OTIS:NYE-Otis Worldwide Corp (USD)

COMMON STOCK | Specialty Industrial Machinery |

Last Closing

USD 93.13

Change

-0.52 (-0.56)%

Market Cap

USD 37.64B

Volume

1.30M

Analyst Target

USD 64.14
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-08-27 )

Largest Industry Peers for Specialty Industrial Machinery

Symbol Name Price(Change) Market Cap
ETN Eaton Corporation PLC

+6.24 (+2.10%)

USD 113.45B
EMR Emerson Electric Company

+1.56 (+1.56%)

USD 57.18B
CMI Cummins Inc

+3.89 (+1.33%)

USD 40.18B
AME Ametek Inc

+1.63 (+0.99%)

USD 38.64B
XYL Xylem Inc

+1.14 (+0.88%)

USD 31.53B
ROK Rockwell Automation Inc

+1.15 (+0.45%)

USD 30.87B
IEX IDEX Corporation

+0.98 (+0.50%)

USD 14.77B
PNR Pentair PLC

+2.92 (+3.32%)

USD 14.68B
GGG Graco Inc

+0.20 (+0.24%)

USD 13.52B
AOS Smith AO Corporation

+0.94 (+1.20%)

USD 11.58B

ETFs Containing OTIS

GRNR 3.95 % 0.00 %

N/A

N/A
BAMV 3.52 % 0.00 %

N/A

N/A
FPXU:PA First Trust US Equity Opp.. 3.39 % 0.00 %

+1.18 (+0%)

USD 6.68M
AIVL WisdomTree Trust - Wisdom.. 2.77 % 0.00 %

+0.25 (+0%)

USD 0.39B
RAVI FlexShares Ready Access V.. 0.95 % 0.25 %

+0.02 (+0%)

USD 1.07B
BSV Vanguard Short-Term Bond .. 0.00 % 0.07 %

-0.03 (0%)

N/A
FPX First Trust US Equity Opp.. 0.00 % 0.59 %

+1.33 (+0%)

N/A
VCSH Vanguard Short-Term Corpo.. 0.00 % 0.07 %

+0.02 (+0%)

USD 35.67B
FPX:LSE First Trust Global Funds .. 0.00 % 0.00 %

+73.00 (+0%)

N/A

Market Performance

  Market Performance vs. Industry/Classification (Specialty Industrial Machinery) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 4.09% 50% F 43% F
Dividend Return 0.82% 51% F 22% F
Total Return 4.91% 50% F 37% F
Trailing 12 Months  
Capital Gain 8.91% 52% F 48% F
Dividend Return 1.25% 51% F 17% F
Total Return 10.16% 52% F 42% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 11.83% 41% F 73% C
Dividend Return 13.01% 39% F 71% C-
Total Return 1.18% 30% F 27% F
Risk Return Profile  
Volatility (Standard Deviation) 18.36% 82% B 56% F
Risk Adjusted Return 70.88% 84% B 86% B+
Market Capitalization 37.64B 88% B+ 94% A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.