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OTISOtis Worldwide Corporation
$68.32$26.0B
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  4. Financial Ratios

Otis Worldwide Corporation (OTIS) Financial Ratios

Latest Ratios: P/E Ratio 19.5x · EV/EBITDA 14.6x · ROE N/A. (2017–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

OTIS Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Market Cap$26.0B$34.4B$37.5B$37.1B$33.1B$37.6B$29.4B———
Enterprise Value$33.7B$42.0B$43.9B$43.1B$39.1B$43.8B$34.1B———
P/E Ratio →19.5224.9622.7526.3926.4630.1332.48———
P/S Ratio1.802.382.632.612.422.632.30———
P/B Ratio——————————
P/FCF18.0123.8126.0624.9122.9223.5622.63———
P/OCF16.3021.5523.9622.8021.2321.4619.84———

P/E links to full P/E history page with 30-year chart

OTIS EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
EV / Revenue—2.913.083.042.863.062.67———
EV / EBITDA14.5818.2220.0518.1317.6018.9518.62———
EV / EBIT15.7819.7421.4019.1918.9020.8820.79———
EV / FCF—29.1230.5528.9627.0927.4726.27———

OTIS Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Gross Margin30.3%30.3%29.9%29.5%28.6%29.3%29.6%29.2%28.9%30.0%
Operating Margin14.8%14.8%14.1%15.4%14.9%14.7%12.8%13.8%14.2%15.5%
Net Profit Margin9.6%9.6%11.5%9.9%9.2%8.7%7.1%8.5%8.1%5.2%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
ROE———————49.2%43.0%23.9%
ROA12.6%12.6%15.4%14.1%11.3%10.8%8.9%11.9%11.5%7.0%
ROIC78.1%78.1%99.5%122.8%66.3%66.5%83.1%115.4%135.0%127.6%
ROCE65.0%65.0%55.7%66.1%45.1%41.9%39.3%44.5%45.9%46.1%

OTIS Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Debt / Equity———————0.240.010.01
Debt / EBITDA3.793.793.993.073.243.373.550.280.010.01
Net Debt / Equity———————-0.38-0.59-0.58
Net Debt / EBITDA3.323.322.942.542.712.692.58-0.44-0.64-0.73
Debt / FCF—5.304.484.054.173.913.64-0.67-0.94-1.17
Interest Coverage10.8710.8766.1614.9814.4815.4213.4346.5149.5949.92

OTIS Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Current Ratio0.850.850.990.990.901.320.971.051.061.12
Quick Ratio0.770.770.920.890.811.220.870.950.940.89
Cash Ratio0.140.140.300.200.170.250.270.270.250.32
Asset Turnover—1.351.261.401.391.161.191.351.411.36
Inventory Turnover16.4116.4117.9616.3715.8316.2513.6216.2714.437.82
Days Sales Outstanding—110.96105.81109.30107.2596.55103.1894.3295.4475.23

OTIS Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Dividend Yield2.4%1.9%1.6%1.5%1.4%1.0%0.9%———
Payout Ratio46.7%46.7%36.8%38.3%37.1%31.5%28.7%———

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Earnings Yield5.1%4.0%4.4%3.8%3.8%3.3%3.1%———
FCF Yield5.6%4.2%3.8%4.0%4.4%4.2%4.4%———
Buyback Yield3.1%2.4%2.7%2.2%2.6%1.9%0.0%———
Total Shareholder Yield5.5%4.2%4.3%3.6%4.0%3.0%0.9%———
Shares Outstanding—$394M$404M$415M$423M$431M$435M$433M$433M$436M

Key Metrics

Growth RegimeAccelerating
ProfitabilityStable
Balance SheetStrained
Cash FlowStable
Top Statement Risk

China new equipment weakness

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q2)

Service Mix Drives Margin Resilience

Gross margin held near 30% despite mix shift, while operating margin expanded to 14.9% in Q2 2026 from 12.3% a year earlier, as reported in financial statements, indicating pricing discipline and service mix benefits.

The stability of gross margin around 30% despite a revenue mix shift toward lower-margin new equipment suggests that the service segment's higher margins are absorbing the drag. Operating margin expansion to 14.9% from 12.3% year-over-year indicates improving overhead efficiency, likely from cost discipline and service growth. However, the volatility in net margin, which swung from 15.2% in Q3 2024 to 7.3% in Q1 2025, points to tax rate fluctuations that investors should monitor as they can distort underlying profitability.

ROIC Volatility Masks Underlying Strength

ROIC averaged near 20% over the past ten quarters, but swung from 29.4% in Q1 2024 to 15.2% in Q3 2024, according to reported figures, indicating cyclicality in capital efficiency.

The wide swings in ROIC, from 29.4% to 15.2%, suggest that capital efficiency is sensitive to working capital timing and project milestones, particularly in the new equipment segment. The recent stabilization around 19-20% in 2026 indicates a more consistent return profile, likely driven by the growing service base. However, the negative equity position complicates ROE analysis, making ROIC a more reliable measure of value creation, though investors should note that the absolute level is still robust relative to peers.

Working Capital Drag Persists

Cash conversion cycle averaged 68 days over the past ten quarters, with DSO stable near 110 days, as per reported figures, indicating persistent working capital drag from receivables.

The cash conversion cycle has remained elevated, averaging 68 days, driven by high DSO of around 110 days, which reflects the long-cycle nature of new equipment contracts. DPO has been relatively stable near 65 days, suggesting limited supplier leverage. The slight improvement in CCC to 66 days in Q2 2026 from 71 days in Q3 2025 indicates modest working capital efficiency gains, but the persistent drag highlights the capital intensity of the new equipment business, which may offset the asset-light service model.

Leverage Creeps Higher as Equity Turns Negative

Total debt rose to $8.8B in Q2 2026 from $7.2B in Q1 2024, while equity remained deeply negative at -$5.7B, according to recent SEC filings, indicating a balance sheet increasingly reliant on debt financing.

The increase in total debt to $8.8B, coupled with negative equity of -$5.7B, suggests that the company is funding shareholder returns through debt, as cash declined to $813M. Interest coverage remains comfortable at 22x in Q2 2026, but the trend in D/EBITDA, which rose to 15.44 from 12.19 in Q1 2024, indicates rising leverage relative to earnings. The negative equity makes traditional D/E ratios uninformative, and investors should monitor the sustainability of this capital structure, especially if cash flows weaken.

Liquidity Buffer Thins as Current Ratio Dips

Current ratio fell to 0.83 in Q2 2026 from 0.97 in Q1 2024, while cash declined to $813M, as per reported figures, indicating a shrinking liquidity cushion against short-term obligations.

The current ratio below 1.0 indicates that current liabilities exceed current assets, which is typical for companies with strong cash generation but here it is exacerbated by declining cash. The quick ratio of 0.75 suggests that even excluding inventory, the company may struggle to cover short-term obligations without relying on operating cash flow. However, the stable service revenue provides a predictable cash stream, which may mitigate liquidity risk, but the trend warrants monitoring if cash continues to decline.

P/E Misleads on Service Quality

The P/E of 20.56 may understate the value of Otis's service-led model, as it fails to capture the recurring revenue quality, according to reported figures, suggesting a software-like earnings stream.

The market often applies a traditional industrial multiple to Otis, but the high-margin service segment with long-term contracts and high retention resembles a software business. The P/E of 20.56 is lower than peers like Trane (35x) and Carrier (36x), which may reflect a discount for perceived cyclicality. However, the EV/EBITDA of 15.18 is more comparable, indicating that the market may be pricing the business on EBITDA rather than earnings, which could obscure the quality of earnings. Investors should consider a sum-of-the-parts valuation or a multiple on service segment earnings to better capture the recurring revenue value.

Download Financial Ratios Data

Includes 30+ ratios · 9 years · Updated daily

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OTIS — Frequently Asked Questions

Quick answers to the most common questions about buying OTIS stock.

What is Otis Worldwide Corporation's P/E ratio?

Otis Worldwide Corporation's current P/E ratio is 19.5x. The historical average is 27.2x.

What is Otis Worldwide Corporation's EV/EBITDA?

Otis Worldwide Corporation's current EV/EBITDA is 14.6x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 18.6x.

Is OTIS stock overvalued?

Based on historical data, Otis Worldwide Corporation is trading at a P/E of 19.5x. Compare with industry peers and growth rates for a complete picture.

What is Otis Worldwide Corporation's dividend yield?

Otis Worldwide Corporation's current dividend yield is 2.41% with a payout ratio of 46.7%.

What are Otis Worldwide Corporation's profit margins?

Otis Worldwide Corporation has 30.3% gross margin and 14.8% operating margin. Operating margin between 10-20% is typical for established companies.

How much debt does Otis Worldwide Corporation have?

Otis Worldwide Corporation's Debt/EBITDA ratio is 3.8x, indicating high leverage. A ratio between 2-4x is manageable but warrants monitoring.