OTIS
Otis Worldwide Corporation
OTIS has lower modeled downside risk, despite its lower overall score.
VRT
Vertiv Holdings Co
VRT has the edge over OTIS overall, supported by stronger modeled upside and stronger fundamentals.
OTIS Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Healthy | |
| Stable |
OTIS's profitability and cash flow are currently healthy, and its revenue and balance sheet are stable.
VRT Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
VRT's revenue, profitability, cash flow and balance sheet are all currently strong.
OTIS PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 18x | $77.14 | — |
| Current | 19x | $77.14 | — |
| Cheap | 23x | $94.13 | +22% |
| Fair | 27x | $107 | +39% |
| Expensive | 30x | $122 | +58% |
Historical ranges are pointers, not guarantees.
OTIS has the edge over VRT in the historical PE scenario, which offers more potential upside but is not a forecast.
VRT PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 23x | $210 | — |
| Current | 39x | $210 | — |
| Cheap | 58x | $308 | +47% |
| Fair | 72x | $383 | +83% |
| Expensive | 88x | $472 | +125% |
Historical ranges are pointers, not guarantees.
VRT's PE is in its cheap range at 39x. If earnings grow as analysts expect, today's price would be 23x next year's earnings.
OTIS Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Growth | |
| Stable | |
| Improving | |
| Limited | |
| High |
Analysts expect OTIS's earnings to grow and its profitability to improve, with its revenue holding steady.
VRT Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
VRT has the edge over OTIS on the outlook, with more favorable revenue expectations.
OTIS Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $4.37 | +8.7% |
| Q3 2026 | $4.02 | +18% |
| Q2 2026 | $3.89 | +2.6% |
| Q1 2026 | $3.76 | -1.6% |
| Q4 2025 | $3.50 | -14% |
| Q3 2025 | $3.40 | -15% |
| Q2 2025 | $3.79 | +5.9% |
| Q1 2025 | $3.82 | +10% |
| Q4 2024 | $4.07 | +20% |
OTIS earned $4.02 per share over the past year, up 18% from the year before.
VRT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $9.14 | +71% |
| Q3 2026 | $5.35 | +102% |
| Q2 2026 | $4.42 | +111% |
| Q1 2026 | $3.98 | +131% |
| Q4 2025 | $3.41 | +166% |
| Q3 2025 | $2.65 | +75% |
| Q2 2025 | $2.09 | +62% |
| Q1 2025 | $1.72 | +64% |
| Q4 2024 | $1.28 | +7.6% |
VRT has the edge over OTIS on earnings, with more consistent year-over-year improvement.
OTIS Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $3.9B | +6.1% |
| Q2 2026 | $3.9B | +7.3% |
| Q1 2026 | $3.6B | +6.4% |
| Q4 2025 | $3.8B | +3.3% |
| Q3 2025 | $3.7B | +4% |
| Q2 2025 | $3.6B | -0.2% |
| Q1 2025 | $3.4B | -2.5% |
| Q4 2024 | $3.7B | +1.5% |
OTIS's revenue has grown year over year for five quarters in a row: $3.9B last quarter, up 6.1% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 16% | 0 points |
| Q2 2026 | 15% | -0.3 points |
| Q1 2026 | 15% | +2.8 points |
| Q4 2025 | 16% | +1.1 points |
| Q3 2025 | 16% | +5.7 points |
| Q2 2025 | 15% | -0.6 points |
| Q1 2025 | 12% | -3.6 points |
| Q4 2024 | 14% | 0 points |
OTIS's operating margin was 16% last quarter, about level with the same quarter a year ago.
VRT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $4.3B | +61% |
| Q2 2026 | $3.3B | +24% |
| Q1 2026 | $2.6B | +30% |
| Q4 2025 | $2.9B | +23% |
| Q3 2025 | $2.7B | +29% |
| Q2 2025 | $2.6B | +35% |
| Q1 2025 | $2B | +24% |
| Q4 2024 | $2.3B | +26% |
VRT has the edge over OTIS on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 23% | +3.5 points |
| Q2 2026 | 19% | +2.7 points |
| Q1 2026 | 17% | +2.3 points |
| Q4 2025 | 20% | +0.7 points |
| Q3 2025 | 19% | +1.4 points |
| Q2 2025 | 17% | -0.4 points |
| Q1 2025 | 14% | +1.9 points |
| Q4 2024 | 19% | +4.2 points |
VRT has the edge over OTIS on profitability, with a higher operating margin.
OTIS Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $298M | -12% |
| Q2 2026 | $223M | +25% |
| Q1 2026 | $380M | +144% |
| Q4 2025 | $772M | +19% |
| Q3 2025 | $337M | -6.9% |
| Q2 2025 | $179M | -37% |
| Q1 2025 | $156M | +11% |
| Q4 2024 | $651M | +17% |
OTIS's free cash flow has been positive every quarter for seven years: $1.7B over the past year, up 26% from the year before.
VRT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $654.9M | +41% |
| Q2 2026 | $926.5M | +233% |
| Q1 2026 | $654.2M | +145% |
| Q4 2025 | $885.6M | +143% |
| Q3 2025 | $463.5M | +36% |
| Q2 2025 | $277.9M | -19% |
| Q1 2025 | $266.8M | +162% |
| Q4 2024 | $364.5M | +18% |
VRT has the edge over OTIS on cash flow, with more consistent year-over-year improvement.
OTIS Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.4% | -1.6M shares |
| 1 year | -2.8% | -10.9M shares |
| 3 years | -7.7% | -31.8M shares |
| 5 years | -11% | -48.7M shares |
| Available history | -12% | -51.2M shares |
OTIS has the edge over VRT on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | $407M |
| Q1 2026 | $400M |
| Q4 2025 | — |
| Q3 2025 | $248M |
| Q2 2025 | $308M |
| Q1 2025 | $253M |
| Q4 2024 | $207M |
OTIS spent $807M buying back its own shares over the past year, down 21% from the year before.
VRT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | -64.9K shares |
| 1 year | +0.4% | +1.8M shares |
| 3 years | +1.1% | +4.4M shares |
| 5 years | +10% | +36M shares |
| Available history | +63% | +152M shares |
VRT has 393M diluted shares, about the same as a year ago.
| Quarter | Spent |
|---|---|
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | $599.9M |
OTIS Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 3.0x | Moderate |
| Q2 2026 | 3.1x | Elevated |
| Q1 2026 | 2.9x | Moderate |
| Q4 2025 | 3.0x | Moderate |
| Q3 2025 | 3.2x | Elevated |
| Q2 2025 | 3.5x | Elevated |
| Q1 2025 | 3.2x | Elevated |
| Q4 2024 | 2.8x | Moderate |
OTIS's net debt is about 3.0 years of its operating earnings (EBITDA), down from 3.2 years a year ago.
VRT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.2x | Net Cash |
| Q2 2026 | 0.1x | Very low |
| Q1 2026 | 0.3x | Very low |
| Q4 2025 | 0.6x | Very low |
| Q3 2025 | 0.8x | Very low |
| Q2 2025 | 0.7x | Very low |
| Q1 2025 | 0.8x | Very low |
| Q4 2024 | 1.0x | Healthy |
VRT has the edge over OTIS on leverage, with a lower net debt burden relative to earnings.
OTIS Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 56.8 | Neutral |
| Stochastic | 86.8 | Overbought |
OTIS's weekly RSI is 57 (neutral) and its Stochastic is 87 (overbought).
VRT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 43.0 | Neutral |
| Stochastic | 26.4 | Neutral |
VRT's weekly RSI is 43 (neutral) and its Stochastic is 26 (neutral).
OTIS PE vs Industrials Sector
| Metric | OTIS | Sector median | Relative |
|---|---|---|---|
| PE | 19x | 24x | 20% below |
| PE % | 6 | 56 | 50 pts below |
OTIS has the edge over VRT on valuation relative to its sector.
VRT PE vs Industrials Sector
| Metric | VRT | Sector median | Relative |
|---|---|---|---|
| PE | 39x | 24x | 63% above |
| PE % | 3 | 58 | 55 pts below |
VRT is trading at 39x earnings, a 63% premium to the Industrials sector's median of 24x.
OTIS Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $71.8 | 7.5% above |
| 20 week MA | $71.8 | 7.4% above |
| 50 week MA | $77.9 | 1% below |
| 100 week MA | $86.0 | 10% below |
| 200 week MA | $88.1 | 12% below |
OTIS has bounced recently, but its long-term trend is still down: it's above its 8- and 20-week averages, but 12% below its 200-week average.
VRT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $221.8 | 5.5% below |
| 20 week MA | $254.4 | 18% below |
| 50 week MA | $253.9 | 17% below |
| 100 week MA | $189.1 | 11% above |
| 200 week MA | $123.5 | 70% above |
VRT has pulled back, but its long-term trend is still up: it's below its 8-, 20- and 50-week averages, but 70% above its 200-week average.
OTIS Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $45.0 | $65.8 | +46% |
| 2021 | $65.8 | $85.3 | +30% |
| 2022 | $85.3 | $78.4 | -8.1% |
| 2023 | $78.4 | $89.5 | +14% |
| 2024 | $89.5 | $93.5 | +4.5% |
| 2025 | $93.5 | $87.6 | -6.3% |
| 2026 YTD | $87.6 | $77.1 | -12% |
OTIS has finished higher in four of the last six years. It's down 12% so far in 2026.
VRT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $10.9 | $18.9 | +73% |
| 2021 | $18.9 | $24.9 | +31% |
| 2022 | $24.9 | $12.8 | -48% |
| 2023 | $12.8 | $48.0 | +275% |
| 2024 | $48.0 | $115.1 | +140% |
| 2025 | $115.1 | $167.6 | +46% |
| 2026 YTD | $167.6 | $209.6 | +25% |
VRT has the edge over OTIS on returns for 2026, with the stronger performance.