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.
| Profile Item | OTIS | RBC |
|---|---|---|
| Name | Otis Worldwide Corporation | RBC Bearings Incorporated |
| 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 | Industrial Machinery & Supplies & Components |
| Market Capitalization | 30.06 billion USD | 15.02 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | March 19, 2020 | August 10, 2005 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | OTIS | RBC |
|---|---|---|
| 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
Return Distribution
Risk Metrics
| Metric | OTIS | RBC |
|---|---|---|
| Volatility (1Y, Annualized) | 23.24% | 29.69% |
| Beta (5Y) | 0.85 | 1.34 |
| Max Drawdown (5Y) | -37.22% | -34.92% |
| Avg. Volume (3M) | 4.42M | 309.06K |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | OTIS | RBC |
|---|---|---|
| Sharpe Ratio (1Y) | -0.65 | 0.32 |
| Sortino Ratio (1Y) | -0.92 | 0.45 |
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%
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%
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%
Profitability Metrics
| Metric | OTIS | RBC |
|---|---|---|
| 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.
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.
Growth Metrics
| Metric | OTIS | RBC |
|---|---|---|
| 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
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
Financial Strength Metrics
| Metric | OTIS | RBC |
|---|---|---|
| Current Ratio (MRQ) | 0.86 | 3.13 |
| Debt / Equity (MRQ) | -- | 0.22 |
| Net Debt / EBITDA | 3.12 | 1.09 |
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%
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%
Dividend Metrics
| Metric | OTIS | RBC |
|---|---|---|
| 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
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
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
Valuation Metrics
| Metric | OTIS | RBC |
|---|---|---|
| P/E Ratio (TTM) | 19.64 | 42.44 |
| P/S Ratio (TTM) | 1.99 | 7.42 |
| P/B Ratio (MRQ) | -5.54 | 4.21 |
| Free Cash Flow Yield (TTM) | 4.61% | 2.22% |