WY vs. OTIS
WY (Weyerhaeuser Company) and OTIS (Otis Worldwide Corporation) are both stocks. WY operates in REIT - Specialty (Real Estate), while OTIS operates in Specialty Industrial Machinery (Industrials). Over the past 5 years, WY returned -2.81%/yr vs -0.99%/yr for OTIS. At a 0.48 correlation, their price movements are largely independent.
Performance
WY vs. OTIS - Performance Comparison
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Returns By Period
In the year-to-date period, WY achieves a 6.71% return, which is significantly higher than OTIS's -18.14% return.
WY
- 1D
- 2.14%
- 1M
- 10.51%
- YTD
- 6.71%
- 6M
- 8.08%
- 1Y
- -4.00%
- 3Y*
- -3.74%
- 5Y*
- -2.81%
- 10Y*
- 2.43%
OTIS
- 1D
- 0.88%
- 1M
- -0.37%
- YTD
- -18.14%
- 6M
- -18.87%
- 1Y
- -24.67%
- 3Y*
- -5.09%
- 5Y*
- -0.99%
- 10Y*
- —
WY vs. OTIS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
WY Weyerhaeuser Company | 6.71% | -13.05% | -16.61% | 18.04% | -20.44% | 26.92% | 107.56% |
OTIS Otis Worldwide Corporation | -18.14% | -3.99% | 5.17% | 16.04% | -8.76% | 30.41% | 70.57% |
Correlation
The correlation between WY and OTIS is 0.45, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.45 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.48 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.49 |
Correlation (All Time) Calculated using the full available price history since Mar 19, 2020 | 0.48 |
Fundamentals
WY:
$0.73
OTIS:
$3.77
WY:
33.92
OTIS:
18.79
WY:
1.95
OTIS:
1.90
WY:
$6.92B
OTIS:
$14.65B
WY:
$928.00M
OTIS:
$4.45B
WY:
$999.00M
OTIS:
$2.44B
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Return for Risk
WY vs. OTIS — Risk / Return Rank
WY
OTIS
WY vs. OTIS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Weyerhaeuser Company (WY) 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.
| WY | OTIS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.87 | ||
| Sortino ratioReturn per unit of downside risk | +1.22 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 0.81 | +0.17 |
| Calmar ratioReturn relative to maximum drawdown | -0.29 | -0.85 | +0.56 |
| Martin ratioReturn relative to average drawdown | -0.61 | -1.69 | +1.08 |
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Drawdowns
WY vs. OTIS - Drawdown Comparison
The maximum WY drawdown since its inception was -75.69%, which is greater than OTIS's maximum drawdown of -32.44%. Use the drawdown chart below to compare losses from any high point for WY and OTIS.
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Drawdown Indicators
| WY | OTIS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -75.69% | -32.44% | -43.25% |
Max Drawdown (1Y)Largest decline over 1 year | -19.78% | -30.00% | +10.22% |
Max Drawdown (3Y)Largest decline over 3 years | -37.98% | -32.44% | -5.54% |
Max Drawdown (5Y)Largest decline over 5 years | -43.02% | -32.44% | -10.58% |
Max Drawdown (10Y)Largest decline over 10 years | -61.69% | — | — |
Current DrawdownCurrent decline from peak | -31.89% | -31.07% | -0.82% |
Average DrawdownAverage peak-to-trough decline | -21.92% | -8.99% | -12.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.21% | 15.14% | -4.93% |
Volatility
WY vs. OTIS - Volatility Comparison
Weyerhaeuser Company (WY) has a higher volatility of 7.77% compared to Otis Worldwide Corporation (OTIS) at 5.68%. This indicates that WY'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
| WY | OTIS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.77% | 5.68% | +2.09% |
Volatility (6M)Calculated over the trailing 6-month period | 18.29% | 16.38% | +1.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.98% | 23.57% | +2.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.20% | 22.11% | +4.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.18% | 25.85% | +6.33% |
Dividends
WY vs. OTIS - Dividend Comparison
WY's dividend yield for the trailing twelve months is around 3.38%, 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% |
WY Weyerhaeuser Company | 3.38% | 3.55% | 3.34% | 4.77% | 7.00% | 2.87% | 1.52% | 4.50% | 6.04% | 3.55% | 4.12% | 4.00% |
Financials
WY vs. OTIS - Financials Comparison
This section allows you to compare key financial metrics between Weyerhaeuser Company 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
WY vs. OTIS - Profitability Comparison
WY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Weyerhaeuser Company reported a gross profit of 318.00M and revenue of 1.73B. Therefore, the gross margin over that period was 18.4%.
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%.
WY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Weyerhaeuser Company reported an operating income of 247.00M and revenue of 1.73B, resulting in an operating margin of 14.3%.
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%.
WY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Weyerhaeuser Company reported a net income of 156.00M and revenue of 1.73B, resulting in a net margin of 9.0%.
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%.
Frequently Asked Questions
WY and OTIS have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WY has higher volatility (7.77%) compared to OTIS (5.68%). In terms of maximum drawdown, WY dropped -75.69% vs OTIS's -32.44%.
WY currently has the higher Sharpe Ratio (-0.22 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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