COMP <GO>
OTIS vs EMR // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Otis Worldwide Corporation (NYSE) VS. Emerson Electric Company (NYSE) • 15-METRIC TALLY: OTIS 5
— EMR 8
■ METRIC PARITY
LAST: $74.61 (+2.39%) • MKT CAP: $28.40B
options-implied-move
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LAST: $170.74 (+1.81%) • MKT CAP: $95.24B
options-implied-move
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15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (OTIS VS. EMR)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | OTIS | EMR | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | 52.80% | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 74.20% | 9.70% | +64.50 | OTIS | /roic <GO> |
| EV/EBITDA & P/E Valuation | 12.7x | 30.9x | -18.20 | OTIS | /valuation <GO> |
| Free Cash Flow Yield | 3.33% | 2.80% | +0.53 | OTIS | /fcf-yield <GO> |
| Operating Margin | 14.80% | 15.50% | -0.70 | EMR | /operating-margins <GO> |
| Net Profit Margin | 9.60% | 12.70% | -3.10 | EMR | /net-margins <GO> |
| Revenue Growth (YoY) | 1.20% | 3.00% | -1.80 | EMR | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.28% | 1.25% | +1.03 | OTIS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.90 | 4.80 | -1.90 | EMR | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 7/9 | -1.00 | EMR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 62.2 | 64.1 | -1.90 | EMR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.13 | 1.34 | -0.21 | EMR | /macro-sensitivity <GO> |
| Forward P/E Multiple | 19.1x | 38.6x | -19.50 | OTIS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $28.40B | $95.24B | -$66.84B | EMR | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | OTIS REV | EMR REV | OTIS GROSS % | EMR GROSS % | OTIS FCF | EMR FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $14.43B | $18.02B | — | 52.8% | $946.6M | $2.67B |
| FY 2024 | $14.26B | $17.49B | — | 50.8% | $921.3M | $2.91B |
| FY 2023 | $14.21B | $15.16B | — | — | $987.6M | -$45.4M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
OTIS // BETA 1.13
EMR // BETA 1.34