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Screener Weekly Summary Pricing

IDEX Corporation (IEX) vs Otis Worldwide Corporation (OTIS)

IDEX Corporation and Otis Worldwide Corporation are both Specialty Industrial Machinery companies. Otis Worldwide Corporation is the larger, with a market value of $25.4B against $16.8B — 1.5× the size. Otis Worldwide Corporation trades at the lower P/E: 16.8× against 33.0×. IDEX Corporation grew revenue faster over the last twelve months: 7.32% against 5.24%. IDEX Corporation has the higher net margin (14.5% vs 10.2%) and the lower return on invested capital (8.84% vs 69.4%). Both pay a dividend; Otis Worldwide Corporation yields more (1.61% vs 1.15%). Across the 22 metrics below, Otis Worldwide Corporation leads on 12 and IDEX Corporation on 10.

Valuation

Metric IEX OTIS Specialty Industrial Machinery median
P/E 33.01 16.82 29.62
P/S 4.75 1.69 2.77
P/B 4.25 n/m 3.04
Price to free cash flow 26.54 14.52 23.81
EV/EBITDA 19.14 13.35 16.05
EV/Sales 5.09 2.20 2.94
Earnings yield 3.03% 5.94% 3.08%
Free cash flow yield 3.77% 6.89% 3.12%

Profitability

Metric IEX OTIS Specialty Industrial Machinery median
Gross margin 44.70% 30.17% 35.90%
Operating margin 20.69% 15.35% 11.22%
Net margin 14.49% 10.17% 7.80%
Free cash flow margin 17.89% 11.66% 9.51%
Return on equity 12.96% (28.00%) 11.10%
Return on assets 7.53% 14.00% 4.63%
Return on invested capital 8.84% 69.35% 5.37%

Growth

Metric IEX OTIS Specialty Industrial Machinery median
Revenue growth (TTM) 7.32% 5.24% 6.45%
EPS growth (last fiscal year) (3.46%) (14.00%) —
Revenue growth, 5-year CAGR 8.01% 2.50% 8.31%
Net income growth, 5-year CAGR 5.04% 8.84% 5.04%

Health

Metric IEX OTIS Specialty Industrial Machinery median
Debt to equity 0.46 (1.52) 0.35
Current ratio 3.05 0.83 2.11
Net debt to EBITDA 1.37 2.97 1.32

Dividend

Metric IEX OTIS Specialty Industrial Machinery median
Dividend yield 1.15% 1.61% 1.12%
Payout ratio 0.40 0.38 0.17

Size

Metric IEX OTIS Specialty Industrial Machinery median
Market cap 16.84b 25.40b 1.97b

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