- ISIN
- US68902V1070
- CUSIP
- 68902V107
- Sector
- Industrials
- Industry
- Specialty Industrial Machinery
- IPO Date
- Mar 19, 2020
Highlights
- Market Cap
- $28.24B
- Enterprise Value
- $36.56B
- EPS (TTM)
- $3.77
- PE Ratio
- 19.25
- PEG Ratio
- 3.33
- Total Revenue (TTM)
- $14.65B
- Gross Profit (TTM)
- $4.45B
- EBITDA (TTM)
- $2.44B
- Year Range
- $69.16 - $101.42
- Target Price
- $94.00
- ROA (TTM)
- 14.05%
- ROE (TTM)
- -26.07%
Share Price Chart
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Performance
OTIS Performance Chart
Otis Worldwide Corporation (OTIS) is down 16.1% since the beginning of the year. At $72 per share, OTIS is trading 28.5% below its 52-week high of $101. Investors who bought $1,000 worth of OTIS shares 5 years ago would now be looking at an investment worth $971.
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Returns By Period
Otis Worldwide Corporation (OTIS) has returned -16.14% so far this year and -21.40% over the past 12 months.
Otis Worldwide Corporation
- 1D
- -1.08%
- 1M
- -0.40%
- YTD
- -16.14%
- 6M
- -16.03%
- 1Y
- -21.40%
- 3Y*
- -4.02%
- 5Y*
- -0.58%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
OTIS Monthly Returns History
Based on dividend-adjusted daily data since Mar 19, 2020, OTIS's average daily return is +0.06%, while the average monthly return is +1.16%. At this rate, an investment would double in approximately 5.0 years.
Historically, 58% of months were positive and 42% were negative. The best month was Mar 2020 with a return of +25.0%, while the worst month was Mar 2026 at -16.7%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 4 months.
On a daily basis, OTIS closed higher 53% of trading days. The best single day was Mar 19, 2020 with a return of +13.1%, while the worst single day was Jul 23, 2025 at -12.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.21% | 8.86% | -16.72% | 1.04% | -8.49% | 2.32% | -16.14% | ||||||
| 2025 | 3.03% | 4.99% | 3.43% | -6.72% | -0.53% | 3.85% | -13.46% | 1.29% | 5.85% | 1.45% | -3.77% | -1.69% | -3.99% |
| 2024 | -1.15% | 8.16% | 4.17% | -8.13% | 9.21% | -2.96% | -1.83% | 0.62% | 9.77% | -5.52% | 5.28% | -10.07% | 5.17% |
| 2023 | 5.01% | 3.26% | -0.26% | 1.07% | -6.41% | 11.95% | 2.19% | -5.57% | -6.13% | -3.86% | 11.57% | 4.29% | 16.04% |
| 2022 | -1.88% | -8.03% | -1.76% | -5.34% | 2.55% | -5.01% | 10.61% | -7.28% | -11.66% | 10.72% | 10.96% | 0.28% | -8.76% |
| 2021 | -4.29% | -1.15% | 7.44% | 13.76% | 0.90% | 4.39% | 9.51% | 3.26% | -10.78% | -2.39% | 0.39% | 8.30% | 30.41% |
Benchmark Metrics
Otis Worldwide Corporation has an annualized alpha of 0.42%, beta of 0.70, and R2 of 0.25 versus S&P 500 Index. Calculated based on daily prices since March 19, 2020.
- This stock participated in 106.97% of S&P 500 Index downside but only 78.98% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.25 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 0.42%
- Beta
- 0.70
- R²
- 0.25
- Upside Capture
- 78.98%
- Downside Capture
- 106.97%
Return for Risk
Risk / Return Rank
OTIS ranks 10 for risk / return — in the bottom 10% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Otis Worldwide Corporation (OTIS) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| OTIS | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.94 | ||
| Sortino ratioReturn per unit of downside risk | -3.85 | ||
| Omega ratioGain probability vs. loss probability | 0.85 | 1.37 | -0.52 |
| Calmar ratioReturn relative to maximum drawdown | -0.72 | 2.78 | -3.50 |
| Martin ratioReturn relative to average drawdown | -1.37 | 12.44 | -13.81 |
Dividends
Dividend History
Otis Worldwide Corporation provided a 2.35% dividend yield over the last twelve months, with an annual payout of $1.70 per share. The company has been increasing its dividends for 5 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Dividend | $1.70 | $1.65 | $1.51 | $1.31 | $1.11 | $0.92 | $0.60 |
Dividend yield | 2.35% | 1.89% | 1.63% | 1.46% | 1.42% | 1.06% | 0.89% |
Monthly Dividends
The table displays the monthly dividend distributions for Otis Worldwide Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.42 | $0.00 | $0.00 | $0.44 | $0.00 | $0.86 | ||||||
| 2025 | $0.00 | $0.39 | $0.00 | $0.00 | $0.42 | $0.00 | $0.00 | $0.42 | $0.00 | $0.00 | $0.42 | $0.00 | $1.65 |
| 2024 | $0.00 | $0.34 | $0.00 | $0.00 | $0.39 | $0.00 | $0.00 | $0.39 | $0.00 | $0.00 | $0.39 | $0.00 | $1.51 |
| 2023 | $0.00 | $0.29 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.34 | $0.00 | $1.31 |
| 2022 | $0.00 | $0.24 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.29 | $0.00 | $1.11 |
| 2021 | $0.00 | $0.20 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.24 | $0.00 | $0.92 |
Dividend Yield & Payout
Dividend Yield
Otis Worldwide Corporation has a dividend yield of 2.35%, which is quite average when compared to the overall market.
Payout Ratio
Otis Worldwide Corporation has a payout ratio of 44.23%, which is quite average when compared to the overall market. This suggests that Otis Worldwide Corporation strikes a balance between reinvesting profits for growth and paying dividends to shareholders.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Otis Worldwide Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Otis Worldwide Corporation was 32.44%, occurring on Jun 1, 2026. The portfolio has not yet recovered.
The current Otis Worldwide Corporation drawdown is 29.39%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2026 bear market2026 | -32.44%Jun 2026 | 1y 7mo | — | 1y 8moOct 2024 - now |
Bear market2022 | -29.99%Sep 2022 | 1y 1mo | 9mo 29d | 1y 10moAug 2021 - Jul 2023 |
2023 correction2023 | -16.70%Oct 2023 | 2mo 25d | 1mo 20d | 4mo 15dAug 2023 - Dec 2023 |
COVID crash2020 | -12.00%Apr 2020 | 1d | 27d | 28dApr 2020 - Apr 2020 |
COVID crash2020 | -11.60%Mar 2020 | 3d | 7d | 10dMar 2020 - Mar 2020 |
Drawdown Indicators
| OTIS | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.44% | -56.78% | +24.34% |
Max Drawdown (1Y)Largest decline over 1 year | -30.00% | -9.10% | -20.90% |
Max Drawdown (3Y)Largest decline over 3 years | -32.44% | -18.90% | -13.54% |
Max Drawdown (5Y)Largest decline over 5 years | -32.44% | -25.43% | -7.01% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -29.39% | -1.80% | -27.59% |
Average DrawdownAverage peak-to-trough decline | -9.06% | -10.71% | +1.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.59% | 2.03% | +13.56% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Otis Worldwide Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Otis Worldwide Corporation is priced in the market compared to other companies in the Specialty Industrial Machinery industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for OTIS, comparing it with other companies in the Specialty Industrial Machinery industry. Currently, OTIS has a P/E ratio of 19.3. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for OTIS compared to other companies in the Specialty Industrial Machinery industry. OTIS currently has a PEG ratio of 3.3. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for OTIS relative to other companies in the Specialty Industrial Machinery industry. Currently, OTIS has a P/S ratio of 1.9. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
Income Statement
| TTM | |
|---|---|
Revenue | — |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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