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ONEW

OneWater Marine Inc.

ONEW

NASDAQ·Consumer Cyclical·Specialty Retail·Mkt cap $211.0M

$12.70

+7.35%

P/E

-2.11

Mkt Cap

$211.0M

52-Wk Range

$8.12–$17.35

52-Week Range

$8.12 - $17.35

P/E

-2.11

Fwd P/E

29.01

Beta

1.53

Div Yield

0.00%

Avg Vol

110.4K

Shares Out

16.6M

Mkt Cap

$211.0M

Price action

Price chart

Down 23.1% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

5 reasons

  • Market consolidation leadership with 70 locations across 11 states
  • Diversified revenue streams including high-margin service and ancillary offerings
  • Integrated platform providing financing, insurance, and marina services enhancing customer retention
  • Scale advantages in inventory management and supplier negotiations
  • Established brand presence in key recreational boating markets

Bear Case

2 risks

  • Above-average volatility (beta 1.5).
  • Significant premium - growth priced in

Growth

Turning profitable

Continued consolidation of fragmented recreational boating retail market

Value

Significant premium - growth priced in

Momentum

Hot

+21.9% over 3m

Quality

Stable

Solid business

Dividend

None

No dividend

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Nov 12, 2026

Q3 26 RECAP

JUL 30, 2026

Reported EPS of $0.73 vs $0.75 consensus (-2.5% surprise). Revenue of $530.7M vs $553.7M expected (-4.2%).

EPS miss
Revenue miss

EPS surprise · last 4Q

0 of 1 beats

Estimate

Actual

Q3 26

-2.5%

Revenue trend · last 8Q

+3%

-1%

+2%

+22%

+1%

-4%

Q3 24

Q4 24

Q1 24

Q2 25

Q3 25

Q4 25

Q1 25

Q3 26

$542.4M

$377.9M

$375.8M

$483.5M

$552.9M

$460.1M

$380.6M

$530.7M

Margins · last 8Q

Gross

24.0%

Operating

6.7%

Profit

2.2%

Wall Street consensus

2 analysts · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

2

100%

Hold

0%

Sell

0%

Median Price Target

Latest: Baird · $13.00 · May 1, 2026

vs Industry

How ONEW stacks vs Specialty Retail

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.