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OTIS vs. URI: Otis Worldwide vs. United Rentals Stock Comparison

How do Otis Worldwide (OTIS) and United Rentals (URI) 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 United Rentals (URI) both fall under the Capital Goods industry group, but OTIS is classified in Machinery while URI is classified in Trading Companies & Distributors.

United Rentals (URI) has more than two decades of public-market history since December 18, 1997, whereas Otis Worldwide (OTIS) listed on March 19, 2020 and has a much shorter record to draw on.

Company profile comparison for Otis Worldwide (OTIS) and United Rentals (URI)
Profile ItemOTISURI
NameOtis Worldwide CorporationUnited Rentals Inc.
Country/RegionUnited StatesUnited States
GICS SectorIndustrialsIndustrials
GICS Industry GroupCapital GoodsCapital Goods
GICS IndustryMachineryTrading Companies & Distributors
GICS Sub-IndustryIndustrial Machinery & Supplies & ComponentsTrading Companies & Distributors
Market Capitalization30.06 billion USD65.36 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateMarch 19, 2020December 18, 1997
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

OTIS
URI
GSPC
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Otis Worldwide (OTIS) vs. United Rentals (URI), 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 United Rentals (URI). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Otis Worldwide (OTIS) and United Rentals (URI)
MetricOTISURI
Total Return (1Y)-10.81%35.39%
Total Return (3Y, Annualized)1.33%38.68%
Total Return (5Y, Annualized)0.66%24.76%

Risk Profile

Drawdown History

OTIS
URI
GSPC
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Otis Worldwide (OTIS) vs. United Rentals (URI), 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 United Rentals (URI). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Otis Worldwide (OTIS) and United Rentals (URI)
MetricOTISURI
Volatility (1Y, Annualized)23.24%44.71%
Beta (5Y)0.851.81
Max Drawdown (5Y)-37.22%-39.76%
Avg. Volume (3M)4.42M496.78K

Risk-Adjusted Performance

Risk-Return Positioning

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OTIS and URI 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 United Rentals (URI)
MetricOTISURI
Sharpe Ratio (1Y)-0.650.70
Sortino Ratio (1Y)-0.921.16

Profitability

ROE (TTM)

Capital efficiency shows on one side only: United Rentals (URI) earns 30.56% 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
--

URI

Capital Goods industry group

30.56%

Max
40.55%
URI
30.56%
Q3
19.29%
Median
12.12%
Q1
4.08%
Min
-17.12%
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Otis Worldwide (OTIS) vs. United Rentals (URI): OTIS does not report ROE, so it has no value marker; URI is benchmarked against the Capital Goods industry group.

Net Margin (TTM)

United Rentals (URI) at 16.33% retains a top-quartile share of revenue as profit, ahead of Otis Worldwide (OTIS) at 10.28%, which keeps about the industry-typical 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%

URI

Capital Goods industry group

16.33%

Max
27.47%
URI
16.33%
Q3
12.10%
Median
6.30%
Q1
1.40%
Min
-12.89%
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Otis Worldwide (OTIS) vs. United Rentals (URI): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

United Rentals (URI) at 29.21% operates in the top operating margin quartile, ahead of Otis Worldwide (OTIS) at 15.97%, which runs around its industry’s norm.

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%

URI

Capital Goods industry group

29.21%

Max
36.60%
URI
29.21%
Q3
18.33%
Median
11.12%
Q1
5.14%
Min
-12.63%
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Otis Worldwide (OTIS) vs. United Rentals (URI): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for Otis Worldwide (OTIS) and United Rentals (URI)
MetricOTISURI
ROE (TTM)--30.56%
ROA (TTM)13.26%9.14%
Net Margin (TTM)10.28%16.33%
Operating Margin (TTM)15.97%29.21%
Gross Margin (TTM)29.95%39.19%

Growth

Revenue Growth

United Rentals (URI) at 4.91% 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.

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Otis Worldwide (OTIS) vs. United Rentals (URI): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both Otis Worldwide (OTIS) at -14.00% and United Rentals (URI) at -0.21% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

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Otis Worldwide (OTIS) vs. United Rentals (URI): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Otis Worldwide (OTIS) and United Rentals (URI)
MetricOTISURI
Revenue Growth (YoY)1.19%4.91%
Revenue Growth (3Y CAGR)1.79%11.41%
EPS Growth (YoY)-14.00%-0.21%
EPS Growth (3Y CAGR)5.74%9.20%

Financial Strength

Current Ratio (MRQ)

Both Otis Worldwide (OTIS) at 0.86 and United Rentals (URI) at 0.80 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

URI

Capital Goods industry group

0.80

Max
5.22
Q3
2.95
Median
2.08
Q1
1.43
URI
0.80
Min
0.36
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Otis Worldwide (OTIS) vs. United Rentals (URI): 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: United Rentals (URI) carries debt-to-equity ratio of 1.64 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
--

URI

Capital Goods industry group

1.64

Max
2.33
URI
1.64
Q3
1.12
Median
0.60
Q1
0.29
Min
0.00
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Otis Worldwide (OTIS) vs. United Rentals (URI): OTIS does not report debt-to-equity ratio, so it has no value marker; URI is benchmarked against the Capital Goods industry group.

Financial Strength Metrics

Financial strength metrics for Otis Worldwide (OTIS) and United Rentals (URI)
MetricOTISURI
Current Ratio (MRQ)0.860.80
Debt / Equity (MRQ)--1.64
Net Debt / EBITDA3.123.12

Dividends

Dividend Yield (TTM)

Otis Worldwide (OTIS) at 2.16% delivers top-quartile income for its industry, while United Rentals (URI) at 0.74% 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%

URI

Capital Goods industry group

0.74%

Max
2.66%
Q3
1.14%
URI
0.74%
Median
0.24%
Q1
0.00%
Min
0.00%
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Otis Worldwide (OTIS) vs. United Rentals (URI): A comparison of their dividend yield against the Capital Goods industry group benchmark.

Dividend Payout Ratio (TTM)

United Rentals (URI) at 16.95% pays out a band-typical share of earnings, while Otis Worldwide (OTIS) at 42.79% distributes more than its industry norm — less retained, thinner cover.

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%

URI

Capital Goods industry group

16.95%

Max
67.39%
Q3
28.02%
URI
16.95%
Median
6.86%
Q1
0.00%
Min
0.00%
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Otis Worldwide (OTIS) vs. United Rentals (URI): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for Otis Worldwide (OTIS) and United Rentals (URI)
MetricOTISURI
Dividend Yield (TTM)2.16%0.74%
Dividend Payout Ratio (TTM)42.79%16.95%

Valuation

P/E Ratio (TTM)

Both Otis Worldwide (OTIS) at 19.64 and United Rentals (URI) at 23.24 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

URI

Capital Goods industry group

23.24

Max
59.38
Q3
35.92
Median
25.41
URI
23.24
Q1
19.47
Min
3.03
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Otis Worldwide (OTIS) vs. United Rentals (URI): A comparison of their P/E ratio against the Capital Goods industry group benchmark.

P/S Ratio (TTM)

On P/S ratio, both Otis Worldwide (OTIS) at 1.99 and United Rentals (URI) at 3.74 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

URI

Capital Goods industry group

3.74

Max
7.54
Q3
3.76
URI
3.74
Median
2.15
Q1
1.03
Min
0.03
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Otis Worldwide (OTIS) vs. United Rentals (URI): 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 United Rentals (URI) reports 6.75, 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

URI

Capital Goods industry group

6.75

Max
9.66
URI
6.75
Q3
5.00
Median
3.12
Q1
1.81
Min
-1.08
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Otis Worldwide (OTIS) vs. United Rentals (URI): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for Otis Worldwide (OTIS) and United Rentals (URI)
MetricOTISURI
P/E Ratio (TTM)19.6423.24
P/S Ratio (TTM)1.993.74
P/B Ratio (MRQ)-5.546.75
Free Cash Flow Yield (TTM)4.61%3.24%