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OTIS vs. ROK: A Head-to-Head Stock Comparison

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Here’s a clear look at OTIS and ROK, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.

Company Profile

SymbolOTISROK
Company NameOtis Worldwide CorporationRockwell Automation, Inc.
CountryUnited StatesUnited States
GICS SectorIndustrialsIndustrials
GICS IndustryMachineryElectrical Equipment
Market Capitalization34.56 billion USD42.58 billion USD
ExchangeNYSENYSE
Listing DateMarch 19, 2020December 31, 1981
Security TypeCommon StockCommon Stock

Historical Performance

This chart compares the performance of OTIS and ROK by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period. Data is adjusted for dividends and splits.

OTIS vs. ROK: Growth of a $10,000 investment over the past one year.

Historical Performance at a Glance

SymbolOTISROK
5-Day Price Return-2.15%-2.24%
13-Week Price Return-0.81%8.59%
26-Week Price Return-11.85%19.63%
52-Week Price Return-13.38%32.56%
Month-to-Date Return-6.36%0.09%
Year-to-Date Return-6.21%29.01%
10-Day Avg. Volume2.26M1.22M
3-Month Avg. Volume3.04M0.88M
3-Month Volatility16.28%23.72%
Beta1.021.49

Profitability

Return on Equity (TTM)

OTIS

14.92%

Machinery Industry

Max
30.85%
Q3
19.99%
Median
12.37%
Q1
8.44%
Min
-7.69%

OTIS’s Return on Equity of 14.92% is on par with the norm for the Machinery industry, indicating its profitability relative to shareholder equity is typical for the sector.

ROK

24.93%

Electrical Equipment Industry

Max
35.25%
Q3
23.48%
Median
11.69%
Q1
6.40%
Min
-4.39%

In the upper quartile for the Electrical Equipment industry, ROK’s Return on Equity of 24.93% signals a highly effective use of shareholder capital to drive profitability compared to most of its peers.

OTIS vs. ROK: A comparison of their Return on Equity (TTM) against their respective Machinery and Electrical Equipment industry benchmarks.

Net Profit Margin (TTM)

OTIS

9.41%

Machinery Industry

Max
19.28%
Q3
10.99%
Median
7.89%
Q1
5.16%
Min
-1.46%

OTIS’s Net Profit Margin of 9.41% is aligned with the median group of its peers in the Machinery industry. This indicates its ability to convert revenue into profit is typical for the sector.

ROK

10.42%

Electrical Equipment Industry

Max
20.74%
Q3
10.52%
Median
6.30%
Q1
3.04%
Min
-0.75%

ROK’s Net Profit Margin of 10.42% is aligned with the median group of its peers in the Electrical Equipment industry. This indicates its ability to convert revenue into profit is typical for the sector.

OTIS vs. ROK: A comparison of their Net Profit Margin (TTM) against their respective Machinery and Electrical Equipment industry benchmarks.

Operating Profit Margin (TTM)

OTIS

14.50%

Machinery Industry

Max
27.20%
Q3
15.91%
Median
11.33%
Q1
7.73%
Min
0.23%

OTIS’s Operating Profit Margin of 14.50% is around the midpoint for the Machinery industry, indicating that its efficiency in managing core business operations is typical for the sector.

ROK

10.99%

Electrical Equipment Industry

Max
26.16%
Q3
14.51%
Median
8.86%
Q1
4.72%
Min
-5.64%

ROK’s Operating Profit Margin of 10.99% is around the midpoint for the Electrical Equipment industry, indicating that its efficiency in managing core business operations is typical for the sector.

OTIS vs. ROK: A comparison of their Operating Profit Margin (TTM) against their respective Machinery and Electrical Equipment industry benchmarks.

Profitability at a Glance

SymbolOTISROK
Return on Equity (TTM)14.92%24.93%
Return on Assets (TTM)12.31%7.84%
Net Profit Margin (TTM)9.41%10.42%
Operating Profit Margin (TTM)14.50%10.99%
Gross Profit Margin (TTM)30.01%48.14%

Financial Strength

Current Ratio (MRQ)

OTIS

0.94

Machinery Industry

Max
3.27
Q3
2.16
Median
1.75
Q1
1.32
Min
0.70

OTIS’s Current Ratio of 0.94 falls into the lower quartile for the Machinery industry. This indicates a tighter liquidity situation and a more constrained capacity to handle short-term debt than many of its competitors.

ROK

1.14

Electrical Equipment Industry

Max
3.09
Q3
2.05
Median
1.44
Q1
1.14
Min
0.85

ROK’s Current Ratio of 1.14 falls into the lower quartile for the Electrical Equipment industry. This indicates a tighter liquidity situation and a more constrained capacity to handle short-term debt than many of its competitors.

OTIS vs. ROK: A comparison of their Current Ratio (MRQ) against their respective Machinery and Electrical Equipment industry benchmarks.

Debt-to-Equity Ratio (MRQ)

OTIS

--

Machinery Industry

Max
1.49
Q3
0.75
Median
0.45
Q1
0.23
Min
0.00

Debt-to-Equity Ratio data for OTIS is currently unavailable.

ROK

0.88

Electrical Equipment Industry

Max
1.57
Q3
0.91
Median
0.55
Q1
0.32
Min
0.00

ROK’s Debt-to-Equity Ratio of 0.88 is typical for the Electrical Equipment industry, indicating its use of leverage is in line with the sector norm. This suggests a balanced approach to its capital structure.

OTIS vs. ROK: A comparison of their Debt-to-Equity Ratio (MRQ) against their respective Machinery and Electrical Equipment industry benchmarks.

Interest Coverage Ratio (TTM)

OTIS

14.54

Machinery Industry

Max
67.55
Q3
36.46
Median
13.55
Q1
7.73
Min
-1.43

OTIS’s Interest Coverage Ratio of 14.54 is positioned comfortably within the norm for the Machinery industry, indicating a standard and healthy capacity to cover its interest payments.

ROK

--

Electrical Equipment Industry

Max
47.39
Q3
20.31
Median
9.84
Q1
1.16
Min
-10.92

Interest Coverage Ratio data for ROK is currently unavailable.

OTIS vs. ROK: A comparison of their Interest Coverage Ratio (TTM) against their respective Machinery and Electrical Equipment industry benchmarks.

Financial Strength at a Glance

SymbolOTISROK
Current Ratio (MRQ)0.941.14
Quick Ratio (MRQ)0.850.77
Debt-to-Equity Ratio (MRQ)--0.88
Interest Coverage Ratio (TTM)14.54--

Growth

Revenue Growth

OTIS vs. ROK: A side-by-side comparison of their Revenue Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

EPS Growth

OTIS vs. ROK: A side-by-side comparison of their EPS Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

Dividend

Dividend Yield (TTM)

OTIS

1.86%

Machinery Industry

Max
4.98%
Q3
2.83%
Median
1.89%
Q1
1.17%
Min
0.00%

OTIS’s Dividend Yield of 1.86% is consistent with its peers in the Machinery industry, providing a dividend return that is standard for its sector.

ROK

1.40%

Electrical Equipment Industry

Max
2.91%
Q3
1.66%
Median
1.09%
Q1
0.00%
Min
0.00%

ROK’s Dividend Yield of 1.40% is consistent with its peers in the Electrical Equipment industry, providing a dividend return that is standard for its sector.

OTIS vs. ROK: A comparison of their Dividend Yield (TTM) against their respective Machinery and Electrical Equipment industry benchmarks.

Dividend Payout Ratio (TTM)

OTIS

47.44%

Machinery Industry

Max
209.29%
Q3
102.41%
Median
62.34%
Q1
29.36%
Min
0.00%

OTIS’s Dividend Payout Ratio of 47.44% is within the typical range for the Machinery industry, suggesting a balanced approach between shareholder payouts and company reinvestment.

ROK

68.01%

Electrical Equipment Industry

Max
130.92%
Q3
64.56%
Median
37.60%
Q1
0.00%
Min
0.00%

ROK’s Dividend Payout Ratio of 68.01% is in the upper quartile for the Electrical Equipment industry. This indicates a strong commitment to shareholder returns but also suggests that a smaller portion of earnings is retained for reinvestment compared to many peers.

OTIS vs. ROK: A comparison of their Dividend Payout Ratio (TTM) against their respective Machinery and Electrical Equipment industry benchmarks.

Dividend at a Glance

SymbolOTISROK
Dividend Yield (TTM)1.86%1.40%
Dividend Payout Ratio (TTM)47.44%68.01%

Valuation

Price-to-Earnings Ratio (TTM)

OTIS

25.44

Machinery Industry

Max
46.28
Q3
29.52
Median
24.18
Q1
16.92
Min
7.99

OTIS’s P/E Ratio of 25.44 is within the middle range for the Machinery industry. This suggests its valuation is in line with the sector average, representing neither a significant premium nor a discount compared to its peers.

ROK

48.59

Electrical Equipment Industry

Max
51.71
Q3
37.50
Median
23.51
Q1
19.68
Min
8.22

A P/E Ratio of 48.59 places ROK in the upper quartile for the Electrical Equipment industry. This high valuation relative to peers suggests the market holds elevated expectations for the company’s future growth.

OTIS vs. ROK: A comparison of their Price-to-Earnings Ratio (TTM) against their respective Machinery and Electrical Equipment industry benchmarks.

Price-to-Sales Ratio (TTM)

OTIS

2.39

Machinery Industry

Max
5.25
Q3
2.82
Median
1.74
Q1
0.99
Min
0.27

OTIS’s P/S Ratio of 2.39 aligns with the market consensus for the Machinery industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.

ROK

5.06

Electrical Equipment Industry

Max
7.22
Q3
4.00
Median
1.70
Q1
1.04
Min
0.43

ROK’s P/S Ratio of 5.06 is in the upper echelon for the Electrical Equipment industry. This means the company is valued richly on its revenue stream compared to its peers, suggesting the stock is priced for a high level of future performance.

OTIS vs. ROK: A comparison of their Price-to-Sales Ratio (TTM) against their respective Machinery and Electrical Equipment industry benchmarks.

Price-to-Book Ratio (MRQ)

OTIS

--

Machinery Industry

Max
7.18
Q3
4.18
Median
2.71
Q1
1.54
Min
0.52

P/B Ratio data for OTIS is currently unavailable.

ROK

10.76

Electrical Equipment Industry

Max
10.81
Q3
5.42
Median
3.69
Q1
1.77
Min
0.78

ROK’s P/B Ratio of 10.76 is in the upper tier for the Electrical Equipment industry. This indicates that investors are paying a premium relative to the company’s net assets, a valuation that hinges on its ability to generate superior profits.

OTIS vs. ROK: A comparison of their Price-to-Book Ratio (MRQ) against their respective Machinery and Electrical Equipment industry benchmarks.

Valuation at a Glance

SymbolOTISROK
Price-to-Earnings Ratio (TTM)25.4448.59
Price-to-Sales Ratio (TTM)2.395.06
Price-to-Book Ratio (MRQ)--10.76
Price-to-Free Cash Flow Ratio (TTM)25.9031.09