OneWater Marine Inc.

NasdaqGM:ONEW Stok Raporu

Piyasa değeri: US$180.0m

OneWater Marine Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 0/6

OneWater Marine şirketinin kazançları yıllık ortalama -58.5% oranında azalırken, Specialty Retail sektörünün kazançları yıllık 3.9% oranında azalan oldu. Gelirler yıllık ortalama 7.2% oranında artan oldu.

Anahtar bilgiler

-58.48%

Kazanç büyüme oranı

-59.66%

EPS büyüme oranı

Specialty Retail Sektör Büyümesi26.64%
Gelir büyüme oranı7.15%
Özkaynak getirisi-45.60%
Net Marj-6.69%
Son Kazanç Güncellemesi31 Mar 2026

Yakın geçmiş performans güncellemeleri

Recent updates

Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
User avatar
Yeni Anlatı 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.
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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
Analiz Makalesi 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...
Analiz Makalesi 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

Gelir ve Gider Dağılımı

OneWater Marine nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.


Kazanç ve Gelir Geçmişi

NasdaqGM:ONEW Gelir, gider ve kazançlar (USD Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
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

Kaliteli Kazançlar: ONEW şu anda kârlı değil.

Büyüyen Kar Marjı: ONEW şu anda kârlı değil.


Serbest Nakit Akışı ve Kazanç Analizi


Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: ONEW kârlı değildir ve zararlar son 5 yılda yılda 58.5% oranında artmıştır.

Büyüme Hızlandırma: ONEW 'un son bir yıldaki kazanç büyümesinin 5 yıllık ortalamasıyla karşılaştırılması mümkün değil çünkü şu anda kârlı değil

Kazançlar vs. Sektör: ONEW kârlı olmadığından, geçmiş yıl kazanç büyümesinin Specialty Retail sektörüyle ( 0.2% ) karşılaştırılması zorlaşıyor.


Özkaynak Getirisi

Yüksek ROE: ONEW hissesi şu anda kârlı olmadığından negatif Özsermaye Getirisi'ne ( -45.6% ) sahiptir.


Varlık Getirisi


Kullanılan Sermaye Getirisi


Geçmişte güçlü performans gösteren şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/07/06 04:05
Gün Sonu Hisse Fiyatı2026/07/06 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/09/30

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

OneWater Marine Inc. 8 Bu analistlerden 6, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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