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ISIN
US68902V1070
CUSIP
68902V107
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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S&P 500 Index

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-2.21%8.86%-16.72%1.04%-8.49%2.32%-16.14%
20253.03%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%
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%

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
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.


OTIS Risk / Return Rank: 1010
Overall Rank
OTIS Sharpe Ratio Rank: 77
Sharpe Ratio Rank
OTIS Sortino Ratio Rank: 1111
Sortino Ratio Rank
OTIS Omega Ratio Rank: 1010
Omega Ratio Rank
OTIS Calmar Ratio Rank: 1515
Calmar Ratio Rank
OTIS Martin Ratio Rank: 99
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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.


OTISBenchmarkDifference
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.


0.80%1.00%1.20%1.40%1.60%1.80%$0.00$0.50$1.00$1.50202020212022202320242025
Dividends
Dividend Yield
PeriodTTM202520242023202220212020
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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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 1mo9mo 29d
1y 10moAug 2021 - Jul 2023
2023 correction2023
-16.70%Oct 2023
2mo 25d1mo 20d
4mo 15dAug 2023 - Dec 2023
COVID crash2020
-12.00%Apr 2020
1d27d
28dApr 2020 - Apr 2020
COVID crash2020
-11.60%Mar 2020
3d7d
10dMar 2020 - Mar 2020

Drawdown Indicators


OTISBenchmarkDifference

Max Drawdown

Largest 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 Drawdown

Current decline from peak

-29.39%

-1.80%

-27.59%

Average Drawdown

Average peak-to-trough decline

-9.06%

-10.71%

+1.65%

Ulcer Index

Depth 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.


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

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

Values in undefined except per share items
Portfolio Analyzer

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