OTIS
NEUTRAL
$77.88
Live
Otis Worldwide Corporation · NYSE
Target $94.36
(+21.2%)
$75.27
52W Range
$101.42
At a glance
Key valuation, profitability, growth, and risk metrics.
Updated May 01, 2026
Market cap
$29.88B
P/E
20.71
ROE
N/A
Profit margin
10.1%
Debt/Equity
N/A
Dividend yield
2.18%
AI Analysis
AI-powered fundamental assessment
Confidence
80%
OTIS presents a classic valuation-momentum conflict. While the stock trades at a significant discount to its growth-based intrinsic value ($110.92) and analyst targets ($94.36), the deterministic health is only 'Stable' with a Piotroski F-Score of 4/9. Financial health is pressured by a current ratio of 0.84 and negative book value, while aggressive insider selling and a 0/100 technical trend signal strong short-term bearishness. The company remains profitable with a healthy dividend payout, but the lack of positive price momentum and insider confidence offsets the attractive valuation.
Key Strengths
Significant discount to intrinsic value ($110.92) and analyst target ($94.36)
Strong operating margins (15.39%) and ROA (13.35%)
Sustainable dividend profile with a 44.68% payout ratio
Reasonable forward P/E of 16.51 compared to historical industrial norms
Consistent long-term earnings track record over 25 quarters
Key Risks
Liquidity risk indicated by a current ratio of 0.84 (below 1.0)
Negative shareholders' equity as evidenced by the -5.63 Price/Book ratio
Strong bearish insider sentiment with significant selling by the CEO and General Counsel
Severe negative price momentum (-17.6% 1Y change, 0/100 technical trend)
Recent deceleration in quarterly EPS growth (-13.6% Q/Q)
AI Fair Value Estimate
Based on comprehensive analysis
$92.5
+18.8% above current price
Performance Snowflake
Multi-dimensional analysis across 5 key categories
Overall
56
Moderate
75
50
40
45
70
AI Verdict
Value Trap Risk
Key drivers: Deep valuation discount, Poor technical momentum, Weakened liquidity ratios, Insider divestment
Confidence
85%
Value
75/100
P/E 20.71, Forward P/E 16.51, Intrinsic Value $110.92
Positives
- Price well below intrinsic value
- Forward P/E is attractive
Watchpoints
- Negative book value suggests high leverage or aggressive buybacks
Future
50/100
Revenue Growth 6.4%, Recent EPS Growth -13.6%
Positives
- Steady revenue growth of 6.4%
Watchpoints
- Recent Q/Q EPS decline of 13.6%
- PEG ratio of 1.47 suggests growth is not cheap
Past
40/100
1Y Return -17.6%, 6M Return -15.0%
Positives
- Positive 5Y change (+7.3%)
Watchpoints
- Poor 1Y performance (-17.6%)
- Recent earnings misses (1/4 beats in last 4 quarters)
Health
45/100
Piotroski F-Score 4/9, Current Ratio 0.84
Positives
- Piotroski F-Score of 4/9 is stable
Watchpoints
- Current Ratio 0.84 indicates potential short-term liquidity stress
- Negative Price/Book ratio
Dividend
70/100
Yield 2.18%, Payout 44.68%
Positives
- Sustainable payout ratio (44.68%)
- Consistent yield of 2.18%
Watchpoints
- Yield is modest compared to some industrial peers
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Current Price
$77.88
Analyst Target
$94.36
Upside/Downside
+21.2%
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for OTIS and closest competitors.
Updated 2026-04-30
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
OTIS
Otis Worldwide Corporation
Primary
|
+7.3% | -4.7% | -17.6% | -15.0% | +1.0% | -2.0% |
|
HUBB
Hubbell Incorporated
Peer
|
+214.4% | +114.6% | +57.1% | +28.7% | +15.5% | +1.7% |
|
DOV
Dover Corporation
Peer
|
+63.5% | +60.1% | +33.9% | +27.3% | +4.5% | +2.6% |
|
MTZ
MasTec, Inc.
Peer
|
+255.1% | +323.7% | +190.8% | +67.4% | +21.2% | -1.6% |
|
HEI-A
HEICO Corporation
Peer
|
+61.4% | +53.7% | +4.0% | -16.6% | -1.1% | -7.1% |
OTI
Otis Worldwide Corporation
Primary
5Y
+7.3%
3Y
-4.7%
1Y
-17.6%
6M
-15.0%
1M
+1.0%
1W
-2.0%
HUB
Hubbell Incorporated
Peer
5Y
+214.4%
3Y
+114.6%
1Y
+57.1%
6M
+28.7%
1M
+15.5%
1W
+1.7%
DOV
Dover Corporation
Peer
5Y
+63.5%
3Y
+60.1%
1Y
+33.9%
6M
+27.3%
1M
+4.5%
1W
+2.6%
MTZ
MasTec, Inc.
Peer
5Y
+255.1%
3Y
+323.7%
1Y
+190.8%
6M
+67.4%
1M
+21.2%
1W
-1.6%
HEI
HEICO Corporation
Peer
5Y
+61.4%
3Y
+53.7%
1Y
+4.0%
6M
-16.6%
1M
-1.1%
1W
-7.1%
Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.
Historical Performance Trends
Long-term financial metrics and growth patterns
Revenue & Net Income
Profit & Operating Margins
Return on Equity (ROE)
Quarterly Revenue Growth
Historical data shows last 12 quarters (3 years)
Valuation Metrics
Key valuation ratios and pricing indicators
P/E Ratio
20.71
Forward P/E
16.51
PEG Ratio
1.47
P/B Ratio
-5.63
P/S Ratio
2.04
EV/Revenue
2.56
EV/EBITDA
15.05
Market Cap
$29.88B
Profitability
Profit margins and return metrics
Profit Margin
10.11%
Operating Margin
15.39%
Gross Margin
30.55%
ROE
N/A
ROA
13.35%
Growth
Revenue and earnings growth rates
Revenue Growth
+6.4%
Earnings Growth
+42.6%
Q/Q Revenue Growth
+6.45%
Q/Q Earnings Growth
+39.9%
Financial Health
Balance sheet strength and liquidity metrics
Debt/Equity
N/A
Current Ratio
0.84
Weak
Quick Ratio
0.71
Poor
Cash/Share
$2.17
Financial Statement Flow
Interactive flow visualization showing how money moves through the company Q1 2026
Revenue
$3.6B
Gross Margin
30.3%
Op. Margin
15.1%
Net Margin
9.5%
Total Assets
$10.5B
Liabilities
$16.0B
Equity
$-5.7B
Debt/Equity
-2.81x
Operating CF
$0.4B
CapEx
$-0.0B
Free Cash Flow
$0.4B
FCF Yield
92%
Quarterly Earnings History
EPS performance vs analyst estimates
2026-07-22
$N/A
2026-04-22
$0.89
-0.8% surprise
2026-01-28
$1.03
-0.3% surprise
2025-10-29
$1.05
+4.7% surprise
Industrials Sector Comparison
Comparing OTIS against 528 companies in the Industrials sector
(43 bullish, 199 neutral, 286 bearish)
P/E Ratio
20.71
This Stock
vs
91.96
Sector Avg
-77.5%
(Discount)
Profit Margin
10.11%
This Stock
vs
6.33%
Sector Avg
+59.6%
(Superior)
Revenue Growth
6.4%
This Stock
vs
64.56%
Sector Avg
-90.1%
(Slower)
Current Ratio
0.84
This Stock
vs
3.0
Sector Avg
-72.1%
(Weaker)
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
OTIS
Otis Worldwide Corporation
|
NEUTRAL | $29.88B | 20.71 | -% | 10.1% | $77.88 | |
|
HUBB
Hubbell Incorporated
|
NEUTRAL | $29.52B | 33.56 | 24.5% | 15.2% | $555.34 | Compare |
|
DOV
Dover Corporation
|
NEUTRAL | $30.27B | 28.1 | 15.0% | 13.3% | $224.78 | Compare |
|
MTZ
MasTec, Inc.
|
NEUTRAL | $29.21B | 72.94 | 13.4% | 2.8% | $370.55 | Compare |
|
HEI-A
HEICO Corporation
|
NEUTRAL | $28.67B | 40.62 | 16.6% | 15.4% | $205.52 | Compare |
OTIS
Otis Worldwide...
NEUTRAL
Mkt Cap
$29.9B
P/E
20.7
ROE
-%
Price
$77.88
Recent Insider Trading
Insider buy and sell transactions from the last 6 months
| Date | Insider | Position | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2026-02-27 | LOH SALLY | Officer | Stock Award | 1,256 | - |
| 2026-02-12 | DE MONTLIVAULT STEPHANE | Officer | Sale | 47,944 | $4,423,059 |
| 2026-02-10 | RYAN MICHAEL PATRICK | Officer | Sale | 1,182 | $106,445 |
| 2026-02-10 | LAFRENIERE NORA E. | General Counsel | Sale | 27,418 | $2,477,926 |
| 2026-02-10 | LAFRENIERE NORA E. | General Counsel | Option Exercise | 8,344 | $299,577 |
| 2026-02-06 | GREEN NEIL | Officer | Stock Award | 1,293 | - |
| 2026-02-06 | LOH SALLY | Officer | Stock Award | 1,900 | - |
| 2026-02-06 | MENDEZ CRISTINA ECHEVARRIA MARIA | Chief Financial Officer | Stock Award | 642 | - |
| 2026-02-06 | ARMAS JOSEPH JAY | Officer | Stock Award | 515 | - |
| 2026-02-06 | GOSK KIMBERLY SHANNON | Officer | Stock Award | 619 | - |
| 2026-02-06 | LEFEBURE THIBAULT PIERRE MARIE | Officer | Stock Award | 478 | - |
| 2026-02-06 | MARKS JUDITH FRAN | Chief Executive Officer | Stock Award | 23,615 | - |
| 2026-02-06 | MINARRO VISERAS ENRIQUE | Chief Operating Officer | Stock Award | 2,453 | - |
| 2026-02-06 | RYAN MICHAEL PATRICK | Officer | Stock Award | 693 | - |
| 2026-02-06 | DE MONTLIVAULT STEPHANE | Officer | Stock Award | 3,092 | - |
LOH SALLY
Officer
2026-02-27
1,256 shares
DE MONTLIVAULT STEPHANE
Officer
2026-02-12
47,944 shares
·
$4,423,059
RYAN MICHAEL PATRICK
Officer
2026-02-10
1,182 shares
·
$106,445
LAFRENIERE NORA E.
General Counsel
2026-02-10
27,418 shares
·
$2,477,926
LAFRENIERE NORA E.
General Counsel
2026-02-10
8,344 shares
·
$299,577
GREEN NEIL
Officer
2026-02-06
1,293 shares
LOH SALLY
Officer
2026-02-06
1,900 shares
MENDEZ CRISTINA ECHEVARRIA MARIA
Chief Financial Officer
2026-02-06
642 shares
ARMAS JOSEPH JAY
Officer
2026-02-06
515 shares
GOSK KIMBERLY SHANNON
Officer
2026-02-06
619 shares
LEFEBURE THIBAULT PIERRE MARIE
Officer
2026-02-06
478 shares
MARKS JUDITH FRAN
Chief Executive Officer
2026-02-06
23,615 shares
MINARRO VISERAS ENRIQUE
Chief Operating Officer
2026-02-06
2,453 shares
RYAN MICHAEL PATRICK
Officer
2026-02-06
693 shares
DE MONTLIVAULT STEPHANE
Officer
2026-02-06
3,092 shares
Insider transactions can signal confidence or concerns about company prospects
SEC Filings
Recent regulatory filings from the SEC EDGAR database
10-Q
8-K
DEF 14A
10-K
The 10-K filing for Otis, dated February 5, 2026, provides a comprehensive overview of the company's business operations and financial condition. The report includes management's analysis of results of operations and outlines specific risk factors that may impact the company's future performance.
8-K
8-K
10-Q
8-K
Data sourced from SEC EDGAR. AI summaries generated automatically.
Wall Street Analysts
Professional analyst ratings and price targets
Consensus
BUY
14 analysts
RBC Capital
2026-04-23
Outperform
Outperform
Barclays
2026-04-23
Underweight
Underweight
Evercore ISI Group
2026-04-13
Outperform
Wolfe Research
2026-04-08
Outperform
Peer Perform
Barclays
2026-04-01
Underweight
Underweight
Wells Fargo
2026-04-01
Equal-Weight
Equal-Weight
JP Morgan
2026-01-16
Overweight
Overweight
Wells Fargo
2025-12-15
Equal-Weight
Equal-Weight
Past News Coverage
Recent headlines mentioning OTIS from our newsroom.
Newest → oldest
No matching news yet.