OTIS vs. RRX: Otis Worldwide vs. Regal Rexnord Stock Comparison
How do Otis Worldwide (OTIS) and Regal Rexnord (RRX) 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 Regal Rexnord (RRX) both fall under the Capital Goods industry group, but OTIS is classified in Machinery while RRX is classified in Electrical Equipment.
Regal Rexnord (RRX) has more than two decades of public-market history since March 17, 1980, whereas Otis Worldwide (OTIS) listed on March 19, 2020 and has a much shorter record to draw on.
| Profile Item | OTIS | RRX |
|---|---|---|
| Name | Otis Worldwide Corporation | Regal Rexnord Corporation |
| Country/Region | United States | United States |
| GICS Sector | Industrials | Industrials |
| GICS Industry Group | Capital Goods | Capital Goods |
| GICS Industry | Machinery | Electrical Equipment |
| GICS Sub-Industry | Industrial Machinery & Supplies & Components | Electrical Components & Equipment |
| Market Capitalization | 30.06 billion USD | 11.26 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | March 19, 2020 | March 17, 1980 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | OTIS | RRX |
|---|---|---|
| Total Return (1Y) | -10.81% | 33.67% |
| Total Return (3Y, Annualized) | 1.33% | 20.16% |
| Total Return (5Y, Annualized) | 0.66% | 2.72% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | OTIS | RRX |
|---|---|---|
| Volatility (1Y, Annualized) | 23.24% | 53.85% |
| Beta (5Y) | 0.85 | 1.04 |
| Max Drawdown (5Y) | -37.22% | -48.11% |
| Avg. Volume (3M) | 4.42M | 1.21M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | OTIS | RRX |
|---|---|---|
| Sharpe Ratio (1Y) | -0.65 | 0.55 |
| Sortino Ratio (1Y) | -0.92 | 0.79 |
Profitability
ROE (TTM)
Capital efficiency shows on one side only: Regal Rexnord (RRX) earns 3.41% 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
- --
RRX
Capital Goods industry group
3.41%
- Max
- 40.55%
- Q3
- 19.29%
- Median
- 12.12%
- Q1
- 4.08%
- RRX
- 3.41%
- Min
- -17.12%
Net Margin (TTM)
Both Otis Worldwide (OTIS) at 10.28% and Regal Rexnord (RRX) at 3.77% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.
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%
RRX
Capital Goods industry group
3.77%
- Max
- 27.47%
- Q3
- 12.10%
- Median
- 6.30%
- RRX
- 3.77%
- Q1
- 1.40%
- Min
- -12.89%
Operating Margin (TTM)
Both Otis Worldwide (OTIS) at 15.97% and Regal Rexnord (RRX) at 12.10% 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%
RRX
Capital Goods industry group
12.10%
- Max
- 36.60%
- Q3
- 18.33%
- RRX
- 12.10%
- Median
- 11.12%
- Q1
- 5.14%
- Min
- -12.63%
Profitability Metrics
| Metric | OTIS | RRX |
|---|---|---|
| ROE (TTM) | -- | 3.41% |
| ROA (TTM) | 13.26% | 3.20% |
| Net Margin (TTM) | 10.28% | 3.77% |
| Operating Margin (TTM) | 15.97% | 12.10% |
| Gross Margin (TTM) | 29.95% | 37.24% |
Growth
Revenue Growth
Both Otis Worldwide (OTIS) at 1.19% and Regal Rexnord (RRX) at -1.65% post bottom-quartile revenue growth versus peers, pointing to weaker demand or pricing momentum than typical rivals.
EPS Growth
Regal Rexnord (RRX) at 42.86% 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 RRX.
Growth Metrics
| Metric | OTIS | RRX |
|---|---|---|
| Revenue Growth (YoY) | 1.19% | -1.65% |
| Revenue Growth (3Y CAGR) | 1.79% | 4.38% |
| EPS Growth (YoY) | -14.00% | 42.86% |
| EPS Growth (3Y CAGR) | 5.74% | -16.79% |
Financial Strength
Current Ratio (MRQ)
Regal Rexnord (RRX) at 2.22 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
RRX
Capital Goods industry group
2.22
- Max
- 5.22
- Q3
- 2.95
- RRX
- 2.22
- Median
- 2.08
- Q1
- 1.43
- Min
- 0.36
Debt / Equity (MRQ)
Only one side’s leverage can be read here: Regal Rexnord (RRX) carries debt-to-equity ratio of 0.67 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
- --
RRX
Capital Goods industry group
0.67
- Max
- 2.33
- Q3
- 1.12
- RRX
- 0.67
- Median
- 0.60
- Q1
- 0.29
- Min
- 0.00
Financial Strength Metrics
| Metric | OTIS | RRX |
|---|---|---|
| Current Ratio (MRQ) | 0.86 | 2.22 |
| Debt / Equity (MRQ) | -- | 0.67 |
| Net Debt / EBITDA | 3.12 | 3.47 |
Dividends
Dividend Yield (TTM)
Otis Worldwide (OTIS) at 2.16% delivers top-quartile income for its industry, while Regal Rexnord (RRX) at 0.87% pays a more typical yield — both are credible income propositions, OTIS the richer one.
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%
RRX
Capital Goods industry group
0.87%
- Max
- 2.66%
- Q3
- 1.14%
- RRX
- 0.87%
- Median
- 0.24%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Otis Worldwide (OTIS) at 42.79% and Regal Rexnord (RRX) at 40.35% 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%
RRX
Capital Goods industry group
40.35%
- Max
- 67.39%
- RRX
- 40.35%
- Q3
- 28.02%
- Median
- 6.86%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | OTIS | RRX |
|---|---|---|
| Dividend Yield (TTM) | 2.16% | 0.87% |
| Dividend Payout Ratio (TTM) | 42.79% | 40.35% |
Valuation
P/E Ratio (TTM)
Otis Worldwide (OTIS) at 19.64 is near its industry’s usual P/E ratio, while Regal Rexnord (RRX) at 48.72 sits in the richer quartile — RRX 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
RRX
Capital Goods industry group
48.72
- Max
- 59.38
- RRX
- 48.72
- Q3
- 35.92
- Median
- 25.41
- Q1
- 19.47
- Min
- 3.03
P/S Ratio (TTM)
On P/S ratio, both Otis Worldwide (OTIS) at 1.99 and Regal Rexnord (RRX) at 1.83 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
RRX
Capital Goods industry group
1.83
- Max
- 7.54
- Q3
- 3.76
- Median
- 2.15
- RRX
- 1.83
- 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 Regal Rexnord (RRX) reports 1.64, 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
RRX
Capital Goods industry group
1.64
- Max
- 9.66
- Q3
- 5.00
- Median
- 3.12
- Q1
- 1.81
- RRX
- 1.64
- Min
- -1.08
Valuation Metrics
| Metric | OTIS | RRX |
|---|---|---|
| P/E Ratio (TTM) | 19.64 | 48.72 |
| P/S Ratio (TTM) | 1.99 | 1.83 |
| P/B Ratio (MRQ) | -5.54 | 1.64 |
| Free Cash Flow Yield (TTM) | 4.61% | 3.88% |