Otis Worldwide Corp (OTIS) stock
OTISNYSEElectronic & Other Electrical Equipment (No Computer Equip)Fiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Oct 29, 2026Score 17/3023% below fair value
$77.50+0.36 (+0.47%)
Close on Nov 13, 2026Market cap $29.51BP/E 19.3Yield 2.13%
Otis Worldwide statistics
103 measures from SEC filings and the closing price. Hover a name for the formula; the last column is the median of companies in the same industry group.
Important dates
- Next earnings
- Jan 27, 2027 (estimated, before the open)
- Last ex-dividend date
- Aug 14, 2026
- Fundamentals through
- Sep 30, 2026
- Share price as of
- Nov 13, 2026
Valuation ratiosIndustry
- P/OCF Ratio
- 16.09
- 22.76
Enterprise valuationIndustry
- EV / Sales
- 2.45
- 2.29
- EV / EBIT
- 15.96
- 25.34
- EV / FCF
- 22.16
- 31.33
Share statisticsIndustry
- Shares Change (YoY)
- -2.64%
- 2.33%
- Float
- 380M
- 50M
- Shares Held by Insiders
- 0.14%
- 5.37%
- Shares Held by Institutions
- 93.8%
- 62.9%
Short sellingIndustry
- Short Interest
- 16M
- –
- Short Interest Change
- 0.39%
- -0.52%
- Short % of Float
- 4.25%
- 6.90%
- Short % of Shares Outstanding
- 4.25%
- 5.16%
- Days to Cover
- 3.23
- 3.55
Stock price statisticsIndustry
- 52-Week High
- $94.56
- –
- 52-Week Low
- $63.58
- –
- 20-Day Moving Average
- $76.07
- –
- 50-Day Moving Average
- $71.00
- –
- 200-Day Moving Average
- $75.72
- –
- Average True Range (14)
- $1.70
- –
- Price Change (1 Week)
- -1.85%
- 2.26%
- Price Change (1 Month)
- 10.1%
- -13.0%
- Price Change (3 Months)
- 9.84%
- -28.2%
- Price Change (6 Months)
- 9.14%
- -34.3%
- Price Change (YTD)
- -11.3%
- -1.61%
- Price Change (1 Year)
- -14.8%
- -1.02%
- Price Change (3 Years)
- -7.67%
- 16.8%
- Price Change (5 Years)
- -9.49%
- -29.9%
- Average Volume (10 Days)
- 4M
- –
- Average Volume (20 Days)
- 5M
- –
- Average Volume (90 Days)
- 4M
- –
- Relative Volume
- 0.61
- 0.78
- Relative Strength Index (14)
- 61.0
- 42.5
- Volatility (1 Year)
- 23.3%
- 81.9%
- Beta (5 Years)
- 0.73
- 1.38
MarginsIndustry
- Pretax Margin
- 13.9%
- 2.97%
- EBITDA Margin
- 16.5%
- 4.94%
- FCF Margin
- 11.1%
- 2.73%
Returns on capitalIndustry
- Return on Assets (ROA)
- 14.1%
- -1.58%
- Return on Invested Capital (ROIC)
- 93.6%
- 1.66%
- Return on Capital Employed (ROCE)
- 71.3%
- 0.42%
Financial positionIndustry
- Current Ratio
- 0.86
- 2.34
- Quick Ratio
- 0.61
- 1.31
- Debt / EBITDA
- 3.32
- 2.03
- Debt / FCF
- 4.95
- 2.32
- Net Debt / EBITDA
- 2.97
- 0.66
- Interest Coverage
- 9.60
- 0.05
GrowthIndustry
- Revenue Growth (YoY)
- 5.77%
- 13.8%
- Net Income Growth (YoY)
- 15.5%
- 15.2%
- EPS Growth (YoY)
- 18.6%
- 19.8%
- FCF Growth (YoY)
- 26.5%
- 12.8%
- Revenue Growth (3Y CAGR)
- 1.79%
- 1.79%
- Revenue Growth (5Y CAGR)
- 2.50%
- 7.18%
- EPS Growth (3Y CAGR)
- 5.74%
- 5.05%
- EPS Growth (5Y CAGR)
- 11.0%
- 10.6%
EfficiencyIndustry
- Asset Turnover
- 1.37
- 0.66
- Revenue Per Employee
- $210.21K
- $373.11K
- Profits Per Employee
- $21.61K
- -$6.97K
- Employee Count
- 72,000
- 534
- WACC
- 7.68%
- 11.4%
Income statement (TTM)Industry
- Pretax Income
- $2.11B
- $831.50K
Balance sheetIndustry
- Net Cash (Debt)
- -$7.41B
- $7.36M
- Net Cash Per Share
- -$19.46
- $0.33
- Equity (Book Value)
- -$5.43B
- $198.19M
- Book Value Per Share
- -$14.26
- $5.54
- Tangible Book Value
- -$7.66B
- $63.35M
- Working Capital
- -$1.13B
- $143.99M
Cash flow (TTM)Industry
- Capital Expenditures
- -$161.00M
- -$18.91M
- FCF Per Share
- $4.39
- $0.21
Dividends and yieldsIndustry
- Earnings Yield
- 5.27%
- -0.28%
- FCF Yield
- 5.67%
- 0.86%
- Dividend Yield
- 2.13%
- 0.88%
- Buyback Yield
- 2.74%
- 0.47%
- Shareholder Yield
- 4.86%
- 0.97%
- Dividend Per Share
- $1.65
- $1.02
- Dividend Growth (YoY)
- 9.27%
- 5.68%
- Years of Dividend Growth
- 6
- 1
- Payout Ratio
- 42.5%
- 39.3%
- FCF Payout Ratio
- 39.6%
- 22.9%
Taxes and interestIndustry
- Interest Expense
- $242.00M
- $9.04M
- Income Tax
- $493.00M
- $3.09M
- Effective Tax Rate
- 23.4%
- 18.5%
Scores and fair valueIndustry
- Altman Z-Score
- 2.99
- 2.74
- Piotroski F-Score
- 4
- 5
- Lynch Fair Value
- $44.09
- –
- Lynch Upside
- -43.1%
- -31.8%
Total return vs. the S&P 500
Price change plus reinvested dividends, to the close on Nov 13, 2026. The S&P 500 is measured by the SPY fund.
| Period | OTIS | S&P 500 | Difference | OTIS per year | S&P 500 per year |
|---|---|---|---|---|---|
| 1 month | +14.5% | -3.0% | +17.5 pts | ||
| 3 months | +6.8% | -2.8% | +9.5 pts | ||
| Year to date | -9.8% | +11.5% | −21.3 pts | ||
| 1 year | -12.6% | +13.5% | −26.1 pts | ||
| 3 years | +0.1% | +77.7% | −77.6 pts | +0.0% | +21.1% |
| 5 years | -1.7% | +72.6% | −74.3 pts | -0.3% | +11.5% |
Short interest
Shares sold short and not yet covered, reported by brokers to FINRA twice a month. Latest settlement date Oct 30, 2026.
16M OTIS shares were sold short on Oct 30, 2026, up 0.4% from the previous report, or 4.25% of the shares available to trade. At recent volumes it would take 3.2 days to buy them back. Over the last 20 sessions, 57.6% of the volume reported to FINRA was short selling.
| Settlement date | Shares short | Change | Avg. daily volume | Days to cover |
|---|---|---|---|---|
| Oct 30, 2026 | 16,161,819 | +0.4% | 5,009,065 | 3.2 |
| Oct 15, 2026 | 16,099,402 | -6.1% | 4,791,062 | 3.4 |
| Sep 30, 2026 | 17,143,910 | +7.3% | 5,505,508 | 3.1 |
| Sep 15, 2026 | 15,981,493 | +5.5% | 3,804,264 | 4.2 |
| Aug 31, 2026 | 15,148,224 | +1.2% | 3,289,039 | 4.6 |
| Aug 14, 2026 | 14,966,971 | +4.1% | 2,993,931 | 5.0 |
| Jul 31, 2026 | 14,376,624 | +0.8% | 4,517,550 | 3.2 |
| Jul 15, 2026 | 14,263,942 | -6.6% | 3,099,214 | 4.6 |
| Jun 30, 2026 | 15,277,938 | +4.0% | 4,413,351 | 3.5 |
| Jun 15, 2026 | 14,692,637 | +21.6% | 3,334,930 | 4.4 |
| May 29, 2026 | 12,084,399 | -7.3% | 3,656,056 | 3.3 |
| May 15, 2026 | 13,041,778 | -15.1% | 4,177,678 | 3.1 |
Ratios use trailing-twelve-month results and the latest balance sheet. How we calculate.
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