Otis Worldwide Corp. (OTIS)$72.77
Market Cap: 38.45 BCurrency: USD
Research Snapshot
Static fundamentals, valuation context, and investor signals for Otis Worldwide Corp. (OTIS).
INDUSTRIALS
SPECIALTY INDUSTRIAL MACHINERY
DCF ready
Valuation
31.2x
EV/FCF, 3.2% FCF yield
Quality
58.9%
ROIC, 10.0% FCF margin
Growth
2.5%
5Y sales (revenue) CAGR
Balance sheet
-1.4x
Debt/equity, 0.8x current ratio
Superinvestors
4
Top: Terry Smith (1.6%)
Strengths to research
- ROIC is strong at 58.9%.
- Debt/equity looks manageable at -1.4x.
- 4 tracked superinvestors report a position.
- 8 annual periods are available for trend analysis.
Watchouts
- Current ratio is below 1 at 0.8x.
Annual data: 8 periods
Quarterly data: 24 periods
Stock snapshot: May 25, 2026
Static dataset: May 25, 2026
Quality Scorecard
Build-time composite score for OTIS.
Grade B
72
/ 100
Peer Comparison
Target stock against 8 market-cap comparable peers.
Heat map: red worst to green best
| OTIS Target | Otis Worldwide Corp. | $38.4B | 20.8x | 31.2x | 58.9% | 2.5% | 10.0% | N/A | 2.9x | N/A |
| AME | Ametek Inc. | $39.3B | 35.1x | 24.6x | 11.5% | N/A | 22.6% | N/A | 0.9x | N/A |
| CMI | Cummins Inc. | $41.6B | 31.2x | 16.3x | 23.9% | 11.2% | 7.1% | 25.3% | -0.6x | N/A |
| IR | Ingersoll Rand Inc. | $31.0B | 48.9x | 24.4x | 5.8% | 14.0% | 15.9% | 43.6% | -0.8x | N/A |
| ROK | Rockwell Automation Inc. | $28.7B | 59.0x | 20.8x | 23.8% | 5.7% | 16.3% | 48.1% | -0.2x | N/A |
| EMR | Emerson Electric | $61.1B | 33.8x | 25.7x | 7.9% | 6.9% | 14.8% | 52.8% | N/A | N/A |
| DOV | Dover Corp. | $23.7B | 26.4x | 22.7x | 10.2% | 3.9% | 13.8% | 39.8% | 0.9x | N/A |
| ITW | Illinois Tool Works | $70.7B | 24.0x | 28.6x | 28.1% | 5.0% | 16.9% | N/A | 1.5x | N/A |
| PH | PARKER-HANNIFIN CORPORATION | $79.4B | 32.0x | 25.9x | 16.7% | 7.7% | 16.8% | N/A | 1.5x | N/A |
Financial Charts
No financial data available for OTIS (annual).
4 superinvestors own OTIS
Current quarter ownership and quarter-over-quarter share changes.
Superinvestor ownership
| Fund | Shares | Value | % Portfolio | QoQ Change |
|---|---|---|---|---|
| Terry Smith Fundsmith | 2,731,635 | $211M | 1.64% | 0.0% |
| First Eagle Investment Management First Eagle Investment Management | 196,033 | $15M | 0.03% | 0.0% |
| Thomas Gayner Markel Group | 114,620 | $9M | 0.07% | 0.0% |
| Dodge & Cox Dodge & Cox | 6,010 | $463,000 | 0.00% | 0.0% |