(OTIS) Otis Worldwide - Overview
Exchange: NYSE •
Country: United States •
Currency: USD •
Type: Common Stock •
ISIN: US68902V1070
Stock: Elevators, Escalators, Maintenance, Installation, Modernization
Total Rating 43
Risk 54
Buy Signal -1.08
| Risk 5d forecast | |
|---|---|
| Volatility | 20.2% |
| Relative Tail Risk | 2.75% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | -0.32 |
| Alpha | -19.14 |
| Character TTM | |
|---|---|
| Beta | 0.492 |
| Beta Downside | 0.730 |
| Drawdowns 3y | |
|---|---|
| Max DD | 18.90% |
| CAGR/Max DD | 0.21 |
EPS (Earnings per Share)
Revenue
Description: OTIS Otis Worldwide March 05, 2026
Otis Worldwide Corporation manufactures, installs, and services elevators and escalators globally. The company operates in two segments: New Equipment and Service.
The New Equipment segment designs, manufactures, and installs passenger and freight elevators, escalators, and moving walkways for residential, commercial, and infrastructure projects. This segment sells directly and through agents/distributors. The elevator and escalator manufacturing sector is characterized by long product lifecycles and significant upfront capital investment.
The Service segment provides maintenance, repair, and modernization services for existing elevators and escalators. This segment typically generates recurring revenue, a common characteristic of industrial service models.
For more detailed financial analysis, consider exploring ValueRay.
Piotroski VR‑10 (Strict, 0-10) 8.0
| Net Income: 1.38b TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.14 > 0.02 and ΔFCF/TA 0.86 > 1.0 |
| NWC/Revenue: -8.00% < 20% (prev -0.55%; Δ -7.45% < -1%) |
| CFO/TA 0.15 > 3% & CFO 1.60b > Net Income 1.38b |
| Net Debt (7.65b) to EBITDA (2.31b): 3.32 < 3 |
| Current Ratio: 0.85 > 1.5 & < 3 |
| Outstanding Shares: last quarter (393.7m) vs 12m ago -2.65% < -2% |
| Gross Margin: 30.28% > 18% (prev 0.30%; Δ 2998 % > 0.5%) |
| Asset Turnover: 131.4% > 50% (prev 126.0%; Δ 5.35% > 0%) |
| Interest Coverage Ratio: 10.88 > 6 (EBITDA TTM 2.31b / Interest Expense TTM 196.0m) |
Altman Z'' 0.38
| A: -0.11 (Total Current Assets 6.50b - Total Current Liabilities 7.66b) / Total Assets 10.65b |
| B: -0.04 (Retained Earnings -440.0m / Total Assets 10.65b) |
| C: 0.19 (EBIT TTM 2.13b / Avg Total Assets 10.98b) |
| D: -0.07 (Book Value of Equity -1.19b / Total Liabilities 15.92b) |
| Altman-Z'' Score: 0.38 = B |
Beneish M -3.03
| DSRI: 0.88 (Receivables 3.69b/4.13b, Revenue 14.43b/14.26b) |
| GMI: 0.99 (GM 30.28% / 29.85%) |
| AQI: 1.20 (AQ_t 0.27 / AQ_t-1 0.22) |
| SGI: 1.01 (Revenue 14.43b / 14.26b) |
| TATA: -0.02 (NI 1.38b - CFO 1.60b) / TA 10.65b) |
| Beneish M-Score: -3.03 (Cap -4..+1) = AA |
What is the price of OTIS shares?
As of March 05, 2026, the stock is trading at USD 91.15 with a total of 2,195,816 shares traded.
Over the past week, the price has changed by +1.92%, over one month by +1.33%, over three months by +5.36% and over the past year by -6.80%.
Over the past week, the price has changed by +1.92%, over one month by +1.33%, over three months by +5.36% and over the past year by -6.80%.
Is OTIS a buy, sell or hold?
Otis Worldwide has received a consensus analysts rating of 3.20.
Therefor, it is recommend to hold OTIS.
- StrongBuy: 2
- Buy: 2
- Hold: 9
- Sell: 1
- StrongSell: 1
What are the forecasts/targets for the OTIS price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 102.4 | 12.4% |
| Analysts Target Price | 102.4 | 12.4% |
OTIS Fundamental Data Overview March 05, 2026
P/E Trailing = 26.3971
P/E Forward = 21.1864
P/S = 2.495
P/B = 13.1987
P/EG = 2.3119
Revenue TTM = 14.43b USD
EBIT TTM = 2.13b USD
EBITDA TTM = 2.31b USD
Long Term Debt = 6.90b USD (from longTermDebt, last quarter)
Short Term Debt = 1.06b USD (from shortTermDebt, last quarter)
Debt = 8.75b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 7.65b USD (from netDebt column, last quarter)
Enterprise Value = 43.66b USD (36.01b + Debt 8.75b - CCE 1.10b)
Interest Coverage Ratio = 10.88 (Ebit TTM 2.13b / Interest Expense TTM 196.0m)
EV/FCF = 30.24x (Enterprise Value 43.66b / FCF TTM 1.44b)
FCF Yield = 3.31% (FCF TTM 1.44b / Enterprise Value 43.66b)
FCF Margin = 10.01% (FCF TTM 1.44b / Revenue TTM 14.43b)
Net Margin = 9.59% (Net Income TTM 1.38b / Revenue TTM 14.43b)
Gross Margin = 30.28% ((Revenue TTM 14.43b - Cost of Revenue TTM 10.06b) / Revenue TTM)
Gross Margin QoQ = 30.22% (prev 30.70%)
Tobins Q-Ratio = 4.10 (Enterprise Value 43.66b / Total Assets 10.65b)
Interest Expense / Debt = 0.73% (Interest Expense 64.0m / Debt 8.75b)
Taxrate = 27.00% (142.0m / 526.0m)
NOPAT = 1.56b (EBIT 2.13b * (1 - 27.00%))
Current Ratio = 0.85 (Total Current Assets 6.50b / Total Current Liabilities 7.66b)
Debt / Equity = -1.62 (negative equity) (Debt 8.75b / totalStockholderEquity, last quarter -5.39b)
Debt / EBITDA = 3.32 (Net Debt 7.65b / EBITDA 2.31b)
Debt / FCF = 5.30 (Net Debt 7.65b / FCF TTM 1.44b)
Total Stockholder Equity = -5.33b (last 4 quarters mean from totalStockholderEquity)
RoA = 12.60% (Net Income 1.38b / Total Assets 10.65b)
RoE = -25.98% (negative equity) (Net Income TTM 1.38b / Total Stockholder Equity -5.33b)
RoCE = 135.6% (EBIT 2.13b / Capital Employed (Equity -5.33b + L.T.Debt 6.90b))
RoIC = 57.22% (NOPAT 1.56b / Invested Capital 2.72b)
WACC = 6.32% (E(36.01b)/V(44.76b) * Re(7.73%) + D(8.75b)/V(44.76b) * Rd(0.73%) * (1-Tc(0.27)))
Discount Rate = 7.73% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 7.95%
Shares Correlation 3-Years: -100.0 | Cagr: -2.12%
[DCF] Terminal Value 84.61% ; FCFF base≈1.44b ; Y1≈1.44b ; Y5≈1.53b
[DCF] Fair Price = 83.33 (EV 40.04b - Net Debt 7.65b = Equity 32.39b / Shares 388.7m; r=6.32% [WACC]; 5y FCF grow -0.43% → 2.90% )
EPS Correlation: 83.40 | EPS CAGR: 8.07% | SUE: 0.0 | # QB: 0
Revenue Correlation: 57.81 | Revenue CAGR: 2.87% | SUE: -1.24 | # QB: 0
EPS next Quarter (2026-06-30): EPS=1.09 | Chg7d=+0.000 | Chg30d=-0.008 | Revisions Net=-3 | Analysts=7
EPS current Year (2026-12-31): EPS=4.35 | Chg7d=+0.007 | Chg30d=-0.004 | Revisions Net=-8 | Growth EPS=+7.4% | Growth Revenue=+5.3%
EPS next Year (2027-12-31): EPS=4.84 | Chg7d=+0.003 | Chg30d=+0.027 | Revisions Net=-5 | Growth EPS=+11.2% | Growth Revenue=+4.9%
[Analyst] Revisions Ratio: -0.60 (1 Up / 4 Down within 30d for Next Quarter)
[Growth] Implied Growth Rate = 4.2% (Discount Rate 7.9% - Earnings Yield 3.8%)
[Growth] Growth Spread = +0.8% (Analyst 5.0% - Implied 4.2%)
P/E Forward = 21.1864
P/S = 2.495
P/B = 13.1987
P/EG = 2.3119
Revenue TTM = 14.43b USD
EBIT TTM = 2.13b USD
EBITDA TTM = 2.31b USD
Long Term Debt = 6.90b USD (from longTermDebt, last quarter)
Short Term Debt = 1.06b USD (from shortTermDebt, last quarter)
Debt = 8.75b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 7.65b USD (from netDebt column, last quarter)
Enterprise Value = 43.66b USD (36.01b + Debt 8.75b - CCE 1.10b)
Interest Coverage Ratio = 10.88 (Ebit TTM 2.13b / Interest Expense TTM 196.0m)
EV/FCF = 30.24x (Enterprise Value 43.66b / FCF TTM 1.44b)
FCF Yield = 3.31% (FCF TTM 1.44b / Enterprise Value 43.66b)
FCF Margin = 10.01% (FCF TTM 1.44b / Revenue TTM 14.43b)
Net Margin = 9.59% (Net Income TTM 1.38b / Revenue TTM 14.43b)
Gross Margin = 30.28% ((Revenue TTM 14.43b - Cost of Revenue TTM 10.06b) / Revenue TTM)
Gross Margin QoQ = 30.22% (prev 30.70%)
Tobins Q-Ratio = 4.10 (Enterprise Value 43.66b / Total Assets 10.65b)
Interest Expense / Debt = 0.73% (Interest Expense 64.0m / Debt 8.75b)
Taxrate = 27.00% (142.0m / 526.0m)
NOPAT = 1.56b (EBIT 2.13b * (1 - 27.00%))
Current Ratio = 0.85 (Total Current Assets 6.50b / Total Current Liabilities 7.66b)
Debt / Equity = -1.62 (negative equity) (Debt 8.75b / totalStockholderEquity, last quarter -5.39b)
Debt / EBITDA = 3.32 (Net Debt 7.65b / EBITDA 2.31b)
Debt / FCF = 5.30 (Net Debt 7.65b / FCF TTM 1.44b)
Total Stockholder Equity = -5.33b (last 4 quarters mean from totalStockholderEquity)
RoA = 12.60% (Net Income 1.38b / Total Assets 10.65b)
RoE = -25.98% (negative equity) (Net Income TTM 1.38b / Total Stockholder Equity -5.33b)
RoCE = 135.6% (EBIT 2.13b / Capital Employed (Equity -5.33b + L.T.Debt 6.90b))
RoIC = 57.22% (NOPAT 1.56b / Invested Capital 2.72b)
WACC = 6.32% (E(36.01b)/V(44.76b) * Re(7.73%) + D(8.75b)/V(44.76b) * Rd(0.73%) * (1-Tc(0.27)))
Discount Rate = 7.73% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 7.95%
Shares Correlation 3-Years: -100.0 | Cagr: -2.12%
[DCF] Terminal Value 84.61% ; FCFF base≈1.44b ; Y1≈1.44b ; Y5≈1.53b
[DCF] Fair Price = 83.33 (EV 40.04b - Net Debt 7.65b = Equity 32.39b / Shares 388.7m; r=6.32% [WACC]; 5y FCF grow -0.43% → 2.90% )
EPS Correlation: 83.40 | EPS CAGR: 8.07% | SUE: 0.0 | # QB: 0
Revenue Correlation: 57.81 | Revenue CAGR: 2.87% | SUE: -1.24 | # QB: 0
EPS next Quarter (2026-06-30): EPS=1.09 | Chg7d=+0.000 | Chg30d=-0.008 | Revisions Net=-3 | Analysts=7
EPS current Year (2026-12-31): EPS=4.35 | Chg7d=+0.007 | Chg30d=-0.004 | Revisions Net=-8 | Growth EPS=+7.4% | Growth Revenue=+5.3%
EPS next Year (2027-12-31): EPS=4.84 | Chg7d=+0.003 | Chg30d=+0.027 | Revisions Net=-5 | Growth EPS=+11.2% | Growth Revenue=+4.9%
[Analyst] Revisions Ratio: -0.60 (1 Up / 4 Down within 30d for Next Quarter)
[Growth] Implied Growth Rate = 4.2% (Discount Rate 7.9% - Earnings Yield 3.8%)
[Growth] Growth Spread = +0.8% (Analyst 5.0% - Implied 4.2%)