PRU vs. OTIS
PRU (Prudential Financial, Inc.) and OTIS (Otis Worldwide Corporation) are both stocks. PRU operates in Insurance - Life (Financial Services), while OTIS operates in Specialty Industrial Machinery (Industrials). Over the past 5 years, PRU returned 5.57%/yr vs -0.99%/yr for OTIS. At a 0.43 correlation, their price movements are largely independent.
Performance
PRU vs. OTIS - Performance Comparison
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Returns By Period
In the year-to-date period, PRU achieves a -1.25% return, which is significantly higher than OTIS's -18.14% return.
PRU
- 1D
- 1.87%
- 1M
- 7.90%
- YTD
- -1.25%
- 6M
- -4.69%
- 1Y
- 11.09%
- 3Y*
- 13.33%
- 5Y*
- 5.57%
- 10Y*
- 9.04%
OTIS
- 1D
- 0.88%
- 1M
- -0.37%
- YTD
- -18.14%
- 6M
- -18.87%
- 1Y
- -24.67%
- 3Y*
- -5.09%
- 5Y*
- -0.99%
- 10Y*
- —
PRU vs. OTIS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
PRU Prudential Financial, Inc. | -1.25% | 0.18% | 19.46% | 10.09% | -3.86% | 45.32% | 77.79% |
OTIS Otis Worldwide Corporation | -18.14% | -3.99% | 5.17% | 16.04% | -8.76% | 30.41% | 70.57% |
Correlation
The correlation between PRU and OTIS is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.27 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.38 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.44 |
Correlation (All Time) Calculated using the full available price history since Mar 19, 2020 | 0.43 |
The correlation between PRU and OTIS shifts across timeframes, from 0.27 (1 year) to 0.44 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
PRU:
$37.91B
OTIS:
$27.56B
PRU:
$9.85
OTIS:
$3.77
PRU:
11.01
OTIS:
18.79
PRU:
0.46
OTIS:
3.25
PRU:
0.80
OTIS:
1.90
PRU:
$47.43B
OTIS:
$14.65B
PRU:
$14.72B
OTIS:
$4.45B
PRU:
$4.02B
OTIS:
$2.44B
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Return for Risk
PRU vs. OTIS — Risk / Return Rank
PRU
OTIS
PRU vs. OTIS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Prudential Financial, Inc. (PRU) 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.
| PRU | OTIS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.49 | ||
| Sortino ratioReturn per unit of downside risk | +2.03 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 0.81 | +0.27 |
| Calmar ratioReturn relative to maximum drawdown | 0.42 | -0.85 | +1.28 |
| Martin ratioReturn relative to average drawdown | 0.92 | -1.69 | +2.61 |
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Drawdowns
PRU vs. OTIS - Drawdown Comparison
The maximum PRU drawdown since its inception was -88.53%, which is greater than OTIS's maximum drawdown of -32.44%. Use the drawdown chart below to compare losses from any high point for PRU and OTIS.
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Drawdown Indicators
| PRU | OTIS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -88.53% | -32.44% | -56.09% |
Max Drawdown (1Y)Largest decline over 1 year | -21.46% | -30.00% | +8.54% |
Max Drawdown (3Y)Largest decline over 3 years | -25.66% | -32.44% | +6.78% |
Max Drawdown (5Y)Largest decline over 5 years | -33.11% | -32.44% | -0.67% |
Max Drawdown (10Y)Largest decline over 10 years | -65.89% | — | — |
Current DrawdownCurrent decline from peak | -9.47% | -31.07% | +21.60% |
Average DrawdownAverage peak-to-trough decline | -18.31% | -8.99% | -9.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.90% | 15.14% | -5.24% |
Volatility
PRU vs. OTIS - Volatility Comparison
Prudential Financial, Inc. (PRU) has a higher volatility of 6.05% compared to Otis Worldwide Corporation (OTIS) at 5.68%. This indicates that PRU'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
| PRU | OTIS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.05% | 5.68% | +0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 17.48% | 16.38% | +1.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.66% | 23.57% | -0.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.83% | 22.11% | +3.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.83% | 25.85% | +5.98% |
Dividends
PRU vs. OTIS - Dividend Comparison
PRU's dividend yield for the trailing twelve months is around 5.07%, more than OTIS's 2.40% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
PRU Prudential Financial, Inc. | 5.07% | 4.78% | 4.39% | 4.82% | 4.83% | 4.25% | 5.64% | 4.27% | 4.41% | 2.61% | 2.69% | 3.00% |
Financials
PRU vs. OTIS - Financials Comparison
This section allows you to compare key financial metrics between Prudential Financial, 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
Frequently Asked Questions
PRU and OTIS have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PRU has higher volatility (6.05%) compared to OTIS (5.68%). In terms of maximum drawdown, PRU dropped -88.53% vs OTIS's -32.44%.
PRU currently has the higher Sharpe Ratio (0.40 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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