{"head":{"slug":"otis-worldwide-corporation","name":"Otis Worldwide Corp","symbol":"OTIS","sector":"Industrials","overallScore":5.5,"overallClassification":"HOLD","displayName":"Otis Worldwide Corp"},"scores":[{"classification":"SELL","strategyName":"Mohanram G-Score: Wachstums-Qualität","strategySlug":"wachstums-qualitaet-g-score"},{"classification":"HOLD","strategyName":"Dividenden-Qualität: 4 Faktoren","strategySlug":"dividenden-qualitaet"},{"classification":"SELL","strategyName":"Piotroski F-Score (9-Punkte-Bilanzcheck)","strategySlug":"finanzielle-gesundheit"},{"classification":"HOLD","strategyName":"StockScorer-Score","strategySlug":"stockscorer-score"},{"classification":"BUY","strategyName":"Burggraben-Qualität","strategySlug":"burggraben-qualitaet"},{"classification":"BUY","strategyName":"Ertragsqualität: Accrual-Check (Sloan)","strategySlug":"ertragsqualitaet-accrual-check"}],"radar":{"categories":["profitability","growth","valuation","momentum"],"median":[33.3,0,0,0],"values":[66.7,0,100,0]},"peers":[{"classification":"SELL","displayName":"Ingersoll Rand Inc","locked":false,"name":"Ingersoll Rand Inc","overallScore":3.6,"slug":"ingersoll-rand-inc","symbol":"IR"},{"classification":"BUY","displayName":"Dover Corporation","locked":false,"name":"Dover Corporation","overallScore":6.4,"slug":"dover-corporation","symbol":"DOV"},{"classification":null,"displayName":"Symbotic Inc","locked":true,"name":"Symbotic Inc","overallScore":null,"slug":"symbotic-inc","symbol":"SYM"},{"classification":null,"displayName":"Xylem Inc","locked":true,"name":"Xylem Inc","overallScore":null,"slug":"xylem-inc","symbol":"XYL"},{"classification":null,"displayName":"ITT Inc","locked":true,"name":"ITT Inc","overallScore":null,"slug":"itt-inc","symbol":"ITT"}],"metrics":{"current_ratio":0.8491379310344828,"dividend_growth":9.271523178807929,"dividend_payout_ratio":48.92607234104046,"dividend_streak_years":5,"dividend_yield":2.1783181357649446,"dte":-1.5389700765483647,"earnings_growth_3y":5.874765978049856,"equity_ratio":-50.6148502769173,"ev_ebit":17.73481215349447,"fcf_margin":10.006236574041994,"fcf_yield":4.78552079200585,"kbv":-4.852705394024658,"kgv":22.46048065144509,"one_yr":-22.979971659392028,"peg":2.0386905008153113,"revenue_growth":1.1920622677231707,"roc_greenblatt":164.45643793369314,"roe":-27.263735275604713},"quote":{"currency":"USD","exchange":"NYSE","marketCap":30174354323.403698,"marketCapEur":27078465466.52747,"price":78.96,"priceAsOf":"2026-11-06"},"sectorMedians":{"current_ratio":1.3581255294137016,"dividend_growth":9.523809523809511,"dividend_payout_ratio":43.00493991269827,"dividend_streak_years":5,"dividend_yield":2.039800486518531,"dte":0.6064578698157339,"earnings_growth_3y":8.01336059084129,"equity_ratio":39.65160523891574,"ev_ebit":19.471326945660593,"fcf_margin":8.496568002607685,"fcf_yield":3.979650117299366,"kbv":2.894412231035221,"kgv":22.46048065144509,"one_yr":-0.011772978153014257,"peg":1.2541203940610763,"revenue_growth":5.15391289320376,"roc_greenblatt":19.330500912171708,"roe":13.104296364614557},"sectorPercentiles":{"current_ratio":12,"dividend_growth":49,"dividend_payout_ratio":61,"dividend_streak_years":null,"dividend_yield":54,"dte":null,"earnings_growth_3y":45,"equity_ratio":0,"ev_ebit":44,"fcf_margin":60,"fcf_yield":63,"kbv":null,"kgv":50,"one_yr":11,"peg":66,"revenue_growth":28,"roc_greenblatt":98,"roe":0},"sectorProfile":{"radar":{"categories":["profitability","growth","valuation","momentum","quality","risk"],"median":[50,50,50,50,50,50],"values":[55.3,31,53,53.4,52.7,34.1]},"sectorRank":46.6,"strongest":"profitability","weakest":"growth"},"flagshipRules":[{"id":"ss-31","knockout":false,"points":2,"status":"met"},{"id":"ss-32","knockout":false,"points":2,"status":"met"},{"id":"ss-33","knockout":false,"points":1,"status":"unmet"},{"id":"ss-34","knockout":false,"points":2,"status":"met"},{"id":"ss-27","knockout":false,"points":2,"status":"unmet"},{"id":"ss-28","knockout":false,"points":1,"status":"unmet"},{"id":"ss-29","knockout":false,"points":1,"status":"unmet"},{"id":"ss-30","knockout":false,"points":0,"status":"unmet"}],"strategyLockedNames":[{"strategyName":"Magic Formula: Value + Qualität","strategySlug":"qualitaet-value"},{"strategyName":"Defensiv: Low Volatility","strategySlug":"defensiv-low-volatility"},{"strategyName":"GARP Ausgewogen","strategySlug":"garp-ausgewogen"},{"strategyName":"Trending Value: Value + Momentum","strategySlug":"value-momentum"},{"strategyName":"PEG-Strategie nach Peter Lynch","strategySlug":"peg-strategie"},{"strategyName":"Altman Z-Score: Bilanz-Stresstest","strategySlug":"bilanz-stresstest-z-score"},{"strategyName":"Dividenden-Aristokraten & Kontinuität","strategySlug":"dividenden-kontinuitaet"},{"strategyName":"Acquirer's Multiple: EV/EBIT Deep Value","strategySlug":"ev-ebit-deep-value"},{"strategyName":"High-Growth / Rule of 40","strategySlug":"high-growth-rule-of-40"},{"strategyName":"Levermann-Strategie (13 Kriterien)","strategySlug":"13-kriterien-punktesystem"},{"strategyName":"Unterbewertete Aktien: Mehrfaktor-Check","strategySlug":"unterbewertung-mehrfaktor"},{"strategyName":"Wachstums-Momentum (CAN-SLIM-Prinzip)","strategySlug":"wachstums-momentum"}],"company":{"description":"Otis Worldwide Corporation engages in manufacturing, installation, and servicing of elevators and escalators in the United States, China, and internationally. The company operates in 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.","industry":"Specialty Industrial Machinery","ipoDate":"2020-03-19"},"sectorBreakdown":{"growth":{"metrics":[{"counts":true,"field":"revenue_growth","lowerIsBetter":false,"rank":28.4,"sectorMedian":5.15391289320376,"value":1.1920622677231707},{"counts":true,"field":"earnings_growth_3y","lowerIsBetter":false,"rank":45.4,"sectorMedian":8.01336059084129,"value":5.874765978049856},{"counts":true,"field":"earnings_growth_5y","lowerIsBetter":false,"rank":43.4,"sectorMedian":12.890105438429934,"value":11.01711154413223},{"counts":true,"field":"sus_growth","lowerIsBetter":false,"rank":6.7,"sectorMedian":4.02262603013903,"value":1.0532880604254728}],"value":31},"momentum":{"metrics":[{"counts":true,"field":"one_yr","lowerIsBetter":false,"rank":11.5,"sectorMedian":-0.011772978153014257,"value":-22.979971659392028},{"counts":true,"field":"six_m","lowerIsBetter":false,"rank":65.3,"sectorMedian":-1.4317027892243872,"value":6.016732822250271},{"counts":true,"field":"three_m","lowerIsBetter":false,"rank":83.2,"sectorMedian":0.5266965411805486,"value":11.848496577848778},{"counts":true,"field":"pct_from_52w_high","lowerIsBetter":false,"rank":53.7,"sectorMedian":-16.36298712369809,"value":-15.659047212134169}],"value":53.4},"profitability":{"metrics":[{"counts":true,"field":"roe","lowerIsBetter":false,"rank":0.4,"sectorMedian":13.104296364614557,"value":-27.263735275604713},{"counts":true,"field":"roc_greenblatt","lowerIsBetter":false,"rank":98.1,"sectorMedian":19.330500912171708,"value":164.45643793369314},{"counts":true,"field":"ebit_margin","lowerIsBetter":false,"rank":65,"sectorMedian":11.277310851820715,"value":14.780680479523248},{"counts":true,"field":"fcf_margin","lowerIsBetter":false,"rank":59.7,"sectorMedian":8.496568002607685,"value":10.006236574041994},{"counts":true,"field":"gross_margin","lowerIsBetter":false,"rank":53.4,"sectorMedian":28.979074753250117,"value":30.282031737232344}],"value":55.3},"quality":{"metrics":[{"counts":true,"field":"sloan_ratio","lowerIsBetter":true,"rank":46.9,"sectorMedian":1.3864851631361583,"value":1.7661249943101642},{"counts":true,"field":"share_change","lowerIsBetter":true,"rank":81.1,"sectorMedian":-0.43574956550011246,"value":-2.649799703264095},{"counts":true,"field":"dividend_streak_years","lowerIsBetter":false,"rank":59.2,"sectorMedian":5,"value":5},{"counts":true,"field":"reaction_rel","lowerIsBetter":false,"rank":23.7,"sectorMedian":0.27308012663107006,"value":-2.0104405385378166}],"value":52.7},"risk":{"metrics":[{"counts":true,"field":"equity_ratio","lowerIsBetter":false,"rank":0.1,"sectorMedian":39.65160523891574,"value":-50.6148502769173},{"counts":true,"field":"debt_to_ebitda","lowerIsBetter":true,"rank":16,"sectorMedian":1.384857027788965,"value":3.3206073752711496},{"counts":false,"field":"dte","lowerIsBetter":true,"rank":null,"sectorMedian":0.6064578698157339,"value":-1.5389700765483647},{"counts":true,"field":"volatility_1y","lowerIsBetter":true,"rank":86.3,"sectorMedian":32.94779936598979,"value":23.291284885565695}],"value":34.1},"valuation":{"metrics":[{"counts":true,"field":"earnings_yield","lowerIsBetter":false,"rank":51,"sectorMedian":4.418514408861975,"value":4.452264470732335},{"counts":true,"field":"fcf_yield","lowerIsBetter":false,"rank":62.6,"sectorMedian":3.979650117299366,"value":4.78552079200585},{"counts":true,"field":"ev_to_sales","lowerIsBetter":true,"rank":42.4,"sectorMedian":2.0840288520313144,"value":2.6213259180516735},{"counts":true,"field":"ev_ebit","lowerIsBetter":true,"rank":55.9,"sectorMedian":19.471326945660593,"value":17.73481215349447}],"value":53}},"expectation":{"inputs":{"basis":"fcf","capex":null,"capexDepressed":false,"fcf":1444000000,"fcfBasis":"fy","fcfNormalized":null,"fcfWindowEnd":null,"fcfYear":2025,"kbv":-4.852705394024658,"marketCap":30174354323.403698,"marks":{"fiveYear":0.26,"tenYear":null}},"standard":{"basis":"fcf","case":"aboveMarks","discountRate":9,"noGrowthValue":16044444444.444445,"value":8.858353302684918,"years":10},"standardNormalized":null},"quarterChanges":{"case":"mostlyBetter","changes":[{"change":-1.16,"current":381900000,"direction":"better","metric":"sharesOutstanding","previous":386400000,"signChange":false,"unit":"percent"}],"current":{"quarter":3,"year":2026},"previous":{"quarter":2,"year":2026},"unchanged":["revenue","fcf","grossMargin","ebitMargin","fcfMargin","netDebt"]},"evidence":{"anomalies":[],"contra":["expectationAboveHistory"],"moat":[{"holds":false,"key":"stableGrossMargin","median":29.51,"spread":1.64,"years":9},{"first":29.33,"holds":false,"key":"risingGrossMargin","last":30.28,"years":5},{"holds":true,"key":"highReturnOnCapital","min":34.95,"years":9},{"holds":true,"key":"lowCapitalIntensity","median":1.08,"years":9},{"holds":true,"key":"steadyFcfMargin","min":10.01,"spread":1.14,"years":9}],"phase":{"ebitMargin":14.8,"financingCf":-2421000000,"investingCf":-406000000,"key":"payout","operatingCf":1596000000,"payoutShare":91.9,"revenueCagr3y":1.8,"revenueGrowthYoy":null},"pro":["highReturnOnCapital","lowCapitalIntensity","steadyFcfMargin"]},"valuationBand":{"anchor":{"quarter":3,"year":2026},"high":26.1,"low":20,"median":22.4,"metric":"priceToOcf","multiple":16.4,"position":"below","priceAsOf":"2026-11-06","quarters":20}}