LQAI0.300%
as of Sep 2
OTIS
DefensiveOTIS WORLDWIDE CORP
Otis Worldwide Corporation engages in manufacturing, installation, and servicing of elevators and escalators in the United States, China, and internationally. The company operates in two segments, New Equipment and Service. The New Equipment segment designs, manufactures, sells, and installs a range of passenger and freight elevators, as well as escalators and moving walkways for residential and commercial buildings, and infrastructure projects.
Close · 3M
-8.30%
Held by 2 AI ETFs
AIVL0.197%
as of Sep 3
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals12
Win rate8% (1/12)
Avg buy return-2.50%
LQAI · Weight decrease · 3d
weight 0.560% → 0.310% (-0.250 pp)·stock up 2.8% in the 30 days before
Aug 7·entry $73.99·now $71.48
-3.39%
since Aug 7
LQAI · Weight decrease · 2d
weight 0.560% → 0.320% (-0.240 pp)·stock up 2.4% in the 30 days before
Aug 6·entry $73.83·now $71.48
-3.18%
since Aug 6
LQAI · Weight increase · 4d
weight 0.530% → 0.590% (+0.060 pp)·stock up 0.6% in the 30 days before
Jul 29·entry $73.36·now $71.48Fresh
-2.56%
since Jul 29
LQAI · Weight increase · 3d
weight 0.530% → 0.580% (+0.050 pp)·stock up 0.6% in the 30 days before
Jul 28·entry $73.61·now $71.48Fresh
-2.89%
since Jul 28
LQAI · Weight increase · 2d
weight 0.530% → 0.550% (+0.020 pp)·stock down 1.0% in the 30 days before
Jul 24·entry $71.93·now $71.48Fresh
-0.63%
since Jul 24
LQAI · Weight decrease · 2d
weight 0.570% → 0.530% (-0.040 pp)·stock down 2.9% in the 30 days before
Jul 22·entry $70.41·now $71.48
+1.52%
since Jul 22
LQAI · New entry · 1d
weight 0 → 0.550% (new)·stock up 5.1% in the 30 days before
Jul 7·entry $73.43·now $71.48Fresh
-2.66%
since Jul 7
+0.29%
since Jun 9
-3.54%
since May 12
AIVL · Weight decrease · 3d
weight 0.203% → 0.193% (-0.009 pp)·stock down 3.9% in the 30 days before
Aug 17·entry $70.56·now $71.48
+1.30%
since Aug 17
AIVL · Weight decrease · 2d
weight 0.203% → 0.197% (-0.006 pp)·stock down 3.2% in the 30 days before
Aug 14·entry $72.63·now $71.48
-1.58%
since Aug 14
AIVL · Weight decrease · 2d
weight 0.204% → 0.199% (-0.005 pp)·stock down 1.3% in the 30 days before
Aug 3·entry $72.19·now $71.48
-0.98%
since Aug 3
AIVL · Weight increase · 3d
weight 0.199% → 0.204% (+0.005 pp)·stock up 0.6% in the 30 days before
Jul 29·entry $73.36·now $71.48Fresh
-2.56%
since Jul 29
AIVL · Weight increase · 2d
weight 0.199% → 0.203% (+0.003 pp)·stock up 0.6% in the 30 days before
Jul 28·entry $73.61·now $71.48Fresh
-2.89%
since Jul 28
AIVL · Weight decrease · 2d
weight 0.207% → 0.199% (-0.008 pp)·stock down 2.9% in the 30 days before
Jul 22·entry $70.41·now $71.48
+1.52%
since Jul 22
AIVL · Weight decrease · 2d
weight 0.207% → 0.204% (-0.003 pp)·stock up 2.0% in the 30 days before
Jul 15·entry $72.20·now $71.48
-1.00%
since Jul 15
AIVL · Weight decrease · 2d
weight 0.207% → 0.204% (-0.003 pp)·stock up 3.4% in the 30 days before
Jul 9·entry $72.00·now $71.48
-0.72%
since Jul 9
-2.74%
since Jul 6
+1.19%
since Jul 1
+3.09%
since Jun 1
-3.41%
since May 11
-7.73%
since May 7
-5.47%
since May 5
AIEQ · Exit · 1d
weight 0.450% → 0 (exited)·stock up 1.9% in the 30 days before
Aug 2·entry $72.19·now $71.48
-0.98%
since Aug 2
AIEQ · Weight increase · 2d
weight 0.450% → 0.470% (+0.020 pp)·stock up 0.1% in the 30 days before
Jul 30·entry $71.69·now $71.48Fresh
-0.29%
since Jul 30
AIEQ · Weight decrease · 2d
weight 0.460% → 0.440% (-0.020 pp)·stock down 1.4% in the 30 days before
Jul 23·entry $70.77·now $71.48
+1.00%
since Jul 23
AIEQ · Weight decrease · 2d
weight 0.460% → 0.440% (-0.020 pp)·stock up 4.4% in the 30 days before
Jul 16·entry $75.00·now $71.48
-4.69%
since Jul 16
-2.74%
since Jul 3
+1.19%
since Jul 1
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Fails the frameworkas of Aug 2
While two AI ETFs (LQAI, AIVL) show recent accumulation trends for Otis, and one (AIEQ) recently exited, this value investing framework issues a 'Fail' verdict primarily due to the inability to confirm a sufficient margin of safety at the current price. This indicates a divergence where a Buffett-style analysis cannot justify an investment at present, despite the company's strong underlying business quality, contrasting with the accumulating AIs.
- Circle of CompetenceThe elevator and escalator industry, with its significant recurring service revenue and long asset lifespans for its installed base, offers predictable unit economics suitable for long-term cash flow projections.
- Economic MoatOtis benefits from strong brand recognition, high switching costs for its installed base due to specialized maintenance and safety requirements, and global scale advantages in manufacturing and service.
- ManagementAssessment of management's candor, capital allocation discipline, and 'skin in the game' cannot be determined from the provided financial snippets.
- Financial HealthWhile the reported ROE is strong at 14.92%, insufficient data on 10-year ROE average, operating margins, debt levels, and owner earnings prevents a comprehensive assessment of financial health.
- Margin of SafetyWithout a detailed valuation and conservative estimate of intrinsic value, it is not possible to determine if the current price offers a defensible margin of safety, causing it to fail this stage.
Otis Worldwide appears to be a fundamentally strong business operating within a predictable industry and protected by durable economic moats. However, a complete assessment of management and long-term financial health is constrained by limited data. Crucially, without a verifiable margin of safety at its current valuation, the company does not qualify as a clear investment opportunity under this value investing framework.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.