Otis Worldwide Corporation
OTIS · Industrials · · USDFahodi Score HOLD Mid-term (Position)
57
/ 100
Technical
60
Trend & RS
67
Momentum
80
Fundamental
44
Macro
24
Liquidity
77
| Component | Score | Weight |
|---|---|---|
| Technical | 60.0 | 20% |
| Trend & RS | 66.6 | 30% |
| Momentum | 79.6 | 15% |
| Fundamental | 44.4 | 10% |
| Macro | 23.6 | 20% |
| Liquidity | 77.4 | 5% |
Trade Setup
| Entry | 79.49 |
| Stop Loss | 75.77 (4.7%) |
| Target 1 (1:1) | 83.21 (+4.7%) |
| Target 2 (2:1) | 86.93 (+9.4%) |
| ATR(14) | 1.86 (2.3%) |
| Risk per Share | 3.72 |
| Reward:Risk | 2:1 |
ATR-based levels. Adjust for support/resistance zones.
Factor Profile
| Factor | Score | Z | Bar |
|---|---|---|---|
| Value | 67.2 | +0.69 | |
| Momentum | 72.4 | +0.90 | |
| Quality | 25.4 | -0.98 | |
| Composite | 55.0 | ||
Quality Scores
Piotroski F-Score
4
/9 —
Average
✓
✗
✗
✗
✗
✗
✓
✓
✓
1. Positive Net Income
2. Positive Roa
3. Positive Cfo
4. Quality Earnings
5. Lower Leverage
6. Higher Liquidity
7. No Dilution
8. Higher Gross Margin
9. Higher Asset Turnover
Altman Z-Score
Insufficient Data
Valuation vs Peers Fair Value
| Metric | Stock | Sector | vs Peers |
|---|---|---|---|
| P/E Ratio | 19.8 | 18.0 | Inline |
| P/B Ratio | -5.6 | 3.0 | Inline |
| Dividend Yield | 2.2% | 2.0% | Above avg |
Comparing against Industrials median multiples.
Intrinsic Value (DCF) Significantly Overvalued
Intrinsic Value
59.16
vs
Market Price
79.49
Upside
-25.6%
| Margin of Safety | -34.4% |
| Stage 1 PV (5yr FCF) | 5,650,193,675 |
| Terminal Value PV | 16,871,972,574 |
| Total Enterprise Value | 22,522,166,249 |
Assumptions
| Base FCF | 1,224,365,045 |
| Growth Rate (5yr) | 6.1% |
| Terminal Growth | 2.5% |
| Discount Rate (WACC) | 9.0% |
2-stage DCF: 5yr projected FCF + Gordon Growth terminal value. Estimates only — adjust growth and WACC for your own assumptions.
Position Sizing — Kelly Criterion
4.6%
Recommended Size
37.37%
Full Kelly
18.68%
Half Kelly
5.0%
Max Cap (Moderate)
Kelly inputs derived from quant score 57/100. Estimated win rate 57%, avg win 8.4%, avg loss 3.9%. Position was capped at the moderate risk maximum. This is analytical output, not a recommendation to trade.
RECOVERY
Regime: RECOVERY (40% confidence) — position size reduced 8%
Signal Summary BUY
3
Bullish Signals
2
Bearish Signals
70.48
RSI(14)
2.6573
MACD
Relative Strength (RS) NEUTRAL
41
/ 99
RS Rating
O'Neil filter: <80
| RS vs SPY | ↑ RISING (+13.1% vs SPY 3M) |
| RS vs Sector | OUTPERFORMING (Industrials) |
| RS New High | ✓ RS at 3-month high Institutional accumulation signal |
| Sector Outperformance | +10.0% (3M) |
RS Line — stock / SPY (90 bars)
← older
newer →
RS vs SPY
50-day SMA of RS
NEUTRAL:
In line with the market — no strong outperformance or underperformance.
Technical Indicators
| Indicator | Value | Signal |
|---|---|---|
| Rsi | 70.48 | OVERBOUGHT |
| Macd | 2.6573 | BULLISH |
| Ma Cross | 70.18 / 75.51 | DEATH CROSS |
| Trend Short | ABOVE SMA50 | |
| Trend Long | ABOVE SMA200 | |
| Bollinger | MIDDLE | |
| Volume | 1.89x | HIGH |
Key Levels
| Level | Price |
|---|---|
| 52-Week High | 94.56 |
| Bollinger Upper | 81.25 |
| SMA(200) | 75.51 |
| SMA(50) | 70.18 |
| SMA(20) | 73.23 |
| Current Price | 79.49 |
| Bollinger Lower | 65.21 |
| 52-Week Low | 63.58 |
| ATR(14) | 1.86 |
Advanced Technical Analysis
Click to expand
Wyckoff Phase & Volume Spread Analysis
Wyckoff Phase
Insufficient data for Wyckoff analysis.
Volume Spread Analysis (last 5 bars)
| Date | Signal | Vol | Description |
|---|---|---|---|
| 2026-10-30 | Normal | 1.32x | Normal bar — no special VSA pattern |
| 2026-11-02 | Normal | 1.02x | Normal bar — no special VSA pattern |
| 2026-11-03 | Normal | 0.6x | Normal bar — no special VSA pattern |
| 2026-11-04 | Normal | 1.12x | Normal bar — no special VSA pattern |
| 2026-11-05 | Normal | 1.89x | Normal bar — no special VSA pattern |
Ichimoku Cloud BULLISH
| Line | Value | Status |
|---|---|---|
| Tenkan-sen (9) | 76.51 | Above Kijun |
| Kijun-sen (26) | 72.38 | Base line |
| Senkou A | 74.44 | Leading span A |
| Senkou B | 72.38 | Leading span B |
| Cloud | 72.38 – 74.44 | Bullish (Green) |
| Price vs Cloud | 79.49 | Above Cloud |
| Chikou Span | 64.48 | Bullish |
| Alignment Score | 4/4 | BULLISH |
TTM Squeeze & Divergences
TTM Squeeze
SQUEEZE OFF
No squeeze
Momentum:
BULLISH FADING
BB: 65.21 – 81.25 | KC: 70.58 – 75.88
Divergences (last 60 bars)
No significant divergences detected in the last 60 bars.
Anchored VWAP
VWAP: 72.01
Anchor: 2026-10-02 (52w Low)
ABOVE AVWAP
+10.4%
Heikin-Ashi Trend
BULLISH
Full data via /api/advanced/OTIS
Valuation
| Metric | Value |
|---|---|
| Market Cap | 30.26B |
| P/E (TTM) | 19.77 |
| Forward P/E | N/A |
| P/B | -5.57 |
| EPS | 4.02 |
Financial Health
| Metric | Value |
|---|---|
| Revenue Growth | 6.1% |
| Profit Margin | 10.3% |
| ROE | N/A |
| Debt/Equity | N/A |
| Current Ratio | 0.86 |
| Dividend Yield | 2.2% |
| Payout Ratio | N/A |
| Beta | 0.87 |
Trading Data
79.49
Open
79.49
Day High
79.49
Day Low
9.64M
Volume (2.2x avg)
Price Chart (90 Days)
Candlesticks (green=up, red=down)
SMA 20
SMA 50
Bollinger Bands (upper/lower)
Volume (green=buying, red=selling)