MEDIUM confidence: 100% data completeness, but the composite (50) sits in the indecisive 30–70 range — strong-buy and short calls require a more decisive composite. What does confidence mean?
Technical context for active traders — derived from price, the 50/200-day moving averages, the 52-week range, and recent volume. Not part of the QScore.
Fama-French 5-factor (2×3) + Momentum, monthly OLS with Newey-West errors. Bars show signed factor betas; faded bars/figures aren't statistically significant.
AI classification of policy/regulatory sensitivity from the company's sector, industry, and business description. Exposure/sensitivity only — not a political opinion, a prediction of government action, or investment advice. As of 2026-07-10.
Dated events from the market calendar; the “also watch” items are AI-generated observations from QScoring data. Informational only — not investment advice, and dates can change.
Net buyback (repurchases less issuance) ÷ market cap, plus trailing dividend yield.
| Metric (USD) | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|
| Revenue | $14.3B— | $13.7B-4.3% | $14.2B+3.8% | $14.3B+0.4% | $14.4B+1.2% |
| EPS (dil.) | $2.89— | $2.96+2.4% | $3.39+14.5% | $4.07+20.1% | $3.50-14.0% |
| Free Cash Flow | $1.6B— | $1.4B-9.3% | $1.5B+3.0% | $1.4B-3.5% | $1.4B+0.5% |
| Gross Margin | 29.3% | 28.6%-0.7pp | 29.5%+0.9pp | 29.9%+0.3pp | 30.3%+0.4pp |
| Operating Margin | 14.7% | 14.9%+0.1pp | 15.4%+0.5pp | 14.1%-1.3pp | 14.8%+0.7pp |
| Net Margin | 8.7% | 9.2%+0.4pp | 9.9%+0.7pp | 11.5%+1.6pp | 9.6%-1.9pp |
Absolute figures with year-over-year change. Margins show the level with the change in percentage points (pp). “n/m” = not meaningful (prior ≤ 0); ⚠ marks a large percentage off a small base — read the dollar figure.
Net insider -$125K over 180 days (0 open-market buys, 1 sells). Insider buying is the informative signal; routine selling is normal.
Short interest, days-to-cover, and institutional-ownership change require a data-plan upgrade (not yet available).
Forward-return IC, quintile spread & hit rate publish on /performance as the tracking panel accrues enough no-look-ahead history.
Avg target $89 (last qtr, 5 analysts) → $88 (last mo, 4) (-2.1%).
Buy-rated share 38% → 50% over ~3 months (+13pp).
| Quarter | Est. | Actual | Surprise |
|---|---|---|---|
| Jul 2026 | $1.01 | $1.01 | +0.0% |
| Apr 2026 | $0.90 | $0.89 | -0.7% |
| Jan 2026 | $1.04 | $1.03 | -1.0% |
| Oct 2025 | $1.01 | $1.05 | +4.0% |
| Jul 2025 | $1.03 | $1.05 | +1.9% |
| Apr 2025 | $0.90 | $0.92 | +2.7% |
| Jan 2025 | $0.95 | $0.93 | -2.1% |
| Oct 2024 | $0.97 | $0.96 | -1.0% |
Working the DCF backward: holding the assumptions below, this is the free-cash-flow growth today's price implies over the next 10 years. It is a read on the price's embedded expectations — not a fair-value or target price.
The price implies FCF growth below the analyst consensus of 5.9%/yr (revenue basis).
Base free cash flow $1.5B (avg FY2023–FY2025; latest year $1.4B) · equity value $27.7B · levered FCF discounted at the cost of equity. Reverse DCF is illustrative, not advice.
The QScore of 50 indicates a neutral outlook for OTIS, with the long-term and short-term scores closely aligned. The stock's value and profitability scores are moderate, driven by a P/E of 18.6 and an operating margin of 15.4%, while its growth and momentum scores are lower due to negative EPS growth and a 12-month return of -17.4%. The risk score is relatively high at 71, driven by 60-day volatility of 22.5%, but the beta of 0.9 suggests relatively low market correlation. Overall, OTIS trades at a moderate valuation with mixed fundamentals.