(OTIS) Otis Worldwide - Overview

Sector: Industrials | Industry: Specialty Industrial Machinery | Exchange: NYSE (USA) | Market Cap: 27.248m USD | Total Return: -25.1% in 12m

Elevators, Escalators, Moving Walkways, Maintenance Services, Modernization

Total Rating 43

Safety 44

Buy Signal -0.70

Specialty Industrial Machinery
Industry Rotation: -8.7

Market Cap: 27.2B
Avg Turnover: 294M

Risk 3d forecast

Volatility18.6%

VaR 5^th Pctl3.41%

VaR vs Median11.5%

Reward TTM

Sharpe Ratio-1.31

Rel. Str. IBD8.2

Rel. Str. Peer Group9.2

Character TTM

Beta0.459

Beta Downside0.637

Hurst Exponent0.553

Drawdowns 3y

Max DD30.89%

CAGR/Max DD-0.08

CAGR/Mean DD-0.30

EPS (Earnings per Share)

EPS CAGR: 6.49%
EPS Trend: 93.0%

Last SUE: -0.25
Qual. Beats: 0

Revenue

Rev. CAGR: 1.23%
Rev. Trend: 80.3%

Last SUE: 0.96
Qual. Beats: 1

Warnings

Altman Z'' 0.43 < 1.0 - financial distress zone

Below Avwap Earnings

Tailwinds

No distinct edge detected

Description: OTIS Otis Worldwide

Otis Worldwide Corporation is a global leader in the manufacturing, installation, and servicing of elevators, escalators, and moving walkways. Founded in 1853, the company operates through two primary segments: New Equipment and Service. The New Equipment division focuses on the design and installation of vertical transportation for residential, commercial, and infrastructure projects, while the Service division provides recurring revenue through long-term maintenance, repairs, and technological modernizations.

The elevator industry is characterized by high barriers to entry and a business model that relies heavily on the installed base. While new equipment sales are often tied to cyclical construction trends, the service segment typically provides stable, high-margin cash flows because safety regulations require regular inspections and maintenance regardless of economic conditions. For a deeper look into these fundamental drivers, you can explore the detailed metrics on ValueRay.

Headquartered in Farmington, Connecticut, Otis serves a diverse international client base including real estate developers, general contractors, and government entities. The company utilizes a dual distribution strategy, selling products both directly and through a network of agents and distributors to maintain its global market share in the industrial machinery sector.

Headlines to Watch Out For

High margin service segment growth stabilizes recurring revenue and cash flow
Continued downturn in Chinese property market pressures new equipment sales volumes
Modernization project demand increases as global urban infrastructure ages
Rising labor and raw material costs impact manufacturing unit margins
Digital transformation and IoT integration drive service efficiency and pricing power

Piotroski VR‑10 (Strict) 8.5

Net Income: 1.48b TTM > 0 and > 6% of Revenue
FCF/TA: 0.16 > 0.02 and ΔFCF/TA 2.82 > 1.0
NWC/Revenue: -8.60% < 20% (prev -3.22%; Δ -5.38% < -1%)
CFO/TA 0.17 > 3% & CFO 1.82b > Net Income 1.48b
Net Debt (7.78b) to EBITDA (2.44b): 3.20 < 3
Current Ratio: 0.84 > 1.5 & < 3
Outstanding Shares: last quarter (389.6m) vs 12m ago -2.38% < -2%
Gross Margin: 30.39% > 18% (prev 0.30%; Δ 3.01k% > 0.5%)
Asset Turnover: 134.9% > 50% (prev 126.8%; Δ 8.07% > 0%)
Interest Coverage Ratio: 10.77 > 6 (EBITDA TTM 2.44b / Interest Expense TTM 210.0m)

Altman Z'' 0.43

A: -0.12 (Total Current Assets 6.46b - Total Current Liabilities 7.72b) / Total Assets 10.54b
B: -0.04 (Retained Earnings -378.0m / Total Assets 10.54b)
C: 0.21 (EBIT TTM 2.26b / Avg Total Assets 10.86b)
D: -0.07 (Book Value of Equity -1.08b / Total Liabilities 15.98b)
Altman-Z'' = 0.43 = B

Beneish M -2.92

DSRI: 1.06 (Receivables 4.67b/4.26b, Revenue 14.65b/14.17b)
GMI: 0.98 (GM 30.39% / 29.84%)
AQI: 1.14 (AQ_t 0.26 / AQ_t-1 0.23)
SGI: 1.03 (Revenue 14.65b / 14.17b)
TATA: -0.03 (NI 1.48b - CFO 1.82b) / TA 10.54b)
Beneish M = -2.92 (Cap -4..+1) = A

What is the price of OTIS shares? As of May 22, 2026, the stock is trading at USD 71.63 with a total of 4,180,305 shares traded.
Over the past week, the price has changed by -1.36%, over one month by -8.63%, over three months by -20.42% and over the past year by -25.14%.

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?

Analysts Target Price	94.4	31.7%

Otis Worldwide (OTIS) - Fundamental Data Overview as of 18 May 2026

P/E Trailing = 18.8856
P/E Forward = 17.8253
P/S = 1.8603
P/B = 13.1987
P/EG = 1.424
Revenue TTM = 14.65b USD
EBIT TTM = 2.26b USD
EBITDA TTM = 2.44b USD
Long Term Debt = 6.88b USD (from longTermDebt, last quarter)
Short Term Debt = 939.0m USD (from shortTermDebt, last quarter)
Debt = 8.62b USD (from shortLongTermDebtTotal, last quarter) + Leases 400.0m
Net Debt = 7.78b USD (calculated: Debt 8.62b - CCE 834.0m)
Enterprise Value = 35.03b USD (27.25b + Debt 8.62b - CCE 834.0m)
Interest Coverage Ratio = 10.77 (Ebit TTM 2.26b / Interest Expense TTM 210.0m)
EV/FCF = 21.00x (Enterprise Value 35.03b / FCF TTM 1.67b)
FCF Yield = 4.76% (FCF TTM 1.67b / Enterprise Value 35.03b)
FCF Margin = 11.39% (FCF TTM 1.67b / Revenue TTM 14.65b)
Net Margin = 10.11% (Net Income TTM 1.48b / Revenue TTM 14.65b)
Gross Margin = 30.39% ((Revenue TTM 14.65b - Cost of Revenue TTM 10.20b) / Revenue TTM)
Gross Margin QoQ = 30.34% (prev 30.22%)
Tobins Q-Ratio = 3.32 (Enterprise Value 35.03b / Total Assets 10.54b)
Interest Expense / Debt = 0.68% (Interest Expense 59.0m / Debt 8.62b)
Taxrate = 26.46% (127.0m / 480.0m)
NOPAT = 1.66b (EBIT 2.26b * (1 - 26.46%))
Current Ratio = 0.84 (Total Current Assets 6.46b / Total Current Liabilities 7.72b)
Debt / Equity = -1.52 (negative equity) (Debt 8.62b / totalStockholderEquity, last quarter -5.68b)
Debt / EBITDA = 3.20 (Net Debt 7.78b / EBITDA 2.44b)
Debt / FCF = 4.67 (Net Debt 7.78b / FCF TTM 1.67b)
Total Stockholder Equity = -5.47b (last 4 quarters mean from totalStockholderEquity)
RoA = 13.64% (Net Income 1.48b / Total Assets 10.54b)
RoE = -29.11% (negative equity) (Net Income TTM 1.48b / Total Stockholder Equity -5.09b)
RoCE = 126.2% (EBIT 2.26b / Capital Employed (Equity -5.09b + L.T.Debt 6.88b))
RoIC = 56.89% (NOPAT 1.66b / Invested Capital 2.92b)
WACC = 5.89% (E(27.25b)/V(35.87b) * Re(7.60%) + D(8.62b)/V(35.87b) * Rd(0.68%) * (1-Tc(0.26)))
Discount Rate = 7.60% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 7.92%
Shares (quarterly) Correlation: -91.11 | Cagr: -2.34%
[DCF] Terminal Value 86.53% ; FCFF base≈1.58b ; Y1≈1.61b ; Y5≈1.78b
[DCF] Fair Price = 117.2 (EV 52.76b - Net Debt 7.78b = Equity 44.98b / Shares 383.7m; r=6.0% [WACC]; 5y FCF grow 1.77% → 3.0% )
EPS Correlation: 93.04 | EPS CAGR: 6.49% | SUE: -0.25 | # QB: 0
Revenue Correlation: 80.31 | Revenue CAGR: 1.23% | SUE: 0.96 | # QB: 1
EPS current Quarter (2026-06-30): EPS=1.01 | Chg30d=-0.29% | Revisions=-60% | Analysts=10
EPS next Quarter (2026-09-30): EPS=1.09 | Chg30d=-3.23% | Revisions=-60% | Analysts=9
EPS current Year (2026-12-31): EPS=4.18 | Chg30d=-2.22% | Revisions=-73% | GrowthEPS=+3.2% | GrowthRev=+5.0%
EPS next Year (2027-12-31): EPS=4.72 | Chg30d=-0.96% | Revisions=-65% | GrowthEPS=+12.9% | GrowthRev=+4.9%
[Analyst] Revisions Ratio: -73%