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HZO · NYSE · STOCK

MarineMax, Inc.

Consumer Cyclical Updated August 11, 2026
$52.41
52W $21.42 – $52.46
48/100
$1.16B
291.1
1.59
AI Committee Verdict
Watch
48/100
Conviction: Contested · 33% agreement · 6 analysts
Contested

Is HZO Bullish or Bearish?

Mixed. Innellis AI committee rates MarineMax, Inc. (HZO) Watch with a composite score of 48/100 , based on 6 analysts with 33% agreement. Last updated August 11, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +11.74 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -8.26 from today. The band boundary is 45.0, 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

The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Growth Analyst remains cautious — revenue declining -5.4% yoy -- this is not a growth story right now. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • Price-to-book of 0.6x is a discount to asset value — Value
  • Price structure making higher highs and higher lows — Technical
  • MACD histogram positive -- bullish momentum — Technical
  • Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
  • VIX regime is low -- calm backdrop supports risk-taking — Macro
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • P/E of 288.0 is expensive by classic value standards — Value
  • ROE of only 0.4% -- cheap may mean cheap for a reason — Value
  • Revenue declining -5.4% YoY -- this is not a growth story right now — Growth
  • RSI at 90 is in overbought territory — Technical
  • Price trading above the upper Bollinger Band -- stretched — 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 August 11, 2026
Overall Committee Score
48/100
Agreement
33%
Analysts
6
Conviction
Contested
Sector Rank
Top 97%
of 178 Consumer Cyclical peers
Value Analyst neutral
43 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
+ Price-to-book of 0.6x is a discount to asset value
− P/E of 288.0 is expensive by classic value standards
Growth Analyst bearish
15 / 100 · Low confidence
Growth story is weak, decelerating, or inconsistent
− Revenue declining -5.4% YoY -- this is not a growth story right now
Technical Analyst bullish
61 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
− RSI at 90 is in overbought territory
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Bollinger bandwidth of 59.5% signals elevated volatility
Macro Analyst bullish
78 / 100 · Moderate 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
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 2 existing position pair(s) are highly correlated already
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Technical Analysis

RSI (14)
89.6
Overbought
MACD Histogram
1.742
Bullish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Mixed
Bollinger %B
1.23
Above Upper Band
Price vs Moving Averages
EMA 9
$41.46 Above
EMA 21
$38.07 Above
EMA 50
$35.76 Above
EMA 200
$30.99 Above

Fundamental Analysis

Valuation
67
Profitability
9
Financial Health
51
Cash Flow
70
Valuation
P/E Ratio 291.1×
P/B Ratio 1.21×
PEG Ratio -4.52
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
[reduced confidence: limited earnings history] P/E ratio of 291.1 (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); Earnings-history trend unavailable; growth based on TTM year-over-year only.
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