OTIS:NYE-Otis Worldwide Corp (USD)

COMMON STOCK | Specialty Industrial Machinery |

Last Closing

USD 99.86

Change

+1.23 (+1.25)%

Market Cap

USD 40.00B

Volume

1.50M

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: 2024-03-27 )

Largest Industry Peers for Specialty Industrial Machinery

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

+7.20 (+2.27%)

USD 132.17B
ITW Illinois Tool Works Inc

+0.12 (+0.05%)

USD 74.82B
PH Parker-Hannifin Corporation

+4.26 (+0.78%)

USD 72.77B
EMR Emerson Electric Company

+0.29 (+0.26%)

USD 65.48B
CMI Cummins Inc

-0.47 (-0.16%)

USD 41.12B
AME Ametek Inc

-0.42 (-0.24%)

USD 41.04B
IR Ingersoll Rand Inc

+1.47 (+1.60%)

USD 35.66B
ROK Rockwell Automation Inc

+3.17 (+1.14%)

USD 30.94B
XYL Xylem Inc

+1.79 (+1.37%)

USD 30.72B
DOV Dover Corporation

+1.05 (+0.59%)

USD 24.16B

ETFs Containing OTIS

CWS AdvisorShares Focused Equ.. 4.16 % 0.68 %

+0.10 (+0%)

USD 0.14B
GRNR 3.95 % 0.00 %

N/A

N/A
BAMV 3.50 % 0.00 %

N/A

N/A
FPX First Trust US Equity Opp.. 3.33 % 0.59 %

+1.35 (+0%)

USD 0.70B
AIVL WisdomTree Trust - Wisdom.. 3.22 % 0.00 %

+0.13 (+0%)

USD 0.36B
TPHD Timothy Plan High Dividen.. 1.39 % 0.00 %

-0.14 (0%)

USD 0.24B
VCSH Vanguard Short-Term Corpo.. 0.07 % 0.07 %

+0.04 (+0%)

USD 35.77B
BSV Vanguard Short-Term Bond .. 0.00 % 0.07 %

+0.02 (+0%)

USD 32.00B
CSD Invesco S&P Spin-Off ETF 0.00 % 1.16 %

+0.39 (+0%)

USD 0.06B
CSD Invesco S&P Spin-Off ETF 0.00 % 0.61 %

+0.39 (+0%)

USD 0.06B
RAVI FlexShares Ready Access V.. 0.00 % 0.25 %

+0.03 (+0%)

USD 1.14B
WBIG WBI BullBear Yield 3000 E.. 0.00 % 1.04 %

-0.08 (0%)

USD 0.05B
WBIL WBI BullBear Quality 3000.. 0.00 % 1.07 %

-0.01 (0%)

USD 0.04B
FPX:LSE First Trust Global Funds .. 0.00 % 0.00 %

+69.50 (+0%)

USD 6.91M
FPXU:PA First Trust US Equity Opp.. 0.00 % 0.00 %

+0.89 (+0%)

USD 6.58M

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 11.61% 50% F 82% B
Dividend Return 0.38% 54% F 23% F
Total Return 11.99% 50% F 81% B-
Trailing 12 Months  
Capital Gain 20.56% 42% F 70% C-
Dividend Return 1.64% 61% D- 22% F
Total Return 22.20% 46% F 67% D+
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 10.57% 49% F 74% C
Dividend Return 11.61% 47% F 72% C
Total Return 1.04% 29% F 27% F
Risk Return Profile  
Volatility (Standard Deviation) 18.73% 90% A- 59% D-
Risk Adjusted Return 61.98% 80% B- 87% B+
Market Capitalization 40.00B 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.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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 Earnings Growth

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

Low Revenue Growth

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