Otis Worldwide Corporation (OTIS)

NYSE: OTIS · USD

$73.0

-1.14 (-1.5%)· Recorded snapshot

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StockMarketAgent Research · Analyzed 2026-10-09

Our latest published analysis: OTIS rated Hold

Otis Worldwide Corporation's published Hold conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.

Fair value

$72.4 / share

Potential value

$84.6 / share

Upside to FV

+9.5%

from $73.0

Moat

9/10

Wide

Read full analysis →View archive · 24mo

9-phase methodology · same model in each published edition

Market cap	$25.2B
Revenue (ttm)	15.1B
Net income (ttm)	1.6B
EPS (ttm)	$4.02
Shares out	380.7M
P/E (trailing)	18.2x
P/E (forward)	15.1x
Dividend	$1.76 (2.42%)
Volume	5,447,119
Beta	0.86

Market data

Price

Recent price action with selectable time range.

Financial snapshot

Revenue (ttm): 15.1B
Net income (ttm): 1.6B
EPS (ttm): $4.02
P/E (trailing): 18.2x
P/E (forward): 15.1x
Market cap: $25.2B

Item	P1	P2	P3	P4	P5	Trend
Period	2021-12-31	2022-12-31	2023-12-31	2024-12-31	2025-12-31	Trend
Revenue	$14.30B	$13.69B	$14.21B	$14.26B	$14.43B	+0.2%
Gross profit	$4.19B	$3.92B	$4.19B	$4.26B	$4.37B	+1.0%
Operating income	$2.11B	$2.03B	$2.19B	$2.01B	$2.13B	+0.3%
Net income	$1.25B	$1.25B	$1.41B	$1.65B	$1.38B	+2.7%
EPS (diluted)	$2.89	$2.96	$3.39	$4.07	$3.50	+4.9%
EBITDA	$2.30B	$2.26B	$2.19B	$2.23B	$2.31B	+0.1%
R&D	$159.0M	$150.0M	$144.0M	$152.0M	$152.0M	-1.1%
SG&A	$1.95B	$1.76B	$1.88B	$1.86B	$1.98B	+0.4%

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
ABBV	AbbVie Inc.	505.6B	80.8x	7.9x	17.7%	+3.7%	+29.1%	매도
ABT	Abbott Laboratories	177.6B	38.2x	3.7x	7.2%	+2.7%	-17.2%	비중 축소
ACN	Accenture plc	144.3B	18.0x	2.0x	27.9%	+8.0%	+0.4%	보유
AAL	American Airlines Group Inc.	8.3B	—	0.1x	3.0%	+20.0%	-6.9%	보유
ADP	Automatic Data Processing, Inc.	113B	25.3x	5.1x	62.8%	+7.7%	+4.5%	보유
ALLE	Allegion plc	15.2B	22.5x	3.5x	19.4%	+8.8%	+7.2%	보유

Base and Bull scenarios

Base55%

Price target

$72.40

+9.5% from spot

The base trajectory models mid-single-digit service revenue growth driven by contract retention and price escalators, combined with double-digit modernization growth that offsets ongoing declines in China new equipment installations. Productivity initiatives and SG&A reductions support steady consolidated margin expansion.

Revenue expands from $15.30B in FY2026 to $17.75B in FY2030
Operating margin improves from 15.2% to 16.0%
EPS rises from $4.04 in FY2026 to $5.55 in FY2030
Reinvestment rate moderates from 8.0% to 6.0%

Bull20%

Price target

$84.55

+27.9% from spot

In the bull trajectory, pricing adjustments across the Americas and EMEA fully offset labor inflation, while modernization demand accelerates across mature urban markets. China property stimulus aids project completions, revitalizing higher-margin retrofits and driving operating margins beyond historical highs.

Organic Service revenue growth accelerates to high single digits
Modernization backlog converts rapidly with margin expansion
Operating margin expands toward peak cycle levels
EPS growth averages 11.5% annually

Sensitivity: Ke × terminal growth

The highlighted cell is Fair value when every assumption sits at its base level ($72.40). Each row and column shows what Fair value becomes when one assumption moves.

Ke ↓ / g →	2.0%	2.3%	2.5%	2.8%	3.0%
6.9%	$79.5	$82.0	$84.8	$88.0	$91.6
7.4%	$73.7	$75.8	$78.0	$80.5	$83.3
7.9%	$68.9	$70.6	$72.4	$74.4	$76.6
8.4%	$64.7	$66.1	$67.7	$69.3	$71.1
8.9%	$61.1	$62.3	$63.6	$65.0	$66.5

Scorecard

Published factor rows and weighted composite

Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector percentile context

Refreshed 2026-10-28 19:55 UTC

Forward P/E15.1

P25 n/aP50 n/aP75 n/a

Trailing P/E16.9

P25 n/aP50 n/aP75 n/a

ROEn/a

P25 n/aP50 n/aP75 n/a

ROIC63.6

P25 n/aP50 n/aP75 n/a

Benchmarks · 1M

All OTIS indicators

Market & fundamental data

Available fields

270

Groups with data

Currency

USD

Showing 270 of 270 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Amount currency	USD
CIK code	0001781335
Company name	Otis Worldwide Corporation
Country	United States
Country code	US
CUSIP number	68902V107
Earnings date	2026-10-28
Earnings time	bmo
Employees	72,000
Employees change	0
Employees growth	0%
Enterprise value	$35.6B
Exchange	NYSE
Financial currency	USD
Financial report date	2026-09-30
First seen	2026-05-09
Fiscal year end	December
Founded	1853
In index	SP500
Industry	Specialty Industrial Machinery
Is primary listing	Yes
Is SPAC	No
ISIN number	US68902V1070
Last 10-K release date	2026-02-05
Last earnings date	2026-10-28
Last refreshed	2026-10-28
Last stock split type	Never
Market cap	$27.8B
Market cap category	Large-Cap
Next earnings date	2027-01-27
Options	Yes
Price	$73.05
Price currency	USD
Sector	Industrials
SIC code	3600
Stock price date	2026-10-28
Symbol	OTIS
U.S. state	Connecticut
Website	https://www.otis.com

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Adjusted P/E ratio	18.35x
Average P/E ratio (10Y)	25.64x
Average P/E ratio (3Y)	23.88x
Average P/E ratio (5Y)	24.67x
Earnings yield	5.5%
EV/Earnings	23x
EV/EBIT	13.94x
EV/EBITDA	13.08x
EV/FCF	21.39x
EV/Sales	2.36x
FCF / EV yield	4.67%
FCF yield	5.98%
Forward EV/Sales	2.29x
Forward P/E	16.85x
Forward P/S	1.79x
Industry forward P/E	24.62x
Industry P/E	31.92x
Lynch fair value	$20.32
Lynch upside	-72.34%
P/(FCF - SBC) ratio	17.49x
P/(OCF - SBC) ratio	15.89x
P/E ratio	18.17x
P/FCF ratio	16.71x
P/OCF ratio	15.25x
P/S ratio	1.85x
PEG ratio	2.15x
Price/EBITDA ratio	10.22x
Sector forward P/E	26.03x
Sector P/E	40.37x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
EBIT margin	16.97%
EBITDA margin	18.08%
Effective tax rate	23.42%
FCF margin	11.05%
Gross margin	30.16%
Operating margin	16.97%
Pretax margin	13.91%
Profit margin	10.28%
Profit per employee	$21,611
Profitable quarters	30
Profitable years	9
Revenue per employee	$210,208
ROA	14.54%
ROA (5Y)	12.99%
ROCE	78.82%
ROIC	63.55%
ROIC (5Y)	44.99%
SBC / revenue	0.49%
Tax / revenue	3.26%

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
EPS growth	18.68%
EPS growth (Q)	13.68%
EPS growth (QoQ)	-3.46%
EPS growth 3Y	6.7%
EPS growth 5Y	7.51%
EPS growth quarters	3
EPS growth years	0
FCF growth	26.46%
FCF growth (Q)	-11.57%
FCF growth (QoQ)	33.63%
FCF growth 3Y	7.04%
FCF growth 5Y	0.95%
Gross profit growth	4.97%
Gross profit growth (Q)	0.96%
Gross profit growth 3Y	3.62%
Gross profit growth 5Y	1.84%
Net income growth	15.52%
Net income growth (Q)	10.7%
Net income growth (QoQ)	-3.27%
Net income growth 3Y	4.08%
Net income growth 5Y	5.05%
Net income growth quarters	3
Net income growth years	0
OCF growth	24.85%
OCF growth (Q)	-9.89%
OCF growth (QoQ)	26.22%
OCF growth 3Y	7.07%
OCF growth 5Y	0.58%
Operating income growth	14.34%
Operating income growth (Q)	-1.12%
Operating income growth 3Y	5.52%
Operating income growth 5Y	3.22%
Revenue growth	5.77%
Revenue growth (Q)	6.07%
Revenue growth (QoQ)	1.43%
Revenue growth 3Y	2.56%
Revenue growth 5Y	1.25%
Revenue growth quarters	4
Revenue growth years	3

Financial statements

Income-statement and cash-flow amounts, totals and per share.

Metric	Value
Capital expenditures	$-161M
Depreciation and amortization	$169M
EBIT	$2.6B
EBITDA	$2.7B
EPS	$4.02
FCF per share	$4.39
Financing cash flow	$-1.5B
Free cash flow	$1.7B
Free cash flow minus SBC	$1.6B
Gross profit	$4.6B
Income taxes	$493M
Investing cash flow	$-285M
Net borrowing	$242M
Net cash flow	$25M
Net income	$1.6B
Operating cash flow minus SBC	$1.8B
Operating income	$2.6B
Revenue	$15.1B
Stock-based compensation	$74M

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Book value per share	$-14.25
Debt / EBITDA	2.92
Debt / FCF	5.2
Goodwill	$1.8B
Interest coverage	11.83
Long-term assets	$4.4B
Long-term liabilities	$8.4B
Net cash (debt)	$-7.8B
Net cash / market cap	-28%
Net debt / EBITDA	2.86
Net debt / FCF	4.68
Piotroski F-Score	6
Property, plant and equipment	$1.4B
Shareholders' equity	$-5.2B
Tangible book value	$-7.7B
Tangible book value per share	$-20.09
Total assets	$11.3B
Total cash	$866M
Total debt	$8.7B
Total liabilities	$16.5B
WACC	7.3%

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Asset turnover	1.37
Current assets	$6.9B
Current liabilities	$8.1B
Current ratio	0.86
Inventory turnover	15.91
Net working capital	$-776M
Quick ratio	0.72
Working capital	$-1.1B
Working capital turnover	-19.07

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback yield / dilution	2.6%
Dividend growth	6.17%
Dividend growth (3Y)	10.93%
Dividend growth (5Y)	14.34%
Dividend growth years	5
Dividend payment date	2026-09-11
Dividend payment years	7
Dividend payout frequency	Quarterly
Dividend per share	$1.76
Dividend yield	2.42%
Ex-dividend date	2026-08-14
FCF payout ratio	40.05%
Last dividend	$0.44
Payout ratio	43.78%
Shareholder yield	5%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
150-day SMA	$72.56
1D price change	-1.54%
1M price change	10.78%
1M total return	10.78%
1W price change	0.96%
1W total return	0.96%
1Y price change	-20.65%
1Y return CAGR	-18.95%
1Y total return	-18.94%
20-day SMA	$69.63
200-day SMA	$76.44
3M price change	-0.2%
3M total return	0.41%
3Y price change	-4.06%
3Y return CAGR	0.43%
3Y total return	1.3%
50-day SMA	$69.52
50-day SMA vs 200-day SMA	50under200
52-week high	$94.57
52-week high date	2026-02-20
52-week low	$63.58
52-week low date	2026-10-02
5Y price change	-8.37%
5Y return CAGR	-0.09%
5Y total return	-0.44%
6M price change	-5.72%
6M total return	-4.58%
All-time high	$106.83
All-time high date	2025-03-10
All-time low	$38.00
All-time low date	2020-03-25
Average true range (ATR)	$1.55
Average volume	4.6M
Beta (1Y)	0.51
Beta (2Y)	0.51
Beta (5Y)	0.86
Change from 52-week high	-22.76%
Change from 52-week low	14.9%
Change from all-time high	-31.62%
Change from all-time low	92.22%
Change from open	-1.54%
Day's gap	0%
Dollar volume	$397.9M
High price	$74.30
Low price	$72.04
Monthly RSI	42.27
Open price	$74.19
Position in 52-week range	44.47%
Premarket change	1.52%
Premarket close	$74.19
Premarket price	$75.32
Premarket volume	11.3K
Previous close	$74.19
Price vs 150-day SMA	0.67%
Price vs 20-day SMA	4.9%
Price vs 200-day SMA	-4.44%
Price vs 50-day SMA	5.08%
Relative volume	1.18
RSI	60.57
Sharpe ratio	-1
Sharpe ratio (3Y)	-0.07
Sharpe ratio (5Y)	-0.13
Sortino ratio	-1.12
Sortino ratio (3Y)	0.15
Sortino ratio (5Y)	0.06
Volume	5.4M
Weekly RSI	49.56
YTD price change	-16.38%
YTD total return	-14.97%

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Float	379.9M
Float percentage	99.81%
Shares change (QoQ)	-0.42%
Shares change (YoY)	-2.6%
Shares held by insiders	0.11%
Shares held by institutions	95.19%
Shares outstanding	380.7M
Short % of float	4.51%
Short % of shares	4.5%
Short ratio	3.6 days

Other indicators

Additional ticker metrics that do not fit the primary research groupings.

Metric	Value
Page views	141

Deeper analysis on OTIS

14 sections in the full report · jump straight to what you need

Forecast

Base and Bull forecast paths with report-date return framing.

→

Valuation

Fair-value bridge, DCF, owner earnings, and peer multiples.

→

Sensitivity

Cost-of-equity and terminal-growth stress table.

→

Risks

Kill scenarios, soft-pass flags, and downside catalysts.

→

Earnings

Next earnings setup and beat / inline / miss thresholds.

→

Position sizing

Entry, exit, conviction, and quarterly monitoring rules.

→

Financials

Revenue, margins, cash flow, and balance-sheet context.

→

Peers

Relative valuation and profitability against the cohort.

→

Moat

Economic-profit evidence and competitive advantage risk.

→

Industry cycle

Sector phase, capital cycle, and secular tailwinds.

→

Quote this valuation with its source: Fair value, Potential value and the price at analysis.

Frequently asked questions

About this OTIS report

What is the latest published OTIS stock rating?

Otis Worldwide Corporation is shown with Hold in the latest published report, analyzed 2026-10-09. The hub links directly to the full analysis surface where the dated rating, fair-value bridge, risks, and scorecard are documented together.

Where can I read the full OTIS analysis?

The full latest published report, analyzed 2026-10-09, lives at /stocks/OTIS/analysis. The bare ticker page summarizes that read and links to each analysis tab; earlier editions remain under /analysis/archive.

What fair value is used for OTIS?

The latest published report analyzed 2026-10-09 gives OTIS a fair value of USD 72 and a potential value of USD 85. These are dated research outputs, not live market prices; review the valuation assumptions, sensitivity analysis, and material risks before making a decision.

How often is the OTIS page updated?

The hub selects the latest published stock report regardless of age and displays its analysis date (2026-10-09). Separately sourced market data is labeled with its own recorded timestamp and is never inferred from the report.

HoldOTIS · Fair value $72.4+9.5%

Read full analysis →

Otis Worldwide Corporation (OTIS)

Our latest published analysis: OTIS rated Hold

Price

Financial snapshot

Fair-value bridge

Latest news · OTIS

Valuation

Profitability

Balance sheet

Trading

Base and Bull scenarios

Sensitivity: Ke × terminal growth

Scorecard

Next earnings

Sector percentile context

All OTIS indicators

Profile and market data

Valuation

Profitability

Growth

Financial statements

Financial strength

Liquidity

Dividends and buybacks

Performance and technicals

Ownership and float

Other indicators

Deeper analysis on OTIS

Frequently asked questions

등급 이력

Category	Score	Reading
Valuation	6.0
Management	6.5
Balance Sheet	3.0
Profitability	5.5
Revenue Growth	6.0
Risk Assessment	4.5
Competitive Moat	9.0
Earnings Quality	6.5
Capital Efficiency	7.5