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Otis Worldwide Corporation OTIS

Industrials · Specialty Industrial Machinery · United States · S&P 500

40
Profitability
70
Growth
42
Valuation
78
Financial strength
10
Momentum
0

Based on the available data, Otis Worldwide Corporation gets an algorithmic score of 40/100. It trades at 65.63 $, with a bearish technical trend (RSI 35.2) and 21.8% annual volatility.

Updated: 2026-09-30

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Strengths

  • Attractive free-cash-flow yield (5.8%).
  • Low beta (0.49): defensive profile.

Weaknesses

  • —

Fundamentals

P/E16.87
Forward P/E14.47
PEG2.22
P/B-4.35
EV/EBITDA12.62
P/S1.68
ROA %14.25
Gross margin %30.31
Operating margin %15.13
Net margin %10.17
Revenue growth % (y/y)7.30
Earnings growth % (y/y)13.00
Revenue CAGR %1.79
Earnings CAGR %3.37
Current ratio0.83
FCF yield %5.78
Dividend yield %2.68
Payout %43.70

Returns

1 month-8.5 %
3 months-7.8 %
6 months-13.0 %
YTD-24.5 %
1 year-25.8 %
3 years-14.3 %
5 years-13.0 %

Risk

1-year volatility21.8 %
Beta0.49
5-year max drawdown-35.7 %
Sharpe 1A-1.45

Macroeconomic context

Cyclical: depends on manufacturing PMI, infrastructure investment and defence spending. Sensitive to energy prices and supply chains. As a US company, its valuation depends on the Fed, 10-year Treasury yields and the US earnings cycle.

How the score is calculated

The score combines profitability (ROE, ROA, net margin), growth (revenue and earnings), valuation (P/E, EV/EBITDA, free cash flow), financial strength (debt and liquidity; not applied to banks and insurers) and momentum (6 and 12-month returns and trend). It is an educational quantitative filter, not a buy or sell recommendation.

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