OneSpaWorld Holdings (OSW) Fair Value & Analysis
Consumer Cyclical · US · Market cap $2.6B
OneSpaWorld Holdings
OSW · US
Fair value as of: Jul 15, 2026
From 26 valuation models · updated 25 days ago
Fair value updated Jul 15, 2026, revised from $14.66 to $12.48 (−14.9%) since Jun 24, 2026. Share price −0.5% over the past month.
A solid business, but screening 52% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case ($15.82). The favourable scenario is already priced in.
- Solid but not exceptional quality (62/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 15, 2026.
How to read this chart
60‑month range $6.74 – $28.68 · fair‑value band $9.15 – $15.82 · the $26.21 price screens above the $12.48 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 15, 2026.
Analysis
OneSpaWorld Holdings (OSW) currently trades at $26.21, while our model-based Fair Value estimate is $12.48, implying the stock looks roughly 52.4% overvalued today. The Quality Score stands at 62/100 (solid quality), in the Consumer Cyclical sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, OneSpaWorld Holdings generated revenue of $989M at a net margin of 7.9%. Revenue grew 12.7% year over year. It earns a return on equity of 14.2%. Net debt stands at $86.5M. Fundamentals as of Jul 15, 2026
Our scenario range runs from $9.15 (bear case) to $15.82 (bull case); at $26.21, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The last reported earnings sit well below what analysts expect (earnings in transition, for example after write-downs or an earnings dip); whether the stock is cheap or expensive hinges on the expected recovery actually arriving. Read the fair value with that caveat. The share trades near its 52-week high and 43% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at 2% fair-value upside, at -52%, OSW screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 26 models by family
Widest divergence: Growth Earnings ($22.86) versus Dividend Discount ($2.60). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 15, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 61 · Market factors (momentum, volatility) 64
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
OneSpaWorld Holdings Limited operates health and wellness centers onboard cruise ships and at destination resorts in the United States and internationally.
Full company description
OneSpaWorld Holdings Limited operates health and wellness centers onboard cruise ships and at destination resorts in the United States and internationally. It offers massage and body care services and therapies, and aesthetics treatments; medi-spa services; and acupuncture, electric stimulation acupuncture, LED therapy, cupping, posture and gait analysis, and therapy for recovery. The company also provides fitness centers, and personalized training services and consultation; personal nutritional and dietary consultation, weight management, nutrition coaching and detoxification; hot and cold hydro-therapies and related amenities, such as thermal loungers, infrared saunas, snow rooms, laconiums, caldarium chambers, and hammams, as well as cold plunge pools, large therapeutic jacuzzis, and rooms surrounding occupants with layers of body cleansing salt crystals. In addition, the company offers products under the ELEMIS, Grown Alchemist, Kerastase, Keratin Complex, Thermage, Dysport, GoodFeet arch supports, Hyperice, and Megawhite teeth whitening brands. OneSpaWorld Holdings Limited was founded in 2017 and is based in Nassau, Bahamas.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
OneSpaWorld Holdings reported revenue of $961M in FY2025 versus $144M in FY2021, a compound +60.7%/yr. Reported net income was $71.6M in FY2025.
OSW screens 52% overvalued. Compare with ANTA Sports Products Limited →
Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Is OneSpaWorld Holdings (OSW) Undervalued After Earnings Guidance And Dividend News?
- OneSpaWorld Holdings Ltd (OSW) Q2 2026 Earnings Call Highlights: Record Revenues and Strategic ...
- OneSpaWorld Q2 Earnings Call Highlights
- OneSpaWorld (OSW) Matches Q2 Earnings Estimates
Peer Group
Leisure · 192 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Leisure median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 40/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Leisure stocks, each showing price versus our Fair Value estimate (as of Jul 15, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| ANTA Sports Products Limited 2020 | HK$74.15 | HK$119.29 | +61% |
| Pop Mart International Group 9992 | HK$160.20 | HK$227.30 | +42% |
| Amer Sports, Inc AS | $36.44 | $16.16 | -56% |
| Hasbro, Inc HAS | $81.55 | $83.38 | +2% |
| Life Time Group LTH | $42.15 | $16.15 | -62% |
| Acushnet Holdings GOLF | $114.78 | $37.79 | -67% |
| Li Ning Company 2331 | HK$14.80 | HK$29.26 | +98% |
| Benefit Systems S.A BFT | 5,255 PLN | 3,714 PLN | -29% |
| Ninebot Limited 689009 | ¥37.82 | ¥39.17 | +4% |
| Asmodee Group ASMDEEB | kr 145.70 | kr 41.90 | -71% |
Compare OneSpaWorld Holdings with another stock
Price, fair value, quality and upside side by side.
Explore undervalued stocks
More undervalued Consumer Cyclical stocks →
Frequently asked questions
Is OneSpaWorld Holdings (OSW) overvalued or undervalued?
What is the fair value of OSW?
What is the quality score of OSW?
What is the revenue of OneSpaWorld Holdings (OSW)?
What is the net profit margin of OSW?
Does OneSpaWorld Holdings pay a dividend?
How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
Track OneSpaWorld Holdings and try Pro for 14 days
One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.
Zero risk: nothing is ever charged. After 14 days you decide whether to stay.