Otis Worldwide vs Whirlpool
OTIS and WHR 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 OTIS and WHR compare
Otis Worldwide is the larger company, worth 15 times as much as Whirlpool ($28.8B against $2.0B).
On earnings, Whirlpool is cheaper: it trades at 10.3× trailing earnings, against 18.8× for Otis Worldwide.
Otis Worldwide grew revenue faster over the last twelve months (5.8% versus −3.9% for Whirlpool).
Otis Worldwide keeps more of each dollar of sales as profit, with a net margin of 10.3% compared with 1.3% at Whirlpool.
Both pay dividends: Otis Worldwide yields 2.3% and Whirlpool 6.0%.
Otis Worldwide scores higher on the StockData Score (17 against 13 for Whirlpool), 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 | OTIS | WHR |
|---|---|---|
| Size and price | ||
| Market cap | $28.8B | $2.0B |
| Share price | $75.75 | $29.94 |
| Change, 1 year | −18.9% | −59.8% |
| Change, 5 years | −7.3% | −86.3% |
| Beta (5Y) | 0.75 | 1.08 |
| Employees | 72K | 41K |
| StockData Score | ||
| Total score | 17 (better) | 13 |
| Valuation score | 6 | 6 |
| Growth score | 1 | 1 |
| Performance score | 4 (better) | 2 |
| Health score | 2 (better) | 1 |
| Dividend score | 4 (better) | 3 |
| Valuation | ||
| P/E | 18.8× | 10.3× (better) |
| P/S | 1.9× | 0.1× (better) |
| P/B | – | 0.5× |
| EV/EBITDA | 14.6× | 7.9× (better) |
| P/FCF | 17.2× | – |
| PEG | 3.28 | – |
| FCF yield | 5.8% (better) | −8.8% |
| Fair value | $104.71 | $101.03 |
| Margin of safety | 27.7% | 70.4% (better) |
| Growth | ||
| Revenue growth (TTM) | 5.8% (better) | −3.9% |
| Revenue growth, 5Y average | 2.5% (better) | −4.4% |
| Net income growth (TTM) | 15.5% | – |
| EPS growth (TTM) | 18.6% | – |
| EPS growth, 5Y average | 11.0% (better) | −19.7% |
| Profitability | ||
| Gross margin | – | 13.6% |
| Operating margin | 15.3% (better) | 4.2% |
| Net margin | 10.3% (better) | 1.3% |
| FCF margin | 11.1% (better) | −1.2% |
| Return on equity | – | 4.8% |
| Return on invested capital | 93.6% (better) | 4.6% |
| Financial health | ||
| Debt / equity | – | 1.80 |
| Net debt / EBITDA | 2.97 (better) | 5.90 |
| Interest coverage | 9.6× (better) | 2.0× |
| Current ratio | 0.86 | 1.15 (better) |
| Altman Z-score | 2.96 (better) | 1.22 |
| Piotroski F-score | 4 | 5 (better) |
| Dividends and buybacks | ||
| Dividend yield | 2.3% | 6.0% (better) |
| Payout ratio | 42.5% | 93.0% |
| Years of dividend growth | 6 (better) | 0 |
| Dividend growth, 5Y average | 22.4% (better) | 1.8% |
| Buyback yield | 2.8% | – |
| Shareholder yield | 5.1% | 6.0% (better) |
| Ownership | ||
| Held by institutions | 93.8% | 102% |
| Held by insiders | 0.14% | 5.7% |
| Insider net buying, 12 months | −$17.2M | $199K (better) |
| Superinvestors holding | 1 | 1 |
| Short interest, % of float | 4.5% | 28.4% |
Go deeper
- OTIS stock overview
- OTIS income statement
- OTIS valuation and score
- WHR stock overview
- WHR income statement
- WHR valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.