2.48%
1.27%
77.40%
74.98%
72.40%
-11.00%
-34.01%
AI Spotlight on OTB
Company Description
On the Beach Group plc operates as an online retailer of short-haul beach holidays under the On the Beach brand name.It operates through four segments: OTB, International, Classic, and CPH.The company provides its services through onthebeach.co.uk, sunshine.co.uk, and onthebeachtransfers.co.uk websites in the United Kingdom.
It also provides its services through eBeach.se website in Sweden and eBeach.dk website in Denmark, as well as through eBeach.no website in Norwegian; and operates online business to business portals, such as classiccollection.co.uk and classic-package.co.uk.On the Beach Group plc was founded in 2003 and is headquartered in Manchester, the United Kingdom.
Market Data
| Last Price | 257.22 |
| Change Percentage | 2.48% |
| Open | 251.5 |
| Previous Close | 251 |
| Market Cap ( Millions) | 414 |
| Volume | 279895 |
| Year High | 265.5 |
| Year Low | 127.75 |
| M A 50 | 228.45 |
| M A 200 | 166.68 |
Financial Ratios
| FCF Yield | -13.51% |
| Dividend Yield | 0.01% |
| ROE | 8.73% |
| Debt / Equity | 1.53% |
| Net Debt / EBIDTA | -281.33% |
| Price To Book | 2.35 |
| Price Earnings Ratio | 27.86 |
| Price To FCF | -7.4 |
| Price To sales | 2.33 |
| EV / EBITDA | 9.67 |
News
- Jan -24 - Discover On The Beach Group And Two Other UK Stocks Estimated Below Intrinsic Value
- Jan -23 - Shareholders Will Be Pleased With The Quality of On the Beach Group's (LON:OTB) Earnings
- Jan -22 - Undervalued Small Caps With Insider Action On UK Exchange In January 2025
- Jan -03 - 3 UK Penny Stocks With Market Caps Under £500M
- Dec -16 - Simon Cooper Bought 46% More Shares In On the Beach Group
- Dec -12 - We Like The Quality Of On the Beach Group's (LON:OTB) Earnings
- Dec -05 - December 2024 UK Exchange Penny Stocks To Watch
- Dec -04 - On The Beach Group PLC (LSE:OTB) Q4 2024 Earnings Call Highlights: Record Sales and Strategic ...
- Nov -29 - Stocks to watch this week: Salesforce, Lululemon, Frasers Group, Berkeley and Foot Locker
- Nov -23 - Is There An Opportunity With On the Beach Group plc's (LON:OTB) 46% Undervaluation?
- Nov -06 - 3 UK Stocks That May Be Undervalued Based On Current Estimates In November 2024
- Nov -04 - 3 Promising UK Penny Stocks With Under £300M Market Cap
- Aug -20 - On the Beach Group (LON:OTB) shareholders have endured a 60% loss from investing in the stock five years ago
- Jul -26 - Stocks to watch next week: Meta, Apple, Amazon and also UK interest rates
- Apr -23 - Trending tickers: Tesla, ABF, Novartis, Taylor Wimpey, JD Sports
- Apr -16 - Is On the Beach Group plc's (LON:OTB) Recent Price Movement Underpinned By Its Weak Fundamentals?
- Apr -08 - Returns On Capital Are Showing Encouraging Signs At B.V. Delftsch Aardewerkfabriek De Porceleyne Fles Anno 1653 (AMS:PORF)
- Mar -27 - Schweiter Technologies (VTX:SWTQ) investors are sitting on a loss of 66% if they invested three years ago
- Mar -19 - Should You Be Adding Bâloise Holding (VTX:BALN) To Your Watchlist Today?
- Feb -08 - Is Now The Time To Put Chocoladefabriken Lindt & Sprüngli (VTX:LISN) On Your Watchlist?
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> On the Beach
Expected Growth : 10.3 %
What the company do ?
On the Beach is a UK-based online travel agency specializing in beach holidays, offering a wide range of flights, hotels, and package deals.
Why we expect these perspectives ?
Growing demand for online travel agencies, increasing popularity of beach holidays, and On the Beach's strong online presence drive growth. The company's focus on personalized travel experiences and competitive pricing also contribute to its market share expansion.
Segment n°2 -> Classic Collection Holidays
Expected Growth : 5.5 %
What the company do ?
Classic Collection Holidays is a UK-based tour operator offering bespoke, luxury holidays to destinations worldwide, acquired by On the Beach Group plc in 2020.
Why we expect these perspectives ?
Growing demand for luxury travel, increasing disposable income, and rising popularity of bespoke holidays drive the growth of Classic Collection Holidays. The acquisition by On the Beach Group plc in 2020 is expected to further boost the segment's growth.
Segment n°3 -> Classic Package Holidays
Expected Growth : 5.5 %
What the company do ?
Classic Package Holidays from On the Beach Group plc offers bespoke, hassle-free vacations with flights, accommodations, and transfers, catering to diverse customer preferences.
Why we expect these perspectives ?
Growing demand for hassle-free vacations, increasing popularity of bespoke travel experiences, and rising consumer spending on leisure activities drive the growth of Classic Package Holidays from On the Beach Group plc.
On The Beach Group Plc Products
| Product Range | What is it ? |
|---|---|
| Beach Holidays | On the Beach Group plc offers a wide range of beach holidays to popular destinations in Europe, the Mediterranean, and beyond. |
| City Breaks | The company provides city breaks to top European cities, including Paris, Rome, and Amsterdam. |
| Cruise Holidays | On the Beach Group plc offers a variety of cruise holidays with leading cruise lines, including Mediterranean and Caribbean itineraries. |
| Flights | The company provides a wide range of flights to destinations across Europe and beyond. |
| Hotels | On the Beach Group plc offers a vast selection of hotels, from budget-friendly options to luxury resorts. |
| Transfers | The company provides airport transfers and shuttle services to and from destinations across Europe. |
| Travel Extras | On the Beach Group plc offers a range of travel extras, including travel insurance, car hire, and excursions. |
On the Beach Group plc's Porter Forces
Threat Of Substitutes
On the Beach Group plc operates in a highly competitive market, with many online travel agencies offering similar services. However, the company's strong brand recognition and customer loyalty programs help to mitigate the threat of substitutes.
Bargaining Power Of Customers
On the Beach Group plc's customers have a high bargaining power due to the availability of alternative online travel agencies and the ease of switching between them. The company's pricing strategy and customer service play a crucial role in retaining customers.
Bargaining Power Of Suppliers
On the Beach Group plc has a diverse supplier base, which reduces the bargaining power of individual suppliers. The company's strong relationships with suppliers and its ability to negotiate contracts also help to mitigate the bargaining power of suppliers.
Threat Of New Entrants
The threat of new entrants in the online travel agency market is moderate, as it requires significant investment in technology and marketing to compete with established players like On the Beach Group plc. However, the low barriers to entry and the growing demand for online travel services make it an attractive market for new entrants.
Intensity Of Rivalry
The online travel agency market is highly competitive, with many established players competing for market share. On the Beach Group plc faces intense competition from companies like Expedia, Booking.com, and Thomas Cook, which puts pressure on its pricing strategy and customer acquisition costs.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 2.61% |
| Debt Cost | 15.82% |
| Equity Weight | 97.39% |
| Equity Cost | 15.82% |
| WACC | 15.82% |
| Leverage | 2.68% |
On the Beach Group plc : Quality Control
On the Beach Group plc passed 5 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| TRN.L | Trainline Plc operates an independent rail and coach travel platform that sells rail and coach tickets worldwide. The company operates through three segments: UK Consumer, UK Trainline Partner Solutions, and … |
| RBW.WA | Rainbow Tours S.A. operates as a tour operator and travel agent in Poland, the Czech Republic, Slovakia, Lithuania, Belarus, and Ukraine. The company was founded in 1990 and is headquartered … |
| EDR.MC | eDreams ODIGEO S.A., together with its subsidiaries, operates as an online travel company in Europe. The company offers its online travel agency services under the eDreams, Go Voyages, Opodo, Travellink, … |
| HSW.L | Hostelworld Group plc operates an online booking platform worldwide. The company offers software and data processing services that facilitate hostel, B&B, hotel, and other accommodation bookings. The company also provides … |
| ALVDM.PA | Voyageurs du Monde SA operates as a travel agency in France and internationally. The company organizes individual personalized trips, honeymoons, family holidays, romantic weekend trips, summer holidays, cruise tours, world … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Rainbow Tours
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Voyageurs du Monde
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1-Year Total Return ->
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Trainline
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1-Year Total Return ->
4
Hostelworld
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5
On the Beach
A-Score
1-Year Total Return ->
6
