OTIS · OTIS WORLDWIDE CORP

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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

+4.65%

Held by 2 AI ETFs

AIVL0.210%

as of Oct 23

AIEQ0.060%

as of Oct 26

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 signals15

Win rate100% (15/15)

Avg buy return+6.26%

AIVLnow 0.210% of fund17 signals

AIVL · Accumulation · 5d

weight 0.187% → 0.202% (+0.014 pp)·stock up 8.1% in the 30 days before

Oct 20·entry $72.07·now $75.15Drifting

+4.27%

since Oct 20

AIVL · Accumulation · 5d

weight 0.189% → 0.201% (+0.011 pp)·stock up 3.7% in the 30 days before

Oct 19·entry $71.04·now $75.15Drifting

+5.79%

since Oct 19

AIVL · Accumulation · 5d

weight 0.189% → 0.201% (+0.012 pp)·stock up 3.8% in the 30 days before

Oct 16·entry $71.33·now $75.15Drifting

+5.36%

since Oct 16

AIVL · Weight increase · 4d

weight 0.187% → 0.198% (+0.011 pp)·stock up 1.7% in the 30 days before

Oct 15·entry $70.40·now $75.15Drifting

+6.75%

since Oct 15

AIVL · Weight increase · 3d

weight 0.187% → 0.196% (+0.009 pp)·stock up 0.9% in the 30 days before

Oct 14·entry $69.11·now $75.15Drifting

+8.74%

since Oct 14

AIVL · Weight increase · 2d

weight 0.187% → 0.192% (+0.004 pp)·stock down 3.6% in the 30 days before

Oct 13·entry $67.68·now $75.15Chased

+11.04%

since Oct 13

AIVL · Weight decrease · 2d

weight 0.191% → 0.186% (-0.005 pp)·stock down 9.6% in the 30 days before

Sep 30·entry $64.32·now $75.15

+16.84%

since Sep 30

AIVL · Weight decrease · 2d

weight 0.194% → 0.189% (-0.005 pp)·stock down 8.9% in the 30 days before

Sep 25·entry $65.94·now $75.15

+13.97%

since Sep 25

AIVL · Weight increase · 2d

weight 0.188% → 0.194% (+0.006 pp)·stock down 5.4% in the 30 days before

Sep 23·entry $68.32·now $75.15Drifting

+10.00%

since Sep 23

AIVL · Weight increase · 2d

weight 0.192% → 0.198% (+0.006 pp)·stock down 3.9% in the 30 days before

Sep 14·entry $70.18·now $75.15Drifting

+7.08%

since Sep 14

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 $75.15

+6.51%

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 $75.15

+3.47%

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 $75.15

+4.10%

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 $75.15Drifting

+2.44%

since Jul 29

AIVL · Weight increase · 2d

stock up 0.6% in the 30 days before

Jul 28·entry $73.61·now $75.15Drifting

+2.09%

since Jul 28

AIVL · Weight decrease · 2d

stock down 2.9% in the 30 days before

Jul 22·entry $70.41·now $75.15

+6.73%

since Jul 22

AIVL · Weight decrease · 2d

stock up 2.0% in the 30 days before

Jul 15·entry $72.20·now $75.15

+4.09%

since Jul 15

AIEQnow 0.060% of fund5 signals

AIEQ · New entry · 1d

weight 0 → 0.050% (new)·stock down 8.7% in the 30 days before

Oct 1·entry $64.48·now $75.15Chased

+16.55%

since Oct 1

AIEQ · Exit · 1d

weight 0.450% → 0 (exited)·stock up 1.9% in the 30 days before

Aug 2·entry $72.19·now $75.15

+4.10%

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 $75.15Drifting

+4.83%

since Jul 30

AIEQ · Weight decrease · 2d

stock down 1.4% in the 30 days before

Jul 23·entry $70.77·now $75.15

+6.19%

since Jul 23

AIEQ · Weight decrease · 2d

stock up 4.4% in the 30 days before

Jul 16·entry $75.00·now $75.15

+0.20%

since Jul 16

LQAIno longer held7 signals

LQAI · Exit · 1d

weight 0.280% → 0 (exited)·stock down 8.5% in the 30 days before

Sep 29·entry $65.63·now $75.15

+14.51%

since Sep 29

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 $75.15

+1.57%

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 $75.15

+1.79%

since Aug 6

LQAI · Weight increase · 4d

stock up 0.6% in the 30 days before

Jul 29·entry $73.36·now $75.15Drifting

+2.44%

since Jul 29

LQAI · Weight increase · 3d

stock up 0.6% in the 30 days before

Jul 28·entry $73.61·now $75.15Drifting

+2.09%

since Jul 28

LQAI · Weight increase · 2d

stock down 1.0% in the 30 days before

Jul 24·entry $71.93·now $75.15Drifting

+4.48%

since Jul 24

LQAI · Weight decrease · 2d

stock down 2.9% in the 30 days before

Jul 22·entry $70.41·now $75.15

+6.73%

since Jul 22

PQUSno longer held1 signal

PQUS · Exit · 1d

stock up 2.6% in the 30 days before

Jul 10·entry $73.09·now $75.15

+2.82%

since Jul 10

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 Sep 27

AI ETF AIVL has shown mixed activity with slight weight decreases recently, while both AIVL and LQAI maintain small holdings. This contrasts with the framework's 'Fail' verdict, which is driven by insufficient data to confirm the company's financial health and a defensible margin of safety, rather than any identified fundamental flaw in the business itself.

Circle of CompetenceOtis's long-term service contracts and stable installed base provide predictable recurring revenue streams, allowing for reasonable projection of future cash flows.
Economic MoatThe company benefits from significant switching costs for its installed base, a strong global brand, and high regulatory barriers in the elevator and escalator service industry.
ManagementInformation on management's candor, capital allocation discipline, or ownership stakes is not available within the provided financial data.
Financial HealthThe provided financials lack the necessary 10-year average ROE, operating margin trends, and debt analysis required to confirm strong financial health and consistently positive owner earnings, with the single year ROE of 14.92% falling just below the 15% threshold.
Margin of SafetyWithout a detailed valuation and conservative intrinsic value estimate, it is not possible to determine if the current price offers a sufficient margin of safety.

Otis Worldwide operates within a predictable circle of competence, supported by a strong and durable economic moat derived from switching costs and brand power. However, the limited financial data prevents a conclusive assessment of its long-term financial health and management's capital allocation. The inability to fully satisfy the financial health criteria leads to an overall 'Fail' verdict, despite the attractive business fundamentals.

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.