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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

$38.20B

EPS (TTM)

$3.82

PE Ratio

25.34

PEG Ratio

2.61

Total Revenue (TTM)

$14.17B

Gross Profit (TTM)

$4.23B

EBITDA (TTM)

$2.10B

Year Range

$88.74 - $106.37

Target Price

$101.86

Short %

1.72%

Short Ratio

1.80

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


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S&P 500

Returns By Period

Otis Worldwide Corporation (OTIS) returned 5.37% year-to-date (YTD) and 0.83% over the past 12 months.


OTIS

YTD

5.37%

1M

4.59%

6M

-4.76%

1Y

0.83%

3Y*

10.35%

5Y*

15.00%

10Y*

N/A

^GSPC (Benchmark)

YTD

-1.34%

1M

5.02%

6M

-3.08%

1Y

9.39%

3Y*

13.76%

5Y*

14.45%

10Y*

10.68%

*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%-6.72%0.96%5.37%
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%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of OTIS is 49, 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 4949
Overall Rank
The Sharpe Ratio Rank of OTIS is 5454
Sharpe Ratio Rank
The Sortino Ratio Rank of OTIS is 4343
Sortino Ratio Rank
The Omega Ratio Rank of OTIS is 4343
Omega Ratio Rank
The Calmar Ratio Rank of OTIS is 5353
Calmar Ratio Rank
The Martin Ratio Rank of OTIS is 5252
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 Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Otis Worldwide Corporation Sharpe ratios as of May 27, 2025 (values are recalculated daily):

  • 1-Year: 0.06
  • 5-Year: 0.66
  • All Time: 0.68

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Otis Worldwide Corporation compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History

Otis Worldwide Corporation provided a 1.64% dividend yield over the last twelve months, with an annual payout of $1.59 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$1.59$1.51$1.31$1.11$0.92$0.60

Dividend yield

1.64%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$0.42$0.81
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

Otis Worldwide Corporation has a dividend yield of 1.64%, 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

Otis Worldwide Corporation has a payout ratio of 41.09%, 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 29.99%, occurring on Sep 30, 2022. Recovery took 204 trading sessions.

The current Otis Worldwide Corporation drawdown is 7.59%.


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
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

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

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Otis Worldwide Corporation, comparing actual results with analytics estimates. The company has exceeded analyst expectations for EPS in the past quarter, achieving a 1.1% positive surprise.


0.400.500.600.700.800.901.001.1020212022202320242025
0.92
0.91
Actual
Estimate

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 25.3. 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 2.6. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

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 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

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