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Upturn AI SWOT - About
OTIS 
Otis Worldwide Corp (OTIS)
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Upturn Advisory Summary
09/16/2025: OTIS (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
15 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $99.23
1 Year Target Price $99.23
| 2 | Strong Buy |
| 2 | Buy |
| 9 | Hold |
| 1 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -19.24% | Avg. Invested days 32 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 35.18B USD | Price to earnings Ratio 23.59 | 1Y Target Price 99.23 |
Price to earnings Ratio 23.59 | 1Y Target Price 99.23 | ||
Volume (30-day avg) 15 | Beta 0.97 | 52 Weeks Range 83.85 - 105.86 | Updated Date 09/16/2025 |
52 Weeks Range 83.85 - 105.86 | Updated Date 09/16/2025 | ||
Dividends yield (FY) 1.79% | Basic EPS (TTM) 3.8 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 10.68% | Operating Margin (TTM) 16.89% |
Management Effectiveness
Return on Assets (TTM) 14.66% | Return on Equity (TTM) - |
Valuation
Trailing PE 23.59 | Forward PE 20.04 | Enterprise Value 42389843894 | Price to Sales(TTM) 2.48 |
Enterprise Value 42389843894 | Price to Sales(TTM) 2.48 | ||
Enterprise Value to Revenue 2.99 | Enterprise Value to EBITDA 20.41 | Shares Outstanding 392475008 | Shares Floating 391670655 |
Shares Outstanding 392475008 | Shares Floating 391670655 | ||
Percent Insiders 0.12 | Percent Institutions 92.12 |
Upturn AI SWOT
Otis Worldwide Corp
Company Overview
History and Background
Otis Worldwide Corp. was founded in 1853 by Elisha Otis, inventor of the safety elevator. It pioneered the development of modern elevator technology, expanding globally throughout the 20th century. In 2020, it separated from United Technologies (now RTX) to become an independent publicly traded company.
Core Business Areas
- New Equipment: Manufactures, installs, and modernizes elevators, escalators, and moving walkways for new and existing buildings. It also provides engineering design support.
- Service: Offers maintenance, repair, and modernization services for its own and other manufacturers' equipment. This includes preventative maintenance programs, remote monitoring, and emergency services.
Leadership and Structure
Judy Marks serves as Chairman, President, and Chief Executive Officer. The organizational structure is divided into geographic regions (Americas, EMEA, Asia) and functional areas (Engineering, Operations, Finance).
Top Products and Market Share
Key Offerings
- Gen2 Elevator: A machine-room-less elevator system designed for efficient operation and space savings. Otis holds a significant market share in machine-room-less elevator technology. Competitors include Schindler, KONE, and ThyssenKrupp Elevator.
- Otis ONE IoT platform: A digital platform for predictive maintenance and remote monitoring of elevators and escalators. Competitors include KONE DX Class, Schindler Ahead and ThyssenKrupp MAX.
- CompassPlus Destination Management: Otis CompassPlus optimizes the dispatch and travel to destination via machine learning. Competitors include Schindler PORT, KONE Polaris and ThyssenKrupp AGILE.
Market Dynamics
Industry Overview
The elevator and escalator industry is driven by construction activity, urbanization, and infrastructure development. It is characterized by a mix of large multinational corporations and smaller regional players. Technological advancements, such as IoT and predictive maintenance, are increasingly important.
Positioning
Otis Worldwide Corp. is a leading player in the elevator and escalator industry, known for its global presence, technological innovation, and extensive service network. It benefits from a strong brand reputation and a large installed base.
Total Addressable Market (TAM)
The global elevator and escalator market is estimated to be hundreds of billions of dollars. Otis Worldwide Corp is well-positioned to capture a significant portion of this TAM due to its global presence and service offerings.
Upturn SWOT Analysis
Strengths
- Global brand recognition
- Large installed base
- Extensive service network
- Technological innovation (e.g., IoT platform)
- Strong financial performance
Weaknesses
- Exposure to cyclical construction markets
- High capital expenditure requirements
- Dependence on skilled labor for installation and maintenance
Opportunities
- Growth in emerging markets
- Increasing demand for modernization services
- Adoption of digital technologies (e.g., predictive maintenance)
- Expansion of service offerings
Threats
- Intense competition
- Fluctuations in raw material prices
- Economic downturns
- Geopolitical risks
- Stringent regulations and safety standards
Competitors and Market Share
Key Competitors
- Schindler Holding AG (SCHN.SW)
- KONE Oyj (KNEBV.HE)
- thyssenkrupp Elevator AG (TKAG.DE) (Now TK Elevator and owned by private equity)
Competitive Landscape
Otis benefits from its large installed base and global service network. However, it faces competition from other major players, as well as regional competitors. Success depends on technological innovation, cost competitiveness, and customer service.
Major Acquisitions
Transtech Elevator
- Year: 2021
- Acquisition Price (USD millions): 162
- Strategic Rationale: To expand its presence in the Chinese market and enhance its manufacturing capabilities.
Growth Trajectory and Initiatives
Historical Growth: Otis Worldwide Corp.'s growth has been driven by new equipment sales, service revenue, and geographic expansion.
Future Projections: Future growth is expected to be driven by urbanization, infrastructure development, and technological innovation.
Recent Initiatives: Recent initiatives include investments in digital technologies, expansion of service offerings, and strategic acquisitions.
Summary
Otis Worldwide Corp. is a strong company with a leading position in the global elevator and escalator industry. It benefits from a large installed base, extensive service network, and technological innovation. However, it faces cyclical construction markets, intense competition, and rising raw material costs. It should capitalize on growth opportunities in emerging markets and expand its digital service offerings.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Financial Reports
- Industry Research Reports
- Market Analysis Data
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market conditions and company performance are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Otis Worldwide Corp
Exchange NYSE | Headquaters Farmington, CT, United States | ||
IPO Launch date 2020-03-19 | Chair, President & CEO Ms. Judith F. Marks | ||
Sector Industrials | Industry Specialty Industrial Machinery | Full time employees 72000 | Website https://www.otis.com |
Full time employees 72000 | Website https://www.otis.com | ||
Otis Worldwide Corporation engages in manufacturing, installation, and servicing of elevators and escalators in the United States, China, and internationally. The company operates through two segments, New Equipment and Service. The New Equipment segment designs, manufactures, sells, and installs a range of passenger and freight elevators, as well as escalators and moving walkways for residential and commercial buildings, and infrastructure projects. This segment serves real-estate and building developers, and general contractors. It sells its products directly to customers, as well as through agents and distributors. The Service segment performs maintenance and repair services, as well as modernization services to upgrade elevators and escalators. Otis Worldwide Corporation was founded in 1853 and is headquartered in Farmington, Connecticut.
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