BGS vs. OTIS
BGS (B&G Foods, Inc.) and OTIS (Otis Worldwide Corporation) are both stocks. BGS operates in Packaged Foods (Consumer Defensive), while OTIS operates in Specialty Industrial Machinery (Industrials). Over the past 5 years, BGS returned -27.79%/yr vs -0.99%/yr for OTIS. At a 0.24 correlation, their price movements are largely independent.
Performance
BGS vs. OTIS - Performance Comparison
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Returns By Period
In the year-to-date period, BGS achieves a -2.65% return, which is significantly higher than OTIS's -18.14% return.
BGS
- 1D
- -0.25%
- 1M
- -3.36%
- YTD
- -2.65%
- 6M
- -8.58%
- 1Y
- 9.87%
- 3Y*
- -25.46%
- 5Y*
- -27.79%
- 10Y*
- -14.86%
OTIS
- 1D
- 0.88%
- 1M
- -0.37%
- YTD
- -18.14%
- 6M
- -18.87%
- 1Y
- -24.67%
- 3Y*
- -5.09%
- 5Y*
- -0.99%
- 10Y*
- —
BGS vs. OTIS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
BGS B&G Foods, Inc. | -2.65% | -26.81% | -28.30% | 0.33% | -60.70% | 17.69% | 74.24% |
OTIS Otis Worldwide Corporation | -18.14% | -3.99% | 5.17% | 16.04% | -8.76% | 30.41% | 70.57% |
Correlation
The correlation between BGS and OTIS is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.23 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.28 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Mar 19, 2020 | 0.24 |
Fundamentals
BGS:
$323.22M
OTIS:
$27.56B
BGS:
-$0.96
OTIS:
$3.77
BGS:
0.18
OTIS:
1.90
BGS:
$1.81B
OTIS:
$14.65B
BGS:
$388.44M
OTIS:
$4.45B
BGS:
$91.70M
OTIS:
$2.44B
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Return for Risk
BGS vs. OTIS — Risk / Return Rank
BGS
OTIS
BGS vs. OTIS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for B&G Foods, Inc. (BGS) and Otis Worldwide Corporation (OTIS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BGS | OTIS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.19 | ||
| Sortino ratioReturn per unit of downside risk | +1.95 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 0.81 | +0.25 |
| Calmar ratioReturn relative to maximum drawdown | 0.16 | -0.85 | +1.01 |
| Martin ratioReturn relative to average drawdown | 0.47 | -1.69 | +2.16 |
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Drawdowns
BGS vs. OTIS - Drawdown Comparison
The maximum BGS drawdown since its inception was -86.50%, which is greater than OTIS's maximum drawdown of -32.44%. Use the drawdown chart below to compare losses from any high point for BGS and OTIS.
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Drawdown Indicators
| BGS | OTIS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -86.50% | -32.44% | -54.06% |
Max Drawdown (1Y)Largest decline over 1 year | -33.11% | -30.00% | -3.11% |
Max Drawdown (3Y)Largest decline over 3 years | -67.36% | -32.44% | -34.92% |
Max Drawdown (5Y)Largest decline over 5 years | -84.68% | -32.44% | -52.24% |
Max Drawdown (10Y)Largest decline over 10 years | -86.50% | — | — |
Current DrawdownCurrent decline from peak | -83.99% | -31.07% | -52.92% |
Average DrawdownAverage peak-to-trough decline | -32.06% | -8.99% | -23.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.32% | 15.14% | -3.82% |
Volatility
BGS vs. OTIS - Volatility Comparison
B&G Foods, Inc. (BGS) has a higher volatility of 9.65% compared to Otis Worldwide Corporation (OTIS) at 5.68%. This indicates that BGS's price experiences larger fluctuations and is considered to be riskier than OTIS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BGS | OTIS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.65% | 5.68% | +3.97% |
Volatility (6M)Calculated over the trailing 6-month period | 33.85% | 16.38% | +17.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 51.42% | 23.57% | +27.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 49.32% | 22.11% | +27.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 46.31% | 25.85% | +20.46% |
Dividends
BGS vs. OTIS - Dividend Comparison
BGS's dividend yield for the trailing twelve months is around 18.86%, more than OTIS's 2.40% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGS B&G Foods, Inc. | 18.86% | 17.67% | 11.03% | 7.24% | 14.48% | 6.18% | 6.85% | 10.60% | 6.54% | 5.29% | 3.94% | 3.94% |
OTIS Otis Worldwide Corporation | 2.40% | 1.89% | 1.63% | 1.46% | 1.42% | 1.06% | 0.89% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
BGS vs. OTIS - Financials Comparison
This section allows you to compare key financial metrics between B&G Foods, Inc. and Otis Worldwide Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
BGS vs. OTIS - Profitability Comparison
BGS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, B&G Foods, Inc. reported a gross profit of 79.89M and revenue of 408.94M. Therefore, the gross margin over that period was 19.5%.
OTIS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Otis Worldwide Corporation reported a gross profit of 1.08B and revenue of 3.57B. Therefore, the gross margin over that period was 30.3%.
BGS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, B&G Foods, Inc. reported an operating income of -10.96M and revenue of 408.94M, resulting in an operating margin of -2.7%.
OTIS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Otis Worldwide Corporation reported an operating income of 539.00M and revenue of 3.57B, resulting in an operating margin of 15.1%.
BGS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, B&G Foods, Inc. reported a net income of -32.54M and revenue of 408.94M, resulting in a net margin of -8.0%.
OTIS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Otis Worldwide Corporation reported a net income of 340.00M and revenue of 3.57B, resulting in a net margin of 9.5%.
Frequently Asked Questions
BGS and OTIS have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BGS has higher volatility (9.65%) compared to OTIS (5.68%). In terms of maximum drawdown, BGS dropped -86.50% vs OTIS's -32.44%.
BGS currently has the higher Sharpe Ratio (0.10 vs -1.09), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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