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Added to YB: 2026-07-06

Pitch date: 2026-07-01

HZO [bullish]

MarineMax, Inc.

-0.42%

current return

Author Info

No bio for this author

Company Info

MarineMax, Inc. operates as a recreational boat and yacht retailer and superyacht services company in the United States.

Market Cap

$759.5M

Pitch Price

$35.48

Price Target

N/A

Dividend

N/A

EV/EBITDA

13.51

P/E

-11.80

EV/Sales

0.80

Sector

Specialty Retail

Category

special_situation

Show full summary:
Superyachts for the Rest of Us - MarineMax, Inc.

HZO: World's largest boat/yacht retailer + superyacht services (Fraser, Northrop & Johnson) & IGY Marinas—'toll booths' of yachting. Q2 FY26 rev $527M (-15% YoY), swung to $2.6M net loss, used boats -44%. But high-margin services/marina growing; gross margin up to 34.4% from 30%. Donerail $35/share cash bid. Speculative mix-shift bet.

Read full article (3 min)