NAS10026,990+1.35%S&P7,377+0.31%GOLD$4,075−0.94%BTC$75,818+0.09%VIX25.64−9.01%latest tape · as of 04:01 UTC
The Screen · Industrials · Specialty Industrial Machinery
Otis Worldwide
OTIS · a US exchange · USD · Market cap $28.8B · 72,000 employees
Otis Worldwide Corporation engages in manufacturing, installation, and servicing of elevators and escalators in the United States, China, and internationally.
FAIL · Does not pass the screen
78.96 USD
Price as of 6 Nov 2026Daily close, not a live quote
Screened 2026-11-06 · the tape above runs as of 04:01 UTC · two dates, stated on purpose · verdict and workings shown in full · never trimmed
Key facts today
Price78.96 USD at the 6 Nov 2026 close
Our value readFair vs our fair value, as of 6 Nov 2026
Positioning political selling, disclosed 2026-09-25
Options put/call open interest 0.48, read 2026-11-07
Ethical does not pass the values gate
Price78.96 USD
Fair value81.58
Ethical score10.0/100
Value readFairas of 6 Nov 2026
Our investment reviews on this name
2026-10-18Read Markup71.33+10.7% to today ✓Distribution gives way to Markup first Markup read since August
2026-09-08Read Distribution71.49+10.4% to today Markup gives way to Distribution first Distribution read since July
2026-08-08Read Markup73.10+8.0% to today ✓Distribution gives way to Markup
2026-07-02Read Distribution70.34+12.3% to today First review on file: Distribution with results news in the headlines
Our analytic regime reads on this name, dated and marked against the screened price. Small sample per name, and separate from the daily-framework accuracy on the Track Record page.
Otis Worldwide holds its Markup at $78.96. Consolidating, no directional conviction, held for 123 days.
As held on the ledger · 2026-11-06
Phase
Markup
Quantitative state
Consolidating, no directional conviction, held for 123 days
Price at the screen
$78.96
Valuation
18.84 trailing · 16.85 forward price to earnings
Values screen
FAIL· score 10.0
Beta
0.86
The Workings
Five Screens, Shown in Full
Does not pass. Debt ratio
Test
Figure
Limit
What it means
Status
Business activity
Permissible
Core business clean
Its core business isn't built on prohibited lines: no gambling, alcohol, tobacco, weapons, or interest-based lending.
Pass
Debt load
79.89%
Below 33%
Interest-bearing debt is 79.9% of its assets, above the one-third ceiling the screen allows.
Fail
Interest-bearing cash
0.00%
Below 33%
Cash held in interest-bearing accounts and securities is 0.0% of assets, under the one-third limit.
Pass
Receivables
44.91%
Below 49%
Money owed to the company is 44.9% of assets, under the 49% limit.
Pass
Revenue purity
0.22%
Below 5%
Only 0.2% of revenue comes from non-compliant sources, under the 5% line.
Pass
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
The Ethical Read
Why It Falls Short, in Plain English
Otis Worldwide's business is in a permissible area, but its interest-bearing debt is about 80% of the company, well over the ~33% line, so it does not pass on the financial screens.
Read as at 2026-11-07. It updates when the underlying figures move, and past reads are kept below.
Follow this verdict
Get an email when OTIS's ethical verdict changes
Today OTIS does not pass the screen. If new figures move it to a pass, we send you one short email with the before and after. Verdicts change rarely, so you may not hear from us for a long time.
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What the Numbers Say It Is Worth
The Fair Value Range
Our analysis reads Fair vs our fair value, as of 6 Nov 2026: it trades at roughly a 3% discount to our $81.58 fair value, 6.10% revenue growth.
Fair value range in USD, drawn from the 2026-11-06 screen. The gold marker is the market price at the same screen. A 3.2% discount to the base estimate.
Where our models see it going: fair-value estimate $81.58, with a range of $65.70 to $93.81, dated to the 2026-11-06 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain Words
Elevators running on borrowed time
Every time a building goes up the lift inside is probably an Otis. Yet the company carries a debt load that trips our ethical screen right away, so we pass despite the apparent discount to fair value.
Revenue edges up just 6% a year while margins sit at 10% and the forward multiple lands at 15.6 times. That combination does not scream bargain, especially when the moat remains unclear and the business sits in a mature industrial niche.
The real issue is leverage. High debt ratios expose the firm to rising rates and any slowdown in construction or maintenance spend. Twelve analysts may like the shares, yet our screen exists for exactly this reason. Analysis, not advice.
Another profit measure, before interest, tax and non-cash costs: EBITDA.
The risks · The main risks here are ordinary market swings and the chance our fair-value read proves too optimistic.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
OTIS trades on a US exchange. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The Dated Journal · Newest First, Never Edited
Every Entry, As Written
2026-11-04Markup$76.82+7.7%Entry 16
The analysis reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved up 7.7% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading overbought. Over the past year the shares are down 25%. Our forward projection puts the odds of a 10% gain over the next month near 8%. The street (14 analysts) rates it buy, with a mean price target of $94.
2026-10-28Markup$71.33+0.0%Entry 15
The analysis reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading overbought. Over the past year the shares are down 25%. Our forward projection puts the odds of a 10% gain over the next month near 8%. The street (14 analysts) rates it buy, with a mean price target of $94. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-27Markup$71.33+0.0%Entry 14
The analysis reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading overbought. Over the past year the shares are down 25%. Our forward projection puts the odds of a 10% gain over the next month near 8%. The street (14 analysts) rates it buy, with a mean price target of $94. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-26Markup$71.33+0.0%Entry 13
The analysis reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading overbought. Over the past year the shares are down 25%. Our forward projection puts the odds of a 10% gain over the next month near 8%. The street (14 analysts) rates it buy, with a mean price target of $94. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-25Markup$71.33+0.0%Entry 12
The analysis reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading overbought. Over the past year the shares are down 25%. Our forward projection puts the odds of a 10% gain over the next month near 8%. The street (14 analysts) rates it buy, with a mean price target of $94. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-24Markup$71.33+0.0%Entry 11
The analysis reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading overbought. Over the past year the shares are down 25%. Our forward projection puts the odds of a 10% gain over the next month near 8%. The street (14 analysts) rates it buy, with a mean price target of $94. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-23Markup$71.33+0.0%Entry 10
The analysis reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading overbought. Over the past year the shares are down 25%. Our forward projection puts the odds of a 10% gain over the next month near 8%. The street (14 analysts) rates it buy, with a mean price target of $94. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-22Markup$71.33+0.0%Entry 9
The analysis reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading overbought. Over the past year the shares are down 25%. Our forward projection puts the odds of a 10% gain over the next month near 8%. The street (14 analysts) rates it buy, with a mean price target of $94. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-21Markup$71.33+0.0%Entry 8
The analysis reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading overbought. Over the past year the shares are down 25%. Our forward projection puts the odds of a 10% gain over the next month near 8%. The street (14 analysts) rates it buy, with a mean price target of $94. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-18Markup · changed$71.33+7.5%Entry 7
The framework has shifted from distribution to markup since the last review. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved up 7.5% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading bearish. Over the past year the shares are down 25%. Our forward projection puts the odds of a 10% gain over the next month near 8%. The street (14 analysts) rates it buy, with a mean price target of $94.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
