Stock Scorecard
Stock Summary for Otis Worldwide Corp (OTIS) - $75.00 as of 7/17/2026 3:09:32 PM EST
Total Score
13 out of 30
Safety Score
61 out of 100
Currently on the following lists
None
Tim's Recommendation
Avoid
Growth List Algorithm Criteria for OTIS
| Positive Quarterly and Annual earnings growth | |
| P/E ratio less than Industry P/E Ratio | |
| P/E ratio less than Sector P/E Ratio | |
| P/E ratio that is half the Annual earnings growth rate (or less) | |
| Positive net cash position the past year and most recent quarter | |
| Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
| Positive net income past year and 12 trailing months | |
| Free cash flow ratio greater than 0 and less than 10 |
Small Cap List Algorithm Criteria for OTIS
| Revenue growing by at least 20% average per year over the last 5 years | |
| Market Capitalization under 2 billion | |
| Price to Sales (P/S) ratio 12 trailing months less than Industry P/S ratio twelve trailing months | |
| Price to Sales (P/S) ratio 12 trailing months less than Sector P/S ratio twelve trailing months | |
| Net Income past year > Net Income prior year OR Net Income 12 trailing months > Net Income prior year OR Net Income 12 trailing months > Net Income past year |
Dividend List Algorithm Criteria for OTIS
| Declared an ex-dividend date | |
| Forward annual dividend rate greater than 2 | |
| Positive net cash position the past year and most recent quarter | |
| Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
| Current ratio most recent quarter greater than 2 | |
| Cash Flow per Share greater than Trailing Dividend Rate |
Bonus Criteria for OTIS
| P/E ratio less than five-year Average P/E ratio | |
| Last Price to 52 Week Low Ratio Less Than 1 | |
| Total Cash Per Share > Last Day Price | |
| P/S Ratio < 1 | |
| P/B Ratio < 1 |
Safety Rating Criteria for OTIS (61 out of 100)
| Stock Price Rating (Max of 10) | 9 |
| Historical Stock Price Rating (Max of 10) | 9 |
| Stock Price Trend (Max of 10) | 7 |
| Book Value (Max of 10) | 1 |
| Book Value to Price (Max of 10) | 0 |
| Analyst Buy Ratings (Max of 5) | 5 |
| Analyst Strong Buy Ratings (Max of 5) | 4 |
| Dividend Yield Percentage (Max of 10) | 4 |
| Operating Margin (Max of 10) | 4 |
| Trading Volume (Max of 10) | 10 |
| Price to Earnings (Max of 10) | 8 |
| Geopolitical Risk Adjustment (Always 0 for USA or a Negative Number for Non-USA) | 0 |
Latest News for for OTIS
Financial Details for OTIS
Company Overview |
|
|---|---|
| Ticker | OTIS |
| Company Name | Otis Worldwide Corp |
| Country | USA |
| Description | Otis Worldwide Corporation is an American company that develops, manufactures and markets elevators, escalators, moving walkways, and related equipment. |
| Sector Name | INDUSTRIALS |
| Industry Name | SPECIALTY INDUSTRIAL MACHINERY |
| Most Recent Quarter | 3/31/2026 |
| Next Earnings Date | 7/22/2026 |
Stock Price History |
|
| Last Day Price | 75.00 |
| Price 4 Years Ago | 73.75 |
| Last Day Price Updated | 7/17/2026 3:09:32 PM EST |
| Last Day Volume | 4,548,141 |
| Average Daily Volume | 3,676,302 |
| 52-Week High | 99.13 |
| 52-Week Low | 69.16 |
| Last Price to 52 Week Low | 8.44% |
Valuation Measures |
|
| Trailing PE | 19.18 |
| Industry PE | 40.69 |
| Sector PE | 38.16 |
| 5-Year Average PE | 34.59 |
| Free Cash Flow Ratio | 34.56 |
| Industry Free Cash Flow Ratio | 50.56 |
| Sector Free Cash Flow Ratio | 93.10 |
| Current Ratio Most Recent Quarter | 0.84 |
| Total Cash Per Share | 2.17 |
| Book Value Per Share Most Recent Quarter | -14.73 |
| Price to Book Ratio | 13.20 |
| Industry Price to Book Ratio | 8.46 |
| Sector Price to Book Ratio | 6.77 |
| Price to Sales Ratio Twelve Trailing Months | 1.97 |
| Industry Price to Sales Ratio Twelve Trailing Months | 3.55 |
| Sector Price to Sales Ratio Twelve Trailing Months | 2.52 |
| Analyst Buy Ratings | 5 |
| Analyst Strong Buy Ratings | 2 |
Share Statistics |
|
| Total Shares Outstanding | 383,716,000 |
| Market Capitalization | 28,778,700,000 |
| Institutional Ownership | 94.18% |
Dividends |
|
| Ex-Dividend Date | 5/15/2026 |
| Previous Dividend Amount | 0.4200 |
| Current Dividend Amount | 0.4400 |
| Total Years Dividend Increasing | 6 |
| Trailing Annual Dividend Rate | 1.70 |
| Trailing Annual Dividend Yield | 2.34% |
| Forward Annual Dividend Rate | 1.76 |
| Forward Annual Dividend Yield | 2.43% |
| 5-Year Dividend Payments Count | 20 |
| 3-Year Average Dividend Yield | 1.91% |
| 5-Year Average Dividend Yield | 1.66% |
| 1-Year Dividend Growth Rate Percentage | 6.67% |
| 3-Year Dividend Growth Rate Percentage | 3.28% |
| 5-Year Dividend Growth Rate Percentage | 12.21% |
| All-Time Dividend Growth Rate Percentage | 15.72% |
| Dividend Payout Ratio | 45.21% |
Income Statement |
|
| Quarterly Earnings Growth YOY | 42.60% |
| Annual Earnings Growth | -15.87% |
| Reported EPS 12 Trailing Months | 3.91 |
| Reported EPS Past Year | 0.89 |
| Reported EPS Prior Year | 3.99 |
| Net Income Twelve Trailing Months | 1,481,000,000 |
| Net Income Past Year | 1,384,000,000 |
| Net Income Prior Year | 1,645,000,000 |
| Quarterly Revenue Growth YOY | 6.40% |
| 5-Year Revenue Growth | 2.50% |
| Operating Margin Twelve Trailing Months | 15.40% |
Balance Sheet |
|
| Total Cash Most Recent Quarter | 834,000,000 |
| Total Cash Past Year | 1,096,000,000 |
| Total Cash Prior Year | 2,300,000,000 |
| Net Cash Position Most Recent Quarter | -6,045,000,000 |
| Net Cash Position Past Year | -5,804,000,000 |
| Long Term Debt Past Year | 6,900,000,000 |
| Long Term Debt Prior Year | 6,973,000,000 |
| Total Debt Most Recent Quarter | 6,879,000,000 |
| Equity to Debt Ratio Past Year | -3.58 |
| Equity to Debt Ratio Most Recent Quarter | -4.74 |
| Total Stockholder Equity Past Year | -5,392,000,000 |
| Total Stockholder Equity Prior Year | -4,848,000,000 |
| Total Stockholder Equity Most Recent Quarter | -5,680,000,000 |
Free Cash Flow |
|
| Free Cash Flow Twelve Trailing Months | 1,668,000,000 |
| Free Cash Flow Per Share Twelve Trailing Months | 4.35 |
| Free Cash Flow Past Year | 1,444,000,000 |
| Free Cash Flow Prior Year | 1,437,000,000 |
Options |
|
| Put/Call Ratio | 1.18 |
| Has Options | Options Chain |
| Liquidity Rating | |
Technical Analysis |
|
| Yahoo Finance Chart | Yahoo Finance Chart |
| MACD | 0.11 |
| MACD Signal | -0.02 |
| 20-Day Bollinger Lower Band | 66.48 |
| 20-Day Bollinger Middle Band | 75.65 |
| 20-Day Bollinger Upper Band | 84.83 |
| Beta | 0.89 |
| RSI | 54.68 |
| 50-Day SMA | 83.32 |
| 150-Day SMA | 88.42 |
| 200-Day SMA | 0.00 |
System |
|
| Modified | 7/18/2026 5:18:10 AM EST |