Otis Worldwide (OTIS) is a industrial machinery & supplies & components company in the Industrials sector. Listed on the NASDAQ, Otis Worldwide is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $69.66.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $69.66 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 1.15% |
| Risk / Std Dev (Annualized) | 22.12% |
| Sharpe Ratio (rf=4.5%) | -0.15 |
S&P 500 Context
- Sector: Industrials
- Sub-Industry: Industrial Machinery & Supplies & Components
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 1.15% with an annualized volatility of 22.12%. The Sharpe ratio of -0.15 (assuming 4.5% risk-free rate) indicates negative risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 26.73B |
| Enterprise Value | 34.36B |
| Trailing P/E | 18.53 |
| Forward P/E | 14.79 |
| Price to Book | -4.73 |
| Price to Sales | 1.82 |
| EV/Revenue | 2.35 |
| EV/EBITDA | 13.78 |
| Profitability | | | Profit Margin | 10.11% | | Operating Margin | 15.39% | | ROA | 13.35% |
| Growth | | | Revenue Growth | 6.4% | | Earnings Growth | 42.6% |
| Dividend | | | Dividend Yield | 244.0% | | Payout Ratio | 44.68% | | 5Y Avg Yield | 150.0% |
| Financial Health | | | Total Revenue | 14.65B | | Total Debt | 8.22B | | Total Cash | 0.83B | | Free Cash Flow | 1.68B | | Operating Cash Flow | 1.82B |
| Price & Technical | | | 52W High | $101.42$ | | 52W Low | $69.16$ | | 50-Day Avg | $75.49$ | | 200-Day Avg | $85.36$ | | Beta | 0.9 | | Shares Outstanding | 0.38B | | Float Shares | 0.38B | | Insider Holdings | 0.11% | | Institutional Holdings | 94.84% | | Short Ratio | 3.09 | | Short % of Float | 3.61% |
| Analyst Targets | | | Target High | $120.0$ | | Target Low | $77.0$ | | Target Mean | $94.0$ | | Target Median | $90.5$ | | # of Analysts | 14 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.