IR vs OTIS Stock Comparison: AI Score, Valuation, Performance and Upside
Ingersoll Rand and Otis Worldwide both combine industrial equipment manufacturing with meaningful recurring service revenue, but Otis's business model is built more heavily around a massive global elevator and escalator installed base generating durable maintenance income, while Ingersoll Rand centers on diversified compression and fluid management equipment with a growing aftermarket component.
Ingersoll Rand offers diversified industrial equipment exposure with an active acquisition-driven growth strategy, while Otis offers a more defensive, service-revenue-heavy model anchored by its global installed base. Consider whether you prefer Ingersoll Rand's diversified growth approach or Otis's recurring-revenue defensive stability.
IR holds the edge across 3 of 5 key metrics in this comparison. IR has delivered stronger 1-year price return (+1.47% vs -18.28%), though OTIS has the better forward P/E setup (15.71x vs 20.06x for IR). IR leads on both revenue growth (8.50%) and operating margin (16.88%), suggesting a stronger fundamental setup on both dimensions. Analyst consensus implies similar upside for both: +22.49% for IR and +23.83% for OTIS.
Human Wall Street analysts' price targets, typically implying a ~12-month view — a separate signal from this site's own AI Prediction Signal further down the page, which is a 5-/30-day machine-learning forecast based on price history alone.
- Want diversified exposure across compression, vacuum, and fluid management industrial equipment
- Believe continued bolt-on acquisitions will drive margin expansion and broaden technology capabilities
- Are comfortable with sensitivity to industrial capital spending cycles
- Value growing aftermarket parts and service revenue as a complement to new equipment sales
- Want exposure to a highly recurring, high-margin maintenance service revenue stream from a global installed base
- Believe modernization revenue from aging elevator and escalator equipment offers durable long-term growth
- Prefer a business model with high customer switching costs tied to service contracts
- Are comfortable with new equipment order variability tied to regional construction and property market cycles
| Metric | IR | OTIS |
|---|---|---|
| AI scorei | 48.0 | 38.7 |
| AI ranki | #627 | #1307 |
| Latest closei | $80.01 | $74.61 |
| 1M returni | +4.62% | +13.68% |
| 3M returni | -5.11% | +4.07% |
| 6M returni | +0.19% | -4.20% |
| 1Y returni | +1.47% | -18.28% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | IR | OTIS |
|---|---|---|
| 1Y ago | $10.04K (+0.4%) started 2025-10-29 | $7.99K (-20.1%) started 2025-10-29 |
| 5Y ago | $14.82K (+48.2%) started 2021-11-01 | $10.35K (+3.5%) started 2021-11-01 |
| 10Y ago | $38.27K (+282.7%) started 2017-05-12 | $19.24K (+92.4%) started 2020-03-19 |
Hypothetical — past performance does not guarantee future results.
| Metric | IR | OTIS |
|---|---|---|
| Market capi | $30.49B | $27.31B |
| Trailing P/Ei | 32.47 | 18.44 |
| Forward P/Ei | 20.06 | 15.71 |
| Price/Salesi | N/A | 2.67 |
| EV/Revenuei | 4.32 | 2.39 |
| Analyst targeti | $96.25 | $88.83 |
| Target upsidei | +22.49% | +23.83% |
| Metric | IR | OTIS |
|---|---|---|
| Revenue growthi | 8.50% | 7.30% |
| Earnings growthi | 6.50% | 13.00% |
| EPS growthi | +6.50% | +13.00% |
| FCF margini | +13.94% | +9.63% |
| Operating margini | 16.88% | 15.13% |
| Profit margini | 12.08% | 10.17% |
| ROIC proxyi | 9.47% | N/A |
| Return on equityi | 9.47% | N/A |
| Dividend yieldi | 0.10% | 2.46% |
| Payout ratioi | 2.27% | 42.79% |
| Dividend growth streaki | No increase yet | No increase yet |
| Betai | 1.16 | 0.88 |
| Debt/equityi | 47.90 | N/A |
| Current ratioi | 1.62 | 0.83 |
| Quick ratioi | 1.02 | 0.68 |
Over the past year, IR and OTIS have moved moderately in the same direction (correlation of 0.42), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | IR | OTIS |
|---|---|---|---|
| 1Y | Growthi | +0.39% | -20.10% |
| CAGRi | +0.39% | -20.13% | |
| Volatilityi | 33.48% | 22.74% | |
| Sharpe ratioi | 0.04 | -1.07 | |
| Sortino ratioi | 0.07 | -1.44 | |
| Max drawdowni | 30.60% | 31.59% | |
| Current drawdowni | 18.99% | 20.31% | |
| Avg drawdowni | 14.14% | 15.62% | |
| Ulcer Indexi | 16.97% | 18.14% | |
| Max daily dropi | 6.26% | 6.67% | |
| Max wkly dropi | 10.32% | 8.84% | |
| 5Y | Growthi | +47.51% | -2.40% |
| CAGRi | +8.10% | -0.48% | |
| Volatilityi | 30.60% | 22.49% | |
| Sharpe ratioi | 0.26 | -0.11 | |
| Sortino ratioi | 0.37 | -0.14 | |
| Max drawdowni | 36.62% | 38.84% | |
| Current drawdowni | 24.02% | 28.76% | |
| Avg drawdowni | 14.25% | 11.09% | |
| Ulcer Indexi | 17.57% | 14.50% | |
| Max daily dropi | 11.40% | 12.38% | |
| Max wkly dropi | 17.19% | 13.56% | |
| 10Y | Growthi | +280.94% | +77.85% |
| CAGRi | +15.18% | +9.10% | |
| Volatilityi | 34.19% | 25.25% | |
| Sharpe ratioi | 0.45 | 0.29 | |
| Sortino ratioi | 0.65 | 0.42 | |
| Max drawdowni | 50.27% | 38.84% | |
| Current drawdowni | 24.02% | 28.76% | |
| Avg drawdowni | 13.61% | 10.43% | |
| Ulcer Indexi | 17.49% | 13.84% | |
| Max daily dropi | 16.05% | 12.38% | |
| Max wkly dropi | 28.87% | 13.56% |
| Category | IR | OTIS |
|---|---|---|
| Company | Ingersoll Rand Inc. | Otis Worldwide Corporation |
| Sector | Industrials | Industrials |
| Industry | Specialty Industrial Machinery | Specialty Industrial Machinery |
| Core business | A diversified industrial manufacturer producing air compression, vacuum, blower, fluid management, and specialty pump equipment sold to industrial, energy, and process customers globally. | A global manufacturer and servicer of elevators and escalators, providing new equipment installation along with a large recurring maintenance and modernization service business across a worldwide installed base. |
| Investor focus | Organic revenue growth, margin expansion through operational improvement initiatives, and success integrating bolt-on acquisitions. | Growth of the maintenance service portfolio and installed base, new equipment order trends particularly in China, and modernization revenue growth. |
- Diversified product portfolio across compression, vacuum, and fluid management technologies serves a broad range of industrial customers
- Aftermarket parts and service revenue provides a recurring, higher-margin complement to new equipment sales
- Active bolt-on acquisition strategy has broadened technology capabilities and end-market reach
- Large global installed base of elevators and escalators generates a highly recurring, high-margin maintenance service revenue stream
- Modernization revenue from upgrading aging equipment provides an additional durable growth avenue beyond new installations
- Long-standing brand and service network create high switching costs for maintenance contract customers
- New equipment sales remain sensitive to industrial capital spending and broader manufacturing cycle conditions
- Frequent acquisition activity introduces ongoing integration execution risk
- Faces competition from both large diversified industrial players and specialized equipment manufacturers
- New equipment sales, particularly in China's property market, have faced periods of softness affecting overall order trends
- Global economic and construction cycle conditions influence new installation demand in various regions
- Competitive elevator and escalator services market includes several other large global players
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