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OTIS vs. SYM: Otis Worldwide vs. Symbotic Stock Comparison

How do Otis Worldwide (OTIS) and Symbotic (SYM) 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 Symbotic (SYM) are both classified in the Industrial Machinery & Supplies & Components sub-industry within the broader Machinery industry, placing them in the closest GICS peer bucket.

Company profile comparison for Otis Worldwide (OTIS) and Symbotic (SYM)
Profile ItemOTISSYM
NameOtis Worldwide CorporationSymbotic Inc. Class A Common Stock
Country/RegionUnited StatesUnited States
GICS SectorIndustrialsIndustrials
GICS Industry GroupCapital GoodsCapital Goods
GICS IndustryMachineryMachinery
GICS Sub-IndustryIndustrial Machinery & Supplies & ComponentsIndustrial Machinery & Supplies & Components
Market Capitalization30.06 billion USD22.29 billion USD
CurrencyUSDUSD
ExchangeNYSENasdaq
Listing DateMarch 19, 2020March 9, 2021
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

OTIS
SYM
GSPC
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Otis Worldwide (OTIS) vs. Symbotic (SYM), 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

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Trailing total returns for Otis Worldwide (OTIS) and Symbotic (SYM). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Otis Worldwide (OTIS) and Symbotic (SYM). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Otis Worldwide (OTIS) and Symbotic (SYM)
MetricOTISSYM
Total Return (1Y)-10.81%-44.66%
Total Return (3Y, Annualized)1.33%6.78%
Total Return (5Y, Annualized)0.66%30.90%

Risk Profile

Drawdown History

OTIS
SYM
GSPC
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Otis Worldwide (OTIS) vs. Symbotic (SYM), 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

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Distribution of monthly total returns for Otis Worldwide (OTIS) and Symbotic (SYM). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Symbotic (SYM) carries a highly aggressive beta of 2.05, indicating much higher sensitivity to broad-market moves, whereas Otis Worldwide (OTIS) is closer to market-like at 0.85 — a noticeable difference in market-sensitivity profile.

Risk profile metrics for Otis Worldwide (OTIS) and Symbotic (SYM)
MetricOTISSYM
Volatility (1Y, Annualized)23.24%78.15%
Beta (5Y)0.852.05
Max Drawdown (5Y)-37.22%-72.46%
Avg. Volume (3M)4.42M1.61M

Risk-Adjusted Performance

Risk-Return Positioning

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OTIS and SYM 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 Symbotic (SYM)
MetricOTISSYM
Sharpe Ratio (1Y)-0.65-0.63
Sortino Ratio (1Y)-0.92-0.93

Profitability

ROE (TTM)

Capital efficiency shows on one side only: Symbotic (SYM) earns 4.39% 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
--

SYM

Capital Goods industry group

4.39%

Max
40.55%
Q3
19.29%
Median
12.12%
SYM
4.39%
Q1
4.08%
Min
-17.12%
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Otis Worldwide (OTIS) vs. Symbotic (SYM): OTIS does not report ROE, so it has no value marker; SYM is benchmarked against the Capital Goods industry group.

Net Margin (TTM)

Otis Worldwide (OTIS) at 10.28% keeps about the industry-typical share of revenue as profit, while Symbotic (SYM) at 0.31% retains only a bottom-quartile 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%

SYM

Capital Goods industry group

0.31%

Max
27.47%
Q3
12.10%
Median
6.30%
Q1
1.40%
SYM
0.31%
Min
-12.89%
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Otis Worldwide (OTIS) vs. Symbotic (SYM): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

Otis Worldwide (OTIS) at 15.97% runs core operations around its industry’s norm, while Symbotic (SYM) at 4.59% operates in the bottom quartile.

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%

SYM

Capital Goods industry group

4.59%

Max
36.60%
Q3
18.33%
Median
11.12%
Q1
5.14%
SYM
4.59%
Min
-12.63%
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Otis Worldwide (OTIS) vs. Symbotic (SYM): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for Otis Worldwide (OTIS) and Symbotic (SYM)
MetricOTISSYM
ROE (TTM)--4.39%
ROA (TTM)13.26%0.32%
Net Margin (TTM)10.28%0.31%
Operating Margin (TTM)15.97%4.59%
Gross Margin (TTM)29.95%21.27%

Growth

Revenue Growth

Symbotic (SYM) at 25.65% sits in the top revenue growth quartile, while Otis Worldwide (OTIS) at 1.19% is in the bottom quartile, showing a clear gap in revenue momentum.

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Otis Worldwide (OTIS) vs. Symbotic (SYM): A comparison of their Revenue Growth across different time periods.

EPS Growth

Only one side can be read here: Otis Worldwide (OTIS) reports EPS growth of -14.00%, ranked against its industry; Symbotic (SYM) has no EPS growth figure this period.

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Otis Worldwide (OTIS) vs. Symbotic (SYM): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Otis Worldwide (OTIS) and Symbotic (SYM)
MetricOTISSYM
Revenue Growth (YoY)1.19%25.65%
Revenue Growth (3Y CAGR)1.79%55.87%
EPS Growth (YoY)-14.00%--
EPS Growth (3Y CAGR)5.74%--

Financial Strength

Current Ratio (MRQ)

Both Otis Worldwide (OTIS) at 0.86 and Symbotic (SYM) at 1.33 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

SYM

Capital Goods industry group

1.33

Max
5.22
Q3
2.95
Median
2.08
Q1
1.43
SYM
1.33
Min
0.36
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Otis Worldwide (OTIS) vs. Symbotic (SYM): 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: Symbotic (SYM) carries debt-to-equity ratio of 0.02 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
--

SYM

Capital Goods industry group

0.02

Max
2.33
Q3
1.12
Median
0.60
Q1
0.29
SYM
0.02
Min
0.00
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Otis Worldwide (OTIS) vs. Symbotic (SYM): OTIS does not report debt-to-equity ratio, so it has no value marker; SYM is benchmarked against the Capital Goods industry group.

Financial Strength Metrics

Financial strength metrics for Otis Worldwide (OTIS) and Symbotic (SYM)
MetricOTISSYM
Current Ratio (MRQ)0.861.33
Debt / Equity (MRQ)--0.02
Net Debt / EBITDA3.12-30.44

Dividends

Dividend Yield (TTM)

Symbotic (SYM) 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%

SYM

Capital Goods industry group

0.00%

Max
2.66%
Q3
1.14%
Median
0.24%
SYM
0.00%
Q1
0.00%
Min
0.00%
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Otis Worldwide (OTIS) vs. Symbotic (SYM): A comparison of their dividend yield against the Capital Goods industry group benchmark.

Dividend Payout Ratio (TTM)

Symbotic (SYM) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Otis Worldwide (OTIS) reports a payout of 42.79%, ranking against industry peers normally.

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%

SYM

Capital Goods industry group

0.00%

Max
67.39%
Q3
28.02%
Median
6.86%
SYM
0.00%
Q1
0.00%
Min
0.00%
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Otis Worldwide (OTIS) vs. Symbotic (SYM): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for Otis Worldwide (OTIS) and Symbotic (SYM)
MetricOTISSYM
Dividend Yield (TTM)2.16%0.00%
Dividend Payout Ratio (TTM)42.79%0.00%

Valuation

P/E Ratio (TTM)

Otis Worldwide (OTIS) at 19.64 is near its industry’s usual P/E ratio, while Symbotic (SYM) at 460.25 sits above its peer range — an unusually expensive price for SYM’s trailing earnings.

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

SYM

Capital Goods industry group

460.25

SYM
460.25
Max
59.38
Q3
35.92
Median
25.41
Q1
19.47
Min
3.03
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Otis Worldwide (OTIS) vs. Symbotic (SYM): A comparison of their P/E ratio against the Capital Goods industry group benchmark.

P/S Ratio (TTM)

Otis Worldwide (OTIS) at 1.99 prices around its industry’s typical P/S ratio, while Symbotic (SYM) at 8.42 clears its benchmark range — SYM looks notably rich on 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

SYM

Capital Goods industry group

8.42

SYM
8.42
Max
7.54
Q3
3.76
Median
2.15
Q1
1.03
Min
0.03
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Otis Worldwide (OTIS) vs. Symbotic (SYM): 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 Symbotic (SYM) reports 6.70, 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

SYM

Capital Goods industry group

6.70

Max
9.66
SYM
6.70
Q3
5.00
Median
3.12
Q1
1.81
Min
-1.08
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Otis Worldwide (OTIS) vs. Symbotic (SYM): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for Otis Worldwide (OTIS) and Symbotic (SYM)
MetricOTISSYM
P/E Ratio (TTM)19.64460.25
P/S Ratio (TTM)1.998.42
P/B Ratio (MRQ)-5.546.70
Free Cash Flow Yield (TTM)4.61%2.46%