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HZO · NYSE · STOCK

MarineMax (HZO) Stock Analysis

Consumer Cyclical Updated September 06, 2026
$52.22
52W $21.42 – $52.46
63/100
$1.15B
289.5
1.67
AI Committee Verdict
Buy
63/100
Conviction: Moderate · 60% agreement · 5 analysts
-39.7%
Moderate

Is HZO Bullish or Bearish?

Bullish. Innellis AI committee rates MarineMax, Inc. (HZO) Buy with a composite score of 63/100 , based on 5 analysts with 60% agreement. Last updated September 06, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +12.25 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -7.75 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

Positive signals support the current rating — vix regime is low -- calm backdrop supports risk-taking. The committee sees sufficient evidence to maintain the constructive view.

Bull & Bear Case

Bull Case
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • Price structure making higher highs and higher lows — Technical
  • Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
  • VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
  • 3 consecutive earnings misses -- execution concerns — Growth
  • RSI at 84 is in overbought territory — Technical
  • MACD histogram negative -- bearish momentum — Technical
  • Weekly RSI at 85 -- overbought on the larger timeframe too — Technical
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of September 06, 2026
Overall Committee Score
63/100
Agreement
60%
Analysts
5
Conviction
Moderate
Sector Rank
Top 30%
of 178 Consumer Cyclical peers
Growth Analyst neutral
52 / 100 · Moderate confidence
Moderate growth -- present but not remarkable
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
− 3 consecutive earnings misses -- execution concerns
Technical Analyst neutral
54 / 100 · High confidence
Mixed or range-bound price action
+ Price structure making higher highs and higher lows
− RSI at 84 is in overbought territory
Risk Analyst bullish
70 / 100 · Low confidence
Risk profile is manageable -- leverage, volatility, and event exposure all look contained
Macro Analyst bullish
80 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst neutral
58 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2704.43)
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Investment Thesis Evolution

Committee score strengthened from 57.4 to 62.8.

Analyst-level changes:
  • Growth Analyst: stance bearish->neutral; score 40->52 (+12).
  • Value Analyst abstained (was neutral at 43).

Comparing 2026-09-05 to 2026-09-06 (1 day apart).

Technical Analysis

RSI (14)
83.8
Overbought
MACD Histogram
-0.561
Bearish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Mixed
Bollinger %B
0.66
Inside Bands
Price vs Moving Averages
EMA 9
$51.97 Above
EMA 21
$49.63 Above
EMA 50
$44.18 Above
EMA 200
$34.47 Above

Fundamental Analysis

Valuation
67
Growth
45
Profitability
9
Financial Health
51
Cash Flow
70
Valuation
P/E Ratio 289.5×
P/B Ratio 1.21×
PEG Ratio -4.50
Dividend Yield 0.00%
52W High $52.46
52W Low $21.42
Quality & Growth
ROE -337.5%
ROA -128.0%
Gross Margin 3421.1%
Operating Margin 293.0%
Revenue Growth YoY
Debt / Equity 1.17
AI Fundamental Assessment
P/E ratio of 289.5 (rich relative to a 15-40x range); Price-to-book of 1.2x; PEG ratio of -4.5 (under 1.0 suggests growth is undervalued relative to price); Return on equity of -3.4%; Return on assets of -1.3%; Net margin of 0.2%; Gross margin of 34.2%; Current ratio of 1.23 (tight short-term liquidity); Debt-to-equity of 1.17; Free cash flow per share is positive (8.09); Most recent quarter missed estimates by 3.0%; 3 consecutive earnings misses; EPS growth accelerating (+119.0% -> +1925.0% QoQ); Analyst estimates rising over recent quarters
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