Emerson Electric vs Otis Worldwide
EMR and OTIS side by side, both in electronic and other electrical equipment and components, except computer equipment. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How EMR and OTIS compare
Emerson Electric is the larger company, worth 3.2 times as much as Otis Worldwide ($92.0B against $28.8B).
On earnings, Otis Worldwide is cheaper: it trades at 18.8× trailing earnings, against 36.1× for Emerson Electric.
Otis Worldwide grew revenue faster over the last twelve months (5.8% versus 4.8% for Emerson Electric).
Emerson Electric keeps more of each dollar of sales as profit, with a net margin of 13.8% compared with 10.3% at Otis Worldwide.
Both pay dividends: Emerson Electric yields 1.3% and Otis Worldwide 2.3%.
Otis Worldwide scores higher on the StockData Score (17 against 11 for Emerson Electric), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | EMR | OTIS |
|---|---|---|
| Size and price | ||
| Market cap | $92.0B | $28.8B |
| Share price | $164.94 | $75.75 |
| Change, 1 year | 20.9% | −18.9% |
| Change, 5 years | 68.4% | −7.3% |
| Beta (5Y) | 1.10 | 0.75 |
| Employees | 71K | 72K |
| StockData Score | ||
| Total score | 11 | 17 (better) |
| Valuation score | 0 | 6 (better) |
| Growth score | 1 | 1 |
| Performance score | 3 | 4 (better) |
| Health score | 3 (better) | 2 |
| Dividend score | 4 | 4 |
| Valuation | ||
| P/E | 36.1× | 18.8× (better) |
| P/S | 4.9× | 1.9× (better) |
| P/B | 4.5× | – |
| EV/EBITDA | 21.6× | 14.6× (better) |
| P/FCF | 26.6× | 17.2× (better) |
| PEG | – | 3.28 |
| FCF yield | 3.8% | 5.8% (better) |
| Fair value | $142.44 | $104.71 |
| Margin of safety | −15.8% | 27.7% (better) |
| Growth | ||
| Revenue growth (TTM) | 4.8% | 5.8% (better) |
| Revenue growth, 5Y average | 1.4% | 2.5% (better) |
| Net income growth (TTM) | −2.8% | 15.5% (better) |
| EPS growth (TTM) | −1.7% | 18.6% (better) |
| EPS growth, 5Y average | 4.5% | 11.0% (better) |
| Profitability | ||
| Gross margin | 53.2% | – |
| Operating margin | – | 15.3% |
| Net margin | 13.8% (better) | 10.3% |
| FCF margin | 18.6% (better) | 11.1% |
| Return on equity | 12.8% | – |
| Return on invested capital | – | 93.6% |
| Financial health | ||
| Debt / equity | 0.64 | – |
| Net debt / EBITDA | 2.29 (better) | 2.97 |
| Interest coverage | – | 9.6× |
| Current ratio | 0.90 (better) | 0.86 |
| Altman Z-score | 4.32 (better) | 2.96 |
| Piotroski F-score | 6 (better) | 4 |
| Dividends and buybacks | ||
| Dividend yield | 1.3% | 2.3% (better) |
| Payout ratio | 47.8% | 42.5% |
| Years of dividend growth | 16 (better) | 6 |
| Dividend growth, 5Y average | 1.1% | 22.4% (better) |
| Buyback yield | 1.00% | 2.8% (better) |
| Shareholder yield | 2.3% | 5.1% (better) |
| Ownership | ||
| Held by institutions | 82.5% | 93.8% |
| Held by insiders | 0.30% | 0.14% |
| Insider net buying, 12 months | −$7.9M (better) | −$17.2M |
| Superinvestors holding | 1 | 1 |
| Short interest, % of float | 1.6% | 4.5% |
Go deeper
- EMR stock overview
- EMR income statement
- EMR valuation and score
- OTIS stock overview
- OTIS income statement
- OTIS valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.