ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Otis Worldwide's annualized net income for the quarter that ended in Mar. 2026 was MXN24,524 Mil. Otis Worldwide's average Total Stockholders Equity over the quarter that ended in Mar. 2026 was MXN-99,756 Mil. Therefore, Otis Worldwide's annualized ROE % for the quarter that ended in Mar. 2026 was Negative Equity%.
The historical rank and industry rank for Otis Worldwide's ROE % or its related term are showing as below:
MEX:OTIS'
s ROE % Range Over the Past 10 Years
Min: 66.86 Med: 67.57 Max: 68.28
Current: Negative Equity
During the past 9 years, Otis Worldwide's highest ROE % was 68.28%. The lowest was 66.86%. And the median was 67.57%.
MEX:OTIS's ROE % is ranked better than 99.97% of 3009
companies
in the Industrial Products industry
Industry Median: 5.91
vs MEX:OTIS: Negative Equity
Otis Worldwide (MEX:OTIS) ROE % Explanation
ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.
The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:
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. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.
* 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
Net Income is used.
Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.
Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.
Otis Worldwide ROE % Related Terms
Otis Worldwide ROE % Historical Data
* Premium members only.
The historical data trend for Otis Worldwide's ROE % 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 ROE %, along with its competitors' market caps and ROE % 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 ROE % vs Industrial Products Industry
For the Industrial Products industry and Industrials sector, Otis Worldwide's ROE % distribution charts can be found below:
* The bar in red indicates where Otis Worldwide's ROE % 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 ROE %, the net income of the last fiscal year and the average total shareholder equity 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.
ROE % is displayed in the 30-year financial page.
* Note that if the average Total Stockholders Equity is zero or negative, then ROE % would be considered meaningless and hence not be calculated.
Otis Worldwide (MEX:OTIS) has a ROE % of Negative Equity% as of Mar. 2026. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Otis Worldwide and its competitors. Over the past decade, Otis Worldwide's ROE % has ranged from 66.86 to 68.28. According to the industry distribution chart, Otis Worldwide ranks #1 out of 3009 companies in the Industrial Products industry, placing it in the top 0%.
Is Otis Worldwide's ROE % too high?
Otis Worldwide's current ROE % is Negative Equity%. Over the past 10 years, this metric has ranged from a low of 66.86 to a high of 68.28. Based on the distribution chart, Otis Worldwide ranks #1 out of 3009 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 ROE % compare to IR and XYL?
According to the Industrial Products industry distribution chart, Otis Worldwide ranks #1 out of 3009 companies for ROE %. This places Otis Worldwide in the top 0% of its industry — outperforming the majority of peers. The industry median ROE % is 5.91. Historically, Otis Worldwide's own ROE % has ranged from 66.86 to 68.28 over the past decade. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROE % for an Industrial Products company?
The median ROE % among Industrial Products companies is 5.91, based on 3,009 companies in the industry. Companies in the top quartile (top 25%) have a ROE % significantly above this median, while those in the bottom quartile fall well below. However, ROE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROE % mean?
A high ROE % can signal that a stock is expensive relative to its fundamentals. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Otis Worldwide and its competitors. For the Industrial Products industry, the median ROE % is 5.91 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Otis Worldwide's current ROE % is Negative Equity%. 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 MXN1,691.23, compared to a current price of MXN1,230.00 — trading 27.3% below its estimated fair value. The current ROE % is Negative Equity%. 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 ROE % calculated?
ROE % is calculated from a company's financial statements. For Otis Worldwide (MEX:OTIS), the current ROE % is Negative Equity% 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 27.3% below its estimated GF Value™ of MXN1,691.23.
GuruFocus considers Otis Worldwide to be Modestly Undervalued.
Key valuation signals for MEX:OTIS:
ROE %: Negative Equity%
GF Value™: MXN1,691.23 vs. price of MXN1,230.00 (27.3% below fair value)
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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