) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Otis Worldwide (OTIS) reports a yield of 2.16%, ranking against industry peers normally.

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%

RBC

Capital Goods industry group

0.00%

Max
2.66%
Q3
1.14%
Median
0.24%
RBC
0.00%
Q1
0.00%
Min
0.00%
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Otis Worldwide (OTIS) vs. RBC Bearings (RBC): A comparison of their dividend yield against the Capital Goods industry group benchmark.

Dividend Payout Ratio (TTM)

RBC Bearings (RBC) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Otis Worldwide (OTIS) reports a payout of 42.79%, ranking against industry peers normally.

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%

RBC

Capital Goods industry group

0.00%

Max
67.39%
Q3
28.02%
Median
6.86%
RBC
0.00%
Q1
0.00%
Min
0.00%
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Otis Worldwide (OTIS) vs. RBC Bearings (RBC): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for Otis Worldwide (OTIS) and RBC Bearings (RBC)
MetricOTISRBC
Dividend Yield (TTM)2.16%0.00%
Dividend Payout Ratio (TTM)42.79%0.00%

Valuation

P/E Ratio (TTM)

Otis Worldwide (OTIS) at 19.64 is near its industry’s usual P/E ratio, while RBC Bearings (RBC) at 42.44 sits in the richer quartile — RBC needs stronger growth or earnings quality to justify the premium.

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

RBC

Capital Goods industry group

42.44

Max
59.38
RBC
42.44
Q3
35.92
Median
25.41
Q1
19.47
Min
3.03
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Otis Worldwide (OTIS) vs. RBC Bearings (RBC): A comparison of their P/E ratio against the Capital Goods industry group benchmark.

P/S Ratio (TTM)

Otis Worldwide (OTIS) at 1.99 is priced about in line with its industry on P/S ratio, while RBC Bearings (RBC) at 7.42 sits in the pricier quartile — RBC costs more per dollar of sales.

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

RBC

Capital Goods industry group

7.42

Max
7.54
RBC
7.42
Q3
3.76
Median
2.15
Q1
1.03
Min
0.03
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Otis Worldwide (OTIS) vs. RBC Bearings (RBC): 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 RBC Bearings (RBC) reports 4.21, 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

RBC

Capital Goods industry group

4.21

Max
9.66
Q3
5.00
RBC
4.21
Median
3.12
Q1
1.81
Min
-1.08
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Otis Worldwide (OTIS) vs. RBC Bearings (RBC): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for Otis Worldwide (OTIS) and RBC Bearings (RBC)
MetricOTISRBC
P/E Ratio (TTM)19.6442.44
P/S Ratio (TTM)1.997.42
P/B Ratio (MRQ)-5.544.21
Free Cash Flow Yield (TTM)4.61%2.22%