ONESPAWORLD HOLDINGS Ltd
In the published model solve dated 2026-Q2, anchored at $26.60, ONESPAWORLD HOLDINGS Ltd (OSW) is priced for today's economics sustained for ~8.9 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 27, 2026 from SEC EDGAR filings.
- At $27.53 the price pays about 33x company-wide operating income, a level that needs the growth to hold near its self-funding ceiling for roughly nine years. Only the forward-growth method reaches the price; every static frame says richly valued. - The thing that defends the premium is the moat. OneSpaWorld is the near-monopoly operator of cruise-ship health and wellness centers, on 208 ships at the end of Q1 2026, a position the asset-based models structurally cannot price. - The business is
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220 institutional managers reported holding OSW in 13F filings for the quarter ended 2026-03-31. 44 opened new positions that quarter. Held by BlackRock, Vanguard Group, State Street, among others. On the short side, 5.1M shares were sold short as of the 2026-06-15 count, about 5% of shares outstanding (8.6 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
OSW's share count grew 12.6% over the past five years even with $94.43M spent on repurchases. It pays a dividend, and has for 2 years running. Cash returned over the past three years: $30.87M in dividends and $94.43M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at OSW over the trailing three years. Absence is a fact about the company, not a signal. 12 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
OSW's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-05 | -3.9% | -5.3% |
| 2023-11-04 | +1.1% | +26.2% |
| 2024-03-01 | -7.4% | +12.9% |
| 2024-05-04 | +16.6% | +3.0% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
OSW's latest 8-K filings: 2026-07-29 (items 2.02, 9.01); 2026-06-04 (items 5.07); 2026-04-29 (items 2.02, 9.01); 2026-02-18 (items 2.02, 9.01); 2025-10-29 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.