OTIS
Otis Worldwide
Industrials · Industrial Machinery & Supplies & Components · US
$70.34
Data: 2025-12-31
✗ ETHICAL FAIL

UNKNOWN MOAT
HIGH
Data Confidence: 85.7%
Key Metrics

How this company measures up on the fundamentals that matter

Market Cap
$28.7B
Total market value of the company
Trailing P/E
19.90
Reasonably valued
Forward P/E
15.90
Based on estimated future earnings — lower means cheaper
Rev Growth
+6.4%
Year-over-year revenue change
Profit Margin
0.0%
How much profit the company keeps from each dollar of revenue
ROE
N/A
Return on equity — how efficiently it uses shareholder money
Analyst Target
$94.36
+34% from current price — median analyst estimate
Recommendation
NONE
Consensus view from 14 analysts covering this stock
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.

https://www.otis.com

Country: United States Employees: 72,000 Industry: Specialty Industrial Machinery
Ethical Screening

Five compliance checks based on AAOIFI standards — all must pass for ethical clearance

Business Activity
PASS
Core business does not involve prohibited activities
Debt Ratio
79.9% FAIL
Debt must be below 33% of total assets
Cash Ratio
0.0% PASS
Interest-bearing cash below 33% of assets
Receivables
44.9% PASS
Receivables below 49% of assets
Revenue Purity
0.0% PASS
Non-compliant revenue below 5% — any excess requires purification
Valuation
Fair Value Est.
$94.00
What our model estimates this business is worth per share
Margin of Safety
25.2%
Trading below fair value — margin of safety exists
Rating
AVOID
Overall assessment combining ethics, valuation, and quality
Percentile
46.2th
Ranks in the top 54% of our 13,571 screened universe
Ethical Score
10.0
Valuation Score
73.0
Quality Score
35.0
Combined
38.7

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

Regime
DISTRIBUTION
Smart money appears to be selling into strength — caution
Sharpe Ratio
-0.402
Returns do not compensate for the risk — negative edge
Kelly Fraction
-0.0505
No positive edge detected — the data suggests staying out
Calmar Ratio
-0.359
Drawdown risk outweighs the returns — higher risk profile
Annual Return
-11.1%
Historical annualised return based on price data
Max Drawdown
-30.9%
Largest peak-to-trough decline — the worst it has been
HMM State
BEAR
Statistical model detects bearish conditions
Days in State
47
How long the current regime has persisted — longer means more stable
Market Data

Trading characteristics and market positioning

Beta
0.94
Less volatile than the market — more defensive
52W High
$101.42
31% below the year high
52W Low
$70.66
-0% above the year low
Avg Volume
3,831,570
Average daily shares traded — higher means easier to buy and sell
Short Ratio
4.6
Days it would take all short sellers to cover — higher means more crowded
Short % Float
4.6%
Low short interest — limited bearish positioning
Div Yield
227.0%
Annual dividend as a percentage of the share price
EPS (TTM)
$3.76
Earnings per share over the last 12 months
Financial Health

Balance sheet strength and cash generation — the foundation of long-term value

Debt/Equity
N/A
Current Ratio
0.84
Below 1 means short-term obligations exceed liquid assets — risk flag
Quick Ratio
0.71
Like current ratio but excludes inventory — stricter test
Gross Margin
30.5%
Revenue left after cost of goods — higher means pricing power
Operating Margin
15.4%
Profit from core operations before interest and tax
Free Cash Flow
$1.7B
Positive — the business generates more cash than it spends
Revenue (TTM)
$14.6B
Total revenue over the last 12 months
Net Income
$1.5B
Profitable — the bottom line is positive
Analyst Coverage
Analysts
14
Target High
$120.00
Target Median
$94.36
Target Low
$77.00
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 —
Source: SEC Form 4 filings via public data. View all insider activity at
Insider Intelligence
Political Trading Activity

Congressional trading disclosures involving this instrument

Date Politician Party Type Amount
2026-04-29 Bill Keating Democrat Purchase 1K–15K
2026-04-13 Ro Khanna Democrat Sale 15K–50K
Source: Congressional disclosure filings. View all political trades at
Insider Intelligence
Explore the Ethical Screener View Track Record

Data sourced from public filings and market feeds. Not financial advice. Updated: 2025-12-31

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