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On the Beach Group plc Stock Price

LSE:OTB Community·UK£242.6m Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 45 Fair Values set on narratives written by author

OTB Share Price Performance

UK£1.67
-1.29 (-43.54%)
UK£2.73
Fair Value
UK£1.67
-1.29 (-43.54%)
38.7% undervalued intrinsic discount
UK£2.73
Fair Value
Price UK£1.67
AnalystConsensusTarget UK£2.73
AnalystLowTarget UK£2.30
TibiT UK£3.03

OTB Community Narratives

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Fair Value UK£2.73 38.7% undervalued intrinsic discount

Expanding City Breaks And Ireland Markets Will Transform Digital Travel

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19users have followed this narrative
·
Fair Value UK£2.3 27.2% undervalued intrinsic discount

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

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Fair Value
·
Fair Value UK£3.03 44.8% undervalued intrinsic discount

Sunny Returns with On the Beach

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8users have followed this narrative
UK£3.03
44.8% undervalued intrinsic discount
Fair Value
Revenue
9.77% p.a.
Profit Margin
24%
Future PE
11.1x
Price in 2031
UK£4.37
UK£2.73
38.7% undervalued intrinsic discount
Revenue
15.38% p.a.
Profit Margin
20.39%
Future PE
11.44x
Price in 2029
UK£3.54
UK£2.3
27.2% undervalued intrinsic discount
Revenue
14.87% p.a.
Profit Margin
18.85%
Future PE
10.6x
Price in 2029
UK£2.99
UK£3.5
52.2% undervalued intrinsic discount
Revenue
18.46% p.a.
Profit Margin
19.83%
Future PE
13.96x
Price in 2029
UK£4.54

Trending Discussion

Updated Narratives

OTB logo

Sunny Returns with On the Beach

Fair Value: UK£3.03 44.8% undervalued intrinsic discount
8 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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OTB: Share Buybacks And Execution Progress Will Support Future Upside

Fair Value: UK£2.73 38.7% undervalued intrinsic discount
19 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
OTB logo

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

Fair Value: UK£2.3 27.2% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Very undervalued with excellent balance sheet and pays a dividend.

3 Risks
4 Rewards

On the Beach Group plc Key Details

UK£114.2m

Revenue

UK£0

Cost of Revenue

UK£114.2m

Gross Profit

UK£95.9m

Other Expenses

UK£18.3m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
0.13
100.00%
16.02%
21.7%
View Full Analysis

About OTB

Founded
2003
Employees
505
CEO
Shaun Morton
WebsiteView website
www.onthebeachgroupplc.com

On the Beach Group plc operates as an online retailer of short haul beach holidays under the On the Beach brand in the United Kingdom and Republic of Ireland. The company provides its services through onthebeach.co.uk, sunshine.co.uk, and www.onthebeach.ie websites. It also operates as tour operator; internet travel agent; travel agent; in-house bedbank; and transport broker. In addition, the company offers employee trust and property management services. On the Beach Group plc was founded in 2003 and is headquartered in Manchester, the United Kingdom.

Recent OTB News & Updates

Narrative Update 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.
Narrative Update 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.

Recent updates

No updates