OneWater Marine Inc.

Report azionario NasdaqGM:ONEW

Capitalizzazione di mercato: US$223.8m

OneWater Marine Performance degli utili passati

Criteri Il passato verificati 0/6

Gli utili di OneWater Marine sono diminuiti a un tasso medio annuo di -58.5%, mentre il settore Specialty Retail ha visto gli utili diminuire a un tasso medio annuo di 3.8%. I ricavi sono cresciuti crescere a un tasso medio annuo di 7.2%.

Informazioni chiave

-58.48%

Tasso di crescita degli utili

-59.66%

Tasso di crescita dell'EPS

Specialty Retail Crescita del settore26.64%
Tasso di crescita dei ricavi7.15%
Rendimento del capitale proprio-45.60%
Margine netto-6.69%
Prossimo aggiornamento sugli utili30 Jul 2026

Aggiornamenti sulle prestazioni recenti

Recent updates

Aggiornamento narrativa 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.
Aggiornamento narrativa 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
Aggiornamento narrativa 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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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Nuova narrativa 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.
Articolo di analisi 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...
Articolo di analisi 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
Articolo di analisi 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...
Articolo di analisi 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
Articolo di analisi 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...
Articolo di analisi 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
Articolo di analisi 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
Articolo di analisi 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...
Articolo di analisi 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

Ripartizione dei ricavi e delle spese

Come OneWater Marine guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

NasdaqGM:ONEW Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
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

Guadagni di qualità: ONEW al momento non è redditizia.

Margine di profitto in crescita: ONEW al momento non è redditizia.


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: ONEW non è redditizia e le perdite sono aumentate negli ultimi 5 anni a un tasso pari a 58.5% all'anno.

Accelerare la crescita: Impossibile confrontare la crescita degli utili di ONEW nell'ultimo anno con la sua media quinquennale poiché al momento non è redditizia

Guadagni vs Settore: ONEW non è redditizia, il che rende difficile confrontare la crescita dei suoi utili dell'anno passato con il settore Specialty Retail ( 0.2% ).


Rendimento del capitale proprio

ROE elevato: ONEW ha un Return on Equity negativo ( -45.6% ), in quanto al momento non è redditizio.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/07/20 06:23
Prezzo dell'azione a fine giornata2026/07/20 00:00
Utili2026/03/31
Utili annuali2025/09/30

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

OneWater Marine Inc. è coperta da 8 analisti. 6 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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