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On the Beach Group plc

LSE:OTB Stock Report

Market Cap: UK£449.1m

On the Beach Group (OTB) Stock Overview

Operates as an online retailer of short haul beach holidays under the On the Beach brand name in the United Kingdom. More details

OTB fundamental analysis
Snowflake Score
Valuation3/6
Future Growth4/6
Past Performance2/6
Financial Health6/6
Dividends0/6

Rewards

Trading at 32.8% below our estimate of its fair value

Earnings are forecast to grow 24.27% per year

Earnings have grown 65.8% per year over the past 5 years

Risk Analysis

OTB passed our risk checks.

OTB Community Fair Values

Create Narrative

See what 20 others think this stock is worth. Follow their fair value or set your own to get alerts.

OTB logo
On the Beach Group
AN
AnalystConsensusTarget
AnalystConsensusTarget
Consensus Narrative from 9 Analysts

Partnership With Ryanair Will Improve Customer Experience And Expand Market Opportunities

Key Takeaways Strategic partnerships and technological upgrades are poised to enhance customer experience, increase market share, and improve revenue and margins. Product expansion and unique customer perks aim to boost market presence and brand loyalty, supporting sustainable growth and profitability.
View narrative
UK£2.92
FV
1.7% undervalued intrinsic discount
12.37%
Revenue growth p.a.
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7users have followed this narrative
3 days ago author updated this narrative
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On the Beach Group plc Competitors

Price History & Performance

Summary of share price highs, lows and changes for On the Beach Group
Historical stock prices
Current Share PriceUK£2.87
52 Week HighUK£3.05
52 Week LowUK£1.28
Beta2.12
1 Month Change8.30%
3 Month Change7.69%
1 Year Change93.66%
3 Year Change132.95%
5 Year Change0.70%
Change since IPO40.00%

Recent News & Updates

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

Jun 11
On the Beach Group (LON:OTB) Is Experiencing Growth In Returns On Capital

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

May 04
On the Beach Group plc (LON:OTB) Stocks Shoot Up 29% But Its P/E Still Looks Reasonable

Recent updates

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

Jun 11
On the Beach Group (LON:OTB) Is Experiencing Growth In Returns On Capital

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

May 04
On the Beach Group plc (LON:OTB) Stocks Shoot Up 29% But Its P/E Still Looks Reasonable
author-image

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.

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

Jan 23
We Think On the Beach Group's (LON:OTB) Profit Is Only A Baseline For What They Can Achieve

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

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's (LON:OTB) Subdued P/S Might Signal An Opportunity

Oct 10
On the Beach Group plc's (LON:OTB) Subdued P/S Might Signal An Opportunity

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

Feb 02
Returns On Capital Signal Tricky Times Ahead For On the Beach Group (LON:OTB)

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

Dec 24
Why Investors Shouldn't Be Surprised By On the Beach Group plc's (LON:OTB) 50% Share Price Surge

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

Dec 18
We Think On the Beach Group's (LON:OTB) Robust Earnings Are Conservative

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

Sep 13
Is There An Opportunity With On the Beach Group plc's (LON:OTB) 35% Undervaluation?

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

Jun 14
Is There An Opportunity With On the Beach Group plc's (LON:OTB) 31% Undervaluation?

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

Mar 14
An Intrinsic Calculation For On the Beach Group plc (LON:OTB) Suggests It's 24% Undervalued

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

Dec 02
Are Investors Undervaluing On the Beach Group plc (LON:OTB) By 49%?

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

Jul 01
On the Beach Group plc (LON:OTB) Shares Could Be 47% Below Their Intrinsic Value Estimate

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

Mar 09
Is There An Opportunity With On the Beach Group plc's (LON:OTB) 42% Undervaluation?

We're Not Very Worried About On the Beach Group's (LON:OTB) Cash Burn Rate

Dec 09
We're Not Very Worried About On the Beach Group's (LON:OTB) Cash Burn Rate

On the Beach Group plc (LON:OTB) Shares Could Be 24% Below Their Intrinsic Value Estimate

Nov 13
On the Beach Group plc (LON:OTB) Shares Could Be 24% Below Their Intrinsic Value Estimate

At UK£3.73, Is It Time To Put On the Beach Group plc (LON:OTB) On Your Watch List?

Nov 23
At UK£3.73, Is It Time To Put On the Beach Group plc (LON:OTB) On Your Watch List?

Shareholder Returns

OTBGB HospitalityGB Market
7D-2.7%0.2%0.6%
1Y93.7%11.2%6.9%

Return vs Industry: OTB exceeded the UK Hospitality industry which returned 10% over the past year.

Return vs Market: OTB exceeded the UK Market which returned 5.8% over the past year.

Price Volatility

Is OTB's price volatile compared to industry and market?
OTB volatility
OTB Average Weekly Movement5.0%
Hospitality Industry Average Movement4.3%
Market Average Movement5.0%
10% most volatile stocks in GB Market11.3%
10% least volatile stocks in GB Market2.7%

Stable Share Price: OTB has not had significant price volatility in the past 3 months compared to the UK market.

Volatility Over Time: OTB's weekly volatility (5%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
2003554Shaun Mortonwww.onthebeachgroupplc.com

On the Beach Group plc operates as an online retailer of short haul beach holidays under the On the Beach brand name in the United Kingdom. It operates through two segments, OTB and Classic Collection. The company provides its services through onthebeach.co.uk, sunshine.co.uk, and onthebeachtransfers.co.uk websites in the United Kingdom, as well as online business to business portals, such as classiccollection.co.uk.

On the Beach Group plc Fundamentals Summary

How do On the Beach Group's earnings and revenue compare to its market cap?
OTB fundamental statistics
Market capUK£449.08m
Earnings (TTM)UK£20.10m
Revenue (TTM)UK£132.50m
22.3x
P/E Ratio
3.4x
P/S Ratio

Is OTB overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
OTB income statement (TTM)
RevenueUK£132.50m
Cost of RevenueUK£5.90m
Gross ProfitUK£126.60m
Other ExpensesUK£106.50m
EarningsUK£20.10m

Last Reported Earnings

Mar 31, 2025

Next Earnings Date

n/a

Earnings per share (EPS)0.13
Gross Margin95.55%
Net Profit Margin15.17%
Debt/Equity Ratio25.0%

How did OTB perform over the long term?

See historical performance and comparison

Dividends

1.1%
Current Dividend Yield
26%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/07/18 16:34
End of Day Share Price 2025/07/18 00:00
Earnings2025/03/31
Annual Earnings2024/09/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

On the Beach Group plc is covered by 18 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Joseph BarronBerenberg
Benjamin Sandland-TaylorBerenberg
Jack CummingsBerenberg