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OTIS vs. XYL: Otis Worldwide vs. Xylem Stock Comparison

How do Otis Worldwide (OTIS) and Xylem (XYL) 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 Xylem (XYL) 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 Xylem (XYL)
Profile ItemOTISXYL
NameOtis Worldwide CorporationXylem Inc.
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 USD22.44 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateMarch 19, 2020October 13, 2011
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

OTIS
XYL
GSPC
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Otis Worldwide (OTIS) vs. Xylem (XYL), 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 Xylem (XYL). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Otis Worldwide (OTIS) and Xylem (XYL)
MetricOTISXYL
Total Return (1Y)-10.81%-33.10%
Total Return (3Y, Annualized)1.33%2.29%
Total Return (5Y, Annualized)0.66%-4.47%

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for Otis Worldwide (OTIS) and Xylem (XYL)
MetricOTISXYL
Volatility (1Y, Annualized)23.24%30.74%
Beta (5Y)0.850.96
Max Drawdown (5Y)-37.22%-44.89%
Avg. Volume (3M)4.42M2.60M

Risk-Adjusted Performance

Risk-Return Positioning

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OTIS and XYL 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 Xylem (XYL)
MetricOTISXYL
Sharpe Ratio (1Y)-0.65-1.22
Sortino Ratio (1Y)-0.92-1.48

Profitability

ROE (TTM)

Capital efficiency shows on one side only: Xylem (XYL) earns 9.76% 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
--

XYL

Capital Goods industry group

9.76%

Max
40.55%
Q3
19.29%
Median
12.12%
XYL
9.76%
Q1
4.08%
Min
-17.12%
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Otis Worldwide (OTIS) vs. Xylem (XYL): OTIS does not report ROE, so it has no value marker; XYL is benchmarked against the Capital Goods industry group.

Net Margin (TTM)

Both Otis Worldwide (OTIS) at 10.28% and Xylem (XYL) at 11.94% 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%

XYL

Capital Goods industry group

11.94%

Max
27.47%
Q3
12.10%
XYL
11.94%
Median
6.30%
Q1
1.40%
Min
-12.89%
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Otis Worldwide (OTIS) vs. Xylem (XYL): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

Both Otis Worldwide (OTIS) at 15.97% and Xylem (XYL) at 15.95% 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%

XYL

Capital Goods industry group

15.95%

Max
36.60%
Q3
18.33%
XYL
15.95%
Median
11.12%
Q1
5.14%
Min
-12.63%
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Otis Worldwide (OTIS) vs. Xylem (XYL): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for Otis Worldwide (OTIS) and Xylem (XYL)
MetricOTISXYL
ROE (TTM)--9.76%
ROA (TTM)13.26%5.07%
Net Margin (TTM)10.28%11.94%
Operating Margin (TTM)15.97%15.95%
Gross Margin (TTM)29.95%39.32%

Growth

Revenue Growth

Xylem (XYL) at 5.52% 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. Xylem (XYL): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both Otis Worldwide (OTIS) at -14.00% and Xylem (XYL) at 7.40% 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. Xylem (XYL): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Otis Worldwide (OTIS) and Xylem (XYL)
MetricOTISXYL
Revenue Growth (YoY)1.19%5.52%
Revenue Growth (3Y CAGR)1.79%17.84%
EPS Growth (YoY)-14.00%7.40%
EPS Growth (3Y CAGR)5.74%25.99%

Financial Strength

Current Ratio (MRQ)

Both Otis Worldwide (OTIS) at 0.86 and Xylem (XYL) 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

XYL

Capital Goods industry group

1.39

Max
5.22
Q3
2.95
Median
2.08
Q1
1.43
XYL
1.39
Min
0.36
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Otis Worldwide (OTIS) vs. Xylem (XYL): 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: Xylem (XYL) carries debt-to-equity ratio of 0.29 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
--

XYL

Capital Goods industry group

0.29

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

Financial Strength Metrics

Financial strength metrics for Otis Worldwide (OTIS) and Xylem (XYL)
MetricOTISXYL
Current Ratio (MRQ)0.861.39
Debt / Equity (MRQ)--0.29
Net Debt / EBITDA3.121.18

Dividends

Dividend Yield (TTM)

Both Otis Worldwide (OTIS) at 2.16% and Xylem (XYL) at 1.69% offer top-quartile dividend income relative to share price within their industries.

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%

XYL

Capital Goods industry group

1.69%

Max
2.66%
XYL
1.69%
Q3
1.14%
Median
0.24%
Q1
0.00%
Min
0.00%
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Otis Worldwide (OTIS) vs. Xylem (XYL): A comparison of their dividend yield against the Capital Goods industry group benchmark.

Dividend Payout Ratio (TTM)

Both Otis Worldwide (OTIS) at 42.79% and Xylem (XYL) at 37.47% pay out an above-typical share of earnings for their industries, leaving thinner cover if profits dip.

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%

XYL

Capital Goods industry group

37.47%

Max
67.39%
XYL
37.47%
Q3
28.02%
Median
6.86%
Q1
0.00%
Min
0.00%
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Otis Worldwide (OTIS) vs. Xylem (XYL): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for Otis Worldwide (OTIS) and Xylem (XYL)
MetricOTISXYL
Dividend Yield (TTM)2.16%1.69%
Dividend Payout Ratio (TTM)42.79%37.47%

Valuation

P/E Ratio (TTM)

Both Otis Worldwide (OTIS) at 19.64 and Xylem (XYL) at 21.69 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

XYL

Capital Goods industry group

21.69

Max
59.38
Q3
35.92
Median
25.41
XYL
21.69
Q1
19.47
Min
3.03
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Otis Worldwide (OTIS) vs. Xylem (XYL): 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 Xylem (XYL) at 2.48 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

XYL

Capital Goods industry group

2.48

Max
7.54
Q3
3.76
XYL
2.48
Median
2.15
Q1
1.03
Min
0.03
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Otis Worldwide (OTIS) vs. Xylem (XYL): 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 Xylem (XYL) reports 2.19, 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

XYL

Capital Goods industry group

2.19

Max
9.66
Q3
5.00
Median
3.12
XYL
2.19
Q1
1.81
Min
-1.08
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Otis Worldwide (OTIS) vs. Xylem (XYL): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for Otis Worldwide (OTIS) and Xylem (XYL)
MetricOTISXYL
P/E Ratio (TTM)19.6421.69
P/S Ratio (TTM)1.992.48
P/B Ratio (MRQ)-5.542.19
Free Cash Flow Yield (TTM)4.61%5.39%