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On the Beach Group plc Stock Price

LSE:OTB Community·UK£224.9m 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£0
-2.87 (-100.00%)
UK£2.75
Fair Value
UK£0
-2.87 (-100.00%)
Price UK£0

OTB Community Narratives

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Fair Value UK£2.75 43.7% undervalued intrinsic discount

Expanding City Breaks And Ireland Markets Will Transform Digital Travel

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Fair Value
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Fair Value UK£3.03 48.8% undervalued intrinsic discount

Sunny Returns with On the Beach

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Fair Value UK£3.5 55.7% undervalued intrinsic discount

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

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UK£3.03
48.8% undervalued intrinsic discount
Fair Value
Revenue
9.77% p.a.
Profit Margin
24%
Future PE
11.1x
Price in 2031
UK£4.37
UK£2.75
43.7% undervalued intrinsic discount
Revenue
15.68% p.a.
Profit Margin
20.29%
Future PE
11.5x
Price in 2029
UK£3.57
UK£3.5
55.7% 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 48.8% undervalued intrinsic discount
8 users have set this as their fair value
0 users have commented on this narrative
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OTB: Share Buybacks And Rebased P/E Will Support Future Upside

Fair Value: UK£2.75 43.7% 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
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Later Bookings And Mix Shifts Will Test Automation Gains Yet Support Long Term Potential

Fair Value: UK£2.3 32.5% undervalued intrinsic discount
0 users have set this as their fair value
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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 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.
New Narrative 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?

Recent updates

No updates