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Otis Worldwide Corporation (OTIS)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US68902V1070

CUSIP

68902V107

IPO Date

Mar 19, 2020

Highlights

Market Cap

$39.15B

EPS (TTM)

$4.07

PE Ratio

24.31

PEG Ratio

2.59

Total Revenue (TTM)

$10.82B

Gross Profit (TTM)

$3.23B

EBITDA (TTM)

$1.65B

Year Range

$89.12 - $106.83

Target Price

$99.97

Short %

1.86%

Short Ratio

2.55

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Otis Worldwide Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


110.00%120.00%130.00%140.00%150.00%160.00%NovemberDecember2025FebruaryMarchApril
119.08%
123.12%
OTIS (Otis Worldwide Corporation)
Benchmark (^GSPC)

Returns By Period

Otis Worldwide Corporation had a return of 0.06% year-to-date (YTD) and -3.77% in the last 12 months.


OTIS

YTD

0.06%

1M

-8.96%

6M

-9.55%

1Y

-3.77%

5Y*

15.75%

10Y*

N/A

^GSPC (Benchmark)

YTD

-8.60%

1M

-6.79%

6M

-7.27%

1Y

6.02%

5Y*

13.70%

10Y*

9.79%

*Annualized

Monthly Returns

The table below presents the monthly returns of OTIS, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20253.03%4.99%3.43%-10.56%0.06%
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%
20235.01%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%
202010.50%1.82%3.81%8.00%10.34%0.57%-0.76%-1.83%9.57%0.91%50.78%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of OTIS is 46, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of OTIS is 4646
Overall Rank
The Sharpe Ratio Rank of OTIS is 5050
Sharpe Ratio Rank
The Sortino Ratio Rank of OTIS is 4040
Sortino Ratio Rank
The Omega Ratio Rank of OTIS is 4141
Omega Ratio Rank
The Calmar Ratio Rank of OTIS is 4747
Calmar Ratio Rank
The Martin Ratio Rank of OTIS is 4949
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Otis Worldwide Corporation (OTIS) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The chart of Sharpe ratio for OTIS, currently valued at -0.06, compared to the broader market-2.00-1.000.001.002.003.00
OTIS: -0.06
^GSPC: 0.43
The chart of Sortino ratio for OTIS, currently valued at 0.07, compared to the broader market-6.00-4.00-2.000.002.004.00
OTIS: 0.07
^GSPC: 0.72
The chart of Omega ratio for OTIS, currently valued at 1.01, compared to the broader market0.501.001.502.00
OTIS: 1.01
^GSPC: 1.11
The chart of Calmar ratio for OTIS, currently valued at -0.10, compared to the broader market0.001.002.003.004.00
OTIS: -0.10
^GSPC: 0.44
The chart of Martin ratio for OTIS, currently valued at -0.21, compared to the broader market-5.000.005.0010.0015.0020.00
OTIS: -0.21
^GSPC: 1.82

The current Otis Worldwide Corporation Sharpe ratio is -0.06. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Otis Worldwide Corporation with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
-0.06
0.43
OTIS (Otis Worldwide Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

Otis Worldwide Corporation provided a 1.69% dividend yield over the last twelve months, with an annual payout of $1.56 per share. The company has been increasing its dividends for 4 consecutive years.


0.80%1.00%1.20%1.40%1.60%$0.00$0.50$1.00$1.5020202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020
Dividend$1.56$1.51$1.31$1.11$0.92$0.60

Dividend yield

1.69%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.39$0.00$0.00$0.39
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
2020$0.20$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.60

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%25.0%
OTIS: 1.7%
Otis Worldwide Corporation has a dividend yield of 1.69%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%
OTIS: 40.7%
Otis Worldwide Corporation has a payout ratio of 40.73%, 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.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-12.24%
-12.50%
OTIS (Otis Worldwide Corporation)
Benchmark (^GSPC)

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 29.99%, occurring on Sep 30, 2022. Recovery took 204 trading sessions.

The current Otis Worldwide Corporation drawdown is 12.24%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-29.99%Aug 31, 2021274Sep 30, 2022204Jul 26, 2023478
-16.7%Aug 1, 202361Oct 25, 202335Dec 14, 202396
-14.04%Oct 21, 202456Jan 10, 2025
-12%Apr 1, 20202Apr 2, 202018Apr 29, 202020
-11.6%Mar 20, 20202Mar 23, 20205Mar 30, 20207

Volatility

Volatility Chart

The current Otis Worldwide Corporation volatility is 13.96%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
13.96%
14.04%
OTIS (Otis Worldwide Corporation)
Benchmark (^GSPC)

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.

Annual
Quarterly

0.0

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
20.040.060.080.0100.0
OTIS: 24.3
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 24.3. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
2.04.06.08.010.0
OTIS: 2.6
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 2.6. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.
PS Ratio
2.04.06.08.010.0
OTIS: 2.7
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 2.7. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
2.04.06.08.010.0
OTIS: 13.2
The chart illustrates the Price-to-Book (P/B) ratio for OTIS in comparison with other companies in the Specialty Industrial Machinery industry. Currently, OTIS has a P/B value of 13.2. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

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

Values in undefined except per share items