Each point was worked out that day with the data available that day. Scale 0-10, same as the markers above: 5 is the index average and 10 means the score is capped at +3 standard deviations, not that it is perfect. The vertical axis zooms to fit this company, so two companies' charts are not directly comparable by eye; the darker line at 5 is in both.
Market and Valuation
Price & Market
Prev Close Price:$68.70
Open:$68.70
Day's Low:$68.32
Day's High:$69.14
Bid / Ask:-
Market Cap:26.08B
Enterprise Value:34.41B
52-Week Range
52-Week Low:$67.64
52-Week High:$94.57
Current position in 52-week range
52w Low-52w High
50-Day Avg:$71.80
200-Day Avg:$79.24
Volume
Volume Today:12,735,044
Avg Volume (3m):3,684,330
Avg Volume (10d):4,298,160
52-Week Change:-22.95%
vs S&P 500, 52 weeks:-
Beta:0.88
Valuation Multiples
PER Trailing:17.61
PER Forward:15.09
PEG Ratio:2.25
Price / Book:-
Price / Sales (TTM):1.75
EV / Revenue:2.31
EV / EBITDA:13.03
Dividends
Current yield:2.56%
Annual Dividend Rate:$1.76
Dividend Trailing:$1.70
Yield Trailing:2.47%
5-Year Avg Yield:1.50%
Payout Ratio:43.70%
Last Ex-Dividend Date:-
Valuation Context
P/E vs sector (indicative)
Most Recent Quarter:-
Fiscal Year (Next):-
Loading historical OHLCV database...
Date
Open
High
Low
Close
Volume
Financial Statements TTM (Trailing 12 Months)
Income Statement
Total Revenue (TTM):14.91B
Gross Profit:4.52B
EBITDA:2.64B
Net Income (TTM):1.52B
Rev Growth (YoY):+7.30%
Earnings Growth (YoY):+13.00%
Quarterly earnings growth (YoY):+8.90%
Margins
Gross Margin:-
EBITDA Margin:-
Operating Margin:-
Net Margin:-
Per Share
EPS Trailing (TTM):-
EPS Forward (Est.):$4.54
Revenue Per Share:$38.45
Cash Per Share:-
Book Value:$-15.10
Last Dividend:-
Ex-Dividend Date:-
Last Split:-
Balance Sheet & Liquidity
Total cash:813.00M
Total Debt:8.85B
Net Debt (Debt - Cash):8.03B
Debt / Equity:-
Current Ratio:0.83
Quick Ratio:0.68
Cash Flows
Operating Cash Flow:1.87B
Free Cash Flow (FCF):1.44B
FCF Yield (FCF / Market Cap):-
Enterprise Value:34.41B
EV / Revenue:2.31
EV / EBITDA:13.03
Profitability
ROE (Return on Equity):-
ROA (Return on Assets):14.25%
PER Trailing:17.61
PER Forward:15.09
Price / Book:-
PEG Ratio:2.25
52-Week Change:-22.95%
S&P 500 change, 52 weeks:+14.80%
Historical Evolution (Last 4 Years)
Income Statement
Balance Sheet
Cash Flow
EPS and Earnings Per Share
Key EPS Metrics
EPS Trailing (TTM):$3.89
EPS Forward (Est.):$4.54
PER Forward:-
PEG Ratio:2.25
Growth and Margins
Earnings Growth YoY:-
Quarterly Earnings Growth YoY:-
Rev Growth YoY:-
Net Margin:-
Gross Margin:-
EBITDA Margin:-
Per Share
Revenue Per Share:$38.45
Cash Per Share:-
Book Value:$-15.10
Cash Flows (TTM)
Free Cash Flow:1.44B
Operating Cash Flow:1.87B
EBITDA:2.64B
Total Revenue (TTM):14.91B
Net Income (TTM):1.52B
Fiscal Year (Last):-
EPS Surprise History - Last 4 Quarters
Actual vs. Analyst Estimates · Green = beat expectations · Red = missed
Quarter
Period
Actual EPS
Estimated EPS
Difference
Surprise %
Currency
Ownership Structure
Ownership Distribution
% Insiders:-
% Institutional:-
% Inst. (of Float):-
No. of Institutions:-
Visual distribution
InsidersInstitutionalFree Float
Shares & Short Interest
Shares Outstanding:380,669,339
Float (free shares):379,927,034
Short interest (shares):15,148,224
Short % of float:-
Short Ratio (days to cover):4.79
Short interest, prior month:-
Short Interest Date:-
Governance Score (1=Best, 10=Worst)
Overall risk:-
Audit Risk:-
Board risk:-
Compensation Risk:-
Shareholder rights risk:-
Top Institutional Holders
Position Change: ▲ Increased · ▼ Reduced · = Unchanged
Organization
Report Date
% Shares
No. Shares
Value (USD)
Change %
Top Mutual Funds
Position Change: ▲ Increased ▼ Decreased = Unchanged
Fund
Report Date
% Shares
No. Shares
Value (USD)
Change %
Recent Insider Trades
Executive / Insider
Title
Date
Action
Shares
Options Chain
CALLS
Strike
Last
Bid
Ask
Vol.
O.I.
IV
PUTS
Strike
Last
Bid
Ask
Vol.
O.I.
IV
Sentiment Metrics
Put/Call Ratio (Volume):-
Put/Call Ratio (O.I.):-
Max Pain (estimated):-
Total O.I. Calls:-
Total O.I. Puts:-
Expected move
Average IV (Calls ATM):-
Average IV (Puts ATM):-
Days to Expiration:-
Expected move (±):-
Otis Worldwide Corporation (OTIS) SEC filings: 10-K, 10-Q and 8-K
Direct links to financial reports filed with the SEC.
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.
Senior VP, Treasurer & Interim Head of Investor Relations
-
-
Ms. Nora E. LaFreniere J.D.
Executive VP & General Counsel
54
1.48M
Ms. Randi Tanguay
Senior VP & Chief Communications Officer
-
-
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Otis Worldwide Corporation (OTIS) — Industrials — Specialty Industrial Machinery. OTIS is in the S&P 500 today. Model factor scores and market data, recalculated every trading day.
So far in 2026, OTIS has returned −20.1% against +12.2% for the S&P 500 (SPY): total return, dividends included on both sides, from Dec 31, 2025 to Sep 18, 2026.
Its strongest factor is value (Z 0.20, ranked 152 of 494); its weakest is momentum (Z -1.27, ranked 479 of 497). Each factor ranks only the companies with data for it, and the multifactor score only those with all four: that is why the totals differ.
Factor scores
The Z-Score is how many standard deviations the company sits from the index average: 0 is average, positive is better than average, negative is worse.
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Free, no card. Two automatic emails and no more: the one that confirms your address and the welcome one when you confirm it. After that nothing reaches you unless you switch it on yourself. And the thing almost nobody catches in time: the big insider buys — executives and major shareholders putting in their own money, the same day they report them to the SEC. One click in your profile turns it on; one click turns it off.