OTIS vs. DOC
OTIS (Otis Worldwide Corporation) and DOC (Physicians Realty Trust) are both stocks. OTIS operates in Specialty Industrial Machinery (Industrials), while DOC operates in REIT - Healthcare Facilities (Real Estate). Over the past 5 years, OTIS returned -0.99%/yr vs -4.81%/yr for DOC. At a 0.39 correlation, their price movements are largely independent.
Performance
OTIS vs. DOC - Performance Comparison
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Returns By Period
In the year-to-date period, OTIS achieves a -18.14% return, which is significantly lower than DOC's 32.47% return.
OTIS
- 1D
- 0.88%
- 1M
- -0.37%
- YTD
- -18.14%
- 6M
- -18.87%
- 1Y
- -24.67%
- 3Y*
- -5.09%
- 5Y*
- -0.99%
- 10Y*
- —
DOC
- 1D
- 0.93%
- 1M
- 7.43%
- YTD
- 32.47%
- 6M
- 28.97%
- 1Y
- 27.61%
- 3Y*
- 6.30%
- 5Y*
- -4.81%
- 10Y*
- 0.15%
OTIS vs. DOC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
OTIS Otis Worldwide Corporation | -18.14% | -3.99% | 5.17% | 16.04% | -8.76% | 30.41% | 70.57% |
DOC Physicians Realty Trust | 32.47% | -15.17% | 8.79% | -16.40% | -27.53% | 23.74% | 51.10% |
Correlation
The correlation between OTIS and DOC is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.32 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.36 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.41 |
Correlation (All Time) Calculated using the full available price history since Mar 19, 2020 | 0.39 |
Fundamentals
OTIS:
$27.56B
DOC:
$14.38B
OTIS:
$3.77
DOC:
$0.32
OTIS:
18.79
DOC:
64.84
OTIS:
1.90
DOC:
5.01
OTIS:
$14.65B
DOC:
$2.87B
OTIS:
$4.45B
DOC:
$609.74M
OTIS:
$2.44B
DOC:
$1.78B
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Return for Risk
OTIS vs. DOC — Risk / Return Rank
OTIS
DOC
OTIS vs. DOC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Otis Worldwide Corporation (OTIS) and Physicians Realty Trust (DOC). 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.
| OTIS | DOC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.00 | ||
| Sortino ratioReturn per unit of downside risk | -3.01 | ||
| Omega ratioGain probability vs. loss probability | 0.81 | 1.21 | -0.39 |
| Calmar ratioReturn relative to maximum drawdown | -0.85 | 1.57 | -2.43 |
| Martin ratioReturn relative to average drawdown | -1.69 | 3.28 | -4.97 |
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Drawdowns
OTIS vs. DOC - Drawdown Comparison
The maximum OTIS drawdown since its inception was -32.44%, smaller than the maximum DOC drawdown of -61.03%. Use the drawdown chart below to compare losses from any high point for OTIS and DOC.
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Drawdown Indicators
| OTIS | DOC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.44% | -61.03% | +28.59% |
Max Drawdown (1Y)Largest decline over 1 year | -30.00% | -17.09% | -12.91% |
Max Drawdown (3Y)Largest decline over 3 years | -32.44% | -29.00% | -3.44% |
Max Drawdown (5Y)Largest decline over 5 years | -32.44% | -54.07% | +21.63% |
Max Drawdown (10Y)Largest decline over 10 years | — | -54.07% | — |
Current DrawdownCurrent decline from peak | -31.07% | -27.23% | -3.84% |
Average DrawdownAverage peak-to-trough decline | -8.99% | -14.83% | +5.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.14% | 8.17% | +6.97% |
Volatility
OTIS vs. DOC - Volatility Comparison
The current volatility for Otis Worldwide Corporation (OTIS) is 5.68%, while Physicians Realty Trust (DOC) has a volatility of 7.06%. This indicates that OTIS experiences smaller price fluctuations and is considered to be less risky than DOC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OTIS | DOC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.68% | 7.06% | -1.38% |
Volatility (6M)Calculated over the trailing 6-month period | 16.38% | 23.28% | -6.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.57% | 29.49% | -5.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.11% | 26.35% | -4.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.85% | 29.63% | -3.78% |
Dividends
OTIS vs. DOC - Dividend Comparison
OTIS's dividend yield for the trailing twelve months is around 2.40%, less than DOC's 5.90% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DOC Physicians Realty Trust | 5.90% | 7.59% | 5.92% | 6.06% | 4.79% | 3.33% | 4.90% | 4.29% | 5.30% | 5.67% | 7.05% | 5.91% |
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
OTIS vs. DOC - Financials Comparison
This section allows you to compare key financial metrics between Otis Worldwide Corporation and Physicians Realty Trust. 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
OTIS vs. DOC - Profitability Comparison
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%.
DOC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Physicians Realty Trust reported a gross profit of 404.94M and revenue of 752.95M. Therefore, the gross margin over that period was 53.8%.
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%.
DOC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Physicians Realty Trust reported an operating income of 5.60M and revenue of 752.95M, resulting in an operating margin of 0.7%.
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%.
DOC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Physicians Realty Trust reported a net income of 193.63M and revenue of 752.95M, resulting in a net margin of 25.7%.
Frequently Asked Questions
OTIS and DOC have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DOC has higher volatility (7.06%) compared to OTIS (5.68%). In terms of maximum drawdown, OTIS dropped -32.44% vs DOC's -61.03%.
DOC currently has the higher Sharpe Ratio (0.91 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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