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REDDIT

$OTIS: Another watchlist name to focus on

M
Jul 4, 2026 · 20:30

Otis was spun out of UTX in 2020. At that time:

433mm shares, $50 stock price, $5.2B debt, $1.1B net income, $0.60 dividend

Today

390mm shares, $72 stock price, $6.9B debt, $1.6B net income, $1.65 dividend

EV then: $26.8B, EV now: $35B, +30%.

Sales, net margin, operating margin have al grown since the spin off.

Elevators are not sexy and global office construction is down, down a lot in China particularly. But that is why the stock has performed poorly even though the business has continued to grow. The company has shown us how it performs in a weak demand environment. Imagine the results if demand picks up a few %.