OneWater Marine Inc.

NasdaqGM:ONEW Rapport sur les actions

Capitalisation boursière : US$223.8m

OneWater Marine Résultats passés

Passé contrôle des critères 0/6

Les bénéfices de OneWater Marine ont diminué à un taux annuel moyen de -58.5%, tandis que le secteur Specialty Retail a vu ses bénéfices augmenter de en baisse à 3.8% par an. Les revenus ont augmenté de en à un taux moyen de 7.2% par an.

Informations clés

-58.48%

Taux de croissance des bénéfices

-59.66%

Taux de croissance du BPA

Specialty Retail Croissance de l'industrie26.64%
Taux de croissance des recettes7.15%
Rendement des fonds propres-45.60%
Marge nette-6.69%
Prochaine mise à jour des résultats30 Jul 2026

Mises à jour récentes des performances passées

Recent updates

Mise à jour du récit Jun 25

ONEW: Unified Price Reset Will Support Future Upside From Stable Fair Value

Analysts have lowered their OneWater Marine price targets by $2, reflecting updated views on the company that are now broadly aligned across recent research reports. Analyst Commentary Recent research on OneWater Marine points to a tighter consensus on valuation, with several firms trimming their price targets by the same US$2 amount.
Mise à jour du récit Jun 06

ONEW: Higher Required Returns Will Support Future Upside From Stable Fair Value

Analysts have trimmed their price targets on OneWater Marine by $2, citing slightly higher required returns and more conservative profit and P/E assumptions, while keeping the fair value estimate at $13.50. Analyst Commentary Recent research updates around OneWater Marine focus on slightly higher required returns from investors and more conservative profit and P/E assumptions.
Seeking Alpha May 23

OneWater Marine: Riding The K-Shaped Yacht Economy

Summary OneWater Marine remains a 'Hold' as it shifts from serial acquisition to deleveraging and slow premiumization, improving its balance sheet and margins. ONEW's Q1 revenue from new boats fell 12%, but higher-priced yacht sales and improved used boat margins lifted gross margin to 23.8%, a two-year high. The $50 million Ocean Bio-Chem sale and disciplined FCF deployment reduced net LT debt/EBITDA to ~4.1x, below the 4.5x target. ONEW trades near fair value at 8.4x adjusted EBITDA; continued deleveraging and premiumization should drive modest outperformance, but no near-term catalysts are expected. Read the full article on Seeking Alpha
Mise à jour du récit May 05

ONEW: Higher Future P/E Assumptions Will Support Long Term Upside Potential

Analysts have trimmed their fair value estimate for OneWater Marine from $17.00 to $13.50, reflecting updated views on revenue growth, profit margin expectations, and a higher assumed future P/E multiple. These changes have also led several firms to lower their price targets by $2.00.
Article d’analyse Jan 16

Revenues Not Telling The Story For OneWater Marine Inc. (NASDAQ:ONEW) After Shares Rise 31%

Those holding OneWater Marine Inc. ( NASDAQ:ONEW ) shares would be relieved that the share price has rebounded 31% in...
Article d’analyse Nov 26

Risks Still Elevated At These Prices As OneWater Marine Inc. (NASDAQ:ONEW) Shares Dive 31%

The OneWater Marine Inc. ( NASDAQ:ONEW ) share price has fared very poorly over the last month, falling by a...
Article d’analyse Oct 26

Is OneWater Marine (NASDAQ:ONEW) Using Too Much Debt?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Article d’analyse Aug 17

Calculating The Fair Value Of OneWater Marine Inc. (NASDAQ:ONEW)

NasdaqGM:ONEW 1 Year Share Price vs Fair Value Explore OneWater Marine's Fair Values from the Community and select...
Article d’analyse Jul 24

What Is OneWater Marine Inc.'s (NASDAQ:ONEW) Share Price Doing?

While OneWater Marine Inc. ( NASDAQ:ONEW ) might not have the largest market cap around , it saw a significant share...
Article d’analyse Jul 03

Is OneWater Marine (NASDAQ:ONEW) A Risky Investment?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
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Nouveau récit Jun 01

Premium Demand And Digital Engagement Will Shape Future Markets

Focus on premium products, digital engagement, and consolidation enhances customer retention and positions for growth as industry conditions improve.
Article d’analyse Jan 13

What You Can Learn From OneWater Marine Inc.'s (NASDAQ:ONEW) P/S After Its 29% Share Price Crash

Unfortunately for some shareholders, the OneWater Marine Inc. ( NASDAQ:ONEW ) share price has dived 29% in the last...
Article d’analyse Oct 24

OneWater Marine Inc.'s (NASDAQ:ONEW) Earnings Haven't Escaped The Attention Of Investors

It's not a stretch to say that OneWater Marine Inc.'s ( NASDAQ:ONEW ) price-to-sales (or "P/S") ratio of 0.2x right now...
Seeking Alpha Oct 09

Don't Wait For The Crash: Sell OneWater Marine Before It Sinks Further

Summary OneWater Marine, a $310M marine retailer with high-end products, is financially vulnerable due to cyclical demand, extreme weather risks, and high debt without a clear risk mitigation strategy. ONEW faced a challenging Q3 2024 with an 8.73% revenue decline due to soft demand and significant revenue losses from adverse weather in Texas, heavily affecting sales on all fronts. Hurricane Helene has disrupted OneWater Marine's Gulf Coast operations, threatening further revenue losses in Q4 and compounding the company's weather-related vulnerabilities. The stock appears significantly overvalued compared to its peers, with inflated price multiples and weak financial performance, warranting a strong sell recommendation. Read the full article on Seeking Alpha
Article d’analyse Sep 18

OneWater Marine (NASDAQ:ONEW) Has No Shortage Of Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Article d’analyse Aug 01

OneWater Marine Inc. Just Missed EPS By 54%: Here's What Analysts Think Will Happen Next

OneWater Marine Inc. ( NASDAQ:ONEW ) missed earnings with its latest quarterly results, disappointing overly-optimistic...
Seeking Alpha Jul 23

OneWater Marine: Interesting MarineMax M&A And Q3 News Ahead

Summary OneWater Marine Inc. is going to soon report Q3 earnings, with the guidance and Wall Street suggesting a gradual starting recovery that I believe should be taken with skepticism. Speculation around a potential merger with MarineMax has emerged, and potential news of an acquisition could come soon with ICG's interest in the assets. The ONEW stock is moderately undervalued, but with a reasonable margin of safety considering the potential near-term guidance miss. Read the full article on Seeking Alpha
Seeking Alpha Jul 05

Navigating Challenges And Opportunities In OneWater Marine's Financial Landscape

Summary OneWater Marine is a dominant player in the marine industry, with a profitable future despite competition and economic instability. The company's financial performance shows a decrease in revenue, but an increase in pre-owned boat sales, with efforts to improve profitability through cost-cutting. Opportunities for OneWater Marine include acquisitions to expand coverage, stabilization of finance and insurance sales, while challenges include pressure in distribution and external economic factors. Read the full article on Seeking Alpha
Article d’analyse Jun 07

Is OneWater Marine (NASDAQ:ONEW) A Risky Investment?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Article d’analyse May 01

More Unpleasant Surprises Could Be In Store For OneWater Marine Inc.'s (NASDAQ:ONEW) Shares After Tumbling 26%

OneWater Marine Inc. ( NASDAQ:ONEW ) shareholders won't be pleased to see that the share price has had a very rough...
Seeking Alpha Apr 05

OneWater Marine: Solid Business With M&A Strategy Priced Attractively

Summary ONEW’s revenue has grown impressively at a CAGR of +36%, accelerated by an aggressive M&A strategy. The company has developed a compelling competitive position, underpinned by strong geographical reach and relationships with manufacturers. We expect value to be extracted through further M&A as well as optimizing its existing operations. Even if industry growth slows, ONEW could deliver ~10% on the top-line. ONEW is competitive relative to its peers, despite trading at a discount of ~100%. We see considerable value in this region. ONEW is trading at a FCF yield of ~13%, much of which will be utilized for accretive M&A, as Management targets an acquisition multiple of 4x EBITDA while trading at ~9x currently. Read the full article on Seeking Alpha
Article d’analyse Jan 27

Is OneWater Marine (NASDAQ:ONEW) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha Jan 22

OneWater Marine: I'm A Little More Cautious Now, But Still A 'Buy' (FY2023 Update)

Summary OneWater Marine operates as a recreational boat retailer in the United States. They offer new and pre-owned boat sales, finance and insurance products, as well as other related services. In November 2023, the company announced the results of its fiscal year. Despite double-digit growth, profitability was very poor. The poor results are due to a combination of margins normalizing and lower demand, but as soon as demand reactivates, there should be an interesting cyclical swing. The company trades at ∼4.6x EV/EBITDA, making it a deep value idea. Read the full article on Seeking Alpha
Article d’analyse Aug 06

OneWater Marine Inc.'s (NASDAQ:ONEW) Intrinsic Value Is Potentially 33% Above Its Share Price

Key Insights OneWater Marine's estimated fair value is US$35.60 based on 2 Stage Free Cash Flow to Equity OneWater...
Article d’analyse May 10

We Think OneWater Marine (NASDAQ:ONEW) Is Taking Some Risk With Its Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha Oct 11

OneWater Marine to acquire Gulf Coast marine dealership

OneWater Marine (NASDAQ:ONEW) has agreed to acquire Harbor View Marine. The transaction is expected to close in the first quarter of fiscal 2023. Harbor View Marine is said to be the Gulf Coast's largest locally-owned marine dealership. It owns an on-water marina in Pensacola, Florida and roadside location in Orange Beach, Alabama. In addition to new and used boat sales, Harbor View Marine also offers service and repair from certified technicians, parts and accessories. The acquisition will further expand OneWater Marine's (ONEW) footprint on the Gulf Coast and is expected to enhance new and pre-owned boat sales, finance, and parts and services offerings. ONEW shares are up 3% premarket

Ventilation des recettes et des dépenses

Comment OneWater Marine gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.


Historique des gains et des recettes

NasdaqGM:ONEW Recettes, dépenses et bénéfices (USD Millions )
DateRecettesLes revenusDépenses G+ADépenses de R&D
31 Mar 261,836-1233430
31 Dec 251,877-1103460
30 Sep 251,872-1153430
30 Jun 251,790-113390
31 Mar 251,780-73330
31 Dec 241,784-113320
30 Sep 241,773-63330
30 Jun 241,846-953380
31 Mar 241,898-813440
31 Dec 231,934-553470
30 Sep 231,936-393460
30 Jun 231,883793410
31 Mar 231,8571063360
31 Dec 221,7751203210
30 Sep 221,7451313020
30 Jun 221,6281292780
31 Mar 221,4631072500
31 Dec 211,350912230
30 Sep 211,228791990
30 Jun 211,219651830
31 Mar 211,223451660
31 Dec 201,083251500
30 Sep 201,023171440
30 Jun 20961201360
31 Mar 20827381280
31 Dec 19818331230
30 Sep 19768361170
30 Jun 19716281100
31 Mar 1966581020
31 Dec 185953940
30 Sep 186031910
30 Sep 17391-11650

Des revenus de qualité: ONEW n'est actuellement pas rentable.

Augmentation de la marge bénéficiaire: ONEW n'est actuellement pas rentable.


Analyse des flux de trésorerie disponibles par rapport aux bénéfices


Analyse de la croissance passée des bénéfices

Tendance des revenus: ONEW n'est pas rentable et les pertes ont augmenté au cours des 5 dernières années à un rythme de 58.5% par an.

Accélération de la croissance: Impossible de comparer la croissance des bénéfices de ONEW au cours de l'année écoulée à sa moyenne sur 5 ans car elle n'est actuellement pas rentable

Bénéfices par rapport au secteur d'activité: ONEW n'est pas rentable, ce qui rend difficile la comparaison de sa croissance des bénéfices de l'année écoulée avec celle du secteur Specialty Retail ( 0.2% ).


Rendement des fonds propres

ROE élevé: ONEW a un retour sur capitaux propres négatif ( -45.6% ), car il n'est actuellement pas rentable.


Rendement des actifs


Rendement des capitaux employés


Découvrir des entreprises performantes dans le passé

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/07/20 09:15
Cours de l'action en fin de journée2026/07/20 00:00
Les revenus2026/03/31
Revenus annuels2025/09/30

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

OneWater Marine Inc. est couverte par 8 analystes. 6 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Craig KennisonBaird
Michael AlbaneseBenchmark Company
Noah ZatzkinKeyBanc Capital Markets Inc.