OTIS
Otis Worldwide Corporation (OTIS)
Last Price$104.01.4%
Market Cap$41.8B
LTM Rule of 40 (EBIT margin)
14.6%
5Y avg
37.0%
Industrial - Machinery industry median
13.0%
Stock quality & Intrinsic value
6/10
(0.0%) overvalued

Otis Worldwide Corporation Rule of 40 (EBIT margin)

Annual
Quarterly
LTM
Industry median
Company stand-alone
OTIS
Industrials
Crunching data... Almost there!
Dec'17Dec'18Dec'19Dec'20Dec'21Dec'22Dec'23Dec'24
Rule of 40 (EBIT margin)
0.0%
19.0%
15.4%
10.1%
26.8%
10.6%
19.2%
14.4%
OTIS
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Otis Worldwide Corporation (OTIS) Rule of 40 (EBIT margin) comparison analysis

OTIS key stats

USD
Millions
Billions
Annual
Quarterly
Trailing
Key stats
Income statement
Balance sheet
Cash Flow Statement
Valuation
Ratios
Per share
Per employee
Dividends & Yields
Dec'17Dec'18Dec'19Dec'20Dec'21Dec'22Dec'23Dec'24
% growth
12,323.0
0.0%
12,915.0
4.8%
13,118.0
1.6%
12,756.0
(2.8%)
14,298.0
12.1%
13,685.0
(4.3%)
14,209.0
3.8%
14,261.0
0.4%
Cost of Goods Sold (COGS)8,621.09,189.09,292.08,977.010,105.09,765.010,016.010,004.0
% margin
3,702.0
30.0%
3,726.0
28.9%
3,826.0
29.2%
3,779.0
29.6%
4,193.0
29.3%
3,920.0
28.6%
4,193.0
29.5%
4,257.0
29.9%
Operating Expenses1,786.01,891.02,012.02,140.02,085.01,887.02,007.02,249.0
Research & Development Expenses (R&D)175.0181.0163.0152.0159.0150.0144.0152.0
Selling, General & Administrative Expenses (SG&A)1,648.01,735.01,810.01,924.01,948.01,763.01,884.01,861.0
1,916.0
15.5%
1,835.0
14.2%
1,814.0
13.8%
1,639.0
12.8%
2,108.0
14.7%
2,033.0
14.9%
2,186.0
15.4%
2,008.0
14.1%
Interest Income61.051.053.0122.0136.0143.00.00.0
Interest Expense40.037.039.0122.0143.0143.0150.00.0
Pre-tax Income1,957.01,893.01,861.01,511.01,961.01,888.02,031.02,039.0
% effective tax rate
1,148.0
58.7%
683.0
36.1%
594.0
31.9%
455.0
30.1%
541.0
27.6%
519.0
27.5%
533.0
26.2%
305.0
15.0%
% margin
636.0
5.2%
1,049.0
8.1%
1,116.0
8.5%
906.0
7.1%
1,246.0
8.7%
1,253.0
9.2%
1,406.0
9.9%
1,645.0
11.5%
EPS1.472.422.582.092.912.983.424.10
Diluted EPS1.462.422.582.082.892.963.394.07
% margin
2,174.0
17.6%
2,025.0
15.7%
2,080.0
15.9%
1,830.0
14.3%
2,311.0
16.2%
2,224.0
16.3%
2,374.0
16.7%
2,232.0
15.7%

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FAQ

1) What is Otis Worldwide Corporation's Rule of 40 (EBIT margin)?

As of today, Microsoft Corp's last 12-month Rule of 40 (EBIT margin) is 14.6%, based on the financial report for Dec 31, 2024 (Q4’2024). The average annual Rule of 40 (EBIT margin) for Otis Worldwide Corporation have been 17.9% over the past three years, and 38.9% over the past five years.

2) Is Otis Worldwide Corporation's Rule of 40 (EBIT margin) Good?

As of today, Otis Worldwide Corporation's Rule of 40 (EBIT margin) is 14.6%, which is higher than industry median of 13.0%. It indicates that Otis Worldwide Corporation's Rule of 40 (EBIT margin) is Good.

3) How does Otis Worldwide Corporation's Rule of 40 (EBIT margin) compare to its peers?

As of today, Otis Worldwide Corporation's Rule of 40 (EBIT margin) is 14.6%, which is lower than peer median of 25.0%. The list of peers includes ROP, ETN, HWM, AME, ITW, IR, PH, CMI, EMR, ROK.