OTIS · NYSE · STOCK
Otis Worldwide (OTIS) Stock Analysis
$65.94
52W $63.58 – $94.57
58/100
$25.11B
16.9
0.86
Is OTIS Bullish or Bearish?
Bullish.
Innellis AI committee rates Otis Worldwide Corporation (OTIS) Buy with a composite score of 58/100
, based on 6 analysts with 67% agreement.
Last updated October 10, 2026.
What Would Change This View
- Upgrade to Strong Buy
- Requires a committee score of 75.0 — +17.28 from today. Applies on the first day at or above the line; upgrades are never dampened.
- Downgrade to Watch
- Requires the score to fall below 55.0 — -2.72 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.
Executive Summary
The committee is genuinely divided. Value Analyst sees a compelling case. Portfolio Manager remains cautious — sector concentration is already high (hhi 2796.97). This disagreement is itself the signal — the setup is not clean in either direction.
Bull & Bear Case
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
- Weekly trend (downtrend) confirms the daily trend -- multi-timeframe agreement — Technical
- Low leverage (debt-to-equity 0.02) -- balance sheet can absorb a shock — Risk
Bear Case
- 3 consecutive earnings misses -- execution concerns — Growth
- Price structure making lower highs and lower lows — Technical
- Price structure (HH_HL) contradicts the downtrend -- mixed signals — Technical
- Current ratio of 0.85 is tight -- limited short-term liquidity cushion — Risk
Both cases are generated from quantitative data signals, not qualitative or
forward-looking judgement. They summarise what the numbers say today.
Price History (6M)
AI Investment Committee
Committee Consensus
As of October 10, 2026
Overall Committee Score
58/100
Agreement
67%
Analysts
6
Conviction
Moderate
Sector Rank
Top 44%
of 227 Industrials peers
Value Analyst
bullish
65
/ 100 · Moderate confidence
Classic value case: cheap on multiples with earnings power to back it up
Growth Analyst
neutral
48
/ 100 · High confidence
Moderate growth -- present but not remarkable
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
− 3 consecutive earnings misses -- execution concerns
Technical Analyst
neutral
53
/ 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
− Price structure making lower highs and lower lows
Risk Analyst
neutral
58
/ 100 · Moderate confidence
Moderate risk -- no single red flag, but nothing that clearly de-risks the position either
+ Low leverage (debt-to-equity 0.02) -- balance sheet can absorb a shock
− Current ratio of 0.85 is tight -- limited short-term liquidity cushion
Macro Analyst
bullish
65
/ 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst
neutral
58
/ 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager
bearish
30
/ 100 · Moderate confidence
The existing book itself argues for caution here, independent of how good this specific stock looks
− Sector concentration is already high (HHI 2796.97)
Investment Thesis Evolution
Committee score moved marginally from 57.7 to 57.7.
Comparing 2026-10-09 to 2026-10-10 (1 day apart).
Technical Analysis
RSI (14)
46.2
Neutral
MACD Histogram
0.146
Bullish Momentum
Trend Direction
Downtrend
Weekly: Downtrend
Market Structure
Hh Hl
Bollinger %B
0.37
Inside Bands
Price vs Moving Averages
EMA 9
$65.93
Above
EMA 21
$66.90
Below
EMA 50
$68.92
Below
EMA 200
$76.15
Below
Fundamental Analysis
Valuation
64
Growth
44
Profitability
44
Financial Health
51
Cash Flow
70
Valuation
P/E Ratio
16.9×
P/B Ratio
-4.42×
PEG Ratio
6.43
Dividend Yield
2.61%
52W High
$94.57
52W Low
$63.58
Quality & Growth
ROE
-2566.8%
ROA
1299.2%
Gross Margin
3016.6%
Operating Margin
1535.1%
Revenue Growth YoY
—
Debt / Equity
-1.54
AI Fundamental Assessment
P/E ratio of 16.9 (inexpensive relative to a 15-40x range); Price-to-book of -4.4x; PEG ratio of 6.4 (under 1.0 suggests growth is undervalued relative to price); Return on equity of -25.7%; Return on assets of 13.0%; Net margin of 10.2%; Gross margin of 30.2%; Current ratio of 0.83 (tight short-term liquidity); Debt-to-equity of -1.54; Free cash flow per share is positive (4.44); Most recent quarter missed estimates by 2.1%; 3 consecutive earnings misses; EPS growth accelerating (-13.6% -> +13.5% QoQ); Average YoY EPS growth of -3.8%; Analyst estimates falling over recent quarters
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