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OneSpaWorld Holdings Limited (OSW) Stock Analysis

SellHigh Confidence

Consumer Cyclical · Leisure

Sell if holding. At $23.50, A.R:R 0.6:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Thin upside margin: 4.3%; Concentration risk — Customer: cruise line partners.

OneSpaWorld is the dominant operator of health and wellness centers aboard cruise ships and at destination resorts worldwide, with an estimated market share exceeding 90% in the maritime segment. Revenue of $961.0M in 2025 from long-term revenue-sharing agreements with major... Read more

$23.50+4.3% A.UpsideScore 5.9/10#5 of 12 Leisure
QualityF-score8 / 9FCF yield1.63%
IncomeYield0.84%Payout24.00%sustainable
Stop $22.27Target $24.36(analyst − 13%)A.R:R 0.6:1
Analyst target$28.00+19.1%5 analysts
$24.36our TP
$23.50price
$28.00mean
$31

Sell if holding. At $23.50, A.R:R 0.6:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Thin upside margin: 4.3%; Concentration risk — Customer: cruise line partners. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Score 5.9/10, high confidence.

Passes 6/8 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity 71d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: aggressive.

Recent Developments — OneSpaWorld Holdings Limited

Generated 2026-05-20T21:06:21Z.

Thesis

Rewards
Strong growth profile
Risks
Concentration risk — Customer: cruise line partners
Thin upside margin: 4.3%
V7 low-quality RISK_OFF penalty: -0.5 (Q=5.1)

Key Metrics

P/E (TTM)31.9
P/E (Fwd)18.3
Mkt Cap$2.4B
EV/EBITDA20.9
Profit Mgn7.9%
ROE14.2%
Rev Growth12.7%
Beta0.95
Dividend0.84%
Rating analysts10

Quality Signals

Piotroski F8/9MoatNarrow

Options Flow

P/C0.15bullish
IV72%elevated

Concentration Risks(10-K Item 1A)

  • HIGHCustomercruise line partners
    10-K Item 1A: 'A significant portion of our revenues are generated from our cruise ship health and wellness operations under our long-term agreements with our cruise line partners'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

10 dimensions · all in-band

GatesMomentum 4.0<4.5A.R:R 0.6 < 1.5@spotInsider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 71d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Aggressive
RSI
42 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $22.96Resistance $25.69

Price Targets

$22
$24
A.Upside+3.7%
A.R:R0.6:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeRisk-Off

Risk Alerts

! Momentum score 4.0/10 — below 4.5 minimum
! Reward/Risk 0.6:1 at current price — below 1.5:1 minimum

Earnings

B
B
M
M
2/4 beats
Next Earnings2026-07-29 (71d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is OSW stock a buy right now?

Sell if holding. At $23.50, A.R:R 0.6:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Thin upside margin: 4.3%; Concentration risk — Customer: cruise line partners. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Prior stop was $22.27. Score 5.9/10, high confidence.

What is the OSW stock price target?

Take-profit target: $24.36 (+4.3% upside). Prior stop was $22.27. Stop-loss: $22.27.

What are the risks of investing in OSW?

Concentration risk — Customer: cruise line partners; Thin upside margin: 4.3%; V7 low-quality RISK_OFF penalty: -0.5 (Q=5.1).

Is OSW overvalued or undervalued?

OneSpaWorld Holdings Limited trades at a P/E of 31.9 (forward 18.3). TrendMatrix value score: 6.1/10. Verdict: Sell.

What do analysts say about OSW?

10 analysts cover OSW with a consensus score of 4.4/5. Average price target: $28.

What does OneSpaWorld Holdings Limited do?OneSpaWorld is the dominant operator of health and wellness centers aboard cruise ships and at destination resorts...

OneSpaWorld is the dominant operator of health and wellness centers aboard cruise ships and at destination resorts worldwide, with an estimated market share exceeding 90% in the maritime segment. Revenue of $961.0M in 2025 from long-term revenue-sharing agreements with major cruise lines (206 ships) and resort operators (48 centers).

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