Otis Worldwide (OTIS) Stock Insights
OTIS$73.57+0.70 +0.96%
$28.01B
Market Cap
18.04
P/E
18.21
Forward P/E
54
Score
Otis Worldwide (OTIS) Stock Insights
OTIS price $73.57 +0.70 +0.96%
- Ticker
- OTIS
- Price
- $73.57
- Change
- +0.70 +0.96%
- Market cap ?
- $28.01B
- P/E ?
- 18.04
- Forward P/E ?
- 18.21
- Dividend yield ?
- 2.36%
- Beta ?
- 0.86
- Sector
- Industrials
- Industry
- Industrial - Machinery
- Stocklytics score
- 54
- Value
- 55
- Quality
- 63
- Growth
- 43
Stocklytics score rationale: value 55, quality 63, growth 43.
Financials
| 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| 12323000000 | 12915000000 | 13118000000 | 12756000000 | 14298000000 | 13685000000 | 14209000000 | 14261000000 | 14431000000 |
Otis Worldwide Corporation is a global leader specializing in the manufacturing, installation, and servicing of elevators and escalators, with significant operations in the United States, China, and numerous other international markets. The company's business is organized into two primary divisions: New Equipment and Service. Its New Equipment segment is responsible for the design, fabrication, sale, and fitting of…
Fair value
OTIS fair value $99.18. Price $73.57. Price is 26% below fair value.
Below fair value, and cheaper than usual. A larger discount than on 99% of days in the past 5 years.
Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.
Calculated with a 10-year free-cash-flow discount. Starting free cash flow 1.67B. Growth 9.46%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 9.02% (beta 0.9). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 380.67M. Net debt 7.65B. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the median P/E of the company's industry. That median uses listed stocks worth at least $10 billion with a positive P/E of 100 or below, and the industry needs at least eight of them. Otherwise the sector median is used when that group also has at least eight, then the market median of those large companies. The multiple used is the lower of that median and 1.25 times the stock's own 10-year median P/E, then kept between 8 and 30. If the stock has no 10-year median, the peer median is kept between 8 and 30. Fair value is the average of the cash-flow value and the earnings value when both exist. Card and credit companies use the earnings value only, because changes in customer receivables distort free cash flow. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.
Earnings
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2027-01-27 | — | 1.13 | — | 3.98B |
| 2026-10-28 | 1.05 | 1.01 | 3.91B | 3.85B |
| 2026-07-22 | 1.01 | 1.01 | 3.86B | 3.76B |
| 2026-04-22 | 0.89 | 0.90 | 3.57B | 3.50B |
| 2026-01-28 | 1.03 | 1.04 | 3.80B | 3.89B |
| 2025-10-29 | 1.05 | 1.01 | 3.69B | 3.66B |
| 2025-07-23 | 1.05 | 1.03 | 3.60B | 3.67B |
| 2025-04-23 | 0.92 | 0.90 | 3.35B | 3.38B |
| 2025-01-29 | 0.93 | 0.95 | 3.67B | 3.64B |
| 2024-10-30 | 0.96 | 0.97 | 3.55B | 3.59B |
| 2024-07-24 | 1.06 | 1.03 | 3.60B | 3.74B |
| 2024-04-24 | 0.88 | 0.87 | 3.44B | 3.46B |
| 2024-01-31 | 0.87 | 0.86 | 3.62B | 3.57B |
| 2023-10-25 | 0.95 | 0.87 | 3.52B | 3.52B |
| 2023-07-26 | 0.92 | 0.86 | 3.72B | 3.58B |
| 2023-04-26 | 0.80 | 0.76 | 3.35B | 3.26B |
| 2023-02-01 | 0.75 | 0.74 | 3.44B | 3.36B |
| 2022-10-26 | 0.80 | 0.78 | 3.34B | 3.44B |
| 2022-07-27 | 0.86 | 0.78 | 3.49B | 3.55B |
| 2022-04-25 | 0.77 | 0.74 | 3.41B | 3.45B |
| 2022-01-31 | 0.72 | 0.68 | 3.57B | 3.59B |
| 2021-10-25 | 0.77 | 0.73 | 3.62B | 3.56B |
| 2021-07-26 | 0.79 | 0.72 | 3.70B | 3.56B |
| 2021-04-26 | 0.72 | 0.63 | 3.41B | 2.92B |
| 2021-02-01 | 0.66 | 0.59 | 3.49B | 3.08B |
| 2020-10-26 | 0.69 | 0.56 | 3.27B | 2.51B |
| 2020-07-28 | 0.56 | 0.44 | 3.03B | 2.38B |
| 2020-05-06 | 0.60 | 0.47 | 2.97B | 2.27B |
| 2020-02-07 | 0.73 | — | 3.31B | — |
| 2019-12-31 | 0.50 | — | 3.35B | — |
| 2019-06-30 | 0.71 | — | 3.35B | — |
| 2019-03-31 | 0.63 | — | 3.10B | — |
Dividends
Yield 2.34%. Payout ratio 42.54%. Frequency Quarterly.
Safety score 88/100 · Safe. Payout ratio is 43% of earnings. Dividends use less than 40% of free cash flow. Dividends were paid in 7 separate years. Yield is 2.3%, in a range that is usually sustainable.
| Ex-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| 2026-08-14 | $0.44 | 2026-08-14 | 2026-09-11 | Quarterly |
| 2026-05-15 | $0.44 | 2026-05-15 | 2026-06-12 | Quarterly |
| 2026-02-13 | $0.42 | 2026-02-13 | 2026-03-13 | Quarterly |
| 2025-11-14 | $0.42 | 2025-11-14 | 2025-12-05 | Quarterly |
| 2025-08-15 | $0.42 | 2025-08-15 | 2025-09-05 | Quarterly |
| 2025-05-16 | $0.42 | 2025-05-16 | 2025-06-06 | Quarterly |
| 2025-02-14 | $0.39 | 2025-02-14 | 2025-03-07 | Quarterly |
| 2024-11-15 | $0.39 | 2024-11-15 | 2024-12-06 | Quarterly |
| 2024-08-16 | $0.39 | 2024-08-16 | 2024-09-06 | Quarterly |
| 2024-05-16 | $0.39 | 2024-05-17 | 2024-06-07 | Quarterly |
| 2024-02-15 | $0.34 | 2024-02-16 | 2024-03-08 | Quarterly |
| 2023-11-16 | $0.34 | 2023-11-17 | 2023-12-08 | Quarterly |
| 2023-08-17 | $0.34 | 2023-08-18 | 2023-09-08 | Quarterly |
| 2023-05-18 | $0.34 | 2023-05-19 | 2023-06-09 | Quarterly |
| 2023-02-16 | $0.29 | 2023-02-17 | 2023-03-10 | Quarterly |
| 2022-11-17 | $0.29 | 2022-11-18 | 2022-12-10 | Quarterly |
| 2022-08-18 | $0.29 | 2022-08-19 | 2022-09-10 | Quarterly |
| 2022-05-19 | $0.29 | 2022-05-20 | 2022-06-10 | Quarterly |
| 2022-02-17 | $0.24 | 2022-02-18 | 2022-03-10 | Quarterly |
| 2021-11-18 | $0.24 | 2021-11-19 | 2021-12-10 | Quarterly |
| 2021-08-19 | $0.24 | 2021-08-20 | 2021-09-10 | Quarterly |
| 2021-05-20 | $0.24 | 2021-05-21 | 2021-06-10 | Quarterly |
| 2021-02-11 | $0.20 | 2021-02-12 | 2021-03-10 | Quarterly |
| 2020-11-19 | $0.20 | 2020-11-20 | 2020-12-10 | Quarterly |
| 2020-08-20 | $0.20 | 2020-08-21 | 2020-09-10 | Quarterly |
| 2020-05-21 | $0.20 | 2020-05-22 | 2020-06-10 | Quarterly |
Insider trades
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-09-02 | Gosk Kimberly Shannon | Buy | 933 | — | — |
| 2026-09-02 | Gosk Kimberly Shannon | Sell | 274 | $70.83 | 19.41K |
| 2026-09-02 | Gosk Kimberly Shannon | Sell | 933 | — | — |
| 2026-08-23 | Mendez Echevarria Maria Cristina | Buy | 2.14K | — | — |
| 2026-08-23 | Mendez Echevarria Maria Cristina | Sell | 838 | $71.49 | 59.91K |
| 2026-08-23 | Mendez Echevarria Maria Cristina | Sell | 2.14K | — | — |
| 2026-08-03 | KEARNEY CHRISTOPHER J | Sell | 291 | $72.19 | 21.00K |
| 2026-06-02 | Armas Joseph Jay | Buy | 1.68K | — | — |
| 2026-06-02 | Armas Joseph Jay | Sell | 1.68K | — | — |
| 2026-06-02 | Armas Joseph Jay | Sell | 421 | $70.33 | 29.61K |
| 2026-05-27 | Bartlett Thomas A | Buy | 2.72K | $71.79 | 195.00K |
| 2026-05-27 | KEARNEY CHRISTOPHER J | Buy | 2.59K | $71.79 | 186.00K |
| 2026-05-27 | Stewart Shelley JR | Buy | 2.59K | $71.79 | 186.00K |
| 2026-05-27 | WALKER JOHN H | Buy | 4.81K | $71.79 | 345.00K |
| 2026-05-27 | PRESTON MARGARET M V | Buy | 4.60K | — | — |
| 2026-05-27 | Hannan Kathy Hopinkah | Buy | 2.76K | — | — |
| 2026-05-27 | Connors Nelda J | Buy | 2.72K | — | — |
| 2026-05-27 | Brannon Jill | Buy | 4.53K | — | — |
| 2026-05-27 | Black Jeffrey Harry | Buy | 2.80K | — | — |
| 2026-05-07 | Lefebure Thibault Pierre Marie | Sell | 1.63K | $76.89 | 125.18K |
| 2026-03-02 | Lopez Nicolas Eduardo | Buy | 4.68K | — | — |
| 2026-03-01 | Loh Sally | Buy | 1.26K | — | — |
| 2026-03-01 | Loh Sally | Sell | 264 | $92.56 | 24.44K |
| 2026-03-01 | Loh Sally | Sell | 1.26K | — | — |
| 2026-03-01 | Lopez Nicolas Eduardo | Other | 0 | — | — |
| 2026-03-01 | Lopez Nicolas Eduardo | Other | 682 | $83.63 | 57.04K |
| 2026-03-01 | Lopez Nicolas Eduardo | Other | 3.12K | $91.94 | 287.31K |
| 2026-03-01 | Lopez Nicolas Eduardo | Other | 291 | — | — |
| 2026-02-12 | de Montlivault Stephane | Sell | 47.94K | $92.25 | 4.42M |
| 2026-02-10 | Ryan Michael Patrick | Sell | 1.18K | $90.06 | 106.45K |
| 2026-02-10 | LaFreniere Nora E. | Buy | 5.11K | $58.66 | 299.58K |
| 2026-02-10 | LaFreniere Nora E. | Sell | 3.31K | $90.38 | 299.52K |
| 2026-02-10 | LaFreniere Nora E. | Sell | 1.79K | $90.38 | 162.05K |
| 2026-02-10 | LaFreniere Nora E. | Sell | 25.62K | $90.38 | 2.32M |
| 2026-02-10 | LaFreniere Nora E. | Sell | 5.11K | $58.66 | 299.58K |
| 2026-02-07 | Zheng Peiming | Buy | 1.48K | — | — |
| 2026-02-07 | Zheng Peiming | Sell | 650 | $89.85 | 58.40K |
| 2026-02-07 | Zheng Peiming | Sell | 1.48K | — | — |
| 2026-02-07 | Ryan Michael Patrick | Buy | 344 | — | — |
| 2026-02-07 | Ryan Michael Patrick | Sell | 100 | $89.85 | 8.98K |
| 2026-02-07 | Ryan Michael Patrick | Sell | 344 | — | — |
| 2026-02-07 | de Montlivault Stephane | Buy | 1.62K | — | — |
| 2026-02-07 | de Montlivault Stephane | Sell | 1.62K | — | — |
| 2026-02-07 | Mendez Echevarria Maria Cristina | Buy | 340 | — | — |
| 2026-02-07 | Mendez Echevarria Maria Cristina | Sell | 133 | $89.85 | 11.95K |
| 2026-02-07 | Mendez Echevarria Maria Cristina | Sell | 340 | — | — |
| 2026-02-07 | Marks Judith Fran | Buy | 11.83K | — | — |
| 2026-02-07 | Marks Judith Fran | Sell | 5.32K | $89.85 | 477.82K |
| 2026-02-07 | Marks Judith Fran | Sell | 11.83K | — | — |
| 2026-02-07 | Loh Sally | Buy | 330 | — | — |
| 2026-02-07 | Loh Sally | Sell | 330 | — | — |
| 2026-02-07 | Lefebure Thibault Pierre Marie | Buy | 254 | — | — |
| 2026-02-07 | Lefebure Thibault Pierre Marie | Sell | 105 | $89.85 | 9.43K |
| 2026-02-07 | Lefebure Thibault Pierre Marie | Sell | 254 | — | — |
| 2026-02-07 | LaFreniere Nora E. | Buy | 1.62K | — | — |
| 2026-02-07 | LaFreniere Nora E. | Sell | 751 | $89.85 | 67.48K |
| 2026-02-07 | LaFreniere Nora E. | Sell | 1.62K | — | — |
| 2026-02-07 | Green Neil | Buy | 608 | — | — |
| 2026-02-07 | Green Neil | Sell | 184 | $89.85 | 16.53K |
| 2026-02-07 | Green Neil | Sell | 608 | — | — |
| 2026-02-07 | Gosk Kimberly Shannon | Buy | 322 | — | — |
| 2026-02-07 | Gosk Kimberly Shannon | Sell | 96 | $89.85 | 8.63K |
| 2026-02-07 | Gosk Kimberly Shannon | Sell | 322 | — | — |
| 2026-02-07 | Armas Joseph Jay | Buy | 232 | — | — |
| 2026-02-07 | Armas Joseph Jay | Sell | 58 | $89.85 | 5.21K |
| 2026-02-07 | Armas Joseph Jay | Sell | 232 | — | — |
| 2026-02-06 | Zheng Peiming | Buy | 2.21K | — | — |
| 2026-02-06 | Zheng Peiming | Sell | 974 | $89.85 | 87.51K |
| 2026-02-06 | Zheng Peiming | Sell | 2.21K | — | — |
| 2026-02-06 | Ryan Michael Patrick | Buy | 349 | — | — |
| 2026-02-06 | Ryan Michael Patrick | Sell | 102 | $89.85 | 9.16K |
| 2026-02-06 | Ryan Michael Patrick | Sell | 349 | — | — |
| 2026-02-06 | de Montlivault Stephane | Buy | 1.47K | — | — |
| 2026-02-06 | de Montlivault Stephane | Sell | 1.47K | — | — |
| 2026-02-06 | Minarro Viseras Enrique | Buy | 2.45K | — | — |
| 2026-02-06 | Minarro Viseras Enrique | Sell | 1.15K | $89.85 | 103.60K |
| 2026-02-06 | Minarro Viseras Enrique | Sell | 2.45K | — | — |
| 2026-02-06 | Mendez Echevarria Maria Cristina | Buy | 302 | — | — |
| 2026-02-06 | Mendez Echevarria Maria Cristina | Sell | 119 | $89.85 | 10.69K |
| 2026-02-06 | Mendez Echevarria Maria Cristina | Sell | 302 | — | — |
| 2026-02-06 | Marks Judith Fran | Buy | 11.79K | — | — |
| 2026-02-06 | Marks Judith Fran | Sell | 5.31K | $89.85 | 476.74K |
| 2026-02-06 | Marks Judith Fran | Sell | 11.79K | — | — |
| 2026-02-06 | Loh Sally | Buy | 1.57K | — | — |
| 2026-02-06 | Loh Sally | Sell | 1.57K | — | — |
| 2026-02-06 | Lefebure Thibault Pierre Marie | Buy | 224 | — | — |
| 2026-02-06 | Lefebure Thibault Pierre Marie | Sell | 92 | $89.85 | 8.27K |
| 2026-02-06 | Lefebure Thibault Pierre Marie | Sell | 224 | — | — |
| 2026-02-06 | LaFreniere Nora E. | Buy | 1.62K | — | — |
| 2026-02-06 | LaFreniere Nora E. | Sell | 616 | $89.85 | 55.35K |
| 2026-02-06 | LaFreniere Nora E. | Sell | 1.62K | — | — |
| 2026-02-06 | Green Neil | Buy | 685 | — | — |
| 2026-02-06 | Green Neil | Sell | 207 | $89.85 | 18.60K |
| 2026-02-06 | Green Neil | Sell | 685 | — | — |
| 2026-02-06 | Gosk Kimberly Shannon | Buy | 297 | — | — |
| 2026-02-06 | Gosk Kimberly Shannon | Sell | 88 | $89.85 | 7.91K |
| 2026-02-06 | Gosk Kimberly Shannon | Sell | 297 | — | — |
| 2026-02-06 | Armas Joseph Jay | Buy | 283 | — | — |
| 2026-02-06 | Armas Joseph Jay | Sell | 70 | $89.85 | 6.29K |
| 2026-02-06 | Armas Joseph Jay | Sell | 283 | — | — |
Institutional holders
Latest filed quarter: Q2 2026.
Institutions holding: 1.25K, holders -18 vs prior quarter. Ownership 92.54%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| BLACKROCK, INC. | 31.62M | -600.49K | -1.86% | 2.26B |
| VANGUARD CAPITAL MANAGEMENT LLC | 25.06M | -194.81K | -0.77% | 1.79B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 19.96M | 254.83K | +1.29% | 1.43B |
| STATE STREET CORP | 16.66M | 463.49K | +2.86% | 1.19B |
| GEODE CAPITAL MANAGEMENT, LLC | 12.59M | 138.19K | +1.11% | 906.43M |
| FRANKLIN TEMPLETON INC | 11.78M | 263.23K | +2.28% | 843.75M |
| MORGAN STANLEY | 10.96M | -1.99M | -15.39% | 785.08M |
| FMR LLC | 10.11M | 2.13M | +26.70% | 723.85M |
| NORGES BANK | 8.60M | 8.60M | New | 615.91M |
| CLEARBRIDGE INVESTMENTS, LLC | 7.46M | 4.77M | +177.26% | 534.25M |
| PRICE T ROWE ASSOCIATES INC /MD/ | 6.10M | -2.73M | -30.94% | 437.09M |
| MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. | 5.92M | 26.12K | +0.44% | 423.74M |
| D. E. SHAW & CO., INC. | 5.44M | 1.98M | +57.43% | 389.45M |
| INDEPENDENT FRANCHISE PARTNERS LLP | 5.15M | 4.15M | +414.04% | 368.89M |
| AQR CAPITAL MANAGEMENT LLC | 4.63M | 3.11M | +204.70% | 331.16M |
| PINESTONE ASSET MANAGEMENT INC. | 4.29M | -203.43K | -4.53% | 307.20M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 4.10M | -3.50M | -46.01% | 303.90M |
| FIERA CAPITAL CORP | 4.14M | -728.16K | -14.96% | 296.33M |
| VAN ECK ASSOCIATES CORP | 3.99M | 24.91K | +0.63% | 285.90M |
| INVESCO LTD. | 3.95M | -16.15K | -0.41% | 283.10M |
| NORTHERN TRUST CORP | 3.90M | -156.91K | -3.87% | 279.31M |
| BLS CAPITAL FONDSMAEGLERSELSKAB A/S | 3.89M | -502.60K | -11.45% | 278.20M |
| WELLINGTON MANAGEMENT GROUP LLP | 3.34M | -185.52K | -5.27% | 238.85M |
| GOLDMAN SACHS GROUP INC | 3.17M | 213.73K | +7.24% | 226.64M |
| TWO SIGMA INVESTMENTS, LP | 3.14M | 1.20M | +62.01% | 224.74M |
Insights
- Revenue by product
- Revenue by region
| Period | Value |
|---|---|
| FY2020 | New Equipment: 5371000000.0, Services: 7385000000.0 |
| FY2021 | New Equipment: 6428000000.0, Services: 7870000000.0 |
| FY2022 | New Equipment: 5864000000.0, Services: 7821000000.0 |
| FY2023 | New Equipment: 5812000000.0, Services: 8397000000.0 |
| FY2024 | New Equipment: 5367000000.0, Services: 8894000000.0 |
| FY2025 | New Equipment: 4989000000.0, Services: 9442000000.0 |
| Period | Value |
|---|---|
| FY2020 | CHINA: 2135000000.0, Other: 7159000000.0, UNITED STATES: 3462000000.0 |
| FY2021 | CHINA: 2877000000.0, Other: 7721000000.0, UNITED STATES: 3700000000.0 |
| FY2022 | CHINA: 2573000000.0, Other: 7278000000.0, UNITED STATES: 3834000000.0 |
| FY2023 | CHINA: 2444000000.0, Other: 7735000000.0, UNITED STATES: 4030000000.0 |
| FY2024 | CHINA: 1919000000.0, Other: 8103000000.0, UNITED STATES: 4239000000.0 |
| FY2025 | CHINA: 1650000000.0, Other: 8589000000.0, UNITED STATES: 4192000000.0 |
Insights · Dividends · Forecast · Financials · Learn