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OTIS vs. VRT: Otis Worldwide vs. Vertiv Stock Comparison

How do Otis Worldwide (OTIS) and Vertiv (VRT) 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 Vertiv (VRT) both fall under the Capital Goods industry group, but OTIS is classified in Machinery while VRT is classified in Electrical Equipment.

Company profile comparison for Otis Worldwide (OTIS) and Vertiv (VRT)
Profile ItemOTISVRT
NameOtis Worldwide CorporationVertiv Holdings Co Class A Common Stock
Country/RegionUnited StatesUnited States
GICS SectorIndustrialsIndustrials
GICS Industry GroupCapital GoodsCapital Goods
GICS IndustryMachineryElectrical Equipment
GICS Sub-IndustryIndustrial Machinery & Supplies & ComponentsElectrical Components & Equipment
Market Capitalization30.06 billion USD70.41 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateMarch 19, 2020August 2, 2018
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

OTIS
VRT
GSPC
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Otis Worldwide (OTIS) vs. Vertiv (VRT), 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 Vertiv (VRT). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Otis Worldwide (OTIS) and Vertiv (VRT)
MetricOTISVRT
Total Return (1Y)-10.81%11.12%
Total Return (3Y, Annualized)1.33%71.14%
Total Return (5Y, Annualized)0.66%49.38%

Risk Profile

Drawdown History

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

Risk Metrics

Vertiv (VRT) carries a highly aggressive beta of 2.15, 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 Vertiv (VRT)
MetricOTISVRT
Volatility (1Y, Annualized)23.24%71.11%
Beta (5Y)0.852.15
Max Drawdown (5Y)-37.22%-69.52%
Avg. Volume (3M)4.42M5.90M

Risk-Adjusted Performance

Risk-Return Positioning

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OTIS and VRT 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 Vertiv (VRT)
MetricOTISVRT
Sharpe Ratio (1Y)-0.650.10
Sortino Ratio (1Y)-0.920.14

Profitability

ROE (TTM)

Capital efficiency shows on one side only: Vertiv (VRT) earns 46.57% 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
--

VRT

Capital Goods industry group

46.57%

VRT
46.57%
Max
40.55%
Q3
19.29%
Median
12.12%
Q1
4.08%
Min
-17.12%
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Otis Worldwide (OTIS) vs. Vertiv (VRT): OTIS does not report ROE, so it has no value marker; VRT is benchmarked against the Capital Goods industry group.

Net Margin (TTM)

Vertiv (VRT) at 16.00% 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%

VRT

Capital Goods industry group

16.00%

Max
27.47%
VRT
16.00%
Q3
12.10%
Median
6.30%
Q1
1.40%
Min
-12.89%
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Otis Worldwide (OTIS) vs. Vertiv (VRT): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

Vertiv (VRT) at 23.77% 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%

VRT

Capital Goods industry group

23.77%

Max
36.60%
VRT
23.77%
Q3
18.33%
Median
11.12%
Q1
5.14%
Min
-12.63%
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Otis Worldwide (OTIS) vs. Vertiv (VRT): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for Otis Worldwide (OTIS) and Vertiv (VRT)
MetricOTISVRT
ROE (TTM)--46.57%
ROA (TTM)13.26%11.94%
Net Margin (TTM)10.28%16.00%
Operating Margin (TTM)15.97%23.77%
Gross Margin (TTM)29.95%38.12%

Growth

Revenue Growth

Vertiv (VRT) at 27.69% 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. Vertiv (VRT): A comparison of their Revenue Growth across different time periods.

EPS Growth

Vertiv (VRT) at 166.41% clears its industry range for EPS growth, a much stronger earnings trajectory than Otis Worldwide (OTIS) at -14.00%, which is closer to a typical peer reading.

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

Growth Metrics

Growth metrics for Otis Worldwide (OTIS) and Vertiv (VRT)
MetricOTISVRT
Revenue Growth (YoY)1.19%27.69%
Revenue Growth (3Y CAGR)1.79%21.59%
EPS Growth (YoY)-14.00%166.41%
EPS Growth (3Y CAGR)5.74%340.11%

Financial Strength

Current Ratio (MRQ)

Both Otis Worldwide (OTIS) at 0.86 and Vertiv (VRT) at 1.39 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

VRT

Capital Goods industry group

1.39

Max
5.22
Q3
2.95
Median
2.08
Q1
1.43
VRT
1.39
Min
0.36
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Otis Worldwide (OTIS) vs. Vertiv (VRT): 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: Vertiv (VRT) carries debt-to-equity ratio of 0.61 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
--

VRT

Capital Goods industry group

0.61

Max
2.33
Q3
1.12
VRT
0.61
Median
0.60
Q1
0.29
Min
0.00
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Otis Worldwide (OTIS) vs. Vertiv (VRT): OTIS does not report debt-to-equity ratio, so it has no value marker; VRT is benchmarked against the Capital Goods industry group.

Financial Strength Metrics

Financial strength metrics for Otis Worldwide (OTIS) and Vertiv (VRT)
MetricOTISVRT
Current Ratio (MRQ)0.861.39
Debt / Equity (MRQ)--0.61
Net Debt / EBITDA3.12-0.11

Dividends

Dividend Yield (TTM)

Otis Worldwide (OTIS) at 2.16% delivers top-quartile income for its industry, while Vertiv (VRT) at 0.11% 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%

VRT

Capital Goods industry group

0.11%

Max
2.66%
Q3
1.14%
Median
0.24%
VRT
0.11%
Q1
0.00%
Min
0.00%
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Otis Worldwide (OTIS) vs. Vertiv (VRT): A comparison of their dividend yield against the Capital Goods industry group benchmark.

Dividend Payout Ratio (TTM)

Vertiv (VRT) at 4.67% 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%

VRT

Capital Goods industry group

4.67%

Max
67.39%
Q3
28.02%
Median
6.86%
VRT
4.67%
Q1
0.00%
Min
0.00%
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Otis Worldwide (OTIS) vs. Vertiv (VRT): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for Otis Worldwide (OTIS) and Vertiv (VRT)
MetricOTISVRT
Dividend Yield (TTM)2.16%0.11%
Dividend Payout Ratio (TTM)42.79%4.67%

Valuation

P/E Ratio (TTM)

Both Otis Worldwide (OTIS) at 19.64 and Vertiv (VRT) at 34.18 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

VRT

Capital Goods industry group

34.18

Max
59.38
Q3
35.92
VRT
34.18
Median
25.41
Q1
19.47
Min
3.03
Loading chart…
Otis Worldwide (OTIS) vs. Vertiv (VRT): A comparison of their P/E ratio against the Capital Goods industry group benchmark.

P/S Ratio (TTM)

Otis Worldwide (OTIS) at 1.99 is priced about in line with its industry on P/S ratio, while Vertiv (VRT) at 5.37 sits in the pricier quartile — VRT costs more per dollar of 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

VRT

Capital Goods industry group

5.37

Max
7.54
VRT
5.37
Q3
3.76
Median
2.15
Q1
1.03
Min
0.03
Loading chart…
Otis Worldwide (OTIS) vs. Vertiv (VRT): 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 Vertiv (VRT) reports 12.80, 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

VRT

Capital Goods industry group

12.80

VRT
12.80
Max
9.66
Q3
5.00
Median
3.12
Q1
1.81
Min
-1.08
Loading chart…
Otis Worldwide (OTIS) vs. Vertiv (VRT): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for Otis Worldwide (OTIS) and Vertiv (VRT)
MetricOTISVRT
P/E Ratio (TTM)19.6434.18
P/S Ratio (TTM)1.995.37
P/B Ratio (MRQ)-5.5412.80
Free Cash Flow Yield (TTM)4.61%4.21%