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OTIS vs. WSO.B: Otis Worldwide vs. Watsco Stock Comparison

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

Watsco (WSO.B) has more than two decades of public-market history since March 17, 1980, 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 Watsco (WSO.B)
Profile ItemOTISWSO.B
NameOtis Worldwide CorporationWatsco Inc. Class B Common Stock
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 USD12.92 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateMarch 19, 2020March 17, 1980
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

OTIS
WSO.B
GSPC
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Otis Worldwide (OTIS) vs. Watsco (WSO.B), 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 Watsco (WSO.B). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Otis Worldwide (OTIS) and Watsco (WSO.B)
MetricOTISWSO.B
Total Return (1Y)-10.81%-11.21%
Total Return (3Y, Annualized)1.33%-3.05%
Total Return (5Y, Annualized)0.66%4.30%

Risk Profile

Drawdown History

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

Risk Metrics

Otis Worldwide (OTIS) trades around 4.42M shares per day on average, while Watsco (WSO.B) sees only 74 — a volume gap that can matter for position sizing, exit liquidity, and order execution.

Risk profile metrics for Otis Worldwide (OTIS) and Watsco (WSO.B)
MetricOTISWSO.B
Volatility (1Y, Annualized)23.24%40.28%
Beta (5Y)0.850.64
Max Drawdown (5Y)-37.22%-43.41%
Avg. Volume (3M)4.42M74

Risk-Adjusted Performance

Risk-Return Positioning

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OTIS and WSO.B 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 Watsco (WSO.B)
MetricOTISWSO.B
Sharpe Ratio (1Y)-0.65-0.38
Sortino Ratio (1Y)-0.92-0.57

Profitability

ROE (TTM)

Capital efficiency shows on one side only: Watsco (WSO.B) earns 16.21% 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
--

WSO.B

Capital Goods industry group

16.21%

Max
40.55%
Q3
19.29%
WSO.B
16.21%
Median
12.12%
Q1
4.08%
Min
-17.12%
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Otis Worldwide (OTIS) vs. Watsco (WSO.B): OTIS does not report ROE, so it has no value marker; WSO.B is benchmarked against the Capital Goods industry group.

Net Margin (TTM)

Both Otis Worldwide (OTIS) at 10.28% and Watsco (WSO.B) at 6.31% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

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%

WSO.B

Capital Goods industry group

6.31%

Max
27.47%
Q3
12.10%
WSO.B
6.31%
Median
6.30%
Q1
1.40%
Min
-12.89%
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Otis Worldwide (OTIS) vs. Watsco (WSO.B): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

Both Otis Worldwide (OTIS) at 15.97% and Watsco (WSO.B) at 10.14% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

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%

WSO.B

Capital Goods industry group

10.14%

Max
36.60%
Q3
18.33%
Median
11.12%
WSO.B
10.14%
Q1
5.14%
Min
-12.63%
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Otis Worldwide (OTIS) vs. Watsco (WSO.B): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for Otis Worldwide (OTIS) and Watsco (WSO.B)
MetricOTISWSO.B
ROE (TTM)--16.21%
ROA (TTM)13.26%8.27%
Net Margin (TTM)10.28%6.31%
Operating Margin (TTM)15.97%10.14%
Gross Margin (TTM)29.95%27.18%

Growth

Revenue Growth

Both Otis Worldwide (OTIS) at 1.19% and Watsco (WSO.B) at -4.98% post bottom-quartile revenue growth versus peers, pointing to weaker demand or pricing momentum than typical rivals.

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Otis Worldwide (OTIS) vs. Watsco (WSO.B): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both Otis Worldwide (OTIS) at -14.00% and Watsco (WSO.B) at -7.47% 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. Watsco (WSO.B): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Otis Worldwide (OTIS) and Watsco (WSO.B)
MetricOTISWSO.B
Revenue Growth (YoY)1.19%-4.98%
Revenue Growth (3Y CAGR)1.79%-0.16%
EPS Growth (YoY)-14.00%-7.47%
EPS Growth (3Y CAGR)5.74%-6.89%

Financial Strength

Current Ratio (MRQ)

Watsco (WSO.B) at 3.15 carries current ratio above its industry’s typical mid-range, while Otis Worldwide (OTIS) at 0.86 runs in the tighter-liquidity quartile — different working-capital profiles, both worth examining.

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

WSO.B

Capital Goods industry group

3.15

Max
5.22
WSO.B
3.15
Q3
2.95
Median
2.08
Q1
1.43
Min
0.36
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Otis Worldwide (OTIS) vs. Watsco (WSO.B): 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: Watsco (WSO.B) carries debt-to-equity ratio of 0.16 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
--

WSO.B

Capital Goods industry group

0.16

Max
2.33
Q3
1.12
Median
0.60
Q1
0.29
WSO.B
0.16
Min
0.00
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Otis Worldwide (OTIS) vs. Watsco (WSO.B): OTIS does not report debt-to-equity ratio, so it has no value marker; WSO.B is benchmarked against the Capital Goods industry group.

Financial Strength Metrics

Financial strength metrics for Otis Worldwide (OTIS) and Watsco (WSO.B)
MetricOTISWSO.B
Current Ratio (MRQ)0.863.15
Debt / Equity (MRQ)--0.16
Net Debt / EBITDA3.12-0.14

Dividends

Dividend Yield (TTM)

Otis Worldwide (OTIS) at 2.16% earns its spot in the top quartile of its industry’s yields; Watsco (WSO.B) at 4.02% is past the top of its own peer range — territory where a dividend-safety check matters more than the headline number.

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%

WSO.B

Capital Goods industry group

4.02%

WSO.B
4.02%
Max
2.66%
Q3
1.14%
Median
0.24%
Q1
0.00%
Min
0.00%
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Otis Worldwide (OTIS) vs. Watsco (WSO.B): A comparison of their dividend yield against the Capital Goods industry group benchmark.

Dividend Payout Ratio (TTM)

Watsco (WSO.B) reports payout ratio above 100% at 109.66%, meaning dividends exceeded current-period earnings and sustainability needs extra context. Meanwhile Otis Worldwide (OTIS) reports 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%

WSO.B

Capital Goods industry group

109.66%

WSO.B
109.66%
Max
67.39%
Q3
28.02%
Median
6.86%
Q1
0.00%
Min
0.00%
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Otis Worldwide (OTIS) vs. Watsco (WSO.B): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for Otis Worldwide (OTIS) and Watsco (WSO.B)
MetricOTISWSO.B
Dividend Yield (TTM)2.16%4.02%
Dividend Payout Ratio (TTM)42.79%109.66%

Valuation

P/E Ratio (TTM)

Both Otis Worldwide (OTIS) at 19.64 and Watsco (WSO.B) at 27.26 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

WSO.B

Capital Goods industry group

27.26

Max
59.38
Q3
35.92
WSO.B
27.26
Median
25.41
Q1
19.47
Min
3.03
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Otis Worldwide (OTIS) vs. Watsco (WSO.B): 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 Watsco (WSO.B) at 1.74 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

WSO.B

Capital Goods industry group

1.74

Max
7.54
Q3
3.76
Median
2.15
WSO.B
1.74
Q1
1.03
Min
0.03
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Otis Worldwide (OTIS) vs. Watsco (WSO.B): 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 Watsco (WSO.B) reports 3.99, 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

WSO.B

Capital Goods industry group

3.99

Max
9.66
Q3
5.00
WSO.B
3.99
Median
3.12
Q1
1.81
Min
-1.08
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Otis Worldwide (OTIS) vs. Watsco (WSO.B): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for Otis Worldwide (OTIS) and Watsco (WSO.B)
MetricOTISWSO.B
P/E Ratio (TTM)19.6427.26
P/S Ratio (TTM)1.991.74
P/B Ratio (MRQ)-5.543.99
Free Cash Flow Yield (TTM)4.61%3.50%