Otis Worldwide
Key Metrics
How this company measures up on the fundamentals that matter
About Otis Worldwide
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.
Ethical Screening
Five compliance checks based on AAOIFI standards — all must pass for ethical clearance
Valuation
Trading at $75 against a fair value of $94, a 20% discount. Fails ethical screen (Debt ratio). Ranks better than 11% of screened stocks.
Quantitative Intelligence
Statistical analysis of price behaviour, risk, and market regime — independent of fundamental data
Market Data
Trading characteristics and market positioning
Financial Health
Balance sheet strength and cash generation — the foundation of long-term value
Analyst Coverage
Recent Insider Activity
SEC Form 4 filings — what company insiders are buying and selling
| Date | Insider | Title | Type | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-07 | LEFEBURE THIBAULT PIERRE MARIE | Officer | 1,628 | $125,184 | |
| 2026-02-27 | LOH SALLY | Officer | 1,256 | — | |
| 2026-02-12 | DE MONTLIVAULT STEPHANE | Officer | 47,944 | $4,423,059 | |
| 2026-02-10 | RYAN MICHAEL PATRICK | Officer | 1,182 | $106,445 | |
| 2026-02-10 | LAFRENIERE NORA E. | General Counsel | 27,418 | $2,477,926 | |
| 2026-02-10 | LAFRENIERE NORA E. | General Counsel | 8,344 | $299,577 | |
| 2026-02-06 | MARKS JUDITH FRAN | Chief Executive Officer | 23,615 | — | |
| 2026-02-06 | ZHENG PEIMING | Officer | 3,689 | — | |
| 2026-02-06 | MENDEZ CRISTINA ECHEVARRIA MARIA | Chief Financial Officer | 642 | — | |
| 2026-02-06 | ARMAS JOSEPH JAY | Officer | 515 | — |
Political Trading Activity
Congressional trading disclosures involving this instrument
| Date | Politician | Party | Type | Amount |
|---|---|---|---|---|
| 27 May2026 | Ro Khanna | Democrat | buy | 1K–15K |
| 2026-04-29 | Bill Keating | Democrat | Purchase | 1K–15K |
| 2026-04-13 | Ro Khanna | Democrat | Sale | 15K–50K |
| 15 May2026 | Ro Khanna | Democrat | buy | 1K–15K |
| 1 May2026 | Ro Khanna | Democrat | buy | 1K–15K |
What If You'd Bought OTIS?
| Period | Price Then | Price Return | Divs/Share | $1,000 Became | Total Return |
|---|---|---|---|---|---|
| 1 Month | $73.55 | -5.3% | $0.44 | $953 | -4.7% |
| 2 Months | $79.47 | -12.4% | $0.44 | $882 | -11.8% |
| 3 Months | $82.13 | -15.2% | $0.44 | $853 | -14.7% |
| 6 Months | $86.80 | -19.8% | $0.86 | $812 | -18.8% |
| 1 Year | $93.42 | -25.5% | $1.70 | $763 | -23.7% |
| 2 Years | $94.25 | -26.1% | $3.29 | $774 | -22.6% |
| 3 Years | $81.29 | -14.4% | $4.70 | $914 | -8.6% |
| 5 Years | $74.37 | -6.4% | $6.92 | $1,029 | +2.9% |
Historical returns. Past performance does not guarantee future results. Prices from market close data.
Framework Review History
Timestamped framework reads — tracking how the analysis evolves over time
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. 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.
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns.
Latest Analysis — OTIS
Timestamped intelligence from our daily research pipeline
12 June 2026 • Alpha Insights Sector Research Top 50 Industrial Stocks Ranked: Aerospace, Manufacturing, and Infrastructure Scored for Quality and Ethics Defence budgets are expanding globally, infrastructure spending bills...
Data sourced from public filings and market feeds. Not financial advice. Updated: 2025-12-31