Reviewing Frasers Group (OTCMKTS:SDIPF) and OneWater Marine (NASDAQ:ONEW)

OneWater Marine (NASDAQ:ONEW) and Frasers Group (OTCMKTS:SDIPF) are both consumer discretionary companies, but which is the better stock? We will compare the two companies based on the strength of their analyst recommendations, risk, profitability, valuation, dividends, institutional ownership and earnings.

Institutional and Insider Ownership

94.3% of OneWater Marine shares are held by institutional investors. Comparatively, 22.5% of Frasers Group shares are held by institutional investors. 18.7% of OneWater Marine shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Analyst Recommendations

This is a breakdown of recent ratings and price targets for OneWater Marine and Frasers Group, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
OneWater Marine	0	2	4	0	2.67
Frasers Group	0	0	0	0	N/A

OneWater Marine currently has a consensus target price of $32.40, indicating a potential upside of 34.05%. Given OneWater Marine’s higher possible upside, equities research analysts clearly believe OneWater Marine is more favorable than Frasers Group.

Profitability

This table compares OneWater Marine and Frasers Group’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
OneWater Marine	-2.83%	11.55%	3.01%
Frasers Group	N/A	N/A	N/A

Earnings & Valuation

This table compares OneWater Marine and Frasers Group’s top-line revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
OneWater Marine	$1.94 billion	0.20	-$38.59 million	($3.87)	-6.25
Frasers Group	N/A	N/A	N/A	$0.30	26.61

Frasers Group has lower revenue, but higher earnings than OneWater Marine. OneWater Marine is trading at a lower price-to-earnings ratio than Frasers Group, indicating that it is currently the more affordable of the two stocks.

Summary

OneWater Marine beats Frasers Group on 7 of the 10 factors compared between the two stocks.

About OneWater Marine

OneWater Marine Inc. operates as a recreational boat retailer in the United States. The company offers new and pre-owned recreational boats and yachts, as well as related marine products, such as parts and accessories. It provides boat repair and maintenance services. In addition, the company arranges boat financing and insurance; and other ancillary services, including indoor and outdoor storage, and marina services. Further, it provides rental of boats and personal watercraft services. OneWater Marine Inc. was founded in 2014 and is headquartered in Buford, Georgia.

About Frasers Group

Frasers Group Plc, together with its subsidiaries, retails sports and leisure clothing, footwear, equipment, accessories, and apparel through department stores, shops, and online in the United Kingdom, Europe, the United States, Asia, Oceania, and internationally. The company operates through four segments: UK Sports Retail, Premium Lifestyle, International Retail, and Wholesale & Licensing. It is also involved in the wholesale distribution and sale of sports and leisure clothing, footwear, equipment, and apparel; and licensing activities. The company offers its products under its own and third party brands, which include Slazenger, Everlast, Lonsdale, Karrimor, 18montrose, Evans Cycles, Flannels, Frasers, Game, House of Fraser, Jack Wills, Sofa.com, Sports Direct, USC, Cruise, and van mildert. The company was formerly known as Sports Direct International plc and changed its name to Frasers Group Plc in December 2019. Frasers Group Plc was founded in 1982 and is headquartered in Shirebrook, the United Kingdom. Frasers Group plc operates as a subsidiary of MASH Holdings Limited.