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Otis Worldwide Corporation (OTIS) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated today

Otis Worldwide Corporation

OTISMarket cap $25BPrice $66.1

Country🇺🇸United States

SectorIndustrials

IndustryMachinery

Manufactures, installs, and services elevators and escalators moving 2.4 billion people every day — equivalent to a third of the world's population riding an Otis product daily. The world's largest elevator company, born from the safety brake that made skyscrapers possible.

In Bastion Portfolios?

52W Return-26%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+2%3

Revenue Forecast

Rev CAGR (1y)+6%5

Rev CAGR (3y)+5%4

Rev CAGR (5y)+5%4

Earnings Forecast

EPS Growth Y+1+17%8

EPS Growth Y+2+9%6

EPS Growth Y+3+8%6

Quality

Margins

EBIT Margin17%6

Net Income Margin10%6

Free Cash Flow Margin11%6

Debt

Net Debt/EBITDA2.83

Efficiency

ROEna–

ROA15%9

Earnings Stability88

GEAR+AVERAGE56

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)156

P/E Ratio (Forward 3y)145

P/BVna–

EV Multiples

EV/EBITDA Fwd134

EV/EBIT Fwd146

Yield

Free Cash Flow Yield6.8%8

Dividend Yield2.7%6

Momentum

Short term

1 month return-5%5

3 month return-8%4

YTD return-23%2

Mid term

Price vs 52wHigh71%4

1 year return-25%2

Long term

3 year return-13%2

5 year return-14%3

Risk Shield

Price Risk

Beta0.67

Volatility22%9

Free Cash Flow

Free Cash Flow Margin11%6

Free Cash Flow Yield6.8%8

Quality

ROCE80%10

Earnings Stability88

Net Debt/EBITDA2.83

02Growth

Is it actually growing, and how fast?

OTISOtis Worldwide

Revenue FY25$14.4B

GROWTH RATING↗

AVERAGE36 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+2%3

Revenue, next 1Y+6%5

Revenue, next 3Y, CAGR+5%4

Revenue, next 5Y, CAGR+5%4

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+17%8

EPS growth, FY27E+9%6

EPS growth, FY28E+8%6

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 2%/yr over the last 3 years and is set to grow 5%/yr from here.

Earnings are set to grow in step with sales (EPS about 9%/yr vs revenue 5%/yr).

WATCH

A mid-pack grower, ahead of 36% of companies worldwide.

Revenue is set to grow 5%/yr over the next 3 years, a little behind the market.4/10

Over five years revenue is set to grow 5%/yr, behind 60% of companies worldwide.4/10

WEAKNESSES

Revenue grew 2%/yr over the last 3 years, behind 70% of companies worldwide.3/10

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower that's speeding up. The one thing to watch: the 3-year revenue record is weak.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK16 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-5%5

3-month return-8%4

YTD return-23%2

MID & LONG-TERM▾SCORE

% of 52-week high71%4

1-year return-25%2

3-year return-13%2

5-year return-14%3

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Returns sit at the market level over the past month (-5%) and over three months (-8%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (-13% over three years and -14% over five), behind 70% of the market.

It's down 25% over the past year, now 29% below its 52-week high. That is lagging the market.

The stock is underperforming so far this year (-23%).

BOTTOM LINE

Falling Knife

Returns rank poorly over both the short and long run, and the price is still falling. Momentum is firmly negative — catching this is a bet against the tape, not with it. Wait for a base to form. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on Otis Worldwide Corporation. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

OTISOtis Worldwide

Revenue FY25$14.4B

GROWTH RATING↗

AVERAGE36 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+2%3

Revenue, next 1Y+6%5

Revenue, next 3Y, CAGR+5%4

Revenue, next 5Y, CAGR+5%4

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+17%8

EPS growth, FY27E+9%6

EPS growth, FY28E+8%6

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 2%/yr over the last 3 years and is set to grow 5%/yr from here.

Earnings are set to grow in step with sales (EPS about 9%/yr vs revenue 5%/yr).

WATCH

A mid-pack grower, ahead of 36% of companies worldwide.

Revenue is set to grow 5%/yr over the next 3 years, a little behind the market.4/10

Over five years revenue is set to grow 5%/yr, behind 60% of companies worldwide.4/10

WEAKNESSES

Revenue grew 2%/yr over the last 3 years, behind 70% of companies worldwide.3/10

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower that's speeding up. The one thing to watch: the 3-year revenue record is weak.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK16 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-5%5

3-month return-8%4

YTD return-23%2

MID & LONG-TERM▾SCORE

% of 52-week high71%4

1-year return-25%2

3-year return-13%2

5-year return-14%3

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Returns sit at the market level over the past month (-5%) and over three months (-8%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (-13% over three years and -14% over five), behind 70% of the market.

It's down 25% over the past year, now 29% below its 52-week high. That is lagging the market.

The stock is underperforming so far this year (-23%).

BOTTOM LINE

Falling Knife

04Value

Are you paying a fair price for it?

Stop guessing on Otis Worldwide Corporation. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community