Added to YB: 2025-11-12
Pitch date: 2025-11-11
OSW [neutral]
OneSpaWorld Holdings Limited
+11.49%
current return
Author Info
No bio for this author
Company Info
OneSpaWorld Holdings Limited operates health and wellness centers onboard cruise ships and at destination resorts in the United States and internationally.
Market Cap
$2.2B
Pitch Price
$21.45
Price Target
N/A
Dividend
0.92%
EV/EBITDA
19.14
P/E
31.23
EV/Sales
2.45
Sector
Diversified Consumer Services
Category
growth
Bunch of Quick Earnings Updates - Part I: OneSpaWorld Holdings Limited
OSW (earnings): Spa/wellness operator on cruise ships at 17x NTM EBITDA, projected double-digit EBITDA growth via asset-light model. Q3 record revenue +7% YOY, record adj EBITDA, debt reduction, $42M buyback. Wrongly correlated w/ cruise lines despite diff economics. Risk-reward high for compounder.
Read full article (2 min)