OTIS vs. DRI
OTIS (Otis Worldwide Corporation) and DRI (Darden Restaurants, Inc.) are both stocks. OTIS operates in Specialty Industrial Machinery (Industrials), while DRI operates in Restaurants (Consumer Cyclical). Over the past 5 years, OTIS returned -2.74%/yr vs 10.47%/yr for DRI. Their 0.36 correlation means their historical movements had little consistent relationship.
Performance
OTIS vs. DRI - Performance Comparison
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Returns By Period
In the year-to-date period, OTIS achieves a -16.75% return, which is significantly lower than DRI's 13.22% return.
OTIS
- 1D
- 0.36%
- 1M
- -1.63%
- 6M
- -14.87%
- YTD
- -16.75%
- 1Y
- -13.56%
- 3Y*
- -5.64%
- 5Y*
- -2.74%
- 10Y*
- —
- ALL TIME*
- 11.32%
DRI
- 1D
- -1.64%
- 1M
- 0.44%
- 6M
- 3.74%
- YTD
- 13.22%
- 1Y
- 3.22%
- 3Y*
- 10.49%
- 5Y*
- 10.47%
- 10Y*
- 16.22%
- ALL TIME*
- 14.71%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $287.01M | $288.77M | $268.17M | |
| $329.09M | $284.41M | $283.03M |
OTIS vs. DRI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
OTIS Otis Worldwide Corporation | -16.75% | -3.99% | 5.17% | 16.04% | -8.76% | 30.41% | 70.57% |
DRI Darden Restaurants, Inc. | 13.22% | 1.56% | 17.70% | 22.83% | -4.84% | 29.48% | 249.75% |
Correlation
The correlation between OTIS and DRI is 0.40, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.40 |
Correlation (3Y) Balances recent behavior with more history. | 0.38 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.38 |
Correlation (All Time) Calculated using the full available price history since Mar 19, 2020 | 0.36 |
Fundamentals
OTIS:
$27.39B
DRI:
$23.32B
OTIS:
$3.88
DRI:
$10.35
OTIS:
18.54
DRI:
19.66
OTIS:
3.20
DRI:
2.20
OTIS:
1.88
DRI:
1.80
OTIS:
$14.91B
DRI:
$13.21B
OTIS:
$4.50B
DRI:
$9.17B
OTIS:
$2.41B
DRI:
$2.34B
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Return for Risk
OTIS vs. DRI — Risk / Return Rank
OTIS
DRI
OTIS vs. DRI - Risk-Adjusted Trends 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.
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 | DRI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.84 | ||
| Sortino ratioReturn per unit of downside risk | -1.25 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 1.05 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | -0.56 | 0.21 | -0.77 |
| Martin ratioReturn relative to average drawdown | -1.12 | 0.45 | -1.56 |
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Drawdowns
OTIS vs. DRI - Drawdown Comparison
The maximum OTIS drawdown since its inception was -32.44%, 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.
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Drawdown Indicators
| OTIS | DRI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.44% | -72.80% | +40.36% |
Max Drawdown (1Y)Largest decline over 1 year | -25.49% | -20.07% | -5.42% |
Max Drawdown (3Y)Largest decline over 3 years | -32.44% | -23.92% | -8.52% |
Max Drawdown (5Y)Largest decline over 5 years | -32.44% | -28.38% | -4.06% |
Max Drawdown (10Y)Largest decline over 10 years | — | -72.80% | — |
Current DrawdownCurrent decline from peak | -29.90% | -6.32% | -23.58% |
Average DrawdownAverage peak-to-trough decline | -9.41% | -12.97% | +3.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.86% | 9.34% | +3.52% |
Volatility
OTIS vs. DRI - Volatility Comparison
The current volatility for Otis Worldwide Corporation (OTIS) is 7.91%, while Darden Restaurants, Inc. (DRI) has a volatility of 8.55%. This indicates that OTIS experiences smaller price fluctuations and is considered to be less risky than DRI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OTIS | DRI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.91% | 8.55% | -0.64% |
Volatility (6M)Calculated over the trailing 6-month period | 17.73% | 19.27% | -1.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.07% | 26.19% | -5.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.34% | 27.10% | -4.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.83% | 35.97% | -10.14% |
Dividends
OTIS vs. DRI - Dividend Comparison
OTIS's dividend yield for the trailing twelve months is around 2.36%, less than DRI's 3.01% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DRI Darden Restaurants, Inc. | 3.01% | 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 | 2.36% | 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. 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.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
OTIS and DRI have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DRI has higher volatility (8.55%) compared to OTIS (7.91%). In terms of maximum drawdown, OTIS dropped -32.44% vs DRI's -72.80%.
DRI currently has the higher Sharpe Ratio (0.16 vs -0.68), 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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