On the Beach Group (OTB) Competitors

Trainline (LON:TRN) and On the Beach Group (LON:OTB) are both small-cap consumer cyclical companies, but which is the superior investment? We will contrast the two companies based on the strength of their profitability, earnings, valuation, media sentiment, analyst recommendations, dividends, risk and institutional ownership.

Which has higher valuation and earnings, TRN or OTB?

Trainline has higher revenue and earnings than On the Beach Group. On the Beach Group is trading at a lower price-to-earnings ratio than Trainline, indicating that it is currently the more affordable of the two stocks.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Trainline	£369.87M	3.19	£31.69M	£7.30	37.33
On the Beach Group	£173.07M	2.73	£14.99M	£9.15	31.85

Does the media favor TRN or OTB?

In the previous week, Trainline had 3 more articles in the media than On the Beach Group. MarketBeat recorded 5 mentions for Trainline and 2 mentions for On the Beach Group. On the Beach Group's average media sentiment score of 0.37 beat Trainline's score of -0.02 indicating that On the Beach Group is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Trainline	0 Very Positive mention(s)	2 Positive mention(s)	0 Neutral mention(s)	2 Negative mention(s)	0 Very Negative mention(s)	Neutral
On the Beach Group	0 Very Positive mention(s)	1 Positive mention(s)	1 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Neutral

Do analysts rate TRN or OTB?

Trainline presently has a consensus price target of GBX 431.67, indicating a potential upside of 58.49%. On the Beach Group has a consensus price target of GBX 183.50, indicating a potential downside of 37.05%. Given Trainline's higher possible upside, equities research analysts clearly believe Trainline is more favorable than On the Beach Group.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Trainline	0 Sell rating(s)	1 Hold rating(s)	3 Buy rating(s)	0 Strong Buy rating(s)	2.75
On the Beach Group	0 Sell rating(s)	0 Hold rating(s)	3 Buy rating(s)	0 Strong Buy rating(s)	3.00

Which has more risk & volatility, TRN or OTB?

Trainline has a beta of 1.64, indicating that its share price is 64% more volatile than the S&P 500. Comparatively, On the Beach Group has a beta of 2.42, indicating that its share price is 142% more volatile than the S&P 500.

Do insiders and institutionals have more ownership in TRN or OTB?

78.5% of Trainline shares are held by institutional investors. Comparatively, 69.5% of On the Beach Group shares are held by institutional investors. 4.1% of Trainline shares are held by company insiders. Comparatively, 10.7% of On the Beach Group shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Is TRN or OTB more profitable?

On the Beach Group has a net margin of 8.66% compared to Trainline's net margin of 8.57%. Trainline's return on equity of 10.88% beat On the Beach Group's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Trainline	8.57%	10.88%	6.02%
On the Beach Group	8.66%	8.73%	2.35%

Summary

Trainline beats On the Beach Group on 9 of the 15 factors compared between the two stocks.