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Upturn AI SWOT - About
OTIS 
Otis Worldwide Corp (OTIS)
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Upturn Advisory Summary
06/27/2025: 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
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $101.86
1 Year Target Price $101.86
| 2 | Strong Buy |
| 2 | Buy |
| 9 | Hold |
| 1 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -8.38% | Avg. Invested days 34 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/27/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 39.08B USD | Price to earnings Ratio 25.92 | 1Y Target Price 101.86 |
Price to earnings Ratio 25.92 | 1Y Target Price 101.86 | ||
Volume (30-day avg) 15 | Beta 0.97 | 52 Weeks Range 88.74 - 106.37 | Updated Date 07/1/2025 |
52 Weeks Range 88.74 - 106.37 | Updated Date 07/1/2025 | ||
Dividends yield (FY) 1.72% | Basic EPS (TTM) 3.82 |
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 10.83% | Operating Margin (TTM) 16.54% |
Management Effectiveness
Return on Assets (TTM) 13.96% | Return on Equity (TTM) - |
Valuation
Trailing PE 25.92 | Forward PE 24.39 | Enterprise Value 45887876238 | Price to Sales(TTM) 2.76 |
Enterprise Value 45887876238 | Price to Sales(TTM) 2.76 | ||
Enterprise Value to Revenue 3.24 | Enterprise Value to EBITDA 21.88 | Shares Outstanding 394676992 | Shares Floating 393985909 |
Shares Outstanding 394676992 | Shares Floating 393985909 | ||
Percent Insiders 0.1 | Percent Institutions 93.05 |
Analyst Ratings
Rating 4 | Target Price 101.86 | Buy 2 | Strong Buy 2 |
Buy 2 | Strong Buy 2 | ||
Hold 9 | Sell 1 | Strong Sell 1 | |
Strong Sell 1 |
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 manufacturing safe elevators, Otis has evolved into a global leader in elevator and escalator manufacturing, installation, and service. It was formerly a part of United Technologies Corporation (UTC) until UTC's split in 2020.
Core Business Areas
- New Equipment: Manufactures, sells, and installs elevators, escalators, and moving walkways for a variety of building types and applications.
- Service: Provides maintenance, repair, and modernization services for elevators and escalators, including contracts and spare parts.
Leadership and Structure
Judy Marks serves as Chair, President, and CEO. The company operates with a regional structure, focusing on North America, Europe, Asia, and Latin America.
Top Products and Market Share
Key Offerings
- Elevators: Otis manufactures various types of elevators, including Gen2 elevators and SkyRise elevators, used in high-rise buildings. It has a significant market share in the elevator industry globally. Competitors include Schindler, KONE, and Thyssenkrupp Elevator.
- Escalators and Moving Walkways: Otis produces escalators and moving walkways for commercial and transportation hubs. The company focuses on efficiency and safety in its escalator designs. Competitors include Schindler, KONE, and Thyssenkrupp Elevator.
- Service Contracts: Otis provides maintenance and repair services for its elevators and escalators, generating recurring revenue through service contracts. This is a key driver of profitability. Competitors include independent service providers and the service divisions of other major elevator manufacturers.
Market Dynamics
Industry Overview
The elevator and escalator industry is driven by urbanization, construction activity, and infrastructure development, particularly in emerging markets. Demand is influenced by new construction, modernization of existing buildings, and ongoing service needs.
Positioning
Otis Worldwide Corp. is positioned as a leading provider of elevator and escalator solutions, known for its technology, safety features, and extensive service network. It competes on product quality, innovation, and service capabilities.
Total Addressable Market (TAM)
The global elevator and escalator market is estimated to be around $100 billion. Otis Worldwide Corp. is well positioned to capitalize on the market growth in both new installations and aftermarket services.
Upturn SWOT Analysis
Strengths
- Global brand recognition
- Large installed base
- Extensive service network
- Technological innovation
- Strong financial position
Weaknesses
- High capital intensity
- Exposure to cyclical construction markets
- Dependence on service revenue
- Labor costs
Opportunities
- Growth in emerging markets
- Modernization of existing infrastructure
- Adoption of digital technologies and IoT
- Expansion of service offerings
- Increasing urbanization
Threats
- Intense competition
- Economic downturns
- Fluctuations in raw material prices
- Changes in building codes and regulations
- Disruptive technologies
Competitors and Market Share
Key Competitors
- SWISS.SW
- KNEBV.HE
- TKAG.DE
Competitive Landscape
Otis benefits from its brand recognition and global scale. Its key advantage is its strong service network. Competitors are innovating in areas like smart elevators and sustainable designs.
Major Acquisitions
Maintenance S.A.
- Year: 2022
- Acquisition Price (USD millions): 31
- Strategic Rationale: Expanding Service Reach in Latin America
Growth Trajectory and Initiatives
Historical Growth: Otis has demonstrated consistent growth in revenue and earnings over the past few years, driven by strong performance in both new equipment and service segments.
Future Projections: Analysts project continued growth for Otis, driven by urbanization and infrastructure development in emerging markets. Focus on digital solutions and expansion of the service business is expected to boost revenues.
Recent Initiatives: Otis has invested in digital technologies to improve elevator performance and service efficiency. The company is expanding its presence in emerging markets.
Summary
Otis Worldwide Corp. is a strong player in the elevator and escalator market, benefiting from a global brand and extensive service network. The company's focus on digital solutions and emerging markets positions it well for future growth. The company should be prepared for competition in a consolidating industry.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Otis Worldwide Corp. Investor Relations
- Company Filings (SEC)
- Industry Reports
- Analyst Estimates
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market conditions are subject to change. Please consult with a qualified financial advisor before making any investment decisions.
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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