Added to YB: 2026-07-20
Pitch date: 2026-07-17
OTIS [neutral]
Otis Worldwide Corporation
Author Info
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Company Info
Otis Worldwide Corporation engages in manufacturing, installation, and servicing of elevators and escalators in the United States, China, and internationally.
Market Cap
$28.8B
Pitch Price
N/A
Price Target
69.00
Dividend
2.35%
EV/EBITDA
13.44
P/E
19.92
EV/Sales
2.49
Sector
Machinery
Category
value
Otis: The subscription that nobody cancels
OTIS (watchlist): Elevator giant, 2.5M units serviced. Razor-blade model: service segment 66% rev, 92% op profit at 25% margin; new equip cyclical/low-margin, hurt by dead China construction. Moat via trust, route density, modernization upsell. Data center elevator wildcard. DCF FV $69/sh vs $72 now—no upside. Mgmt destroyed value buying back $4B (12% shares) above fair value. Watchlisted.
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