Otis Worldwide (OTIS) Stock Analysis

November 11, 2026

This is a peer-relative look at Otis Worldwide (OTIS): its performance, risk, profitability, growth, financial strength, dividend, and valuation are each measured against its Capital Goods peers, so every number reads in context rather than in isolation.

Company Profile

Company profile fields for Otis Worldwide (OTIS)
Profile Item	OTIS
Name	Otis Worldwide Corporation
Country/Region	United States
GICS Sector	Industrials
GICS Industry Group	Capital Goods
GICS Industry	Machinery
GICS Sub-Industry	Industrial Machinery & Supplies & Components
Market Capitalization	30.06 billion USD
Currency	USD
Exchange	NYSE
Listing Date	March 19, 2020
Security Type	Common Stock

Price Performance

Cumulative Growth

OTIS

GSPC

Otis Worldwide (OTIS) vs. S&P 500 (GSPC): Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Otis Worldwide (OTIS) and S&P 500 (GSPC). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Otis Worldwide (OTIS) and S&P 500 (GSPC). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Otis Worldwide (OTIS) metric values compared with Capital Goods industry-group medians
Metric	Current stock: OTIS	Industry group median
Total Return (1Y)	-10.81%	6.84%
Total Return (3Y, Annualized)	1.33%	17.66%
Total Return (5Y, Annualized)	0.66%	9.09%

Risk Profile

Drawdown History

OTIS

GSPC

Otis Worldwide (OTIS) vs. S&P 500 (GSPC): Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Otis Worldwide (OTIS) and S&P 500 (GSPC). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Otis Worldwide (OTIS) metric values compared with Capital Goods industry-group medians
Metric	Current stock: OTIS	Industry group median
Volatility (1Y, Annualized)	23.24%	44.38%
Beta (5Y)	0.85	1.19
Max Drawdown (5Y)	-37.22%	-49.95%

Risk-Adjusted Performance

Risk-Return Positioning

Each dot is a stock plotted by 1-year volatility (risk) and 1-year return. OTIS is highlighted; the dashed line is the Capital Allocation Line from the risk-free rate through the industry median — dots above it are stronger on a risk-adjusted basis.

Risk-Adjusted Metrics

Otis Worldwide (OTIS) metric values compared with Capital Goods industry-group medians
Metric	Current stock: OTIS	Industry group median
Sharpe Ratio (1Y)	-0.65	0.06
Sortino Ratio (1Y)	-0.92	0.09

Profitability

ROE (TTM)

No usable ROE is available for Otis Worldwide (OTIS) this period, so the shareholder-equity return read is skipped.

OTIS

Capital Goods industry group

Group distribution

Max: 40.55%
Q3: 19.29%
Median: 12.12%
Q1: 4.08%
Min: -17.12%
OTIS: --

Largest peers

GEV: 93.04%
CAT: 56.14%
GE: 50.17%
DE: 18.24%
RTX: 12.85%
OTIS: --
BA: --

Otis Worldwide (OTIS) doesn’t report ROE this period; the box shows the Capital Goods group’s distribution and the dots its largest members.

Net Margin (TTM)

Otis Worldwide (OTIS) keeps 10.28% of revenue as net profit, roughly in line with the peer group’s normal net margin range. Its full cost stack is taking a typical share of sales for the industry.

OTIS

Capital Goods industry group

10.28%

Group distribution

Max: 27.47%
Q3: 12.10%
OTIS: 10.28%
Median: 6.30%
Q1: 1.40%
Min: -12.89%

Largest peers

GEV: 23.54%
GE: 17.31%
CAT: 15.21%
OTIS: 10.28%
DE: 10.17%
RTX: 8.75%
BA: 8.07%

Where Otis Worldwide (OTIS) stands on net margin within its Capital Goods peer group — the box is the group’s distribution and the dots its largest members.

Operating Margin (TTM)

Otis Worldwide (OTIS) turns 15.97% of revenue into operating profit, roughly in line with the peer group’s normal operating margin range. Its core cost structure looks typical for the industry.

OTIS

Capital Goods industry group

15.97%

Group distribution

Max: 36.60%
Q3: 18.33%
OTIS: 15.97%
Median: 11.12%
Q1: 5.14%
Min: -12.63%

Largest peers

CAT: 20.19%
GE: 18.49%
OTIS: 15.97%
RTX: 15.54%
DE: 13.37%
GEV: 12.77%
BA: 0.30%

Where Otis Worldwide (OTIS) stands on operating margin within its Capital Goods peer group — the box is the group’s distribution and the dots its largest members.

Profitability Metrics

Otis Worldwide (OTIS) metric values compared with Capital Goods industry-group medians
Metric	Current stock: OTIS	Industry group median
ROE (TTM)	--	12.12%
ROA (TTM)	13.26%	5.29%
Net Margin (TTM)	10.28%	6.30%
Operating Margin (TTM)	15.97%	11.12%
Gross Margin (TTM)	29.95%	29.63%

Growth

Revenue Growth

Otis Worldwide (OTIS) grew revenue 1.19%, in the lower peer quartile. The top line is expanding more slowly than at most peers, which can reflect softer demand, lost share, or weaker pricing.

Otis Worldwide (OTIS): Revenue Growth across different time periods, set against Capital Goods industry-group medians.

EPS Growth

Otis Worldwide (OTIS) grew earnings per share -14.00%, roughly around the peer group's normal range. Bottom-line momentum looks broadly typical for the industry.

Otis Worldwide (OTIS): EPS Growth across different time periods, set against Capital Goods industry-group medians.

Growth Metrics

Otis Worldwide (OTIS) metric values compared with Capital Goods industry-group medians
Metric	Current stock: OTIS	Industry group median
Revenue Growth (YoY)	1.19%	8.11%
Revenue Growth (3Y CAGR)	1.79%	6.45%
EPS Growth (YoY)	-14.00%	5.45%
EPS Growth (3Y CAGR)	5.74%	7.15%

Financial Strength

Current Ratio (MRQ)

Otis Worldwide (OTIS) has current ratio of 0.86, in the tighter-liquidity quartile for its industry. The short-term cushion is thinner than most peers carry, even if the absolute comfort level still depends on the business model.

OTIS

Capital Goods industry group

0.86

Group distribution

Max: 5.22
Q3: 2.95
Median: 2.08
Q1: 1.43
OTIS: 0.86
Min: 0.36

Largest peers

DE: 2.13
CAT: 1.42
BA: 1.13
RTX: 1.05
GE: 0.98
OTIS: 0.86
GEV: 0.83

Where Otis Worldwide (OTIS) stands on current ratio within its Capital Goods peer group — the box is the group’s distribution and the dots its largest members.

Debt / Equity (MRQ)

No usable debt-to-equity ratio is available for Otis Worldwide (OTIS) this period, so the balance-sheet leverage read is skipped.

OTIS

Capital Goods industry group

Group distribution

Max: 2.33
Q3: 1.12
Median: 0.60
Q1: 0.29
Min: 0.00
OTIS: --

Largest peers

BA: 7.39
DE: 2.30
CAT: 2.10
GE: 1.16
RTX: 0.55
GEV: 0.30
OTIS: --

Otis Worldwide (OTIS) doesn’t report debt-to-equity ratio this period; the box shows the Capital Goods group’s distribution and the dots its largest members.

Financial Strength Metrics

Otis Worldwide (OTIS) metric values compared with Capital Goods industry-group medians
Metric	Current stock: OTIS	Industry group median
Current Ratio (MRQ)	0.86	2.08
Debt / Equity (MRQ)	--	0.60
Net Debt / EBITDA	3.12	1.78

Dividends

Dividend Yield (TTM)

Otis Worldwide (OTIS) has dividend yield of 2.16%, in the upper peer-yield quartile while still inside the industry range. The dividend offers more cash income per dollar of share price than most peers, though payout coverage still matters.

OTIS

Capital Goods industry group

2.16%

Group distribution

Max: 2.66%
OTIS: 2.16%
Q3: 1.14%
Median: 0.24%
Q1: 0.00%
Min: 0.00%

Largest peers

OTIS: 2.16%
RTX: 1.47%
CAT: 1.13%
DE: 0.98%
GE: 0.56%
GEV: 0.26%
BA: 0.00%

Where Otis Worldwide (OTIS) stands on dividend yield within its Capital Goods peer group — the box is the group’s distribution and the dots its largest members.

Dividend Payout Ratio (TTM)

Otis Worldwide (OTIS) has payout ratio of 42.79%, above the industry’s usual payout band. A larger share of earnings is going to dividends, so the cushion narrows if profit weakens.

OTIS

Capital Goods industry group

42.79%

Group distribution

Max: 67.39%
OTIS: 42.79%
Q3: 28.02%
Median: 6.86%
Q1: 0.00%
Min: 0.00%

Largest peers

RTX: 45.85%
OTIS: 42.79%
DE: 36.02%
CAT: 24.18%
GE: 20.23%
GEV: 4.59%
BA: 0.00%

Where Otis Worldwide (OTIS) stands on payout ratio within its Capital Goods peer group — the box is the group’s distribution and the dots its largest members.

Dividend Metrics

Otis Worldwide (OTIS) metric values compared with Capital Goods industry-group medians
Metric	Current stock: OTIS	Industry group median
Dividend Yield (TTM)	2.16%	0.24%
Dividend Payout Ratio (TTM)	42.79%	6.86%

Valuation

P/E Ratio (TTM)

Otis Worldwide (OTIS) trades at P/E ratio of 19.64, near the industry’s usual earnings multiple. The stock is not showing a clear peer discount or premium on trailing earnings.

OTIS

Capital Goods industry group

19.64

Group distribution

Max: 59.38
Q3: 35.92
Median: 25.41
OTIS: 19.64
Q1: 19.47
Min: 3.03

Largest peers

DE: 37.33
GE: 36.94
RTX: 30.82
CAT: 21.92
GEV: 20.32
OTIS: 19.64
BA: 17.89

Where Otis Worldwide (OTIS) stands on P/E ratio within its Capital Goods peer group — the box is the group’s distribution and the dots its largest members.

P/S Ratio (TTM)

Otis Worldwide (OTIS) trades at 1.99 on P/S ratio, roughly in the peer group’s normal range. The market is not making a strong cheap-or-rich statement about its revenue base.

OTIS

Capital Goods industry group

1.99

Group distribution

Max: 7.54
Q3: 3.76
Median: 2.15
OTIS: 1.99
Q1: 1.03
Min: 0.03

Largest peers

GE: 6.38
GEV: 4.65
DE: 3.78
CAT: 3.29
RTX: 2.66
OTIS: 1.99
BA: 1.45

Where Otis Worldwide (OTIS) stands on P/S ratio within its Capital Goods peer group — the box is the group’s distribution and the dots its largest members.

P/B Ratio (MRQ)

Otis Worldwide (OTIS) has negative P/B ratio of -5.54, which means reported book equity is negative. Price-to-book breaks down in this situation and should not be used as a valuation signal.

OTIS

Capital Goods industry group

-5.54

Group distribution

Max: 9.66
Q3: 5.00
Median: 3.12
Q1: 1.81
Min: -1.08
OTIS: -5.54

Largest peers

BA: 20.99
GE: 19.06
GEV: 18.00
CAT: 11.90
DE: 6.47
RTX: 3.69
OTIS: -5.54

Where Otis Worldwide (OTIS) stands on P/B ratio within its Capital Goods peer group — the box is the group’s distribution and the dots its largest members.

Valuation Metrics

Otis Worldwide (OTIS) metric values compared with Capital Goods industry-group medians
Metric	Current stock: OTIS	Industry group median
P/E Ratio (TTM)	19.64	25.41
P/S Ratio (TTM)	1.99	2.15
P/B Ratio (MRQ)	-5.54	3.12
Free Cash Flow Yield (TTM)	4.61%	3.03%