Added to YB: 2026-07-22
Pitch date: 2026-05-08
OTIS [bullish]
Otis Worldwide Corporation
-3.07%
current return
Author Info
No bio for this author
Company Info
Otis Worldwide Corporation engages in manufacturing, installation, and servicing of elevators and escalators in the United States, China, and internationally.
Market Cap
$28.2B
Pitch Price
$74.23
Price Target
150.00 (+104%)
Dividend
2.40%
EV/EBITDA
13.22
P/E
19.51
EV/Sales
2.45
Sector
Machinery
Category
value
Otis Worldwide Corporation - $OTIS
OTIS: Largest global elevator installed base (2.5M units), 95% recurring rev, 90%+ profits from Service. Modernization flywheel (9M candidates→15M+ in decade) + China subsidies ($26B '25) shift NE risk to service annuity. OTIS ONE moat, ~6% FCF yield, discount to KONE/Schindler. $75/sh, 100% upside in 4yrs via MSD rev growth, mix margin expansion, buybacks & re-rating. Risks: China incumbent win rates, higher debt, Asian recession.
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