COMP <GO>
OTIS vs AAPL // RETURN ON INVESTED CAPITAL (ROIC)
Otis Worldwide Corporation (NYSE) VS. Apple Inc. (NASDAQ) • 15-METRIC TALLY: OTIS 4
— AAPL 9
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: AAPL
LAST: $74.61 (+2.39%) • MKT CAP: $28.40B
roic
74.20%
LAST: $348.91 (+1.48%) • MKT CAP: $5.09T
roic
81.38%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (OTIS VS. AAPL)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | OTIS | AAPL | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | 48.65% | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 74.20% | 81.38% | -7.18 | AAPL | /roic <GO> |
| EV/EBITDA & P/E Valuation | 12.7x | 30.1x | -17.41 | OTIS | /valuation <GO> |
| Free Cash Flow Yield | 3.33% | 2.72% | +0.61 | OTIS | /fcf-yield <GO> |
| Operating Margin | 14.80% | 33.17% | -18.37 | AAPL | /operating-margins <GO> |
| Net Profit Margin | 9.60% | 27.62% | -18.02 | AAPL | /net-margins <GO> |
| Revenue Growth (YoY) | 1.20% | 14.24% | -13.04 | AAPL | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.28% | 0.31% | +1.97 | OTIS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.90 | 13.54 | -10.64 | AAPL | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 9/9 | -3.00 | AAPL | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 5.76% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 62.2 | 66.6 | -4.40 | AAPL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.13 | 1.14 | -0.01 | AAPL | /macro-sensitivity <GO> |
| Forward P/E Multiple | 19.1x | 35.3x | -16.24 | OTIS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $28.40B | $5.09T | -$5.06T | AAPL | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | OTIS REV | AAPL REV | OTIS GROSS % | AAPL GROSS % | OTIS FCF | AAPL FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $14.43B | $416.16B | — | 46.9% | $946.6M | $98.77B |
| FY 2024 | $14.26B | $391.04B | — | 46.2% | $921.3M | $108.81B |
| FY 2023 | $14.21B | $383.29B | — | 44.1% | $987.6M | $99.58B |
| FY 2022 | — | $394.33B | — | 43.3% | — | $111.44B |
| FY 2021 | — | $365.82B | — | 41.8% | — | $92.95B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
OTIS // BETA 1.13
AAPL // BETA 1.14