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OTIS vs. DRI
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between OTIS and DRI is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

OTIS vs. DRI - Performance Comparison

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

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Key characteristics

Sharpe Ratio

OTIS:

0.02

DRI:

1.47

Sortino Ratio

OTIS:

0.17

DRI:

2.62

Omega Ratio

OTIS:

1.03

DRI:

1.30

Calmar Ratio

OTIS:

0.04

DRI:

2.23

Martin Ratio

OTIS:

0.08

DRI:

10.52

Ulcer Index

OTIS:

6.69%

DRI:

4.25%

Daily Std Dev

OTIS:

22.16%

DRI:

30.28%

Max Drawdown

OTIS:

-29.99%

DRI:

-72.80%

Current Drawdown

OTIS:

-8.69%

DRI:

-0.32%

Fundamentals

Market Cap

OTIS:

$38.28B

DRI:

$23.99B

EPS

OTIS:

$3.82

DRI:

$8.89

PE Ratio

OTIS:

25.39

DRI:

23.06

PEG Ratio

OTIS:

2.64

DRI:

1.95

PS Ratio

OTIS:

2.70

DRI:

2.04

PB Ratio

OTIS:

13.20

DRI:

10.54

Total Revenue (TTM)

OTIS:

$14.17B

DRI:

$11.76B

Gross Profit (TTM)

OTIS:

$4.23B

DRI:

$3.92B

EBITDA (TTM)

OTIS:

$2.10B

DRI:

$1.87B

Returns By Period

In the year-to-date period, OTIS achieves a 4.12% return, which is significantly lower than DRI's 12.78% return.


OTIS

YTD

4.12%

1M

-2.52%

6M

-3.57%

1Y

0.55%

5Y*

16.17%

10Y*

N/A

DRI

YTD

12.78%

1M

4.09%

6M

24.08%

1Y

44.06%

5Y*

28.21%

10Y*

17.11%

*Annualized

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Risk-Adjusted Performance

OTIS vs. DRI — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

OTIS
The Risk-Adjusted Performance Rank of OTIS is 4747
Overall Rank
The Sharpe Ratio Rank of OTIS is 5252
Sharpe Ratio Rank
The Sortino Ratio Rank of OTIS is 4040
Sortino Ratio Rank
The Omega Ratio Rank of OTIS is 4040
Omega Ratio Rank
The Calmar Ratio Rank of OTIS is 5252
Calmar Ratio Rank
The Martin Ratio Rank of OTIS is 5151
Martin Ratio Rank

DRI
The Risk-Adjusted Performance Rank of DRI is 9292
Overall Rank
The Sharpe Ratio Rank of DRI is 9191
Sharpe Ratio Rank
The Sortino Ratio Rank of DRI is 9292
Sortino Ratio Rank
The Omega Ratio Rank of DRI is 8888
Omega Ratio Rank
The Calmar Ratio Rank of DRI is 9494
Calmar Ratio Rank
The Martin Ratio Rank of DRI is 9595
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

OTIS vs. DRI - Risk-Adjusted Performance Comparison

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


The current OTIS Sharpe Ratio is 0.02, which is lower than the DRI Sharpe Ratio of 1.47. The chart below compares the historical Sharpe Ratios of OTIS and DRI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

OTIS vs. DRI - Dividend Comparison

OTIS's dividend yield for the trailing twelve months is around 1.62%, less than DRI's 2.70% yield.


TTM20242023202220212020201920182017201620152014
OTIS
Otis Worldwide Corporation
1.62%1.63%1.46%1.42%1.06%0.89%0.00%0.00%0.00%0.00%0.00%0.00%
DRI
Darden Restaurants, Inc.
2.70%2.90%3.07%3.34%2.29%0.99%2.99%2.76%2.48%2.92%3.09%3.75%

Drawdowns

OTIS vs. DRI - Drawdown Comparison

The maximum OTIS drawdown since its inception was -29.99%, smaller than the maximum DRI drawdown of -72.80%. Use the drawdown chart below to compare losses from any high point for OTIS and DRI. For additional features, visit the drawdowns tool.


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Volatility

OTIS vs. DRI - Volatility Comparison

Otis Worldwide Corporation (OTIS) has a higher volatility of 8.78% compared to Darden Restaurants, Inc. (DRI) at 5.87%. This indicates that OTIS's price experiences larger fluctuations and is considered to be riskier than DRI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

OTIS vs. DRI - Financials Comparison

This section allows you to compare key financial metrics between Otis Worldwide Corporation and Darden Restaurants, Inc.. 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


1.50B2.00B2.50B3.00B3.50B20212022202320242025
3.35B
3.16B
(OTIS) Total Revenue
(DRI) Total Revenue
Values in USD except per share items

OTIS vs. DRI - Profitability Comparison

The chart below illustrates the profitability comparison between Otis Worldwide Corporation and Darden Restaurants, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%10.0%20.0%30.0%40.0%50.0%60.0%70.0%20212022202320242025
29.9%
69.8%
(OTIS) Gross Margin
(DRI) Gross Margin
OTIS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Otis Worldwide Corporation reported a gross profit of 1.00B and revenue of 3.35B. Therefore, the gross margin over that period was 29.9%.

DRI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Darden Restaurants, Inc. reported a gross profit of 2.20B and revenue of 3.16B. Therefore, the gross margin over that period was 69.8%.

OTIS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Otis Worldwide Corporation reported an operating income of 411.00M and revenue of 3.35B, resulting in an operating margin of 12.3%.

DRI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Darden Restaurants, Inc. reported an operating income of 418.20M and revenue of 3.16B, resulting in an operating margin of 13.2%.

OTIS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Otis Worldwide Corporation reported a net income of 243.00M and revenue of 3.35B, resulting in a net margin of 7.3%.

DRI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Darden Restaurants, Inc. reported a net income of 323.40M and revenue of 3.16B, resulting in a net margin of 10.2%.