OTIS vs. RTX: Otis Worldwide vs. RTX Stock Comparison
How do Otis Worldwide (OTIS) and RTX (RTX) 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 RTX (RTX) both fall under the Capital Goods industry group, but OTIS is classified in Machinery while RTX is classified in Aerospace & Defense.
RTX (RTX) has more than two decades of public-market history since April 2, 1962, whereas Otis Worldwide (OTIS) listed on March 19, 2020 and has a much shorter record to draw on.
| Profile Item | OTIS | RTX |
|---|---|---|
| Name | Otis Worldwide Corporation | RTX Corporation |
| Country/Region | United States | United States |
| GICS Sector | Industrials | Industrials |
| GICS Industry Group | Capital Goods | Capital Goods |
| GICS Industry | Machinery | Aerospace & Defense |
| GICS Sub-Industry | Industrial Machinery & Supplies & Components | Aerospace & Defense |
| Market Capitalization | 30.06 billion USD | 255.76 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | March 19, 2020 | April 2, 1962 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | OTIS | RTX |
|---|---|---|
| Total Return (1Y) | -10.81% | 12.51% |
| Total Return (3Y, Annualized) | 1.33% | 36.20% |
| Total Return (5Y, Annualized) | 0.66% | 19.14% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | OTIS | RTX |
|---|---|---|
| Volatility (1Y, Annualized) | 23.24% | 25.84% |
| Beta (5Y) | 0.85 | 0.30 |
| Max Drawdown (5Y) | -37.22% | -32.84% |
| Avg. Volume (3M) | 4.42M | 4.59M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | OTIS | RTX |
|---|---|---|
| Sharpe Ratio (1Y) | -0.65 | 0.32 |
| Sortino Ratio (1Y) | -0.92 | 0.48 |
Profitability
ROE (TTM)
Capital efficiency shows on one side only: RTX (RTX) earns 12.85% 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
- --
RTX
Capital Goods industry group
12.85%
- Max
- 40.55%
- Q3
- 19.29%
- RTX
- 12.85%
- Median
- 12.12%
- Q1
- 4.08%
- Min
- -17.12%
Net Margin (TTM)
Both Otis Worldwide (OTIS) at 10.28% and RTX (RTX) at 8.75% 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%
RTX
Capital Goods industry group
8.75%
- Max
- 27.47%
- Q3
- 12.10%
- RTX
- 8.75%
- Median
- 6.30%
- Q1
- 1.40%
- Min
- -12.89%
Operating Margin (TTM)
Both Otis Worldwide (OTIS) at 15.97% and RTX (RTX) at 15.54% 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%
RTX
Capital Goods industry group
15.54%
- Max
- 36.60%
- Q3
- 18.33%
- RTX
- 15.54%
- Median
- 11.12%
- Q1
- 5.14%
- Min
- -12.63%
Profitability Metrics
| Metric | OTIS | RTX |
|---|---|---|
| ROE (TTM) | -- | 12.85% |
| ROA (TTM) | 13.26% | 4.56% |
| Net Margin (TTM) | 10.28% | 8.75% |
| Operating Margin (TTM) | 15.97% | 15.54% |
| Gross Margin (TTM) | 29.95% | 21.10% |
Growth
Revenue Growth
RTX (RTX) at 9.74% 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
RTX (RTX) at 39.72% 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 RTX.
Growth Metrics
| Metric | OTIS | RTX |
|---|---|---|
| Revenue Growth (YoY) | 1.19% | 9.74% |
| Revenue Growth (3Y CAGR) | 1.79% | 9.72% |
| EPS Growth (YoY) | -14.00% | 39.72% |
| EPS Growth (3Y CAGR) | 5.74% | 12.32% |
Financial Strength
Current Ratio (MRQ)
Both Otis Worldwide (OTIS) at 0.86 and RTX (RTX) at 1.05 run current ratio in the tighter-liquidity quartile of industry peers, leaving thinner cushions against current liabilities than typical competitors.
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
RTX
Capital Goods industry group
1.05
- Max
- 5.22
- Q3
- 2.95
- Median
- 2.08
- Q1
- 1.43
- RTX
- 1.05
- Min
- 0.36
Debt / Equity (MRQ)
Only one side’s leverage can be read here: RTX (RTX) carries debt-to-equity ratio of 0.55 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
- --
RTX
Capital Goods industry group
0.55
- Max
- 2.33
- Q3
- 1.12
- Median
- 0.60
- RTX
- 0.55
- Q1
- 0.29
- Min
- 0.00
Financial Strength Metrics
| Metric | OTIS | RTX |
|---|---|---|
| Current Ratio (MRQ) | 0.86 | 1.05 |
| Debt / Equity (MRQ) | -- | 0.55 |
| Net Debt / EBITDA | 3.12 | 1.75 |
Dividends
Dividend Yield (TTM)
Both Otis Worldwide (OTIS) at 2.16% and RTX (RTX) at 1.47% offer top-quartile dividend income relative to share price within their industries.
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%
RTX
Capital Goods industry group
1.47%
- Max
- 2.66%
- RTX
- 1.47%
- Q3
- 1.14%
- Median
- 0.24%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Otis Worldwide (OTIS) at 42.79% and RTX (RTX) at 45.85% 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%
RTX
Capital Goods industry group
45.85%
- Max
- 67.39%
- RTX
- 45.85%
- Q3
- 28.02%
- Median
- 6.86%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | OTIS | RTX |
|---|---|---|
| Dividend Yield (TTM) | 2.16% | 1.47% |
| Dividend Payout Ratio (TTM) | 42.79% | 45.85% |
Valuation
P/E Ratio (TTM)
Both Otis Worldwide (OTIS) at 19.64 and RTX (RTX) at 30.82 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
RTX
Capital Goods industry group
30.82
- Max
- 59.38
- Q3
- 35.92
- RTX
- 30.82
- 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 RTX (RTX) at 2.66 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
RTX
Capital Goods industry group
2.66
- Max
- 7.54
- Q3
- 3.76
- RTX
- 2.66
- 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 RTX (RTX) reports 3.69, 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
RTX
Capital Goods industry group
3.69
- Max
- 9.66
- Q3
- 5.00
- RTX
- 3.69
- Median
- 3.12
- Q1
- 1.81
- Min
- -1.08
Valuation Metrics
| Metric | OTIS | RTX |
|---|---|---|
| P/E Ratio (TTM) | 19.64 | 30.82 |
| P/S Ratio (TTM) | 1.99 | 2.66 |
| P/B Ratio (MRQ) | -5.54 | 3.69 |
| Free Cash Flow Yield (TTM) | 4.61% | 3.25% |