OTIS US EQUITY Industrials Industrial Machinery & Supplies & Components CIK: 1781335

Otis Worldwide (OTIS) Quant Factor Diagnostic & Fair Value Model

Otis Worldwide (Ticker: OTIS) is listed in the Industrials sector (Industrial Machinery & Supplies & Components). Below is its point-in-time financial profile, valuation multiples, and cross-sectional factor diagnostics.

$75.15

-0.60% Latest Close (2026-10-23)

Market Cap: $28.61B

P/E Ratio: 16.8

Momentum Strength 3M / 12M

+2.68%

1M: +12.70% 12M: -17.80%

Quality (ROE) Point-in-Time

Trailing Return on Equity

Technical Trend RSI 14

87.1

SMA50: $69.34 SMA200: $76.68

Valuation Multiplier Trailing

16.8

Moderate Valuation Corridor (15x - 30x P/E)

📊 Valuation & Multi-Factor Diagnostic

Moderate Valuation Corridor (15x - 30x P/E)

OTIS trades within a typical sector multiple band (16.8x P/E), broadly aligned with trailing earnings.

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📈 Daily Candlestick & Volume Quant Chart

Interactive lightweight price action & volume breakdown over recent 90 trading days.

均线整理 (MA20/50) Piotroski F-Score: 3/9 (Under Pressure or Early Stage Growth)

Official Point-in-Time Financial Filing History

Zero Lookahead Bias: Every financial metric is timestamped at the exact moment officially published to the market.

备案 CIK: 1781335 · 10-K 年报 / 10-Q 季报

Form	Period End	Filing Timestamp (Point-in-Time)	Revenue	Net Income	Operating CF	EPS (Diluted)
10-Q	2026-06-30	2026-07-23	-	$428.00M	$680.00M	$1.12
10-Q	2025-12-31	2026-07-23	-	-	-	-
10-Q	2025-06-30	2026-07-23	-	$393.00M	$405.00M	$0.99
10-Q	2026-03-31	2026-04-23	-	$340.00M	$413.00M	$0.87
10-Q	2025-03-31	2026-04-23	-	$243.00M	$190.00M	$0.61
10-K	2025-12-31	2026-02-05	-	$1.38B	$1.60B	$3.50
10-K	2024-12-31	2026-02-05	-	$1.65B	$1.56B	$4.07
10-K	2023-12-31	2026-02-05	-	$1.41B	$1.63B	$3.39

💡 Methodology & Frequently Asked Questions

Key reference details regarding Otis Worldwide (OTIS) valuation multiples, momentum factors, and point-in-time filing conventions.

How should OTIS's current valuation multiple be interpreted? ↓

OTIS trades at a trailing P/E of 16.8x within the Industrials sector (moderate valuation corridor (15x - 30x p/e)). Valuation multiples are computed using trailing-twelve-month GAAP earnings against the latest close price.

What are OTIS's key momentum and technical factor indicators? ↓

As of the latest close, OTIS shows a 1-month return of +12.70%, 3-month return of +2.68%, and 12-month return of -17.80%, with a 14-day RSI of 87.1. Momentum factors reflect short- and intermediate-term price velocity across the equity cross-section.

What is Point-in-Time (PIT) financial data and why does it matter for OTIS? ↓

Point-in-Time indexing aligns corporate fundamentals with their official public filing timestamps (Form 10-Q/10-K) rather than accounting period-end dates. This methodology eliminates lookahead bias in historical equity backtests.

How can OTIS be incorporated into systematic factor models? ↓

OTIS can be evaluated within customized multi-factor models or screened against cross-sectional filters (such as momentum quintiles and return on equity) to analyze historical turnover and risk-adjusted return.