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

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

Company Profile

SymbolOTISSWK
Company NameOtis Worldwide CorporationStanley Black & Decker, Inc.
CountryUnited StatesUnited States
GICS SectorIndustrialsIndustrials
GICS IndustryMachineryMachinery
Market Capitalization34.98 billion USD11.44 billion USD
ExchangeNYSENYSE
Listing DateMarch 19, 2020March 17, 1980
Security TypeCommon StockCommon Stock

Historical Performance

This chart compares the performance of OTIS and SWK 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. SWK: Growth of a $10,000 investment over the past one year.

Historical Performance at a Glance

SymbolOTISSWK
5-Day Price Return1.80%-0.67%
13-Week Price Return-9.56%4.67%
26-Week Price Return-9.08%-14.85%
52-Week Price Return-3.82%-24.07%
Month-to-Date Return4.00%9.27%
Year-to-Date Return-3.77%-7.93%
10-Day Avg. Volume3.96M1.72M
3-Month Avg. Volume3.04M2.53M
3-Month Volatility29.46%35.85%
Beta0.991.19

Profitability

Return on Equity (TTM)

OTIS

14.92%

Machinery Industry

Max
34.68%
Q3
19.06%
Median
13.13%
Q1
8.53%
Min
-4.87%

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.

SWK

6.59%

Machinery Industry

Max
34.68%
Q3
19.06%
Median
13.13%
Q1
8.53%
Min
-4.87%

SWK’s Return on Equity of 6.59% is in the lower quartile for the Machinery industry. This indicates a less efficient generation of profit from its equity base when compared to its competitors.

OTIS vs. SWK: A comparison of their Return on Equity (TTM) against the Machinery industry benchmark.

Net Profit Margin (TTM)

OTIS

10.68%

Machinery Industry

Max
19.74%
Q3
11.24%
Median
8.13%
Q1
5.38%
Min
-1.11%

OTIS’s Net Profit Margin of 10.68% 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.

SWK

3.85%

Machinery Industry

Max
19.74%
Q3
11.24%
Median
8.13%
Q1
5.38%
Min
-1.11%

Falling into the lower quartile for the Machinery industry, SWK’s Net Profit Margin of 3.85% indicates weaker profitability. This means the company retains a smaller portion of each dollar in sales as profit compared to its competitors.

OTIS vs. SWK: A comparison of their Net Profit Margin (TTM) against the Machinery industry benchmark.

Operating Profit Margin (TTM)

OTIS

13.07%

Machinery Industry

Max
26.63%
Q3
16.15%
Median
11.27%
Q1
7.72%
Min
-4.91%

OTIS’s Operating Profit Margin of 13.07% is around the midpoint for the Machinery industry, indicating that its efficiency in managing core business operations is typical for the sector.

SWK

4.70%

Machinery Industry

Max
26.63%
Q3
16.15%
Median
11.27%
Q1
7.72%
Min
-4.91%

SWK’s Operating Profit Margin of 4.70% is in the lower quartile for the Machinery industry. This indicates weaker profitability from core operations, which may stem from inefficiencies or competitive pressures on pricing.

OTIS vs. SWK: A comparison of their Operating Profit Margin (TTM) against the Machinery industry benchmark.

Profitability at a Glance

SymbolOTISSWK
Return on Equity (TTM)14.92%6.59%
Return on Assets (TTM)13.99%2.63%
Net Profit Margin (TTM)10.68%3.85%
Operating Profit Margin (TTM)13.07%4.70%
Gross Profit Margin (TTM)29.93%30.03%

Financial Strength

Current Ratio (MRQ)

OTIS

0.88

Machinery Industry

Max
3.83
Q3
2.32
Median
1.72
Q1
1.28
Min
0.78

OTIS’s Current Ratio of 0.88 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.

SWK

1.04

Machinery Industry

Max
3.83
Q3
2.32
Median
1.72
Q1
1.28
Min
0.78

SWK’s Current Ratio of 1.04 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.

OTIS vs. SWK: A comparison of their Current Ratio (MRQ) against the Machinery industry benchmark.

Debt-to-Equity Ratio (MRQ)

OTIS

--

Machinery Industry

Max
1.49
Q3
0.75
Median
0.44
Q1
0.26
Min
0.00

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

SWK

0.74

Machinery Industry

Max
1.49
Q3
0.75
Median
0.44
Q1
0.26
Min
0.00

SWK’s Debt-to-Equity Ratio of 0.74 is typical for the Machinery industry, indicating its use of leverage is in line with the sector norm. This suggests a balanced approach to its capital structure.

OTIS vs. SWK: A comparison of their Debt-to-Equity Ratio (MRQ) against the Machinery industry benchmark.

Interest Coverage Ratio (TTM)

OTIS

14.54

Machinery Industry

Max
67.55
Q3
33.79
Median
13.87
Q1
7.97
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.

SWK

1.75

Machinery Industry

Max
67.55
Q3
33.79
Median
13.87
Q1
7.97
Min
-1.43

In the lower quartile for the Machinery industry, SWK’s Interest Coverage Ratio of 1.75 indicates a tighter cushion for servicing debt, suggesting less financial flexibility than many of its competitors.

OTIS vs. SWK: A comparison of their Interest Coverage Ratio (TTM) against the Machinery industry benchmark.

Financial Strength at a Glance

SymbolOTISSWK
Current Ratio (MRQ)0.881.04
Quick Ratio (MRQ)0.800.29
Debt-to-Equity Ratio (MRQ)--0.74
Interest Coverage Ratio (TTM)14.541.75

Growth

Revenue Growth

OTIS vs. SWK: 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. SWK: 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

1.80%

Machinery Industry

Max
5.32%
Q3
2.84%
Median
1.87%
Q1
1.09%
Min
0.00%

OTIS’s Dividend Yield of 1.80% is consistent with its peers in the Machinery industry, providing a dividend return that is standard for its sector.

SWK

7.39%

Machinery Industry

Max
5.32%
Q3
2.84%
Median
1.87%
Q1
1.09%
Min
0.00%

SWK’s Dividend Yield of 7.39% is exceptionally high, placing it well above the typical range for the Machinery industry. While this may seem attractive, an unusually high yield can sometimes be a warning sign, reflecting a falling stock price or market concerns about the dividend’s sustainability.

OTIS vs. SWK: A comparison of their Dividend Yield (TTM) against the Machinery industry benchmark.

Dividend Payout Ratio (TTM)

OTIS

41.64%

Machinery Industry

Max
202.17%
Q3
98.65%
Median
55.54%
Q1
29.03%
Min
0.00%

OTIS’s Dividend Payout Ratio of 41.64% is within the typical range for the Machinery industry, suggesting a balanced approach between shareholder payouts and company reinvestment.

SWK

148.38%

Machinery Industry

Max
202.17%
Q3
98.65%
Median
55.54%
Q1
29.03%
Min
0.00%

SWK’s Dividend Payout Ratio of 148.38% is in the upper quartile for the Machinery 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. SWK: A comparison of their Dividend Payout Ratio (TTM) against the Machinery industry benchmark.

Dividend at a Glance

SymbolOTISSWK
Dividend Yield (TTM)1.80%7.39%
Dividend Payout Ratio (TTM)41.64%148.38%

Valuation

Price-to-Earnings Ratio (TTM)

OTIS

23.20

Machinery Industry

Max
53.66
Q3
31.29
Median
22.00
Q1
16.18
Min
7.00

OTIS’s P/E Ratio of 23.20 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.

SWK

20.08

Machinery Industry

Max
53.66
Q3
31.29
Median
22.00
Q1
16.18
Min
7.00

SWK’s P/E Ratio of 20.08 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.

OTIS vs. SWK: A comparison of their Price-to-Earnings Ratio (TTM) against the Machinery industry benchmark.

Price-to-Sales Ratio (TTM)

OTIS

2.48

Machinery Industry

Max
5.04
Q3
2.72
Median
1.67
Q1
1.04
Min
0.24

OTIS’s P/S Ratio of 2.48 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.

SWK

0.77

Machinery Industry

Max
5.04
Q3
2.72
Median
1.67
Q1
1.04
Min
0.24

In the lower quartile for the Machinery industry, SWK’s P/S Ratio of 0.77 indicates its revenue is valued more conservatively than most of its peers. This could present a compelling opportunity if the market has overlooked its sales-generating capabilities.

OTIS vs. SWK: A comparison of their Price-to-Sales Ratio (TTM) against the Machinery industry benchmark.

Price-to-Book Ratio (MRQ)

OTIS

--

Machinery Industry

Max
7.23
Q3
3.90
Median
2.52
Q1
1.47
Min
0.49

P/B Ratio data for OTIS is currently unavailable.

SWK

1.16

Machinery Industry

Max
7.23
Q3
3.90
Median
2.52
Q1
1.47
Min
0.49

SWK’s P/B Ratio of 1.16 is in the lower quartile for the Machinery industry. From a value investing perspective, this is favorable, as it suggests the stock is trading at a discount to its net asset value and may offer a greater margin of safety.

OTIS vs. SWK: A comparison of their Price-to-Book Ratio (MRQ) against the Machinery industry benchmark.

Valuation at a Glance

SymbolOTISSWK
Price-to-Earnings Ratio (TTM)23.2020.08
Price-to-Sales Ratio (TTM)2.480.77
Price-to-Book Ratio (MRQ)--1.16
Price-to-Free Cash Flow Ratio (TTM)26.047.08