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Otis Worldwide OTIS

equity

Price History

$50$67.98$85.96$103.94
2020-03 · DCA start$50

Time underwater

How far below its previous all-time high the price sat, each month. 0% means a new high.

-31.8%-21.2%-10.6%0.0%
2020-032026-08 · -28.8%

Worst drawdown: −32%, peaking Sep 2024 and bottoming May 2026 — still unrecovered after 23 months.

DCA Backtest

Invested
$7,800
Value today
$7,285
Return
-6.6%
Months invested
78

Scenarios

Inflation — the same contributions merely keeping pace with CPI would be $8,754 today, so the real (inflation-adjusted) return is -16.8%.

Lump sum instead — $7,800 all at once in Mar 2020: $11,539 (+47.9%) — lump sum came out ahead.

Worst timing — same monthly amount started at the all-time high (Sep 2024): $2,019 on $2,400 invested (-15.9%).

⚠ Price returns only — dividends are not included. This understates the true return of dividend-paying shares, and any comparison against crypto (which pays no dividends) is biased against equities by roughly the dividend yield, compounded.

If this saved you a spreadsheet — buy me a coffee.

Every start month at once

Each cell is the return-to-date of £/$/€100-a-month DCA started that month. Click a cell to load it in the backtest above. The ringed cell is the all-time-high start — the worst timing scenario.

JFMAMJJASOND
2020
2021
2022
2023
2024
2025
2026
Legend:−50%−20%0%+50%+200%+1000%worst timing (ATH)Selected 2020-03: -6.6%

About Otis Worldwide

Otis Worldwide Corporation, doing business as its former legal name Otis Elevator Company and styled as OTIS, is an American company that develops, manufactures and markets elevators, escalators, moving walkways, and related equipment. (Wikipedia)

It's a listed company categorised under industrials and industrial machinery & supplies & components, with a market cap of about $28.2B.

It rates Medium-Low Risk at 2.0/5, meaning the rated factors are mostly sound, with one or two areas worth watching.

What pushes the score up: earnings quality (3.0/5).

Scoring well: liquidity at 1.0/5.

Not yet researched: concentration, governance. These are excluded from the score rather than guessed, so the real risk may be higher than what’s shown.

Ratings summarise sourced facts against fixed rules — not investment advice, and no substitute for your own diligence.

Risk Profile

Medium-Low Risk(2.0/5)80% rated

How these ratings work

Market / Volatility2.0/5 · weight 20%
  • Annualised volatility (3yr)2/522.9
  • Max drawdown from ATH2/531.8
  • Beta vs S&P 5002/50.85
Liquidity1.0/5 · weight 15%
  • Avg daily $ volume1/5277.8m
  • Float % of shares outstandingnot yet researched
Leverage / Financial2.0/5 · weight 20%
  • Debt / equitynot yet researched
  • Interest coverage (EBIT / interest)2/59.8
Earnings Quality3.0/5 · weight 15%
  • 3yr EPS volatility3/524.1
Concentrationunrated · weight 10%
  • Largest customer, % of revenuenot yet researched
  • Geographic revenue concentrationnot yet researched
Governanceunrated · weight 10%
  • Board independence %not yet researched
  • Share structurenot yet researched
  • Litigation / audit historynot yet researched
Sector / Regulatory2.0/5 · weight 10%
  • Sector regulatory exposure2/5moderate

Linked Assets

Same sector, or return-correlated — worth knowing what else might move if this one does.