Professional
Added to YB: 2025-08-14
Pitch date: 2025-08-08
HZO [neutral]
MarineMax, Inc.
+11.17%
current return
Author Info
Ace River Capital is a concentrated, long-term fund focused on asymmetric risk/reward opportunities. Sign up for the newsletter.
Company Info
MarineMax, Inc. operates as a recreational boat and yacht retailer and superyacht services company in the United States.
Market Cap
$498.8M
Pitch Price
$22.66
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.55
P/E
-16.20
EV/Sales
0.69
Sector
Specialty Retail
Category
turnaround
Ace River Capital Portfolio Holding: MarineMax, Inc.
HZO (increased position): Boat retailer evolving business model toward higher-margin, recurring service/storage/marina ops to reduce cyclicality. Facing near-term pressure from post-COVID normalization & higher rates, but long-term outlook promising. Added to position at attractive prices while market focuses on short-term results.
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