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ONESPAWORLD HOLDINGS Ltd (OSW) Stock Fundamental Analysis & AI Rating 2026

OSW Nasdaq Services-Membership Sports & Recreation Clubs C5 CIK: 0001758488
Recently Updated • Analysis: Apr 13, 2026 • SEC Data: 2025-12-31
HOLD
72% Conf
Pending
Analysis scheduled

📊 OSW Key Takeaways

Revenue: $961.0M
Net Margin: 7.5%
Free Cash Flow: $68.4M
Current Ratio: 1.91x
Debt/Equity: 0.15x
EPS: $0.69
AI Rating: HOLD with 72% confidence
ONESPAWORLD HOLDINGS Ltd (OSW) receives a HOLD rating with 72% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $961.0M, net profit margin of 7.5%, and return on equity (ROE) of 13.2%, ONESPAWORLD HOLDINGS Ltd demonstrates mixed fundamentals in the Automotive sector. Below is our complete OSW stock analysis for 2026.

Is ONESPAWORLD HOLDINGS Ltd (OSW) a Good Investment?

Claude

OneSpaPWorld demonstrates strong fundamental financial health with solid profitability (7.5% net margin, 10.1% ROA), excellent liquidity (1.91x current ratio), and conservative leverage (0.15x D/E). However, flat year-over-year revenue and net income growth signals business stagnation with no clear growth drivers or operational expansion.

Why Buy ONESPAWORLD HOLDINGS Ltd Stock? OSW Key Strengths

Claude
  • + Strong free cash flow generation of $68.4M with 7.1% FCF margin demonstrates efficient cash conversion
  • + Conservative balance sheet with 0.15x debt-to-equity and 15.8x interest coverage provides financial flexibility and stability
  • + Solid profitability with 7.5% net margin and 10.1% ROA indicating effective operations despite stagnant revenue

OSW Stock Risks: ONESPAWORLD HOLDINGS Ltd Investment Risks

Claude
  • ! Zero revenue and net income growth (0% YoY) indicates business stagnation with no apparent growth strategy or market expansion
  • ! Low absolute cash position of $16.3M relative to $84.0M long-term debt and operational scale creates limited cushion for adverse events
  • ! Membership-based business model exposed to economic sensitivity and leisure discretionary spending volatility

Key Metrics to Watch

Claude
  • * Revenue growth trajectory and membership trends in upcoming quarters
  • * Operating cash flow sustainability and capital expenditure requirements
  • * Debt reduction progress and cash accumulation to improve liquidity position

ONESPAWORLD HOLDINGS Ltd (OSW) Financial Metrics & Key Ratios

Revenue
$961.0M
Net Income
$71.6M
EPS (Diluted)
$0.69
Free Cash Flow
$68.4M
Total Assets
$707.1M
Cash Position
$16.3M

💡 AI Analyst Insight

ONESPAWORLD HOLDINGS Ltd presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

OSW Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 8.5%
Net Margin 7.5%
ROE 13.2%
ROA 10.1%
FCF Margin 7.1%

OSW vs Automotive Sector: How ONESPAWORLD HOLDINGS Ltd Compares

How ONESPAWORLD HOLDINGS Ltd compares to Automotive sector averages

Net Margin
OSW 7.5%
vs
Sector Avg 6.0%
OSW Sector
ROE
OSW 13.2%
vs
Sector Avg 12.0%
OSW Sector
Current Ratio
OSW 1.9x
vs
Sector Avg 1.2x
OSW Sector
Debt/Equity
OSW 0.2x
vs
Sector Avg 1.0x
OSW Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is ONESPAWORLD HOLDINGS Ltd Stock Overvalued? OSW Valuation Analysis 2026

Based on fundamental analysis, ONESPAWORLD HOLDINGS Ltd has mixed fundamental signals relative to the Automotive sector in 2026.

Return on Equity
13.2%
Sector avg: 12%
Net Profit Margin
7.5%
Sector avg: 6%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.15x
Sector avg: 1x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

ONESPAWORLD HOLDINGS Ltd Balance Sheet: OSW Debt, Cash & Liquidity

Current Ratio
1.91x
Quick Ratio
1.10x
Debt/Equity
0.15x
Debt/Assets
23.3%
Interest Coverage
15.77x
Long-term Debt
$84.0M

OSW Revenue & Earnings Growth: 5-Year Financial Trend

OSW 5-year financial data: Year 2021: Revenue $443.8M, Net Income -$25.5M, EPS N/A. Year 2022: Revenue $546.3M, Net Income -$288.0M, EPS $-3.87. Year 2023: Revenue $794.0M, Net Income -$68.5M, EPS $-0.76. Year 2024: Revenue $895.0M, Net Income $53.2M, EPS $0.49. Year 2025: Revenue $961.0M, Net Income -$3.0M, EPS $-0.03.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: ONESPAWORLD HOLDINGS Ltd's revenue has grown significantly by 117% over the 5-year period, indicating strong business expansion. The most recent EPS of $-0.03 indicates the company is currently unprofitable.

OSW Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
7.1%
Free cash flow / Revenue

OSW Quarterly Earnings & Performance

Quarterly financial performance data for ONESPAWORLD HOLDINGS Ltd including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $241.7M $21.6M $0.20
Q2 2025 $224.9M $15.8M $0.15
Q1 2025 $211.2M $15.3M $0.15
Q3 2024 $216.3M $4.3M $0.04
Q2 2024 $200.5M -$3.2M $-0.03
Q1 2024 $182.5M -$15.9M $-0.17
Q3 2023 $162.3M $4.3M $0.04
Q2 2023 $127.4M -$3.2M $-0.03

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

ONESPAWORLD HOLDINGS Ltd Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$83.5M
Cash generated from operations
Stock Buybacks
$75.4M
Shares repurchased (TTM)
Capital Expenditures
$15.1M
Investment in assets
Dividends Paid
$17.5M
Returned to shareholders

OSW SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for ONESPAWORLD HOLDINGS Ltd (CIK: 0001758488)

📋 Recent SEC Filings

Date Form Document Action
Mar 13, 2026 4 xslF345X05/ownership.xml View →
Feb 23, 2026 10-K osw-20251231.htm View →
Feb 18, 2026 8-K osw-20260218.htm View →
Feb 13, 2026 4 xslF345X05/ownership.xml View →
Feb 13, 2026 4 xslF345X05/ownership.xml View →

Frequently Asked Questions about OSW

What is the AI rating for OSW?

ONESPAWORLD HOLDINGS Ltd (OSW) has an AI rating of HOLD with 72% confidence, based on fundamental analysis of SEC EDGAR filings.

What are OSW's key strengths?

Claude: Strong free cash flow generation of $68.4M with 7.1% FCF margin demonstrates efficient cash conversion. Conservative balance sheet with 0.15x debt-to-equity and 15.8x interest coverage provides financial flexibility and stability.

What are the risks of investing in OSW?

Claude: Zero revenue and net income growth (0% YoY) indicates business stagnation with no apparent growth strategy or market expansion. Low absolute cash position of $16.3M relative to $84.0M long-term debt and operational scale creates limited cushion for adverse events.

What is OSW's revenue and growth?

ONESPAWORLD HOLDINGS Ltd reported revenue of $961.0M.

Does OSW pay dividends?

ONESPAWORLD HOLDINGS Ltd pays dividends, with $17.5M distributed to shareholders in the trailing twelve months.

Where can I find OSW SEC filings?

Official SEC filings for ONESPAWORLD HOLDINGS Ltd (CIK: 0001758488) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is OSW's EPS?

ONESPAWORLD HOLDINGS Ltd has a diluted EPS of $0.69.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is OSW a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, ONESPAWORLD HOLDINGS Ltd has a HOLD rating with 72% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is OSW stock overvalued or undervalued?

Valuation metrics for OSW: ROE of 13.2% (sector avg: 12%), net margin of 7.5% (sector avg: 6%). Higher ROE suggests strong returns relative to peers.

Should I buy OSW stock in 2026?

Our dual AI analysis gives ONESPAWORLD HOLDINGS Ltd a combined HOLD rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is OSW's free cash flow?

ONESPAWORLD HOLDINGS Ltd's operating cash flow is $83.5M, with capital expenditures of $15.1M. FCF margin is 7.1%.

How does OSW compare to other Automotive stocks?

Vs Automotive sector averages: Net margin 7.5% (avg: 6%), ROE 13.2% (avg: 12%), current ratio 1.91 (avg: 1.2).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 13, 2026 | Data as of: 2025-12-31 | Powered by Claude AI