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DRI vs. OTIS
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

DRI vs. OTIS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Darden Restaurants, Inc. (DRI) and Otis Worldwide Corporation (OTIS). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, DRI achieves a 14.70% return, which is significantly higher than OTIS's -16.47% return.


DRI

1D
1.31%
1M
1.76%
6M
4.29%
YTD
14.70%
1Y
4.57%
3Y*
11.86%
5Y*
10.68%
10Y*
15.96%
ALL TIME*
14.76%

OTIS

1D
0.33%
1M
-1.30%
6M
-15.31%
YTD
-16.47%
1Y
-13.28%
3Y*
-4.92%
5Y*
-2.95%
10Y*
ALL TIME*
11.37%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$278.52M$286.01M$271.18M
$317.39M$284.01M$282.17M

DRI vs. OTIS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
DRI
Darden Restaurants, Inc.
14.70%1.56%17.70%22.83%-4.84%29.48%249.75%
OTIS
Otis Worldwide Corporation
-16.47%-3.99%5.17%16.04%-8.76%30.41%70.57%

Correlation

The correlation between DRI and OTIS is 0.41, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.41

Correlation (3Y)
Balances recent behavior with more history.

0.38

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.39

Correlation (All Time)
Calculated using the full available price history since Mar 19, 2020

0.36

Fundamentals

Market Cap

DRI:

$23.62B

OTIS:

$27.48B

EPS

DRI:

$10.35

OTIS:

$3.88

PE Ratio

DRI:

19.92

OTIS:

18.60

PEG Ratio

DRI:

2.23

OTIS:

3.21

PS Ratio

DRI:

1.82

OTIS:

1.89

Total Revenue (TTM)

DRI:

$13.21B

OTIS:

$14.91B

Gross Profit (TTM)

DRI:

$9.17B

OTIS:

$4.50B

EBITDA (TTM)

DRI:

$2.34B

OTIS:

$2.41B

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Return for Risk

DRI vs. OTIS — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

DRI
DRI Risk / Return Rank: 4848
Overall Rank
DRI Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
DRI Sortino Ratio Rank: 4444
Sortino Ratio Rank
DRI Omega Ratio Rank: 4343
Omega Ratio Rank
DRI Calmar Ratio Rank: 5151
Calmar Ratio Rank
DRI Martin Ratio Rank: 5050
Martin Ratio Rank

OTIS
OTIS Risk / Return Rank: 1919
Overall Rank
OTIS Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
OTIS Sortino Ratio Rank: 1616
Sortino Ratio Rank
OTIS Omega Ratio Rank: 1717
Omega Ratio Rank
OTIS Calmar Ratio Rank: 2525
Calmar Ratio Rank
OTIS Martin Ratio Rank: 2121
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

DRI vs. OTIS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Darden Restaurants, Inc. (DRI) 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.


DRIOTISDifference
Sharpe ratioReturn per unit of total volatility

+0.81

Sortino ratioReturn per unit of downside risk

+1.19

Omega ratioGain probability vs. loss probability

1.05

0.91

+0.14

Calmar ratioReturn relative to maximum drawdown

0.23

-0.52

+0.75

Martin ratioReturn relative to average drawdown

0.49

-1.03

+1.52

DRI vs. OTIS - Sharpe Ratio Comparison

The current DRI Sharpe Ratio is 0.18, which is higher than the OTIS Sharpe Ratio of -0.63. The chart below compares the historical Sharpe Ratios of DRI and OTIS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

DRI vs. OTIS - Drawdown Comparison

The maximum DRI drawdown since its inception was -72.80%, which is greater than OTIS's maximum drawdown of -32.44%. Use the drawdown chart below to compare losses from any high point for DRI and OTIS.


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Drawdown Indicators


DRIOTISDifference

Max Drawdown

Largest peak-to-trough decline

-72.80%

-32.44%

-40.36%

Max Drawdown (1Y)

Largest decline over 1 year

-20.07%

-25.49%

+5.42%

Max Drawdown (3Y)

Largest decline over 3 years

-23.92%

-32.44%

+8.52%

Max Drawdown (5Y)

Largest decline over 5 years

-28.38%

-32.44%

+4.06%

Max Drawdown (10Y)

Largest decline over 10 years

-72.80%

Current Drawdown

Current decline from peak

-5.10%

-29.67%

+24.57%

Average Drawdown

Average peak-to-trough decline

-12.97%

-9.42%

-3.55%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.35%

12.94%

-3.59%

Volatility

DRI vs. OTIS - Volatility Comparison

Darden Restaurants, Inc. (DRI) has a higher volatility of 8.57% compared to Otis Worldwide Corporation (OTIS) at 7.07%. This indicates that DRI'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


DRIOTISDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.57%

7.07%

+1.50%

Volatility (6M)

Calculated over the trailing 6-month period

19.31%

17.64%

+1.67%

Volatility (1Y)

Calculated over the trailing 1-year period

26.24%

21.08%

+5.16%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.11%

22.34%

+4.77%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

35.97%

25.82%

+10.15%

Dividends

DRI vs. OTIS - Dividend Comparison

DRI's dividend yield for the trailing twelve months is around 2.97%, more than OTIS's 2.35% yield.


PositionTTM20252024202320222021202020192018201720162015
DRI
Darden Restaurants, Inc.
2.97%3.15%2.90%3.07%3.34%2.29%0.99%2.99%2.76%2.48%2.92%13.76%
OTIS
Otis Worldwide Corporation
2.35%1.89%1.63%1.46%1.42%1.06%0.89%0.00%0.00%0.00%0.00%0.00%

Financials

DRI vs. OTIS - Financials Comparison

This section allows you to compare key financial metrics between Darden Restaurants, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items

Frequently Asked Questions


DRI and OTIS have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

DRI has higher volatility (8.57%) compared to OTIS (7.07%). In terms of maximum drawdown, DRI dropped -72.80% vs OTIS's -32.44%.

DRI currently has the higher Sharpe Ratio (0.18 vs -0.63), 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.

Portfolio Optimizer

Find the right allocation for DRI and OTIS

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