OneWater Marine (NASDAQ:ONEW) and Clarus (NASDAQ:CLAR) Head-To-Head Survey

OneWater Marine (NASDAQ:ONEW) and Clarus (NASDAQ:CLAR) are both small-cap consumer discretionary companies, but which is the better investment? We will contrast the two businesses based on the strength of their profitability, valuation, analyst recommendations, dividends, risk, institutional ownership and earnings.

Institutional and Insider Ownership

94.3% of OneWater Marine shares are held by institutional investors. Comparatively, 90.3% of Clarus shares are held by institutional investors. 20.3% of OneWater Marine shares are held by company insiders. Comparatively, 22.3% of Clarus shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

Profitability

This table compares OneWater Marine and Clarus’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
OneWater Marine	-6.12%	1.97%	0.46%
Clarus	-31.52%	-4.30%	-3.40%

Earnings & Valuation

This table compares OneWater Marine and Clarus”s gross revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
OneWater Marine	$1.87 billion	0.12	-$114.58 million	($7.08)	-1.86
Clarus	$264.32 million	0.52	-$52.29 million	($2.11)	-1.71

Clarus has lower revenue, but higher earnings than OneWater Marine. OneWater Marine is trading at a lower price-to-earnings ratio than Clarus, indicating that it is currently the more affordable of the two stocks.

Analyst Ratings

This is a breakdown of current recommendations and price targets for OneWater Marine and Clarus, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
OneWater Marine	2	3	3	0	2.13
Clarus	1	2	2	0	2.20

OneWater Marine currently has a consensus target price of $19.00, indicating a potential upside of 44.27%. Clarus has a consensus target price of $4.75, indicating a potential upside of 31.58%. Given OneWater Marine’s higher possible upside, research analysts plainly believe OneWater Marine is more favorable than Clarus.

Volatility & Risk

OneWater Marine has a beta of 1.64, indicating that its share price is 64% more volatile than the S&P 500. Comparatively, Clarus has a beta of 1.08, indicating that its share price is 8% more volatile than the S&P 500.

Summary

OneWater Marine beats Clarus on 8 of the 14 factors compared between the two stocks.

About OneWater Marine

OneWater Marine Inc. operates as a recreational boat retailer in the United States. The company offers new and pre-owned recreational boats and yachts, as well as related marine products, such as parts and accessories. It provides boat repair and maintenance services. In addition, the company arranges boat financing and insurance; and other ancillary services, including indoor and outdoor storage, and marina services. Further, it provides rental of boats and personal watercraft services. OneWater Marine Inc. was founded in 2014 and is headquartered in Buford, Georgia.

About Clarus

Clarus Corporation designs, develops, manufactures, and distributes outdoor equipment and lifestyle products in the United States and internationally. The company operates through two segments, Outdoor and Adventure. The Outdoor segment offers apparels, such as shells, insulation, midlayers, pants, and logowear; rock-climbing footwear and equipment, including carabiners, protection devices, harnesses, belay devices, helmets, and ice-climbing gears; technical backpacks and day packs; trekking poles; headlamps and lanterns; gloves and mittens; and skis, ski poles, ski skins, avalanche airbag systems, avalanche transceivers, shovels, and probes. This segment offers its products for climbing, mountaineering, trail running, backpacking, skiing, and other outdoor recreation activities under the Black Diamond Equipment and PIEPS brands. The Adventure segment offers engineered automotive roof racks, trays, mounting systems, luggage boxes, carriers, recovery boards, and accessories under the Rhino-Rack brand; and overlanding and off-road vehicle recovery and extraction tracks for the overland and the off-road market under the MAXTRAX brand, as well as sells and retails overlanding and off-road vehicle under the TRED brand. It markets and distributes its products through independent specialty stores and specialty chains, sporting goods and outdoor recreation stores, distributors, and original equipment manufacturers; and independent distributors, as well as through its websites. The company was formerly known as Black Diamond, Inc. and changed its name to Clarus Corporation in August 2017. The company was founded in 1957 and is headquartered in Salt Lake City, Utah.