OTIS

OTIS

Otis Worldwide

Hybrid Industrial

★ Quality 73/100
Overvalued

Price today

$71.21

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A monopoly position

This company has a competitive advantage so strong that its rivals find it practically impossible to replicate.

What this business is made of

73qualityReturnsMoatBalance sheetPricing power *Reinvestment
* This axis is an estimate: we don't have the figure that measures it for this company.

The business

Sells the elevator once and charges you for maintenance for 30 years.

Otis makes, installs, and services elevators and escalators. The real business is service: ~2.3 million units under recurring maintenance contracts, which deliver most of the margin. New equipment gets a foot in the door; maintenance pays the bills for decades.

Every installed elevator becomes a 20-30 year service annuity, with retention rates above 90%. The density of its technician network and its proprietary knowledge of its installed base make switching providers expensive and risky for the customer. It's a quiet toll stuck to the building.

Revenue history

$13.7B
2022
$14.2B
2023
$14.3B
2024
$14.4B
2025
$14.7B
2026
CAGR 5 años: +2%

From $13.7B to $14.7B in 4 years. The business grows steadily.

Where each $100 of sales goes

Revenue $14.4B · FY2025

Costs and operations$13.0B · 90%
Net profit$1.4B · 10%

Of every $100 in sales, $90 goes to costs and operations; $10 is left as net profit (10% margin).

Catalysts and risks

Service portfolio growing ~4% annually with inflation repricing.

Modernization of old equipment in China and Europe: a global maintenance market of millions of aging units.

$1.4B FCF in 2025 sustains growing buybacks and dividend.

⚠️

New equipment exposed to Chinese construction, which stays weak and drags sales down.

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$7.8B debt against only $1.1B in cash limits room to maneuver.

⚠️

Wage inflation among technicians squeezes the margin of the business that matters.

Charlie's note

Excellent business: every installed elevator is a decades-long service annuity with 90% retention and a toll stuck to the building. But 15.4x with no growth means paying for the quality without a discount, so here it's about waiting patiently and letting the price do the work.

Analysis · June 2026

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