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Upturn AI SWOT - About
HZO 
MarineMax Inc (HZO)
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Upturn Advisory Summary
07/10/2025: HZO (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
8 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $32.33
1 Year Target Price $32.33
| 6 | Strong Buy |
| 0 | Buy |
| 2 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -16.74% | Avg. Invested days 31 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/10/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 579.14M USD | Price to earnings Ratio 11.01 | 1Y Target Price 32.33 |
Price to earnings Ratio 11.01 | 1Y Target Price 32.33 | ||
Volume (30-day avg) 8 | Beta 1.57 | 52 Weeks Range 16.85 - 38.20 | Updated Date 07/11/2025 |
52 Weeks Range 16.85 - 38.20 | Updated Date 07/11/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 2.45 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 2.35% | Operating Margin (TTM) 3.6% |
Management Effectiveness
Return on Assets (TTM) 2.82% | Return on Equity (TTM) 5.94% |
Valuation
Trailing PE 11.01 | Forward PE 9.29 | Enterprise Value 1728330924 | Price to Sales(TTM) 0.24 |
Enterprise Value 1728330924 | Price to Sales(TTM) 0.24 | ||
Enterprise Value to Revenue 0.71 | Enterprise Value to EBITDA 8.82 | Shares Outstanding 21473400 | Shares Floating 18804042 |
Shares Outstanding 21473400 | Shares Floating 18804042 | ||
Percent Insiders 12.78 | Percent Institutions 95.48 |
Upturn AI SWOT
MarineMax Inc
Company Overview
History and Background
MarineMax Inc. was founded in 1998 through the merger of several independent boat retailers. It has grown through acquisitions and organic expansion to become the largest recreational boat retailer in the United States.
Core Business Areas
- Retail Sales of New and Used Boats and Related Equipment: This segment involves selling new and used recreational boats, engines, trailers, parts, and accessories. They offer a wide range of boat types, including cruisers, yachts, sport boats, and fishing boats.
- Service and Repair: MarineMax provides maintenance, repair, and upgrade services for boats.
- Finance and Insurance: They assist customers with financing and insurance options related to their boat purchases.
- Marinas and Storage: The company operates marinas and provides boat storage facilities.
- Yacht and Boat Charters: The company offers yacht and boat rentals through its Fraser Yachts and Northrop & Johnson entities.
Leadership and Structure
W. Brett McGill is the President and Chief Executive Officer. The company has a board of directors overseeing its operations and is structured into retail, service, and corporate divisions.
Top Products and Market Share
Key Offerings
- Cruisers and Yachts: Large, luxurious boats for extended cruising. Market share is fragmented, competing with brands like Sea Ray and Azimut. Revenue is a substantial portion of the overall boat sales.
- Sport Boats and Fishing Boats: Smaller, more versatile boats for watersports and fishing. Competitors include Brunswick Corporation brands like Boston Whaler and Sea Fox Boats. These contribute significantly to unit sales volume.
- Marine Accessories, Parts, and Services: A range of accessories, parts and service support for the company's boat customers. Competitors include West Marine and Bass Pro Shops. These contribute a significant portion to margin and profit.
Market Dynamics
Industry Overview
The recreational boating industry is influenced by economic conditions, consumer confidence, and interest rates. Demand is cyclical, with peaks during economic expansions. The industry is also seeing a trend towards larger boats and more sophisticated features.
Positioning
MarineMax is the largest boat retailer in the US, with a widespread network of dealerships and a focus on premium brands and customer service. Competitive advantages include scale, brand recognition, and established relationships with manufacturers.
Total Addressable Market (TAM)
The TAM for recreational boats and marine services in the US is estimated to be around $50 billion annually. MarineMax, with annual revenue around $2 billion, has a substantial share but significant room for growth.
Upturn SWOT Analysis
Strengths
- Largest recreational boat retailer in the US
- Strong brand recognition
- Extensive dealership network
- Premium brand portfolio
- Diversified revenue streams (sales, service, finance)
Weaknesses
- Cyclical demand
- Dependence on economic conditions
- High inventory costs
- Seasonality of business
- Reliance on manufacturer relationships
Opportunities
- Expansion into new markets
- Growing demand for larger boats
- Increasing interest in boating as a leisure activity
- Development of online sales platforms
- Acquisitions of smaller dealerships
Threats
- Economic downturns
- Rising interest rates
- Increased competition from online retailers
- Fluctuations in fuel prices
- Environmental regulations
Competitors and Market Share
Key Competitors
- BC
- MCFT
- ONEW
Competitive Landscape
MarineMax benefits from its scale and brand recognition, but faces competition from other large retailers, smaller dealerships, and online sellers. The industry is fragmented, with no single dominant player.
Major Acquisitions
Island Global Yachting (IGY Marinas)
- Year: 2022
- Acquisition Price (USD millions): 480
- Strategic Rationale: Expands MarineMax's presence in the marina and yacht services business.
Growth Trajectory and Initiatives
Historical Growth: MarineMax has grown through acquisitions and organic expansion. Growth has been cyclical, influenced by economic conditions.
Future Projections: Analysts project moderate revenue growth in the coming years, driven by demand for recreational boats and expansion into new markets. Estimates can vary significantly based on economic forecasts.
Recent Initiatives: Recent initiatives include expanding online sales, acquiring dealerships in strategic locations, and developing new service offerings.
Summary
MarineMax is the leading recreational boat retailer, benefiting from its scale and diversified offerings. However, its performance is closely tied to economic cycles. The company's strategic acquisitions and online initiatives should drive future growth but it should be prepared for the next economic downturn.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (10-K, 10-Q)
- Analyst reports
- Industry publications
- Company Website
- Yahoo Finance
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market conditions and company performance can change rapidly.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About MarineMax Inc
Exchange NYSE | Headquaters Oldsmar, FL, United States | ||
IPO Launch date 1998-06-02 | CEO, President & Director Mr. William Brett McGill | ||
Sector Consumer Cyclical | Industry Specialty Retail | Full time employees 4050 | Website https://www.marinemax.com |
Full time employees 4050 | Website https://www.marinemax.com | ||
MarineMax, Inc. operates as a recreational boat and yacht retailer and superyacht services company in the United States. It operates through two segments, Retail Operations and Product Manufacturing. The company sells new and used recreational boats, including pleasure and fishing boats, mega-yachts, yachts, sport cruisers, motor yachts, e-power yachts, pontoon boats, ski boats, jet boats, and other recreational boats. It also offers marine parts and accessories comprising marine electronics; dock and anchoring products that include boat fenders, lines, and anchors; boat covers; trailer parts; water sport accessories, which comprise tubes, lines, wakeboards, and skis; engine parts; oils; lubricants; steering and control systems; corrosion control products and service products; high-performance accessories, including propellers and instruments; and a line of boating accessories, such as life jackets, inflatables, and water sports equipment. In addition, the company provides novelty items, such as shirts, caps, and license plates; marine engines and equipment; maintenance, repair, and slip and storage services; and boat or yacht brokerage services, as well as yacht charters and power catamarans. Further, it offers new or used boat finance services; arranges insurance coverage, including boat property, disability, undercoating, gel sealant, fabric protection, trailer tire and wheel protection, and casualty insurance coverage; and manufactures and sells sport yachts and yachts. Additionally, the company operates MarineMax vacations in Tortola and British Virgin Islands. It also markets and sells its products through offsite locations and print catalog. MarineMax, Inc. was incorporated in 1998 and is based in Oldsmar, Florida.
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