COMP <GO>
OTIS vs GEV // RETURN ON INVESTED CAPITAL (ROIC)
Otis Worldwide Corporation (NYSE) VS. GE Vernova Inc. (NYSE) • 15-METRIC TALLY: OTIS 7
— GEV 5
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: OTIS
LAST: $75.75 (+1.53%) • MKT CAP: $28.40B
roic
74.20%
LAST: $857.87 (-3.38%) • MKT CAP: $234.99B
roic
4.40%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (OTIS VS. GEV)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | OTIS | GEV | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | 19.80% | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 74.20% | 4.40% | +69.80 | OTIS | /roic <GO> |
| EV/EBITDA & P/E Valuation | 12.7x | 87.5x | -74.80 | OTIS | /valuation <GO> |
| Free Cash Flow Yield | 3.33% | 1.39% | +1.94 | OTIS | /fcf-yield <GO> |
| Operating Margin | 14.80% | 3.60% | +11.20 | OTIS | /operating-margins <GO> |
| Net Profit Margin | 9.60% | 12.80% | -3.20 | GEV | /net-margins <GO> |
| Revenue Growth (YoY) | 1.20% | 9.00% | -7.80 | GEV | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.28% | 0.12% | +2.16 | OTIS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.90 | 3.58 | -0.68 | GEV | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 6/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 62.2 | 45.8 | +16.40 | OTIS | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.13 | 1.32 | -0.19 | GEV | /macro-sensitivity <GO> |
| Forward P/E Multiple | 19.1x | 44.7x | -25.60 | OTIS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $28.40B | $234.99B | -$206.59B | GEV | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | OTIS REV | GEV REV | OTIS GROSS % | GEV GROSS % | OTIS FCF | GEV FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $14.43B | $38.07B | — | 19.8% | $946.6M | $3.27B |
| FY 2024 | $14.26B | $34.94B | — | 17.4% | $921.3M | $1.01B |
| FY 2023 | $14.21B | $33.24B | — | — | $987.6M | -$309.8M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
OTIS // BETA 1.13
GEV // BETA 1.32