Fundamentals Overview
Otis Worldwide Corporation is near the low of its 52-week range with moderate valuation, trading relatively flat today.
Valuation moderate
Intrinsic value (DCF)
+0.7% upside vs price
Profitability
Risk (Beta)
1.05 — in line vol
Earnings & growth
BullzEye Analysis
Our composite tilts Hold on technicals (e.g. RSI, ADX, trend), fundamentals, sentiment, sector and index context, and risk.
Composite Signal
Supporting (Buy):
Analyst grade: B- · Sentiment improving (3 upgrades)
Pressures (Sell):
3M vs S&P 500: -10.2% · 3M vs Industrials sector: -14.4%
Not financial advice. For education and research only; do your own research and consider a financial advisor before investing.
Key Stats
About
Ratings & Grades at a Glance
Overall rating: B-. Recent institutional grades: majority upgrades. Current institutional positions: Equal Weight: 9, Neutral: 4, Outperform: 3, Overweight: 5, Peer Perform: 2, Underweight: 7.
Valuation & Ratios
Valuation, liquidity, and profitability metrics are consolidated here (including ratios that previously appeared in the Financials story). Trailing (TTM) vs forward-looking (e.g. DCF) is noted on each line where it matters.
DCF vs price: DCF estimate is $81.59; current price is $81.00. That’s a +0.7% gap. When the gap is large (e.g. >20%), that’s divergence; when they’re close, that’s convergence. Differences can reflect growth expectations, sector premiums, or conservative vs. optimistic assumptions. Use DCF as one input alongside technicals and sentiment.
| Metric | Value |
|---|---|
| Valuation | |
| P/E (TTM) | 23.04 |
| DCF value (model) | $81.59 (0.7% upside) |
| PEG (TTM) | N/A |
| P/B (TTM) | N/A |
| P/S (TTM) | 2.19 |
| P/FCF (TTM) | 21.86 |
| Liquidity & enterprise | |
| Current Ratio (TTM) | 0.85 |
| Quick Ratio (TTM) | 0.77 |
| Cash Ratio (TTM) | 0.14 |
| Profitability | |
| ROE (TTM) | N/A |
| ROA (TTM) | N/A |
| Revenue growth (YoY) | N/A |
| Net margin (TTM) | 9.59% |
| Gross margin (TTM) | 30.28% |
| Operating margin (TTM) | 14.78% |
| Debt to equity (TTM) | N/A |
Latest News
News loads when you open this tab.
Price Target, Ratings & Grades
Analyst price targets, consensus, rating snapshot, and institutional grades for OTIS.
Analyst Sentiment at a Glance
Stock Grades (Institutions)
| Institution | Action | Previous Grade | New Grade | Date |
|---|---|---|---|---|
| Wolfe Research | downgrade | Outperform | Peer Perform | 2026-04-08 |
| Barclays | maintain | Underweight | Underweight | 2026-04-01 |
| Wells Fargo | maintain | Equal Weight | Equal Weight | 2026-04-01 |
| JP Morgan | maintain | Overweight | Overweight | 2026-01-16 |
| Wells Fargo | maintain | Equal Weight | Equal Weight | 2025-12-15 |
| Barclays | maintain | Underweight | Underweight | 2025-10-30 |
| JP Morgan | maintain | Overweight | Overweight | 2025-10-15 |
| Wolfe Research | upgrade | Peer Perform | Outperform | 2025-10-08 |
| Wells Fargo | maintain | Equal Weight | Equal Weight | 2025-10-06 |
| JP Morgan | maintain | Overweight | Overweight | 2025-09-18 |
| RBC Capital | maintain | Outperform | Outperform | 2025-07-28 |
| Wolfe Research | upgrade | Underperform | Peer Perform | 2025-07-25 |
| JP Morgan | maintain | Overweight | Overweight | 2025-07-24 |
| Barclays | maintain | Underweight | Underweight | 2025-07-24 |
| Wells Fargo | maintain | Equal Weight | Equal Weight | 2025-07-24 |
| JP Morgan | upgrade | Neutral | Overweight | 2025-07-15 |
| Barclays | maintain | Underweight | Underweight | 2025-07-09 |
| Morgan Stanley | maintain | Equal Weight | Equal Weight | 2025-07-08 |
| Wells Fargo | maintain | Equal Weight | Equal Weight | 2025-07-01 |
| JP Morgan | maintain | Neutral | Neutral | 2025-05-16 |
| RBC Capital | maintain | Outperform | Outperform | 2025-04-28 |
| Barclays | maintain | Underweight | Underweight | 2025-04-25 |
| Wells Fargo | maintain | Equal Weight | Equal Weight | 2025-04-24 |
| JP Morgan | maintain | Neutral | Neutral | 2025-04-08 |
| Barclays | maintain | Underweight | Underweight | 2025-03-26 |
| JP Morgan | maintain | Neutral | Neutral | 2025-01-30 |
| Wells Fargo | maintain | Equal Weight | Equal Weight | 2025-01-30 |
| JP Morgan | maintain | Neutral | Neutral | 2025-01-15 |
| Barclays | maintain | Underweight | Underweight | 2025-01-08 |
| Wells Fargo | maintain | Equal Weight | Equal Weight | 2025-01-07 |