# Otis Worldwide Corporation Common Stock (OTIS) fundamentals

Data as of 2026-09-08. NYSE, United States. Sector: Industrials / Machinery. Price $71.21, market value $27.1 billion.

## Valuation
- **P/E (trailing): 18.3×** (5-yr avg 25.0×, 3-yr avg 24.0×). Otis Worldwide Corporation Common Stock trades at 18.3× trailing earnings, well below its own five-year average of 25.0×: cheap by its own standards. The Industrials median in the September 2026 study was 25.7×. Forward P/E is 15.7×, lower than trailing, so analysts expect earnings to grow.
- **Price / sales: 1.8×**. Each dollar of revenue is priced at 1.8×.
- **EV / EBITDA: 13.8×**. Enterprise value is 13.8× operating earnings before depreciation, the multiple that ignores how the company is financed.
- **Free-cash-flow yield: 6.3%** (5-yr avg 4.3%). Free cash flow equals 6.3% of the market value, above its five-year average of 4.3%, so the shares are cheaper on cash than they have usually been. Above 5% is generally attractive.
- **Earnings yield: 5.5%**. The inverse of the P/E: 5.5% of the price is earned each year.

## Profitability
- **Operating margin: 15.4%**. 15.4% of revenue is left after running the business, a healthy level in most sectors.
- **Net margin: 9.6%**. 9.6% of each dollar of sales reaches the bottom line.
- **Return on equity: -25.7%**. Return on equity is negative because earnings are negative.
- **Return on invested capital: 123.2%**. Return on all capital, debt included, is 123.2%: comfortably above what that capital costs.
- **Return on assets: 14.2%**. Each dollar of assets produces 14.2% of profit.

## Growth
- **Revenue growth (1 yr): 1.2%** (3-yr 1.8%/yr, 5-yr 2.5%/yr). Revenue grew 1.2% over the last year, against 2.5% a year compounded over five years: growth is slowing.
- **EPS growth (1 yr): -14.0%** (3-yr 5.7%/yr, 5-yr 11.0%/yr). Earnings per share fell 14.0%, slower than revenue, so margins compressed.
- **Free-cash-flow growth (3 yr): -0.0%/yr**. Free cash flow has compounded at -0.0% a year over three years, lagging earnings: check whether profits are turning into cash.

## Financial health
- **Net debt / EBITDA: 2.8×**. It would take 2.8 years of operating earnings to repay net borrowings, within the comfortable range.
- **Altman Z-score: 2.33**. A Z-score of 2.33 is in the grey zone; not distressed, not clearly safe.
- **Piotroski F-score: 5/9**. 5 of 9 checks pass: mixed.

## Dividends
- **Dividend yield: 2.47%** ($1.70 per share, trailing). Otis Worldwide Corporation Common Stock yields 2.47%, a modest yield more typical of a growth-oriented payer.
- **Payout ratio: 47%** (38% of free cash flow). 47% of earnings goes out as dividends, leaving room to keep raising it.
- **Consecutive years of increases: 6**. 6 straight years of increases.
- **Dividend growth (5 yr): 22.4%/yr** (1-yr 9.3%). The dividend has compounded at 22.4% a year over five years, doubling roughly every 3 years at that pace.

## Analyst view
- **Analyst consensus: buy** (12 analysts). 12 analysts cover Otis Worldwide Corporation Common Stock; the consensus is buy, with an average price target of $88.25 (+24% from the current price). Analyst opinion is shown for context; it is not part of the Fundamental Score.

## Price and momentum
- **Total return (1 yr): -16.4%** (YTD -17.6%, 3-mo 1.2%). The shares are down 16.4% over twelve months including dividends.
- **From 52-week high: -24.7%** (3.0% above the low). Trading 25% below its 52-week high.
- **200-day average: below**. The price sits below its 200-day moving average, the usual definition of a downtrend.
- **RSI (14-day): 46**. An RSI of 46 is neutral.
- **Beta (1 yr): 0.32** (volatility 21%). Beta of 0.32 against the S&P 500: the shares move much less than the market.

Live score and charts: https://foliofundamentals.com/analyzer?s=OTIS · Page: https://foliofundamentals.com/stocks/otis

Not investment advice.