Seek Returns

OTIS vs. ROK: Otis Worldwide vs. Rockwell Automation Stock Comparison

How do Otis Worldwide (OTIS) and Rockwell Automation (ROK) 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 Rockwell Automation (ROK) both fall under the Capital Goods industry group, but OTIS is classified in Machinery while ROK is classified in Electrical Equipment.

Rockwell Automation (ROK) has more than two decades of public-market history since December 31, 1981, 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 Rockwell Automation (ROK)
Profile ItemOTISROK
NameOtis Worldwide CorporationRockwell Automation Inc.
Country/RegionUnited StatesUnited States
GICS SectorIndustrialsIndustrials
GICS Industry GroupCapital GoodsCapital Goods
GICS IndustryMachineryElectrical Equipment
GICS Sub-IndustryIndustrial Machinery & Supplies & ComponentsElectrical Components & Equipment
Market Capitalization30.06 billion USD41.82 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateMarch 19, 2020December 31, 1981
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

OTIS
ROK
GSPC
Loading price history…
Otis Worldwide (OTIS) vs. Rockwell Automation (ROK), 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 Rockwell Automation (ROK). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Otis Worldwide (OTIS) and Rockwell Automation (ROK)
MetricOTISROK
Total Return (1Y)-10.81%6.19%
Total Return (3Y, Annualized)1.33%16.94%
Total Return (5Y, Annualized)0.66%4.86%

Risk Profile

Drawdown History

OTIS
ROK
GSPC
Loading price history…
Otis Worldwide (OTIS) vs. Rockwell Automation (ROK), 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 Rockwell Automation (ROK). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Otis Worldwide (OTIS) and Rockwell Automation (ROK)
MetricOTISROK
Volatility (1Y, Annualized)23.24%34.28%
Beta (5Y)0.851.54
Max Drawdown (5Y)-37.22%-45.09%
Avg. Volume (3M)4.42M799.28K

Risk-Adjusted Performance

Risk-Return Positioning

Loading chart…
OTIS and ROK 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 Rockwell Automation (ROK)
MetricOTISROK
Sharpe Ratio (1Y)-0.650.06
Sortino Ratio (1Y)-0.920.07

Profitability

ROE (TTM)

Capital efficiency shows on one side only: Rockwell Automation (ROK) earns 38.73% 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
--

ROK

Capital Goods industry group

38.73%

Max
40.55%
ROK
38.73%
Q3
19.29%
Median
12.12%
Q1
4.08%
Min
-17.12%
Loading chart…
Otis Worldwide (OTIS) vs. Rockwell Automation (ROK): OTIS does not report ROE, so it has no value marker; ROK is benchmarked against the Capital Goods industry group.

Net Margin (TTM)

Rockwell Automation (ROK) at 15.68% 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%

ROK

Capital Goods industry group

15.68%

Max
27.47%
ROK
15.68%
Q3
12.10%
Median
6.30%
Q1
1.40%
Min
-12.89%
Loading chart…
Otis Worldwide (OTIS) vs. Rockwell Automation (ROK): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

Both Otis Worldwide (OTIS) at 15.97% and Rockwell Automation (ROK) at 14.75% 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%

ROK

Capital Goods industry group

14.75%

Max
36.60%
Q3
18.33%
ROK
14.75%
Median
11.12%
Q1
5.14%
Min
-12.63%
Loading chart…
Otis Worldwide (OTIS) vs. Rockwell Automation (ROK): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for Otis Worldwide (OTIS) and Rockwell Automation (ROK)
MetricOTISROK
ROE (TTM)--38.73%
ROA (TTM)13.26%9.32%
Net Margin (TTM)10.28%15.68%
Operating Margin (TTM)15.97%14.75%
Gross Margin (TTM)29.95%48.95%

Growth

Revenue Growth

Only one side can be read here: Otis Worldwide (OTIS) reports revenue growth of 1.19%, ranked against its industry; Rockwell Automation (ROK) has no revenue growth figure this period.

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

EPS Growth

Rockwell Automation (ROK) at 63.49% sits in the top EPS growth quartile, while Otis Worldwide (OTIS) at -14.00% is closer to the peer norm — faster per-share earnings growth for ROK.

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

Growth Metrics

Growth metrics for Otis Worldwide (OTIS) and Rockwell Automation (ROK)
MetricOTISROK
Revenue Growth (YoY)1.19%--
Revenue Growth (3Y CAGR)1.79%--
EPS Growth (YoY)-14.00%63.49%
EPS Growth (3Y CAGR)5.74%1.62%

Financial Strength

Current Ratio (MRQ)

Rockwell Automation (ROK) at 2.11 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

ROK

Capital Goods industry group

2.11

Max
5.22
Q3
2.95
ROK
2.11
Median
2.08
Q1
1.43
Min
0.36
Loading chart…
Otis Worldwide (OTIS) vs. Rockwell Automation (ROK): 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: Rockwell Automation (ROK) carries debt-to-equity ratio of 1.00 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
--

ROK

Capital Goods industry group

1.00

Max
2.33
Q3
1.12
ROK
1.00
Median
0.60
Q1
0.29
Min
0.00
Loading chart…
Otis Worldwide (OTIS) vs. Rockwell Automation (ROK): OTIS does not report debt-to-equity ratio, so it has no value marker; ROK is benchmarked against the Capital Goods industry group.

Financial Strength Metrics

Financial strength metrics for Otis Worldwide (OTIS) and Rockwell Automation (ROK)
MetricOTISROK
Current Ratio (MRQ)0.862.11
Debt / Equity (MRQ)--1.00
Net Debt / EBITDA3.121.58

Dividends

Dividend Yield (TTM)

Rockwell Automation (ROK) 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%

ROK

Capital Goods industry group

0.00%

Max
2.66%
Q3
1.14%
Median
0.24%
ROK
0.00%
Q1
0.00%
Min
0.00%
Loading chart…
Otis Worldwide (OTIS) vs. Rockwell Automation (ROK): 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 Rockwell Automation (ROK) at 51.03% 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%

ROK

Capital Goods industry group

51.03%

Max
67.39%
ROK
51.03%
Q3
28.02%
Median
6.86%
Q1
0.00%
Min
0.00%
Loading chart…
Otis Worldwide (OTIS) vs. Rockwell Automation (ROK): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for Otis Worldwide (OTIS) and Rockwell Automation (ROK)
MetricOTISROK
Dividend Yield (TTM)2.16%0.00%
Dividend Payout Ratio (TTM)42.79%51.03%

Valuation

P/E Ratio (TTM)

Both Otis Worldwide (OTIS) at 19.64 and Rockwell Automation (ROK) at 29.97 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

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

ROK

Capital Goods industry group

29.97

Max
59.38
Q3
35.92
ROK
29.97
Median
25.41
Q1
19.47
Min
3.03
Loading chart…
Otis Worldwide (OTIS) vs. Rockwell Automation (ROK): 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 Rockwell Automation (ROK) at 4.65 sits in the pricier quartile — ROK 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

ROK

Capital Goods industry group

4.65

Max
7.54
ROK
4.65
Q3
3.76
Median
2.15
Q1
1.03
Min
0.03
Loading chart…
Otis Worldwide (OTIS) vs. Rockwell Automation (ROK): 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 Rockwell Automation (ROK) reports 11.76, 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

ROK

Capital Goods industry group

11.76

ROK
11.76
Max
9.66
Q3
5.00
Median
3.12
Q1
1.81
Min
-1.08
Loading chart…
Otis Worldwide (OTIS) vs. Rockwell Automation (ROK): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for Otis Worldwide (OTIS) and Rockwell Automation (ROK)
MetricOTISROK
P/E Ratio (TTM)19.6429.97
P/S Ratio (TTM)1.994.65
P/B Ratio (MRQ)-5.5411.76
Free Cash Flow Yield (TTM)4.61%-1.13%