Otis Worldwide (MEX:OTIS) Shareholder Yield % : 4.96% (As of Mar. 2026) — 121% Above Median


MEX:OTIS Otis Worldwide Corp MEX:OTIS
67 GF Score
Price MXN1,230.00
GF Value MXN1,704.07
Valuation Significantly Undervalued
! 3 Warning Signs
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What is Otis Worldwide Shareholder Yield %?

Otis Worldwide MEX:OTIS 67 Shareholder Yield % is 4.96% as of Mar. 2026, which is 121% above its 10-year median of 2.24. GuruFocus rates MEX:OTIS with a GF Score™ of 67/100 and a GF Value™ of MXN1,704.07 (Significantly Undervalued). The stock has 3 warning signs investors should review. Among 2,994 Industrial Products companies, Otis Worldwide ranks better than 83.4% on this metric.

Shareholder Yield % is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. It is a measure of shareholder return. As of today, Otis Worldwide's Shareholder Yield % was 4.96%.


Otis Worldwide  (MEX:OTIS) Shareholder Yield % Explanation

Shareholder Yield % is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. The term was coined by William W. Priest of Epoch Investment Partners in a paper in 2005 entitled The Case for Shareholder Yield as a Dominant Driver of Future Equity Returns. William Priest indicated that "shareholder yield is a term that we came up with to reflect the various ways dividends can be paid to owners of a business in a publicly-traded company."

Shareholder Yield % is calculated by three components: Dividend Yield %, Buyback Yield %, and Net Debt Paydown Yield %.

Dividend Yield % shows how much a company pays out in dividends each year relative to its stock price, which is most obvious form of shareholder return.

Buyback Yield % is the net repurchase of shares outstanding over the market capital of the company. Shares repurchases also increase shareholder value by returning the money back to shareholders.

Net Debt Paydown Yield % is the change in average of four quarters of company's total debt over a company's market cap. Assuming the total value of a company remains that same, shareholder value is increased as debt is reduced.


Otis Worldwide Shareholder Yield % Related Terms


Otis Worldwide Shareholder Yield % Historical Data

* Premium members only.

The historical data trend for Otis Worldwide's Shareholder Yield % 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.

Otis Worldwide Shareholder Yield % Chart

Otis Worldwide Annual Data
Trend Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Shareholder Yield %
Get a 7-Day Free Trial Premium Member Only 3.22 2.29 2.97 3.24 2.12

Otis Worldwide Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Shareholder Yield % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 1.94 1.84 1.40 2.12 4.67

MEX:OTIS vs INIO, XYL, DOV: Shareholder Yield % Comparison

For the Specialty Industrial Machinery subindustry, Otis Worldwide's Shareholder Yield %, along with its competitors' market caps and Shareholder Yield % 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 Shareholder Yield % vs Industrial Products Industry

For the Industrial Products industry and Industrials sector, Otis Worldwide's Shareholder Yield % distribution charts can be found below:

* The bar in red indicates where Otis Worldwide's Shareholder Yield % falls into.


MEX:OTIS
67GF Score
Otis Worldwide Corp MEX:OTIS
Shareholder Yield % is just one metric. See GF Score™, valuation, warning signs, and more.
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Otis Worldwide Shareholder Yield % Calculation

Otis Worldwide's Shareholder Yield % for the quarter that ended in Mar. 2026 is calculated as:

Shareholder Yield %=Dividend Yield %+Buyback Yield %+Net Debt Paydown Yield %
=2.26 %+3.22 %+1.7 %
=7.18 %

* 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.

* All the data are calculated by TTM values. Note that if a companies is traded in several exchanges, then we calculate the company level data for Shareholder Yield % using the primary share class stock data. The calculation result in definition page is for demonstration purpose only, and it's showing the share class level data. Therefore, the numbers in the calculation may differ from elsewhere if the stock is not a primary share.

Frequently Asked Questions Learn more about Shareholder Yield % →
What does a Shareholder Yield % of 4.96% mean?
Otis Worldwide (MEX:OTIS) has a Shareholder Yield % of 4.96% as of Mar. 2026. Shareholder Yield is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. View historical data on Otis Worldwide and its competitors. This is 121% above median its historical median of 2.24. According to the industry distribution chart, Otis Worldwide ranks #497 out of 2994 companies in the Industrial Products industry, placing it in the top 16.6%.
Is Otis Worldwide's Shareholder Yield % too high?
Otis Worldwide's current Shareholder Yield % of 4.96% is 121% above median its 10-year median of 2.24. The Industrial Products industry median Shareholder Yield % is 0.51. Otis Worldwide's value of 4.96% is 872.5% above this industry median. Based on the distribution chart, Otis Worldwide ranks #497 out of 2994 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 Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Otis Worldwide's Shareholder Yield % compare to INIO and XYL?
According to the Industrial Products industry distribution chart, Otis Worldwide ranks #497 out of 2994 companies for Shareholder Yield %. This places Otis Worldwide in the top 17% of its industry — outperforming the majority of peers. The industry median Shareholder Yield % is 0.51. Otis Worldwide's value of 4.96% is 872.5% above this benchmark. While the company's 10-year median is 2.24 vs. the industry median of 0.51, 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 Shareholder Yield % for an Industrial Products company?
The median Shareholder Yield % among Industrial Products companies is 0.51, based on 2,994 companies in the industry. Companies in the top quartile (top 25%) have a Shareholder Yield % significantly above this median, while those in the bottom quartile fall well below. However, Shareholder Yield % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Otis Worldwide's current Shareholder Yield % of 4.96% is 872.5% 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 Shareholder Yield % mean?
A high Shareholder Yield % can signal that a stock is expensive relative to its fundamentals. Shareholder Yield is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. View historical data on Otis Worldwide and its competitors. For the Industrial Products industry, the median Shareholder Yield % is 0.51 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Otis Worldwide's current Shareholder Yield % is 4.96%, which is 121% above median its own 10-year median of 2.24. 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 Significantly Undervalued. The stock's GF Value™ is MXN1,704.07, compared to a current price of MXN1,230.00 — trading 27.8% below its estimated fair value. The current Shareholder Yield % is 4.96%, which is 121% above median its 10-year median of 2.24 and 872.5% above the Industrial Products industry median of 0.51. 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 Shareholder Yield % calculated?
Shareholder Yield % is calculated from a company's financial statements. For Otis Worldwide (MEX:OTIS), the current Shareholder Yield % is 4.96% 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 27.8% below its estimated GF Value™ of MXN1,704.07. GuruFocus considers Otis Worldwide to be Significantly Undervalued.

Key valuation signals for MEX:OTIS:

  • Shareholder Yield %: 4.96% (121% above median its 10-year median of 2.24)
  • GF Value™: MXN1,704.07 vs. price of MXN1,230.00 (27.8% below fair value)
  • GF Score™: 67/100 with 3 warning signs
  • Industry Position: 872.5% above the Industrial Products median (#497 of 2994)

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 Worldwide Business Description

Address One Carrier Place, Farmington, CT, USA, 06032
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

Get the complete analysis for MEX:OTIS

Shareholder Yield % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

MXN1,230.00
Price
MXN1,704.07
GF Value