OTIS Drops 11% in a Week, But Does FTV Offer Better Fundamentals?
Fortive (FTV) offers superior revenue growth across key periods, better profitability, and relatively lower valuation vs Otis Worldwide (OTIS), suggesting you may be better off investing in FTV
- FTV’s Last 12 Months revenue growth was 0.9%, vs. OTIS’s -0.9%.
- In addition, its Last 3-Year Average growth came in at 4.9%, ahead of OTIS’s -0.2%.
- FTV leads on profitability over both periods – LTM margin of 18.4% and 3-year average of 18.1%.
That is one way to look at stocks. Trefis High Quality Portfolio evaluates much more, and is designed to reduce stock-specific risk while giving upside exposure
Valuation & Performance Overview
| OTIS | FTV | Preferred | |
|---|---|---|---|
| Valuation | |||
| P/EBIT Ratio | 18.2 | 15.4 | FTV |
| Revenue Growth | |||
| Last Quarter | -2.5% | -3.3% | OTIS |
| Last 12 Months | -0.9% | 0.9% | FTV |
| Last 3 Year Average | -0.2% | 4.9% | FTV |
| Operating Margins | |||
| Last 12 Months | 13.5% | 18.4% | FTV |
| Last 3 Year Average | 14.9% | 18.1% | FTV |
| Momentum | |||
| Last 3 Year Return | 19.9% | -16.9% | OTIS |
Note: For “Last 3 Year Return” metric, preferred stock is one with higher returns unless the returns are too high (>300%) which creates risk of sell off.
See more revenue details: OTIS Revenue Comparison | FTV Revenue Comparison
See more margin details: OTIS Operating Income Comparison | FTV Operating Income Comparison
Historical Market Performance
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | Avg | Best | |
|---|---|---|---|---|---|---|---|---|---|
| Returns | |||||||||
| OTIS Return | – | 30% | -9% | 16% | 5% | -2% | 42% | ||
| FTV Return | 11% | 8% | -15% | 15% | 2% | -32% | -18% | ||
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 9% | 98% | <=== | |
| Monthly Win Rates [3] | |||||||||
| OTIS Win Rate | 78% | 67% | 42% | 58% | 50% | 67% | 60% | ||
| FTV Win Rate | 58% | 58% | 33% | 67% | 50% | 33% | 50% | ||
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 50% | 61% | <=== | |
| Max Drawdowns [4] | |||||||||
| OTIS Max Drawdown | – | -8% | -26% | -3% | -4% | -4% | -7% | <=== | |
| FTV Max Drawdown | -45% | -7% | -30% | -2% | -9% | -33% | -21% | ||
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | -12% | ||
[1] Cumulative total returns since the beginning of 2020
[2] 2025 data is for the year till date (YTD)
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year