ONEW
OneWater Marine Inc.
Auto - Recreational Vehicles
Market Cap$198M
5Y Perf.-19.1%
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Stock Comparison
ONEW vs MBUU
Revenue, margins, valuation, and 5-year total return — side by side.
MBUU
Malibu Boats, Inc.
Auto - Recreational Vehicles
Market Cap$473M
5Y Perf.-46.1%
ONEW vs MBUU — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ONEW | MBUU |
|---|---|---|
| Industry | Auto - Recreational Vehicles | Auto - Recreational Vehicles |
| Market Cap | $198M | $473M |
| Revenue (TTM) | $1.88B | $826M |
| Net Income (TTM) | $-110M | $-5M |
| Gross Margin | 22.5% | 15.4% |
| Operating Margin | 3.4% | 0.1% |
| Forward P/E | 20.8x | 20.9x |
| Total Debt | $964M | $25M |
| Cash & Equiv. | $52M | $37M |
ONEW vs MBUU — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
ONEW
MBUU
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| OneWater Marine Inc. (ONEW) | 100 | 80.9 | -19.1% |
| Malibu Boats, Inc. (MBUU) | 100 | 53.9 | -46.1% |
Price return only. Dividends and distributions are not included.
Quick Verdict: ONEW vs MBUU
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: ONEW leads in 4 of 7 categories, making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. Malibu Boats, Inc. is the stronger pick specifically for profitability and margin quality and capital preservation and lower volatility. As sector peers, any of these can serve as alternatives in the same allocation.
ONEW
OneWater Marine Inc.
The Growth Play
ONEW carries the broadest edge in this set and is the clearest fit for growth exposure.
- Rev growth 5.6%, EPS growth -17.5%, 3Y rev CAGR 2.4%
- 5.6% revenue growth vs MBUU's -2.6%
- Lower P/E (20.8x vs 20.9x)
Best for: growth exposure
MBUU
Malibu Boats, Inc.
The Income Pick
MBUU is the clearest fit if your priority is income & stability and long-term compounding.
- Dividend streak 1 yrs, beta 1.71
- 76.9% 10Y total return vs ONEW's -9.2%
- Lower volatility, beta 1.71, Low D/E 4.9%, current ratio 1.63x
Best for: income & stability and long-term compounding
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | ONEW | 5.6% revenue growth vs MBUU's -2.6% |
| Value | ONEW | Lower P/E (20.8x vs 20.9x) |
| Quality / Margins | MBUU | -0.6% margin vs ONEW's -5.9% |
| Stability / Safety | MBUU | Beta 1.71 vs ONEW's 1.98, lower leverage |
| Dividends | ONEW | 0.1% yield; the other pay no meaningful dividend |
| Momentum (1Y) | ONEW | -1.3% vs MBUU's -14.7% |
| Efficiency (ROA) | MBUU | -0.7% ROA vs ONEW's -7.3%, ROIC 3.2% vs 3.6% |
ONEW vs MBUU — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
FY 2025
ONEW vs MBUU — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLMBUULAGGINGONEW
ONEWOneWater Marine Inc.
1leads
MBUUMalibu Boats, Inc.
3leads
6 Total Categories
CATEGORYLEADERvs ONEWMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
Tied
—
Valuation MetricsMultiples, price ratios, and targets
ONEW5/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
MBUU7/9
Total Returns1Y, 3Y, 5Y total returns with dividends
MBUU4/6
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
MBUU1/1
Income & Cash Flow (Last 12 Months)
Evenly matched — ONEW and MBUU each lead in 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
ONEW is the larger business by revenue, generating $1.9B annually — 2.3x MBUU's $826M. MBUU is the more profitable business, keeping -0.6% of every revenue dollar as net income compared to ONEW's -5.9%.
| Metric | ONEWOneWater Marine I… | MBUUMalibu Boats, Inc. |
|---|---|---|
| RevenueTrailing 12 months | $1.9B | $826M |
| EBITDAEarnings before interest/tax | $87M | $11M |
| Net IncomeAfter-tax profit | -$110M | -$5M |
| Free Cash FlowCash after capex | $41M | $40M |
| Gross MarginGross profit ÷ Revenue | +22.5% | +15.4% |
| Operating MarginEBIT ÷ Revenue | +3.4% | +0.1% |
| Net MarginNet income ÷ Revenue | -5.9% | -0.6% |
| FCF MarginFCF ÷ Revenue | +2.2% | +4.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | +1.3% | +3.1% |
| EPS Growth (YoY)Latest quarter vs prior year | +42.0% | -118.2% |
Evenly matched — ONEW and MBUU each lead in 3 of 6 comparable metrics.
Valuation Metrics
ONEW leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
On an enterprise value basis, MBUU's 7.6x EV/EBITDA is more attractive than ONEW's 13.3x.
| Metric | ONEWOneWater Marine I… | MBUUMalibu Boats, Inc. |
|---|---|---|
| Market CapShares × price | $198M | $473M |
| Enterprise ValueMkt cap + debt − cash | $1.1B | $461M |
| Trailing P/EPrice ÷ TTM EPS | -1.65x | 33.42x |
| Forward P/EPrice ÷ next-FY EPS est. | 20.77x | 20.89x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 13.26x | 7.64x |
| Price / SalesMarket cap ÷ Revenue | 0.11x | 0.59x |
| Price / BookPrice ÷ Book value/share | 0.66x | 0.96x |
| Price / FCFMarket cap ÷ FCF | 2.51x | 16.53x |
ONEW leads this category, winning 5 of 6 comparable metrics.
Profitability & Efficiency
MBUU leads this category, winning 7 of 9 comparable metrics.
Profitability & Efficiency
MBUU delivers a -1.0% return on equity — every $100 of shareholder capital generates $-1 in annual profit, vs $-33 for ONEW. MBUU carries lower financial leverage with a 0.05x debt-to-equity ratio, signaling a more conservative balance sheet compared to ONEW's 3.38x. On the Piotroski fundamental quality scale (0–9), MBUU scores 7/9 vs ONEW's 3/9, reflecting strong financial health.
| Metric | ONEWOneWater Marine I… | MBUUMalibu Boats, Inc. |
|---|---|---|
| ROE (TTM)Return on equity | -33.0% | -1.0% |
| ROA (TTM)Return on assets | -7.3% | -0.7% |
| ROICReturn on invested capital | +3.6% | +3.2% |
| ROCEReturn on capital employed | +7.1% | +3.6% |
| Piotroski ScoreFundamental quality 0–9 | 3 | 7 |
| Debt / EquityFinancial leverage | 3.38x | 0.05x |
| Net DebtTotal debt minus cash | $912M | -$12M |
| Cash & Equiv.Liquid assets | $52M | $37M |
| Total DebtShort + long-term debt | $964M | $25M |
| Interest CoverageEBIT ÷ Interest expense | -1.63x | 1.84x |
MBUU leads this category, winning 7 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
MBUU leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in MBUU five years ago would be worth $3,004 today (with dividends reinvested), compared to $2,568 for ONEW. Over the past 12 months, ONEW leads with a -1.3% total return vs MBUU's -14.7%. The 3-year compound annual growth rate (CAGR) favors MBUU at -24.2% vs ONEW's -24.7% — a key indicator of consistent wealth creation.
| Metric | ONEWOneWater Marine I… | MBUUMalibu Boats, Inc. |
|---|---|---|
| YTD ReturnYear-to-date | +10.9% | -11.2% |
| 1-Year ReturnPast 12 months | -1.3% | -14.7% |
| 3-Year ReturnCumulative with dividends | -57.3% | -56.4% |
| 5-Year ReturnCumulative with dividends | -74.3% | -70.0% |
| 10-Year ReturnCumulative with dividends | -9.2% | +76.9% |
| CAGR (3Y)Annualised 3-year return | -24.7% | -24.2% |
MBUU leads this category, winning 4 of 6 comparable metrics.
Risk & Volatility
Evenly matched — ONEW and MBUU each lead in 1 of 2 comparable metrics.
Risk & Volatility
MBUU is the less volatile stock with a 1.71 beta — it tends to amplify market swings less than ONEW's 1.98 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | ONEWOneWater Marine I… | MBUUMalibu Boats, Inc. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.98x | 1.71x |
| 52-Week HighHighest price in past year | $17.92 | $39.65 |
| 52-Week LowLowest price in past year | $8.12 | $23.84 |
| % of 52W HighCurrent price vs 52-week peak | +66.6% | +64.1% |
| RSI (14)Momentum oscillator 0–100 | 59.6 | 50.0 |
| Avg Volume (50D)Average daily shares traded | 147K | 336K |
Evenly matched — ONEW and MBUU each lead in 1 of 2 comparable metrics.
Analyst Outlook
MBUU leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Wall Street rates ONEW as "Buy" and MBUU as "Buy". Consensus price targets imply 28.9% upside for MBUU (target: $33) vs 17.3% for ONEW (target: $14). ONEW is the only dividend payer here at 0.15% yield — a key consideration for income-focused portfolios.
| Metric | ONEWOneWater Marine I… | MBUUMalibu Boats, Inc. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $14.00 | $32.75 |
| # AnalystsCovering analysts | 9 | 16 |
| Dividend YieldAnnual dividend ÷ price | +0.1% | — |
| Dividend StreakConsecutive years of raises | 0 | 1 |
| Dividend / ShareAnnual DPS | $0.02 | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +7.6% |
MBUU leads this category, winning 1 of 1 comparable metric.
Key Takeaway
MBUU leads in 3 of 6 categories (Profitability & Efficiency, Total Returns). ONEW leads in 1 (Valuation Metrics). 2 tied.
Best OverallMalibu Boats, Inc. (MBUU)Leads 3 of 6 categories
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ONEW vs MBUU: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is ONEW or MBUU a better buy right now?
For growth investors, OneWater Marine Inc.
(ONEW) is the stronger pick with 5. 6% revenue growth year-over-year, versus -2. 6% for Malibu Boats, Inc. (MBUU). Malibu Boats, Inc. (MBUU) offers the better valuation at 33. 4x trailing P/E (20. 9x forward), making it the more compelling value choice. Analysts rate OneWater Marine Inc. (ONEW) a "Buy" — based on 9 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — ONEW or MBUU?
On forward P/E, OneWater Marine Inc.
is actually cheaper at 20. 8x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — ONEW or MBUU?
Over the past 5 years, Malibu Boats, Inc.
(MBUU) delivered a total return of -70. 0%, compared to -74. 3% for OneWater Marine Inc. (ONEW). Over 10 years, the gap is even starker: MBUU returned +76. 9% versus ONEW's -9. 2%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — ONEW or MBUU?
By beta (market sensitivity over 5 years), Malibu Boats, Inc.
(MBUU) is the lower-risk stock at 1. 71β versus OneWater Marine Inc. 's 1. 98β — meaning ONEW is approximately 15% more volatile than MBUU relative to the S&P 500. On balance sheet safety, Malibu Boats, Inc. (MBUU) carries a lower debt/equity ratio of 5% versus 3% for OneWater Marine Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — ONEW or MBUU?
By revenue growth (latest reported year), OneWater Marine Inc.
(ONEW) is pulling ahead at 5. 6% versus -2. 6% for Malibu Boats, Inc. (MBUU). On earnings-per-share growth, the picture is similar: Malibu Boats, Inc. grew EPS 127. 7% year-over-year, compared to -1751. 3% for OneWater Marine Inc.. Over a 3-year CAGR, ONEW leads at 2. 4% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — ONEW or MBUU?
Malibu Boats, Inc.
(MBUU) is the more profitable company, earning 1. 8% net margin versus -6. 1% for OneWater Marine Inc. — meaning it keeps 1. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: ONEW leads at 3. 3% versus 2. 7% for MBUU. At the gross margin level — before operating expenses — ONEW leads at 21. 7%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is ONEW or MBUU more undervalued right now?
On forward earnings alone, OneWater Marine Inc.
(ONEW) trades at 20. 8x forward P/E versus 20. 9x for Malibu Boats, Inc. — 0. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for MBUU: 28. 9% to $32. 75.
08Which pays a better dividend — ONEW or MBUU?
In this comparison, ONEW (0.
1% yield) pays a dividend. MBUU does not pay a meaningful dividend and should not be held primarily for income.
09Is ONEW or MBUU better for a retirement portfolio?
For long-horizon retirement investors, Malibu Boats, Inc.
(MBUU) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding. OneWater Marine Inc. (ONEW) carries a higher beta of 1. 98 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (MBUU: +76. 9%, ONEW: -9. 2%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between ONEW and MBUU?
Both stocks operate in the Consumer Cyclical sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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