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Upturn AI SWOT - About
OTIS 
Otis Worldwide Corp (OTIS)
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Upturn Advisory Summary
03/27/2025: OTIS (3-star) is a STRONG-BUY. BUY since 28 days. Profits (5.53%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 12.09% | Avg. Invested days 40 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 41.26B USD | Price to earnings Ratio 25.57 | 1Y Target Price 101.75 |
Price to earnings Ratio 25.57 | 1Y Target Price 101.75 | ||
Volume (30-day avg) 2532313 | Beta 0.95 | 52 Weeks Range 89.12 - 106.83 | Updated Date 04/1/2025 |
52 Weeks Range 89.12 - 106.83 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 1.51% | Basic EPS (TTM) 4.07 |
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 11.54% | Operating Margin (TTM) 15.81% |
Management Effectiveness
Return on Assets (TTM) 13.71% | Return on Equity (TTM) - |
Valuation
Trailing PE 25.57 | Forward PE 25.13 | Enterprise Value 47703721665 | Price to Sales(TTM) 2.89 |
Enterprise Value 47703721665 | Price to Sales(TTM) 2.89 | ||
Enterprise Value to Revenue 3.32 | Enterprise Value to EBITDA 21.22 | Shares Outstanding 396519008 | Shares Floating 395646222 |
Shares Outstanding 396519008 | Shares Floating 395646222 | ||
Percent Insiders 0.12 | Percent Institutions 94.09 |
Analyst Ratings
Rating 3.35 | Target Price 100.94 | Buy 1 | Strong Buy 4 |
Buy 1 | Strong Buy 4 | ||
Hold 10 | 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, the inventor of the safety elevator. Originally a subsidiary of United Technologies, it became an independent public company in April 2020. It has evolved from a small elevator company to a global leader in elevator and escalator manufacturing, installation, and service.
Core Business Areas
- New Equipment: Manufactures, sells, and installs elevators and escalators for a variety of building types.
- Service: Provides maintenance, repair, and modernization services for elevators and escalators, including its own equipment and that of other manufacturers.
Leadership and Structure
The CEO is Judy Marks. The company has a typical corporate structure with a board of directors and various functional departments.
Top Products and Market Share
Key Offerings
- Elevators: Otis designs, manufactures, installs, and services a wide range of elevators, including passenger elevators, freight elevators, and destination dispatch elevators like CompassPlus. Otis is a major player in the elevator market, competing with companies such as Schindler, KONE, and ThyssenKrupp Elevator. Market share data is included in the Market Share Comparison section below.
- Escalators and Moving Walkways: Otis also produces escalators and moving walkways for commercial and public transportation environments. They compete with Schindler, KONE and ThyssenKrupp Elevator in this space too. Market share data is included in the Market Share Comparison section below.
- Service and Maintenance: This includes maintenance, repair, and modernization of elevators and escalators. The service business is a stable revenue stream for Otis. Revenue figures are not broken down specifically for each offering.
Market Dynamics
Industry Overview
The elevator and escalator industry is driven by urbanization, infrastructure development, and aging building stock. It's a mature market with growth opportunities in emerging economies and modernization projects.
Positioning
Otis is a leading player in the industry with a strong global presence, a large installed base, and a reputation for quality and safety. Their competitive advantage comes from their global service network, technological innovation, and economies of scale.
Total Addressable Market (TAM)
The global elevator and escalator market is estimated at around $80 billion USD. Otis is well-positioned to capture a significant share of this market due to its established brand and global reach.
Upturn SWOT Analysis
Strengths
- Global brand recognition
- Large installed base
- Extensive service network
- Technological innovation
- Strong financial performance
Weaknesses
- Exposure to cyclical construction markets
- High labor costs
- Dependence on aftermarket service revenue
- Price competition
Opportunities
- Growth in emerging markets
- Modernization of existing buildings
- Adoption of digital technologies
- Increasing demand for energy-efficient solutions
- Expansion of service offerings
Threats
- Economic downturns
- Intense competition
- Rising raw material costs
- Changing building codes and regulations
- Disruptive technologies
Competitors and Market Share
Key Competitors
- SCHN.SW
- KNEBV.HE
- TKAG.DE
Competitive Landscape
Otis has a strong global presence and a large installed base, giving it a competitive advantage over smaller competitors. However, it faces intense competition from other large players like Schindler and KONE.
Major Acquisitions
Memorandum Elevator Co.
- Year: 2022
- Acquisition Price (USD millions): 50
- Strategic Rationale: Expanding service business in Southern California.
Growth Trajectory and Initiatives
Historical Growth: Otis has shown steady growth in revenue and earnings over the past few years, driven by its strong service business and expansion in emerging markets.
Future Projections: Analysts predict continued growth for Otis, driven by urbanization, infrastructure development, and the increasing demand for elevator and escalator services. Specific projections depend on analyst reports.
Recent Initiatives: Recent initiatives include investments in digital technologies, expansion of service offerings, and acquisitions of smaller companies.
Summary
Otis Worldwide Corp is a strong company with a leading position in the global elevator and escalator market. Its large installed base and extensive service network provide a stable revenue stream. It needs to be wary of economic downturns, rising costs and increased competition. Overall, Otis is well-positioned for long-term growth.
Similar Companies
- SCHN.SW
- KNEBV.HE
- TKAG.DE
- HON
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Analyst Reports
- Industry Research Reports
Disclaimers:
The information provided is for informational purposes only and should not be construed as investment advice. Market share data is based on estimates and may vary. Actual financial performance may differ from projections.
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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