Stock Scorecard



Stock Summary for Otis Worldwide Corp (OTIS) - $88.20 as of 11/28/2025 4:04:18 PM EST

Total Score

11 out of 30

Safety Score

55 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 (55 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) 3
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) 8
Price to Earnings (Max of 10) 6
Geopolitical Risk Adjustment (Always 0 for USA or a Negative Number for Non-USA) 0

Latest News for for OTIS

P&G Board of Directors – Shailesh Jejurikar 12/1/2025 3:06:00 AM
State Board of Administration of Florida Retirement System Cuts Position in Otis Worldwide Corporation $OTIS 11/30/2025 12:00:00 AM
Schroder Investment Management Group Raises Stock Position in Otis Worldwide Corporation $OTIS 11/30/2025 12:00:00 AM
Korea Investment CORP Has $35.05 Million Holdings in Otis Worldwide Corporation $OTIS 11/30/2025 12:00:00 AM
Norges Bank Takes $721.61 Million Position in Otis Worldwide Corporation $OTIS 11/30/2025 12:00:00 AM
CT-based elevator-and-escalator firm Otis Worldwide puts Bloomfield facility up for sale 11/29/2025 3:51:00 AM
Capital Fund Management S.A. Boosts Stake in Otis Worldwide Corporation $OTIS 11/29/2025 12:00:00 AM
Will Otis’s (OTIS) Gen3 Core Expansion Redefine Its Role in the Smart Elevator Market? 11/29/2025 12:00:00 AM
Otis Worldwide (OTIS) Down 4.2% Since Last Earnings Report: Can It Rebound? 11/28/2025 4:30:00 PM
XTX Topco Ltd Acquires 3,240 Shares of Otis Worldwide Corporation $OTIS 11/27/2025 12:00:00 AM

Financial Details for OTIS

Company Overview

Ticker OTIS
Company Name Otis Worldwide Corp
Country USA
Description Otis Worldwide Corporation is a leading global provider of vertical transportation solutions, specializing in the design, manufacture, installation, and maintenance of elevators, escalators, and moving walkways. Based in Farmington, Connecticut, the company has a storied history of innovation and engineering excellence, focusing on enhancing efficiency, safety, and accessibility in urban mobility. With a robust international presence, Otis leverages advanced technologies and data-driven solutions to meet the evolving demands of its customers, positioning itself as a key player in the rapidly growing smart building and infrastructure sectors.
Sector Name INDUSTRIALS
Industry Name SPECIALTY INDUSTRIAL MACHINERY
Most Recent Quarter 9/30/2025
Next Earnings Date 1/28/2026

Stock Price History

Last Day Price 88.20
Price 4 Years Ago 81.70
Last Day Price Updated 11/28/2025 4:04:18 PM EST
Last Day Volume 940,847
Average Daily Volume 2,363,934
52-Week High 105.37
52-Week Low 83.46
Last Price to 52 Week Low 5.68%

Valuation Measures

Trailing PE 26.13
Industry PE 53.98
Sector PE 43.28
5-Year Average PE 25.92
Free Cash Flow Ratio 40.83
Industry Free Cash Flow Ratio 46.61
Sector Free Cash Flow Ratio 94.34
Current Ratio Most Recent Quarter 0.94
Total Cash Per Share 2.16
Book Value Per Share Most Recent Quarter -13.91
Price to Book Ratio 13.20
Industry Price to Book Ratio 4.36
Sector Price to Book Ratio 5.29
Price to Sales Ratio Twelve Trailing Months 2.43
Industry Price to Sales Ratio Twelve Trailing Months 217.22
Sector Price to Sales Ratio Twelve Trailing Months 31.80
Analyst Buy Ratings 3
Analyst Strong Buy Ratings 3

Share Statistics

Total Shares Outstanding 389,716,000
Market Capitalization 34,372,951,200
Institutional Ownership 91.61%

Dividends

Ex-Dividend Date 11/14/2025
Previous Dividend Amount 0.4200
Current Dividend Amount 0.4200
Total Years Dividend Increasing 5
Trailing Annual Dividend Rate 1.65
Trailing Annual Dividend Yield 1.87%
Forward Annual Dividend Rate 1.68
Forward Annual Dividend Yield 1.90%
5-Year Dividend Payments Count 20
3-Year Average Dividend Yield 1.59%
5-Year Average Dividend Yield 1.45%
1-Year Dividend Growth Rate Percentage 9.27%
3-Year Dividend Growth Rate Percentage 12.23%
5-Year Dividend Growth Rate Percentage 15.72%
All-Time Dividend Growth Rate Percentage 15.72%
Dividend Payout Ratio 48.67%

Income Statement

Quarterly Earnings Growth YOY -29.10%
Annual Earnings Growth 17.00%
Reported EPS 12 Trailing Months 3.39
Reported EPS Past Year 2.96
Reported EPS Prior Year 3.83
Net Income Twelve Trailing Months 1,347,000,000
Net Income Past Year 1,645,000,000
Net Income Prior Year 1,406,000,000
Quarterly Revenue Growth YOY 4.00%
5-Year Revenue Growth 1.68%
Operating Margin Twelve Trailing Months 17.00%

Balance Sheet

Total Cash Most Recent Quarter 840,000,000
Total Cash Past Year 2,300,000,000
Total Cash Prior Year 1,274,000,000
Net Cash Position Most Recent Quarter -6,752,000,000
Net Cash Position Past Year -4,673,000,000
Long Term Debt Past Year 6,973,000,000
Long Term Debt Prior Year 6,866,000,000
Total Debt Most Recent Quarter 7,592,000,000
Equity to Debt Ratio Past Year -2.28
Equity to Debt Ratio Most Recent Quarter -2.50
Total Stockholder Equity Past Year -4,848,000,000
Total Stockholder Equity Prior Year -4,924,000,000
Total Stockholder Equity Most Recent Quarter -5,422,000,000

Free Cash Flow

Free Cash Flow Twelve Trailing Months 1,323,000,000
Free Cash Flow Per Share Twelve Trailing Months 3.39
Free Cash Flow Past Year 1,437,000,000
Free Cash Flow Prior Year 1,489,000,000

Options

Put/Call Ratio 0.21
Has Options Options Chain
Liquidity Rating

Technical Analysis

Yahoo Finance Chart Yahoo Finance Chart
MACD -0.79
MACD Signal -0.56
20-Day Bollinger Lower Band 83.40
20-Day Bollinger Middle Band 89.21
20-Day Bollinger Upper Band 95.01
Beta 1.00
RSI 45.22
50-Day SMA 93.15
150-Day SMA 89.15
200-Day SMA 84.50

System

Modified 11/29/2025 5:19:21 AM EST