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Upturn AI SWOT - About
OTIS 
Otis Worldwide Corp (OTIS)
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Upturn Advisory Summary
08/28/2025: 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 $101.31
1 Year Target Price $101.31
| 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 08/28/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 34.43B USD | Price to earnings Ratio 22.82 | 1Y Target Price 101.31 |
Price to earnings Ratio 22.82 | 1Y Target Price 101.31 | ||
Volume (30-day avg) 15 | Beta 0.94 | 52 Weeks Range 83.85 - 105.86 | Updated Date 08/29/2025 |
52 Weeks Range 83.85 - 105.86 | Updated Date 08/29/2025 | ||
Dividends yield (FY) 1.81% | Basic EPS (TTM) 3.78 |
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 22.82 | Forward PE 21.69 | Enterprise Value 41863927087 | Price to Sales(TTM) 2.43 |
Enterprise Value 41863927087 | Price to Sales(TTM) 2.43 | ||
Enterprise Value to Revenue 2.95 | Enterprise Value to EBITDA 20.16 | Shares Outstanding 392475008 | Shares Floating 391670655 |
Shares Outstanding 392475008 | Shares Floating 391670655 | ||
Percent Insiders 0.12 | Percent Institutions 92.13 |
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. Initially focused on elevator safety, the company expanded into manufacturing, installation, and maintenance. In 2020, Otis separated from United Technologies (now Raytheon Technologies) and became an independent publicly traded company.
Core Business Areas
- New Equipment: Designs, manufactures, sells, and installs a broad range of passenger and freight elevators, escalators, and moving walkways.
- Service: Provides maintenance and repair services, as well as modernization services for elevators and escalators. This includes upgrades, replacements, and digital solutions.
Leadership and Structure
The current CEO of Otis Worldwide Corp. is Judy Marks. The company operates with a global organizational structure, with regional teams responsible for sales, service, and operations. Otis has a board of directors overseeing strategy and governance.
Top Products and Market Share
Key Offerings
- Elevators: Otis offers a wide range of elevators, including Gen2, SkyRise, and Ambiance models, catering to various building types and needs. It's estimated that Otis maintains the leading market share in elevators, around 25%. Competitors include KONE, Schindler, and ThyssenKrupp Elevator.
- Escalators and Moving Walkways: Otis also manufactures and services escalators and moving walkways, offering solutions for commercial and public spaces. Market share data in escalators is less granular, but Otis is a major player. Competitors include KONE, Schindler, and ThyssenKrupp Elevator.
- Service Contracts: Otis provides maintenance, repair and modernization services globally for its elevators and escalators, with a high renewal rate, creating recurring revenue. This service business contributes a significant portion to Otis's overall revenue, estimated to be approximately 60%. Competitors include KONE, Schindler, and ThyssenKrupp Elevator.
Market Dynamics
Industry Overview
The elevator and escalator industry is driven by urbanization, infrastructure development, and aging building stock requiring modernization. It is a mature market with steady growth, particularly in developing economies.
Positioning
Otis is the world's largest manufacturer and maintainer of vertical transportation systems, holding a leading market share and a strong brand reputation. Its competitive advantages include its global reach, extensive service network, technological innovation, and strong customer relationships.
Total Addressable Market (TAM)
The global elevator and escalator market is estimated to be over $100 billion USD. Otis, with its global presence and broad product portfolio, is well positioned to capture a significant portion of this TAM.
Upturn SWOT Analysis
Strengths
- Global brand recognition
- Large installed base
- Extensive service network
- Technological innovation
- Strong financial performance
Weaknesses
- High capital expenditure requirements
- Exposure to cyclical construction markets
- Dependence on skilled labor
- Competition in emerging markets
Opportunities
- Growth in emerging markets
- Modernization of aging infrastructure
- Digitalization of elevator systems
- Development of sustainable technologies
- Increasing demand for accessibility solutions
Threats
- Economic downturns
- Intense price competition
- Rising material costs
- Geopolitical instability
- Disruptive technologies
Competitors and Market Share
Key Competitors
- KONE (KNEBV.HE)
- Schindler (SCHN.SW)
- ThyssenKrupp Elevator (TKAG.DE)
Competitive Landscape
Otis maintains a leading position in the market due to its strong brand, global reach, and comprehensive service offerings. However, it faces intense competition from other major players, particularly in terms of pricing and technological innovation. Otis's large installed base provides a competitive advantage.
Major Acquisitions
Maintenance business of Capstone Elevator
- Year: 2023
- Acquisition Price (USD millions): 17
- Strategic Rationale: Expand service footprint in the Southeast US.
Growth Trajectory and Initiatives
Historical Growth: Otis has achieved steady growth in recent years, driven by increased demand for its products and services, particularly in developing economies. The company has also benefited from its focus on modernization and digital solutions.
Future Projections: Analysts project continued growth for Otis, with revenue and earnings expected to increase at a moderate pace. Key growth drivers include urbanization, infrastructure development, and the modernization of aging building stock.
Recent Initiatives: Otis has recently launched several strategic initiatives, including the development of new digital platforms, the expansion of its service network, and the investment in sustainable technologies.
Summary
Otis Worldwide is a fundamentally strong company with a leading market share in the global elevator and escalator industry. Its extensive service network provides a stable revenue stream. Growth opportunities lie in emerging markets and modernization. However, it needs to be wary of the competitive market and possible economic downturns.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Analyst Reports (FactSet, Bloomberg)
- Industry Reports
- Company Website
Disclaimers:
This analysis is based on available data and estimates, and is subject to change. The information provided is for informational purposes only and does not constitute financial advice. Past performance is not indicative of future results.
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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