Otis Worldwide Corp (OTIS)
Fair ValueFundamental
69
Price
$75.15
Market Cap
$27.54B
Part 1 · What the company is worth
Overview
Otis Worldwide Corporation engages in manufacturing, installation, and servicing of elevators and escalators in the United States, China, and internationally. The company operates in two segments, New Equipment and Service. The New Equipment segment designs, manufactures, sells, and installs a range of passenger and freight elevators, as well as escalators and moving walkways for residential and commercial buildings, and infrastructure projects. This segment serves real-estate and building developers, and general contractors. It sells its products directly to customers, as well as through agents and distributors. The Service segment performs maintenance and repair services, as well as modernization services to upgrade elevators and escalators. Otis Worldwide Corporation was founded in 1853 and is headquartered in Farmington, Connecticut.
No editorial profile for this company yet
Direct competitors
Who this company fights with for the same customers
Generated with artificial intelligence on September 19, 2026, shared with all users
Named by Otis in its 10-K as a major global competitor, KONE sells new elevators and escalators to the same developers and building owners and competes for the same long-term maintenance contracts worldwide.
Also named by Otis as a major global competitor, the Swiss group bids on the same elevator and escalator installations in Europe, the Americas and Asia and services an installed base of comparable size.
The third competitor Otis names in its 10-K, TK Elevator competes head-on for new equipment orders and maintenance portfolios, especially in Germany, the rest of Europe and North America.
Its Building Systems division is one of the strongest elevator suppliers in Asia and a top-five vendor in the United States, competing with Otis on high-rise and high-speed installations.
Hitachi's building systems business supplies elevators and escalators to the same commercial and infrastructure projects in Japan, China and South-East Asia, plus the aftermarket service that follows them.
Balance Sheet & Liquidity
Revenue
$14.91B
Trailing 12 months (through 6/30/2026)
Net Income
$1.52B
Trailing 12 months (through 6/30/2026)
Free Cash Flow
$1.44B
Total Equity
$-5.39B
Total Liabilities
$15.92B
Current Ratio
0.83
Interest Coverage
9.95
Debt/EBITDA
3.83
Earnings Per Share
Revenue & Net Income
Free Cash Flow
Income Breakdown
Historical statement
Margins over time
Debt over time
How heavy the debt is
Growth grid
Growth — Revenue
Fair Value Estimation
Fair Value
$81.54
Current Price
$75.15
Margin of Safety
+7.8%
Fair Value Range
$63.61 - $99.47
Spread across the valuation methods used, not a statistically calibrated confidence interval.
Estimation Methods
Valuation Metrics
P/E Ratio
19.32
ROE
-25.7%
P/B Ratio
-
P/FCF
16.71
Gross Margin
-
ROIC
61.7%
Profitability Radar
Value Creation (Economic Moat)
ROIC outlierROIC
61.7%
WACC
7.6%
ROIC − WACC
+54.1 pp
ROIC exceeds the cost of capital — the company is creating value for shareholders.
Fundamental Analysis Criteria
Passed (16)
- EPS shows upward trend
- EPS CAGR 5.41%
- ROIC 61.7%
- P/FCF 16.71
- Operating margin 15.4%
- Positive free cash flow
- CapEx intensity
- Current ratio
- Interest coverage
- Debt/EBITDA
- Return on tangible assets
- ROE 14.9%
- PEG ratio 1.65
- Earnings quality (operating cash flow / net income) 1.23
- Share dilution -2.2%
- Piotroski F-Score 5/9
Failed (6)
- Price CAGR 0.38%
- Low reliance on intangibles
- DCF valuation (Overvalued)
- Revenue growth 5Y 2.5%
- Earnings surprise, average -0.9%
- Net margin trend 10.2% vs 10.7%
Unavailable (5)
- Gross margin –
- P/B ratio –
- Dividend payout –
- Debt/equity ratio
- Price below Graham Number
Piotroski F-Score
Mixed signals: some areas need attention
Earnings Quality
High quality: earnings backed by cash
Share Dilution
Buying back shares. Shareholder friendly
Institutional Holdings
Governance
Executive Team
| Name | Title | Age |
|---|---|---|
| Ms. Judith F. Marks | Chair, President & CEO | 61 |
| Ms. Cristina Mendez | Executive VP & CFO | 44 |
| Mr. Enrique Minarro Viseras | EVP & Chief Operating Officer | 47 |
| Ms. Sally A. Loh | President of Otis Greater China | 51 |
| Mr. Michael Patrick Ryan | Senior VP & Chief Accounting Officer | 55 |
| Ms. Imelda Suit | Senior VP, Treasurer & Interim Head of Investor Relations | - |
| Ms. Nora E. LaFreniere J.D. | Executive VP & General Counsel | 54 |
| Ms. Randi Tanguay | Senior VP & Chief Communications Officer | - |
| Mr. Debraj Chowdhury | Head of Sales & Marketing | - |
| Ms. Kimberly Gosk | Executive VP & Chief People Officer | 51 |
Audit Risk
3
Board Risk
3
Compensation Risk
4
Shareholder Rights Risk
4
Documents
- View document
Annual Report (10-K)
A yearly overview of the business, its financial results, and the risks it faces.
Filed on 2026-02-05
- View document
Quarterly Report (10-Q)
A snapshot of financial performance for the most recent three-month period.
Filed on 2026-07-23
- View document
Current Report (8-K)
An announcement of a major event, such as a leadership change or big news.
Filed on 2026-09-15
via SEC EDGAR
Income History
via SEC EDGAR
Part 2 · The price and its context
This part shows how the price has behaved, not whether the company is worth owning. Inside: technical analysis, potential, historical drawdowns, gamma exposure.
Market Reaction Profile
How much OTIS moves, measured on its daily prices.
More volatile than 17% of the tracked stocks (90-day volatility).
- Volatility 30d
- 26.1%
- Volatility 90d
- 23.6%
- Beta vs S&P 500 (1y)
- 0.22Correlation 0.12
- Max drawdown (12m)
- -31.6%
- ATR (14d, % of price)
- 2.00%
Earnings reactions
How OTIS moved around its past quarterly results.
Next earnings release
Oct 28, 2026 · In 4 days · Before the open
EPS estimate: 1.01Revenue estimate: $3.9B
What usually happens
- Over the last 12 releases the stock moved a median of 2.3% the next day, up or down.
- Next-day moves: up 1, down 11 (out of 12).
Release history
| Date | When | EPS est. | EPS actual | Surprise | Gap | 1 day | 5 days |
|---|---|---|---|---|---|---|---|
| Jul 22, 2026 | Before the open | 1.03 | 1.01 | -2.1% | -2.2% | -2.1% | +2.3% |
| Apr 22, 2026 | Before the open | 0.91 | 0.89 | -1.9% | +0.6% | -1.3% | -1.9% |
| Jan 28, 2026 | Before the open | 1.06 | 1.03 | -2.5% | -6.3% | -2.2% | -3.7% |
| Oct 29, 2025 | Before the open | 1.02 | 1.05 | +3.0% | +3.0% | +2.3% | -0.7% |
| Jul 23, 2025 | Before the open | n/a | n/a | n/a | -11.9% | -12.4% | -13.6% |
| Apr 23, 2025 | Before the open | n/a | n/a | n/a | -3.0% | -6.7% | -4.1% |
| Jan 29, 2025 | Before the open | n/a | n/a | n/a | -1.9% | -1.3% | -1.5% |
| Oct 30, 2024 | Before the open | n/a | n/a | n/a | -4.2% | -3.0% | -1.2% |
| Jul 24, 2024 | Before the open | n/a | n/a | n/a | -8.3% | -7.1% | -4.6% |
| Apr 24, 2024 | Before the open | n/a | n/a | n/a | -0.6% | -4.2% | -6.4% |
| Jan 31, 2024 | Before the open | n/a | n/a | n/a | +1.3% | -1.7% | +2.2% |
| Oct 25, 2023 | Before the open | n/a | n/a | n/a | -2.8% | -2.3% | -0.1% |
Release dates from SEC 8-K filings.
Updated 10/24/2026
Historical statistics for educational purposes only. They are not forecasts and not investment advice.
Price reaction to the news
Latest news on OTIS and what the price did next.
Return of the stock minus return of SPY over the same days. A news item close to a price move did not necessarily cause it. Historical data for educational purposes only, not investment advice.
Latest News
Recent headlines for OTIS.