On the Beach Group plc

LSE:OTB 株式レポート

時価総額:UK£258.8m

On the Beach Group 将来の成長

Future 基準チェック /46

On the Beach Group利益と収益がそれぞれ年間31.6%と16%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に17.7% 32.9%なると予測されています。

主要情報

31.6%

収益成長率

32.93%

EPS成長率

Hospitality 収益成長18.6%
収益成長率16.0%
将来の株主資本利益率17.74%
アナリストカバレッジ

Good

最終更新日07 Jul 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 Jun 23

OTB: Share Buybacks And Execution Progress Will Support Future Upside

On the Beach Group’s updated analyst price target has been trimmed in line with recent cuts to around £2.80 to £3.14 from prior levels near £3.05 to £3.45, as analysts factor in slightly adjusted fair value, discount rate, revenue growth and profit margin assumptions, while maintaining broadly positive views on the stock. Analyst Commentary Recent research on On the Beach Group points to a mixed but generally constructive stance, with analysts trimming price targets while keeping positive ratings.
ナラティブの更新 Jun 05

OTB: Share Buybacks And Rebased P/E Will Support Future Upside

On the Beach Group’s analyst price target has been adjusted from around £3.05 to a range of roughly £2.80 to £3.14, as analysts revise their expectations around fair value, discount rate and earnings assumptions while still generally maintaining positive ratings on the stock. Analyst Commentary Recent research updates cluster around a tighter price target range for On the Beach Group, with analysts revisiting their fair value estimates while largely keeping positive stock ratings in place.
新しいナラティブ Jun 01

Later Bookings And Mix Shifts Will Test Automation Gains Yet Support Long Term Potential

Catalysts About On the Beach Group On the Beach Group is an asset light online travel company focused on packaged holidays, including beach breaks, city breaks and holidays sold from the Republic of Ireland. What are the underlying business or industry changes driving this perspective?
分析記事 May 20

On the Beach Group plc (LON:OTB) Analysts Just Cut Their EPS Forecasts Substantially

The analysts covering On the Beach Group plc ( LON:OTB ) delivered a dose of negativity to shareholders today, by...
ナラティブの更新 May 18

OTB: Rebased P/E Assumptions Will Support Future Margin Resilience

Analysts have trimmed their average price target for On the Beach Group to about £2.86 from £3.28. This reflects updated views on its long term revenue growth assumptions, a slightly higher discount rate and a lower future P/E multiple, even as they still factor in robust profit margins.
新しいナラティブ May 14

Package Holiday Shift And New Markets Will Support Long Term Earnings Expansion

Catalysts About On the Beach Group On the Beach Group is an online travel company focused on selling beach holidays, city breaks and related travel products to consumers. What are the underlying business or industry changes driving this perspective?
分析記事 Feb 05

On the Beach Group (LON:OTB) Will Pay A Larger Dividend Than Last Year At £0.03

The board of On the Beach Group plc ( LON:OTB ) has announced that it will be paying its dividend of £0.03 on the 19th...
ナラティブの更新 Feb 02

Sunny Returns with On the Beach

TibiT has decreased future PE multiple from 15.0x to 11.1x. I've considered to sell and rotate to different stocks.
分析記事 Jan 14

On the Beach Group (LON:OTB) Has Affirmed Its Dividend Of £0.03

The board of On the Beach Group plc ( LON:OTB ) has announced that it will pay a dividend of £0.03 per share on the...
分析記事 Dec 11

On the Beach Group (LON:OTB) Will Pay A Dividend Of £0.03

On the Beach Group plc ( LON:OTB ) will pay a dividend of £0.03 on the 19th of March. Based on this payment, the...
分析記事 Nov 21

The Return Trends At On the Beach Group (LON:OTB) Look Promising

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
分析記事 Jun 11

On the Beach Group (LON:OTB) Is Experiencing Growth In Returns On Capital

To find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
分析記事 May 04

On the Beach Group plc (LON:OTB) Stocks Shoot Up 29% But Its P/E Still Looks Reasonable

On the Beach Group plc ( LON:OTB ) shares have had a really impressive month, gaining 29% after a shaky period...
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新しいナラティブ Jan 23

Partnership With Ryanair Will Improve Customer Experience And Expand Market Opportunities

Strategic partnerships and technological upgrades are poised to enhance customer experience, increase market share, and improve revenue and margins.
分析記事 Jan 23

We Think On the Beach Group's (LON:OTB) Profit Is Only A Baseline For What They Can Achieve

When companies post strong earnings, the stock generally performs well, just like On the Beach Group plc's ( LON:OTB...
分析記事 Dec 12

On the Beach Group plc's (LON:OTB) P/E Is Still On The Mark Following 45% Share Price Bounce

On the Beach Group plc ( LON:OTB ) shares have continued their recent momentum with a 45% gain in the last month alone...
分析記事 Oct 10

On the Beach Group plc's (LON:OTB) Subdued P/S Might Signal An Opportunity

It's not a stretch to say that On the Beach Group plc's ( LON:OTB ) price-to-sales (or "P/S") ratio of 1.4x right now...
分析記事 Feb 02

Returns On Capital Signal Tricky Times Ahead For On the Beach Group (LON:OTB)

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 Dec 24

Why Investors Shouldn't Be Surprised By On the Beach Group plc's (LON:OTB) 50% Share Price Surge

On the Beach Group plc ( LON:OTB ) shareholders have had their patience rewarded with a 50% share price jump in the...
分析記事 Dec 18

We Think On the Beach Group's (LON:OTB) Robust Earnings Are Conservative

When companies post strong earnings, the stock generally performs well, just like On the Beach Group plc's ( LON:OTB...
分析記事 Sep 13

Is There An Opportunity With On the Beach Group plc's (LON:OTB) 35% Undervaluation?

Key Insights On the Beach Group's estimated fair value is UK£1.60 based on 2 Stage Free Cash Flow to Equity On the...
分析記事 Jun 14

Is There An Opportunity With On the Beach Group plc's (LON:OTB) 31% Undervaluation?

Key Insights The projected fair value for On the Beach Group is UK£1.63 based on 2 Stage Free Cash Flow to Equity On...
分析記事 Mar 14

An Intrinsic Calculation For On the Beach Group plc (LON:OTB) Suggests It's 24% Undervalued

Key Insights On the Beach Group's estimated fair value is UK£1.98 based on 2 Stage Free Cash Flow to Equity On the...
分析記事 Dec 02

Are Investors Undervaluing On the Beach Group plc (LON:OTB) By 49%?

Today we'll do a simple run through of a valuation method used to estimate the attractiveness of On the Beach Group plc...
分析記事 Jul 01

On the Beach Group plc (LON:OTB) Shares Could Be 47% Below Their Intrinsic Value Estimate

Today we will run through one way of estimating the intrinsic value of On the Beach Group plc ( LON:OTB ) by taking the...
分析記事 Mar 09

Is There An Opportunity With On the Beach Group plc's (LON:OTB) 42% Undervaluation?

In this article we are going to estimate the intrinsic value of On the Beach Group plc ( LON:OTB ) by estimating the...

業績と収益の成長予測

LSE:OTB - アナリストの将来予測と過去の財務データ ( )GBP Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
9/30/20281633237507
9/30/20271392227358
9/30/20261121115278
3/31/2026114184050N/A
12/31/2025118213243N/A
9/30/2025121252435N/A
6/30/2025118233242N/A
3/31/2025119204050N/A
12/31/2024119192838N/A
9/30/2024119191727N/A
6/30/202410919-74N/A
3/31/20249919-30-19N/A
12/31/202310616-101N/A
9/30/2023112121022N/A
3/31/20231633-37-22N/A
12/31/20221532-140N/A
9/30/202214321022N/A
6/30/2022107-8-13-3N/A
3/31/202270-18-36-29N/A
12/31/202145-24-20-14N/A
9/30/202121-30-41N/A
6/30/202119-29-12-7N/A
3/31/202117-29-20-16N/A
12/31/202025-34-50-46N/A
9/30/202034-39-80-75N/A
6/30/202066-30-42-37N/A
3/31/202098-22-51N/A
12/31/2019119-3N/A12N/A
9/30/201914016N/A23N/A
6/30/201913219N/AN/AN/A
3/31/201912323N/A23N/A
12/31/201811422N/A25N/A
9/30/201810422N/A26N/A
6/30/20189720N/AN/AN/A
3/31/20189118N/A7N/A
12/31/20178718N/A14N/A
9/30/20178418N/A20N/A
6/30/20177917N/A15N/A
3/31/20177416N/A10N/A
12/31/20167315N/A14N/A
9/30/20167114N/A18N/A
6/30/2016685N/A-16N/A
3/31/2016692N/A14N/A
12/31/201566-1N/A16N/A
9/30/201563-4N/A18N/A

アナリストによる今後の成長予測

収入対貯蓄率: OTBの予測収益成長率 (年間31.6% ) は 貯蓄率 ( 3.4% ) を上回っています。

収益対市場: OTBの収益 ( 31.6% ) はUK市場 ( 11.5% ) よりも速いペースで成長すると予測されています。

高成長収益: OTBの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: OTBの収益 ( 16% ) UK市場 ( 4.7% ) よりも速いペースで成長すると予測されています。

高い収益成長: OTBの収益 ( 16% ) 20%よりも低い成長が予測されています。


一株当たり利益成長率予想


将来の株主資本利益率

将来のROE: OTBの 自己資本利益率 は、3年後には低くなると予測されています ( 17.7 %)。


成長企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/07/10 13:41
終値2026/07/10 00:00
収益2026/03/31
年間収益2025/09/30

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

On the Beach Group plc 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。19

アナリスト機関
Joseph BarronBerenberg
Benjamin Sandland-TaylorBerenberg
Jack CummingsBerenberg