(HZO) MarineMax - Overview

Sector: Consumer Cyclical | Industry: Specialty Retail | Exchange: NYSE (USA) | Market Cap: 753m USD | Total Return: 58.5% in 12m

Recreational Boats, Yachts, Marine Parts, Boat Maintenance, Yacht Charters
Total Rating 46
Safety 75
Buy Signal 0.16
Specialty Retail
Industry Rotation: -9.3
Market Cap: 753M
Avg Turnover: 11.2M
Risk 3d forecast
Volatility58.1%
VaR 5th Pctl8.60%
VaR vs Median-10.9%
Reward TTM
Sharpe Ratio1.08
Rel. Str. IBD79.5
Rel. Str. Peer Group84.4
Character TTM
Beta1.940
Beta Downside2.087
Hurst Exponent0.358
Drawdowns 3y
Max DD56.62%
CAGR/Max DD0.12
CAGR/Mean DD0.24
EPS (Earnings per Share) EPS (Earnings per Share) of HZO over the last years for every Quarter: "2021-03": 1.69, "2021-06": 2.59, "2021-09": 1.45, "2021-12": 1.59, "2022-03": 2.37, "2022-06": 3.17, "2022-09": 1.9, "2022-12": 1.24, "2023-03": 1.23, "2023-06": 2.07, "2023-09": 0.69, "2023-12": 0.19, "2024-03": 0.18, "2024-06": 1.51, "2024-09": 0.17, "2024-12": 0.77, "2025-03": 0.14, "2025-06": 0.49, "2025-09": -0.04, "2025-12": -0.21, "2026-03": 0.04,
EPS CAGR: -61.97%
EPS Trend: -91.1%
Last SUE: 0.02
Qual. Beats: 0
Revenue Revenue of HZO over the last years for every Quarter: 2021-03: 523.095, 2021-06: 666.328, 2021-09: 462.31, 2021-12: 472.691, 2022-03: 610.106, 2022-06: 688.537, 2022-09: 536.764, 2022-12: 507.927, 2023-03: 570.34, 2023-06: 721.844, 2023-09: 594.595, 2023-12: 527.274, 2024-03: 582.892, 2024-06: 757.72, 2024-09: 563.122, 2024-12: 468.461, 2025-03: 631.515, 2025-06: 657.159, 2025-09: 552.153, 2025-12: 505.178, 2026-03: 527.412,
Rev. CAGR: -1.74%
Rev. Trend: -58.3%
Last SUE: -2.13
Qual. Beats: -1

Warnings

High Debt/EBITDA (10.7) with thin interest coverage (0.9)

Interest Coverage Ratio 0.9 is critical

Fakeout Choppy

Tailwinds

Idiosyncratic Leader

Description: HZO MarineMax

MarineMax, Inc. (HZO) is a vertically integrated recreational boat and yacht retailer operating primarily in the United States. The company manages two distinct segments: Retail Operations and Product Manufacturing. Its business model extends beyond unit sales of new and used vessels to include high-margin recurring revenue streams such as maintenance, repair, storage, and brokerage services.

The company maintains a diverse inventory ranging from pontoon boats to mega-yachts and manufactures its own line of sport yachts and power catamarans. MarineMax also provides ancillary financial services, including boat financing and insurance brokerage, which helps capture value throughout the entire customer lifecycle. The recreational boating industry is highly cyclical and often tracks closely with consumer discretionary spending and interest rate fluctuations.

Investors looking for deeper insights into the companys valuation metrics might find ValueRay a useful resource for further analysis. Based in Oldsmar, Florida, MarineMax leverages a multi-channel sales strategy through physical dealerships, offsite locations, and digital catalogs to reach various market segments.

Headlines to Watch Out For
  • Interest rate fluctuations impact consumer financing costs and floor plan interest expenses
  • Inventory levels and promotional discounting pressure retail gross margins
  • Strategic acquisitions and high-margin service integration drive long-term revenue diversification
  • Consumer discretionary spending trends dictate demand for premium yachts and recreational boats
  • Hurricanes and severe weather patterns disrupt coastal dealership operations and sales cycles
Piotroski VR-10 (Strict) 4.0
Net Income: -63.5m TTM > 0 and > 6% of Revenue
FCF/TA: 0.07 > 0.02 and ΔFCF/TA 8.84 > 1.0
NWC/Revenue: 7.92% < 20% (prev 7.61%; Δ 0.31% < -1%)
CFO/TA 0.09 > 3% & CFO 218.7m > Net Income -63.5m
Net Debt (1.16b) to EBITDA (107.9m): 10.73 < 3
Current Ratio: 1.18 > 1.5 & < 3
Outstanding Shares: last quarter (22.0m) vs 12m ago -5.74% < -2%
Gross Margin: 32.69% > 18% (prev 0.33%; Δ 3.24k% > 0.5%)
Asset Turnover: 87.67% > 50% (prev 90.56%; Δ -2.90% > 0%)
Interest Coverage Ratio: 0.88 > 6 (EBITDA TTM 107.9m / Interest Expense TTM 64.7m)
Altman Z'' 2.13
A: 0.07 (Total Current Assets 1.16b - Total Current Liabilities 983.4m) / Total Assets 2.44b
B: 0.30 (Retained Earnings 735.9m / Total Assets 2.44b)
C: 0.02 (EBIT TTM 57.1m / Avg Total Assets 2.56b)
D: 0.50 (Book Value of Equity 741.9m / Total Liabilities 1.50b)
Altman-Z'' = 2.13 = BBB
Beneish M -3.31
DSRI: 0.87 (Receivables 101.1m/125.1m, Revenue 2.24b/2.42b)
GMI: 1.00 (GM 32.69% / 32.82%)
AQI: 0.98 (AQ_t 0.24 / AQ_t-1 0.25)
SGI: 0.93 (Revenue 2.24b / 2.42b)
TATA: -0.12 (NI -63.5m - CFO 218.7m) / TA 2.44b)
Beneish M = -3.31 (Cap -4..+1) = AA
What is the price of HZO shares?

As of May 27, 2026, the stock is trading at USD 34.65 with a total of 644,124 shares traded.
Over the past week, the price has changed by +5.87%, over one month by +15.54%, over three months by +15.31% and over the past year by +58.51%.

Is HZO a buy, sell or hold?

MarineMax has received a consensus analysts rating of 4.56. Therefore, it is recommended to buy HZO.

  • StrongBuy: 7
  • Buy: 0
  • Hold: 2
  • Sell: 0
  • StrongSell: 0

What are the forecasts/targets for the HZO price?
Analysts Target Price 35.3 1.8%
MarineMax (HZO) - Fundamental Data Overview as of 23 May 2026
Market Cap USD = 753.4m (753.4m USD * 1.0 USD.USD)
P/E Forward = 47.3934
P/S = 0.336
P/B = 0.7937
P/EG = 1.0885
Revenue TTM = 2.24b USD
EBIT TTM = 57.1m USD
EBITDA TTM = 107.9m USD
Long Term Debt = 338.7m USD (from longTermDebt, last quarter)
Short Term Debt = 736.8m USD (from shortTermDebt, last quarter)
Debt = 1.35b USD (from shortLongTermDebtTotal, last quarter) + Leases 141.3m
Net Debt = 1.16b USD (calculated: Debt 1.35b - CCE 189.1m)
Enterprise Value = 1.91b USD (753.4m + Debt 1.35b - CCE 189.1m)
Interest Coverage Ratio = 0.88 (Ebit TTM 57.1m / Interest Expense TTM 64.7m)
EV/FCF = 11.28x (Enterprise Value 1.91b / FCF TTM 169.3m)
FCF Yield = 8.86% (FCF TTM 169.3m / Enterprise Value 1.91b)
FCF Margin = 7.55% (FCF TTM 169.3m / Revenue TTM 2.24b)
Net Margin = -2.83% (Net Income TTM -63.5m / Revenue TTM 2.24b)
Gross Margin = 32.69% ((Revenue TTM 2.24b - Cost of Revenue TTM 1.51b) / Revenue TTM)
Gross Margin QoQ = 34.37% (prev 31.77%)
Tobins Q-Ratio = 0.78 (Enterprise Value 1.91b / Total Assets 2.44b)
Interest Expense / Debt = 4.81% (Interest Expense 64.7m / Debt 1.35b)
Taxrate = 21.0% (US default 21%)
NOPAT = 45.1m (EBIT 57.1m * (1 - 21.00%))
Current Ratio = 1.18 (Total Current Assets 1.16b / Total Current Liabilities 983.4m)
Debt / Equity = 1.44 (Debt 1.35b / totalStockholderEquity, last quarter 932.2m)
Debt / EBITDA = 10.73 (Net Debt 1.16b / EBITDA 107.9m)
Debt / FCF = 6.84 (Net Debt 1.16b / FCF TTM 169.3m)
Total Stockholder Equity = 935.7m (last 4 quarters mean from totalStockholderEquity)
RoA = -2.48% (Net Income -63.5m / Total Assets 2.44b)
RoE = -6.79% (Net Income TTM -63.5m / Total Stockholder Equity 935.7m)
RoCE = 4.48% (EBIT 57.1m / Capital Employed (Equity 935.7m + L.T.Debt 338.7m))
RoIC = 2.06% (NOPAT 45.1m / Invested Capital 2.19b)
WACC = 7.03% (E(753.4m)/V(2.10b) * Re(12.81%) + D(1.35b)/V(2.10b) * Rd(4.81%) * (1-Tc(0.21)))
Discount Rate = 12.81% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -15.56 | Cagr: -1.62%
[DCF] Terminal Value 75.44% ; FCFF base≈169.3m ; Y1≈170.0m ; Y5≈180.1m
[DCF] Fair Price = 74.63 (EV 2.80b - Net Debt 1.16b = Equity 1.64b / Shares 22.0m; r=8.35% [WACC [floored]]; 5y FCF grow 0.0% → 2.50% )
EPS Correlation: -91.08 | EPS CAGR: -61.97% | SUE: 0.02 | # QB: 0
Revenue Correlation: -58.26 | Revenue CAGR: -1.74% | SUE: -2.13 | # QB: -1
EPS current Quarter (2026-06-30): EPS=0.83 | Chg30d=+10.73% | Revisions=+0% | Analysts=9
EPS current Year (2026-09-30): EPS=0.72 | Chg30d=-3.75% | Revisions=-9% | GrowthEPS=+18.7% | GrowthRev=-1.3%
EPS next Year (2027-09-30): EPS=1.62 | Chg30d=-2.98% | Revisions=+9% | GrowthEPS=+123.8% | GrowthRev=+5.0%
[Analyst] Revisions Ratio: -9%