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Employees: 505
Size On The Beach (OTB.L) is a United Kingdom Consumer Discretionary company (Other Consumer Services) with a market value of $316M, the 356th largest of 363 United Kingdom companies the cockpit tracks. Shares closed at £174.40 on 6 Nov 2026.
Performance Over six months the shares gained 25.6%, against -12.1% for the median peer and +3.6% for the United Kingdom market (cap-weighted) — 3rd highest of 21 in its peer set.
Growth Revenue fell 2.0% over the last twelve months (peer median +5.8%); the operating margin is 16.4% (peer median 14.2%).
Valuation It trades at 13.6× forward earnings against a peer median of 16.2× (6th cheapest of 13).
Price implies For today's price to make sense, revenue must grow about -20% a year for seven years (Req g). Recent delivered growth is +29%, so the hurdle is -49 pp: the price already allows for a slowdown.
Next results Next results expected around 1 Dec 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | £109M | £121M | £119M | £112M | £143M |
| Revenue growth | — | +2% | +6% | -22% | — |
| Gross profit | n/a | £109M | £105M | £93.4M | £82.1M |
| EBITDA | £28.5M | £43.3M | £43.5M | £30.3M | £20.0M |
| Net income | £3.40M | £8.60M | £13.0M | £10.1M | £1.60M |
| Free cash flow | n/a | £43.4M | £63.2M | £63.9M | £50.7M |
| Capital expenditure | £10.5M | £10.4M | £10.3M | £12.1M | £12.4M |
| Total debt | n/a | £2.20M | £2.80M | £4.50M | £3.90M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | OTB.L | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -0.2% | -4.3% | 8th highest of 21 |
| 6-month return | +25.6% | -12.1% | 3rd highest of 21 |
| Distance from 52-week high | -25.5% | -26.5% | 10th highest of 21 |
| Revenue growth (TTM) | -2.0% | +5.8% | 6th lowest of 21 |
| Operating margin | 16.4% | 14.2% | 10th highest of 21 |
| Forward P/E | 13.6× | 16.2× | 6th cheapest of 13 |
| Growth the price implies (Req g, 7 yrs) | -20.0% | -4.4% | 2nd least demanding of 18 |
| Growth delivered (Del g) | +29.2% | +9.6% | 4th highest of 18 |
| Hurdle (Req g minus delivered) | -49.3 pp | -15.2 pp | 4th least demanding of 18 |
| EV / EBITDA | 2.0× | 7.9× | cheapest of 13 |
| Net debt / EBITDA | -6.3× | -1.9× | 3rd least indebted of 15 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| On The Beach OTB.L | United Kingdom | $316M | +26% | -2% | 16% | 13.6× | -20.0% | +29.2% |
| Riso Kyoiku 4714.T | Japan | $317M | +52% | +4% | 10% | 25.6× | -6.1% | +6.3% |
| Waseda Academy 4718.T | Japan | $314M | +36% | +8% | 12% | 16.2× | -12.9% | +8.1% |
| Convano 6574.T | Japan | $311M | -13% | +494% | 36% | n/a | 7.6% | +57.2% |
| Cross-Harbour (Holdings) 0032.HK | Hong Kong | $308M | -22% | -5% | 31% | n/a | n/a | n/a |
| KNT-CT 9726.T | Japan | $331M | -2% | +6% | 2% | n/a | -18.4% | +27.6% |
| Jiangsu Tianmu Lake Tourism 603136.SS | China | $335M | -25% | -12% | 17% | 33.7× | -0.7% | +6.3% |
| Kanagawa Chuo Kotsu 9081.T | Japan | $298M | +19% | +5% | 6% | n/a | n/a | n/a |
| Jp Holdings Inc 2749.T | Japan | $337M | -8% | +4% | 16% | 11.5× | -19.0% | +5.3% |
| Global Tax Free 204620.KS | South Korea | $285M | -8% | +42% | 19% | 11.2× | -16.6% | +72.2% |
| Shih-her Technologies 3551.TWO | Taiwan | $283M | -28% | +20% | 19% | n/a | 1.4% | +7.7% |
| Wuhan Sante Cableways 002159.SZ | China | $356M | -18% | -3% | 37% | 16.1× | -8.9% | +9.6% |
| Power Wind Health Industry 8462.TW | Taiwan | $366M | +2% | +20% | 17% | 10.2× | -4.4% | +10.5% |
| Donglai Coating Technology (Shanghai) 688129.SS | China | $370M | -30% | +7% | 13% | 21.8× | n/a | n/a |
| Lion Travel Service 2731.TW | Taiwan | $382M | -15% | +5% | 5% | 7.5× | -20.4% | +35.6% |
| Tibet Tourism 600749.SS | China | $384M | -29% | -7% | -12% | n/a | 49.8% | +8.1% |
| Azoom 3496.T | Japan | $385M | +21% | +26% | 19% | 27.5× | -1.0% | +28.7% |
| Nagase Brothers 9733.T | Japan | $404M | -5% | +8% | 9% | 12.0× | -8.3% | +7.0% |
| Youngy Health 300247.SZ | China | $409M | -21% | +2% | 19% | n/a | 5.7% | +12.8% |
| Beijing Jingxi Culture and Tourism 000802.SZ | China | $409M | -12% | -60% | -62% | n/a | 10.6% | -4.8% |
| Mahindra Holidays & Resorts India MHRIL.NS | India | $422M | -18% | +7% | 6% | 16.7× | 30.5% | +12.0% |