OTIS vs. WSO: A Head-to-Head Stock Comparison
Updated onHere’s a clear look at OTIS and WSO, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.
Company Profile
| Symbol | OTIS | WSO |
|---|---|---|
| Company Name | Otis Worldwide Corporation | Watsco, Inc. |
| Country | United States | United States |
| GICS Sector | Industrials | Industrials |
| GICS Industry | Machinery | Trading Companies & Distributors |
| Market Capitalization | 34.57 billion USD | 13.89 billion USD |
| Exchange | NYSE | NYSE |
| Listing Date | March 19, 2020 | June 7, 1984 |
| Security Type | Common Stock | Common Stock |
Historical Performance
This chart compares the performance of OTIS and WSO 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.
Historical Performance at a Glance
| Symbol | OTIS | WSO |
|---|---|---|
| 5-Day Price Return | -1.65% | -2.21% |
| 13-Week Price Return | 1.53% | -17.34% |
| 26-Week Price Return | -8.48% | -28.71% |
| 52-Week Price Return | -11.57% | -36.82% |
| Month-to-Date Return | -4.30% | -6.76% |
| Year-to-Date Return | -4.15% | -27.60% |
| 10-Day Avg. Volume | 2.15M | 0.36M |
| 3-Month Avg. Volume | 3.00M | 0.45M |
| 3-Month Volatility | 16.18% | 30.58% |
| Beta | 1.02 | 1.03 |
Profitability
Return on Equity (TTM)
OTIS
14.92%
Machinery Industry
- Max
- 30.85%
- Q3
- 19.99%
- Median
- 12.37%
- Q1
- 8.44%
- Min
- -7.69%
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.
WSO
19.16%
Trading Companies & Distributors Industry
- Max
- 32.99%
- Q3
- 19.30%
- Median
- 12.90%
- Q1
- 9.19%
- Min
- -4.19%
WSO’s Return on Equity of 19.16% is on par with the norm for the Trading Companies & Distributors industry, indicating its profitability relative to shareholder equity is typical for the sector.
Net Profit Margin (TTM)
OTIS
9.41%
Machinery Industry
- Max
- 19.28%
- Q3
- 10.99%
- Median
- 7.89%
- Q1
- 5.16%
- Min
- -1.46%
OTIS’s Net Profit Margin of 9.41% 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.
WSO
7.04%
Trading Companies & Distributors Industry
- Max
- 18.35%
- Q3
- 9.73%
- Median
- 6.00%
- Q1
- 3.53%
- Min
- -3.81%
WSO’s Net Profit Margin of 7.04% is aligned with the median group of its peers in the Trading Companies & Distributors industry. This indicates its ability to convert revenue into profit is typical for the sector.
Operating Profit Margin (TTM)
OTIS
14.50%
Machinery Industry
- Max
- 27.20%
- Q3
- 15.91%
- Median
- 11.33%
- Q1
- 7.73%
- Min
- 0.23%
OTIS’s Operating Profit Margin of 14.50% is around the midpoint for the Machinery industry, indicating that its efficiency in managing core business operations is typical for the sector.
WSO
10.18%
Trading Companies & Distributors Industry
- Max
- 25.07%
- Q3
- 13.61%
- Median
- 7.26%
- Q1
- 4.79%
- Min
- -7.51%
WSO’s Operating Profit Margin of 10.18% is around the midpoint for the Trading Companies & Distributors industry, indicating that its efficiency in managing core business operations is typical for the sector.
Profitability at a Glance
| Symbol | OTIS | WSO |
|---|---|---|
| Return on Equity (TTM) | 14.92% | 19.16% |
| Return on Assets (TTM) | 12.31% | 11.46% |
| Net Profit Margin (TTM) | 9.41% | 7.04% |
| Operating Profit Margin (TTM) | 14.50% | 10.18% |
| Gross Profit Margin (TTM) | 30.01% | 27.92% |
Financial Strength
Current Ratio (MRQ)
OTIS
0.94
Machinery Industry
- Max
- 3.27
- Q3
- 2.16
- Median
- 1.75
- Q1
- 1.32
- Min
- 0.70
OTIS’s Current Ratio of 0.94 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.
WSO
3.84
Trading Companies & Distributors Industry
- Max
- 3.62
- Q3
- 2.33
- Median
- 1.57
- Q1
- 1.39
- Min
- 0.27
WSO’s Current Ratio of 3.84 is exceptionally high, placing it well outside the typical range for the Trading Companies & Distributors industry. This indicates a very strong liquidity position, though such a high ratio may also suggest that the company is not using its assets efficiently to generate profits.
Debt-to-Equity Ratio (MRQ)
OTIS
--
Machinery Industry
- Max
- 1.49
- Q3
- 0.75
- Median
- 0.45
- Q1
- 0.23
- Min
- 0.00
Debt-to-Equity Ratio data for OTIS is currently unavailable.
WSO
0.04
Trading Companies & Distributors Industry
- Max
- 1.93
- Q3
- 1.19
- Median
- 0.78
- Q1
- 0.54
- Min
- 0.00
Falling into the lower quartile for the Trading Companies & Distributors industry, WSO’s Debt-to-Equity Ratio of 0.04 points to a conservative financing strategy. This results in lower financial risk but potentially limits strategic investments compared to more leveraged competitors.
Interest Coverage Ratio (TTM)
OTIS
14.54
Machinery Industry
- Max
- 67.55
- Q3
- 36.46
- Median
- 13.55
- Q1
- 7.73
- 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.
WSO
140.00
Trading Companies & Distributors Industry
- Max
- 15.13
- Q3
- 7.93
- Median
- 5.62
- Q1
- 1.79
- Min
- -1.67
With an Interest Coverage Ratio of 140.00, WSO demonstrates a superior capacity to service its debt, placing it well above the typical range for the Trading Companies & Distributors industry. This stems from either robust earnings or a conservative debt load.
Financial Strength at a Glance
| Symbol | OTIS | WSO |
|---|---|---|
| Current Ratio (MRQ) | 0.94 | 3.84 |
| Quick Ratio (MRQ) | 0.85 | 1.86 |
| Debt-to-Equity Ratio (MRQ) | -- | 0.04 |
| Interest Coverage Ratio (TTM) | 14.54 | 140.00 |
Growth
Revenue Growth
EPS Growth
Dividend
Dividend Yield (TTM)
OTIS
1.86%
Machinery Industry
- Max
- 4.98%
- Q3
- 2.83%
- Median
- 1.89%
- Q1
- 1.17%
- Min
- 0.00%
OTIS’s Dividend Yield of 1.86% is consistent with its peers in the Machinery industry, providing a dividend return that is standard for its sector.
WSO
3.22%
Trading Companies & Distributors Industry
- Max
- 5.11%
- Q3
- 2.73%
- Median
- 2.07%
- Q1
- 1.04%
- Min
- 0.00%
With a Dividend Yield of 3.22%, WSO offers a more attractive income stream than most of its peers in the Trading Companies & Distributors industry, signaling a strong commitment to shareholder returns.
Dividend Payout Ratio (TTM)
OTIS
47.44%
Machinery Industry
- Max
- 209.29%
- Q3
- 102.41%
- Median
- 62.34%
- Q1
- 29.36%
- Min
- 0.00%
OTIS’s Dividend Payout Ratio of 47.44% is within the typical range for the Machinery industry, suggesting a balanced approach between shareholder payouts and company reinvestment.
WSO
88.32%
Trading Companies & Distributors Industry
- Max
- 136.12%
- Q3
- 68.26%
- Median
- 48.45%
- Q1
- 22.66%
- Min
- 0.00%
WSO’s Dividend Payout Ratio of 88.32% is in the upper quartile for the Trading Companies & Distributors 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.
Dividend at a Glance
| Symbol | OTIS | WSO |
|---|---|---|
| Dividend Yield (TTM) | 1.86% | 3.22% |
| Dividend Payout Ratio (TTM) | 47.44% | 88.32% |
Valuation
Price-to-Earnings Ratio (TTM)
OTIS
25.51
Machinery Industry
- Max
- 46.28
- Q3
- 29.52
- Median
- 24.18
- Q1
- 16.92
- Min
- 7.99
OTIS’s P/E Ratio of 25.51 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.
WSO
27.43
Trading Companies & Distributors Industry
- Max
- 37.92
- Q3
- 24.64
- Median
- 17.42
- Q1
- 14.27
- Min
- 5.07
A P/E Ratio of 27.43 places WSO in the upper quartile for the Trading Companies & Distributors industry. This high valuation relative to peers suggests the market holds elevated expectations for the company’s future growth.
Price-to-Sales Ratio (TTM)
OTIS
2.40
Machinery Industry
- Max
- 5.25
- Q3
- 2.82
- Median
- 1.74
- Q1
- 0.99
- Min
- 0.27
OTIS’s P/S Ratio of 2.40 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.
WSO
1.93
Trading Companies & Distributors Industry
- Max
- 4.94
- Q3
- 2.49
- Median
- 1.08
- Q1
- 0.75
- Min
- 0.30
WSO’s P/S Ratio of 1.93 aligns with the market consensus for the Trading Companies & Distributors industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.
Price-to-Book Ratio (MRQ)
OTIS
--
Machinery Industry
- Max
- 7.18
- Q3
- 4.18
- Median
- 2.71
- Q1
- 1.54
- Min
- 0.52
P/B Ratio data for OTIS is currently unavailable.
WSO
5.82
Trading Companies & Distributors Industry
- Max
- 9.42
- Q3
- 4.66
- Median
- 2.10
- Q1
- 1.34
- Min
- 0.31
WSO’s P/B Ratio of 5.82 is in the upper tier for the Trading Companies & Distributors industry. This indicates that investors are paying a premium relative to the company’s net assets, a valuation that hinges on its ability to generate superior profits.
Valuation at a Glance
| Symbol | OTIS | WSO |
|---|---|---|
| Price-to-Earnings Ratio (TTM) | 25.51 | 27.43 |
| Price-to-Sales Ratio (TTM) | 2.40 | 1.93 |
| Price-to-Book Ratio (MRQ) | -- | 5.82 |
| Price-to-Free Cash Flow Ratio (TTM) | 25.97 | 19.97 |