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HZO$34.75+0.90%
Fair $34.75+0.0%

HZO

MarineMax, Inc.

Consumer Cyclical / Specialty RetailNYSE

$34.75

+0.31 (+0.90%)

Fairly Valued+0.0%Fair Value $34.75Fund rank 20/100 · Data gapFallback financials|
SA 36/D
F-Score: 3/9
Margin CompressionLow Profitability

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $-86.1M · quality 25.7/100

Data gap 20/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 12/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

36/100

D

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 17Warnings: 2unknown: 17
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Operating margin has declined for 3 consecutive years ROE is -3.4%, below the 5% threshold
Thesis & Journal · HZOLocal privado en este navegador · MarineMax, Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$765M

P/E

N/A

•

EV/EBITDA

22.1x

↑

ROE

-3.4%

↓

Gross Margin

32.5%

↑

Debt/Equity

1.33

↑
52-Week Range$35
$21$36

TradingView lightweight chart

HZO price, volumen y niveles de valoración

Último $34.75Periodo +275.7%
Fair value: $34.75

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2009–2025 · 16 años de histórico normalizado

Revenue CAGR

+8.9%

FCF CAGR

-16.3%

FCF margin

0.5%

FCF / Net income

-0.38x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.31B · net income $-31.6M · FCF $11.9M

2009-FY → 2025-FY

Gross margin

32.5%+17.4% pts

Operating margin

4.5%+16.6% pts

Net margin

-1.4%+11.7% pts

FCF margin

0.5%-34.7% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Income Statement
Revenue$2.31B$2.31B$2.43B$2.39B$2.31B$2.06B$1.51B$1.24B$1.18B$1.05B$942.0M$751.4M$624.7M$584.5M$524.5M$480.9M$450.3M$588.6M
Net Income$-31.6M$-31.6M$38.1M$109.3M$198.0M$155.0M$74.6M$36.0M$39.3M$23.5M$22.6M$48.3M$11.3M$15.0M$1.1M$-11.5M$2.5M$-76.8M
EBITDA$83.3M$83.3M$172.7M$241.8M$284.6M$225.1M$119.5M$72.1M$73.9M$54.7M$48.2M$33.2M$22.7M$25.1M$11.8M$-1.8M$-5.8M$-60.4M
EPS-1.43-1.431.654.878.846.783.371.571.710.950.911.920.460.630.05-0.520.11-4.11
Gross Margin32.5%32.5%33.0%34.9%34.9%32.0%26.4%26.1%25.3%25.2%24.0%24.6%25.9%25.8%25.4%24.8%24.6%15.1%
Operating Margin4.5%4.5%5.3%8.4%11.5%10.2%7.1%4.9%5.4%4.3%4.3%3.4%2.5%3.1%1.0%-1.7%-2.9%-12.1%
Net Margin-1.4%-1.4%1.6%4.6%8.6%7.5%4.9%2.9%3.3%2.2%2.4%6.4%1.8%2.6%0.2%-2.4%0.6%-13.0%
Balance Sheet
Debt/Equity1.331.331.261.190.360.080.020.000.000.000.000.000.000.000.00———
Current Ratio1.181.18————————————————
Cash Flow
Free Cash Flow$11.9M$11.9M$-86.1M$-287.6M$18.1M$347.8M$291.9M$-29.5M$56.6M$-9.6M$9.9M——$-2.0M$2.9M$-21.3M$36.1M$207.0M
Returns
ROE-3.4%-3.4%3.9%11.9%25.3%26.1%16.4%9.8%11.1%7.8%7.2%17.0%4.7%6.8%0.5%-5.9%1.2%-38.8%
Valuation
P/E——20.106.473.30—————————————
EV/EBITDA22.1022.1010.266.612.48—————————————
P/B0.820.820.780.770.84—————————————
Growth & Yield
Revenue Growth-5.0%-5.0%1.5%3.8%—36.7%22.0%5.1%11.9%11.7%25.4%20.3%6.9%11.4%9.1%6.8%-23.5%—
EPS Growth-186.7%-186.7%-66.1%-44.9%—101.2%114.6%-8.2%80.0%4.4%-52.6%317.4%-27.0%1160.0%109.6%-572.7%102.7%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +63.9%

Total return

+63.9%

Start / end P/E

n/dx → n/dx

EPS bridge

1.65 → -1.43

Residual

+63.9%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+63.9%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.