Otis WorldwideMEX:OTIS 67 ROA % is 12.84% as of Mar. 2026, which is 10% above its 10-year median of 11.67. GuruFocus rates MEX:OTIS with a GF Score™ of 67/100 and a GF Value™ of MXN1,701.40 (Modestly Undervalued). The stock has 3 warning signs investors should review. Among 3,081 Industrial Products companies, Otis Worldwide ranks better than 94.19% on this metric.
ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Otis Worldwide's annualizedNet Income for the quarter that ended in Mar. 2026 was MXN24,524 Mil.
Otis Worldwide's average Total Assets over the quarter that ended in Mar. 2026 was MXN190,958 Mil. Therefore, Otis Worldwide's annualized ROA % for the quarter that ended in Mar. 2026 was 12.84%.
The historical rank and industry rank for Otis Worldwide's ROA % or its related term are showing as below:
MEX:OTIS'
s ROA % Range Over the Past 10 Years
Min: 8.88 Med: 11.67 Max: 15.35
Current: 13.81
During the past 9 years, Otis Worldwide's highest ROA % was 15.35%. The lowest was 8.88%. And the median was 11.67%.
MEX:OTIS's ROA % is ranked better than 94.19% of 3081
companies
in the Industrial Products industry
Industry Median: 3.06
vs MEX:OTIS: 13.81
Otis Worldwide (MEX:OTIS) ROA % Explanation
ROA % measures the rate of return on the total assets (shareholder equity plus liabilities). It measures a firm's efficiency at generating profits from shareholders' equity plus its liabilities. ROA % shows how well a company uses what it has to generate earnings. ROA %s can vary drastically across industries. Therefore, ROA % should not be used to compare companies in different industries. For retailers, a ROA % of higher than 5% is expected. For example, Wal-Mart (WMT) has a ROA % of about 8% as of 2012. For banks, ROA % is close to their interest spread. A banks ROA % is typically well under 2%.
Similar to ROE, ROA % is affected by profit margins and asset turnover. This can be seen from the Du Pont Formula:
Note:
The Net Income data used here is four times the quarterly (Mar. 2026) net income data. The Revenue data used here is four times the quarterly (Mar. 2026) revenue data.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Be Aware
Like ROE, ROA % is calculated with only 12 months data. Fluctuations in the company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective. ROA % can be affected by events such as stock buyback or issuance, and by goodwill, a company's tax rate and its interest payment. ROA % may not reflect the true earning power of the assets. A more accurate measurement is ROC % (ROC).
Many analysts argue the higher return the better. Buffett states that really high ROA % may indicate vulnerability in the durability of the competitive advantage.
E.g. Raising $43b to take on KO is impossible, but $1.7b to take on Moody's is. Although Moody's ROA % and underlying economics is far superior to Coca Cola, the durability is far weaker because of lower entry cost.
Otis Worldwide ROA % Related Terms
Otis Worldwide ROA % Historical Data
* Premium members only.
The historical data trend for Otis Worldwide's ROA % can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
For the Specialty Industrial Machinery subindustry, Otis Worldwide's ROA %, along with its competitors' market caps and ROA % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Otis Worldwide ROA % vs Industrial Products Industry
For the Industrial Products industry and Industrials sector, Otis Worldwide's ROA % distribution charts can be found below:
* The bar in red indicates where Otis Worldwide's ROA % falls into.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
In the calculation of annual ROA %, the net income of the last fiscal year and the average total assets over the fiscal year are used. In calculating the quarterly data,
the Net Income data used here is four times the quarterly (Mar. 2026) net income data.
ROA % is displayed in the 30-year financial page.
Otis Worldwide (MEX:OTIS) has a ROA % of 12.84% as of Mar. 2026. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Otis Worldwide and its competitors. This is 10% above median its historical median of 11.67. Over the past decade, Otis Worldwide's ROA % has ranged from 8.88 to 15.35. According to the industry distribution chart, Otis Worldwide ranks #179 out of 3081 companies in the Industrial Products industry, placing it in the top 5.8%.
Is Otis Worldwide's ROA % too high?
Otis Worldwide's current ROA % of 12.84% is 10% above median its 10-year median of 11.67. Over the past 10 years, this metric has ranged from a low of 8.88 to a high of 15.35. The Industrial Products industry median ROA % is 3.06. Otis Worldwide's value of 12.84% is 319.6% above this industry median. Based on the distribution chart, Otis Worldwide ranks #179 out of 3081 companies in the Industrial Products industry, which is in the top quartile — a strong position relative to peers. Overall, Otis Worldwide has a GF Score™ of 67/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Otis Worldwide's ROA % compare to IR and XYL?
According to the Industrial Products industry distribution chart, Otis Worldwide ranks #179 out of 3081 companies for ROA %. This places Otis Worldwide in the top 6% of its industry — outperforming the majority of peers. The industry median ROA % is 3.06. Otis Worldwide's value of 12.84% is 319.6% above this benchmark. Historically, Otis Worldwide's own ROA % has ranged from 8.88 to 15.35 over the past decade. While the company's 10-year median is 11.67 vs. the industry median of 3.06, Otis Worldwide has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROA % for an Industrial Products company?
The median ROA % among Industrial Products companies is 3.06, based on 3,081 companies in the industry. Companies in the top quartile (top 25%) have a ROA % significantly above this median, while those in the bottom quartile fall well below. However, ROA % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Otis Worldwide's current ROA % of 12.84% is 319.6% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROA % mean?
A high ROA % can signal that a stock is expensive relative to its fundamentals. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Otis Worldwide and its competitors. For the Industrial Products industry, the median ROA % is 3.06 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Otis Worldwide's current ROA % is 12.84%, which is 10% above median its own 10-year median of 11.67. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Otis Worldwide stock overvalued right now?
Based on GuruFocus' analysis, Otis Worldwide (MEX:OTIS) is currently considered Modestly Undervalued. The stock's GF Value™ is MXN1,701.40, compared to a current price of MXN1,230.00 — trading 27.7% below its estimated fair value. The current ROA % is 12.84%, which is 10% above median its 10-year median of 11.67 and 319.6% above the Industrial Products industry median of 3.06. Otis Worldwide's overall GF Score™ is 67/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROA % calculated?
ROA % is calculated from a company's financial statements. For Otis Worldwide (MEX:OTIS), the current ROA % is 12.84% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Otis Worldwide (MEX:OTIS) Overvalued in 2026?
Based on GuruFocus' analysis, Otis Worldwide stock appears to be undervalued.
The current stock price of MXN1,230.00 is trading 27.7% below its estimated GF Value™ of MXN1,701.40.
GuruFocus considers Otis Worldwide to be Modestly Undervalued.
Key valuation signals for MEX:OTIS:
ROA %: 12.84% (10% above median its 10-year median of 11.67)
GF Value™: MXN1,701.40 vs. price of MXN1,230.00 (27.7% below fair value)
Industry Position: 319.6% above the Industrial Products median (#179 of 3081)
No single metric tells the full story. See the MEX:OTIS stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Otis is the largest global elevator and escalator supplier by revenue with around 18% global market share. In 1854 Otis' founder and namesake Elisha Graves Otis, invented a safety mechanism that prevented elevators from falling if the hoisting cable failed. The company's product and service lifecycle begins with installations of elevator units in new buildings, later selling maintenance services on the units, and eventually replacement of the units after the average 15- to 20-year useful life of an elevator. As the largest global OEM, Otis has amassed an installed base under service that exceeds 2 million elevators. Its business model is similar to that of its closest competitors Kone, Schindler, and TK Elevator.
67GF Score
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