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Side-by-side financial comparison of ONESPAWORLD HOLDINGS Ltd (OSW) and Urban Edge Properties (UE). Click either name above to swap in a different company.
ONESPAWORLD HOLDINGS Ltd is the larger business by last-quarter revenue ($242.1M vs $132.6M, roughly 1.8× Urban Edge Properties). Urban Edge Properties runs the higher net margin — 17.1% vs 5.0%, a 12.1% gap on every dollar of revenue. On growth, Urban Edge Properties posted the faster year-over-year revenue change (12.2% vs 11.5%). Over the past eight quarters, Urban Edge Properties's revenue compounded faster (11.6% CAGR vs 7.1%).
Urban Edge Properties is a publicly traded real estate investment trust (REIT) that owns, operates, and develops high-quality retail and mixed-use properties, primarily located in densely populated urban and suburban markets across the United States. Its portfolio covers grocery-anchored shopping centers, lifestyle outlets, and community-focused commercial assets.
OSW vs UE — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $242.1M | $132.6M |
| Net Profit | $12.1M | $22.6M |
| Gross Margin | — | — |
| Operating Margin | 6.8% | — |
| Net Margin | 5.0% | 17.1% |
| Revenue YoY | 11.5% | 12.2% |
| Net Profit YoY | -16.2% | -6.7% |
| EPS (diluted) | $0.12 | $0.18 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $132.6M | ||
| Q4 25 | $242.1M | $119.6M | ||
| Q3 25 | $258.5M | $120.1M | ||
| Q2 25 | $240.7M | $114.1M | ||
| Q1 25 | $219.6M | $118.2M | ||
| Q4 24 | $217.2M | $116.4M | ||
| Q3 24 | $241.7M | $112.4M | ||
| Q2 24 | $224.9M | $106.5M |
| Q1 26 | — | $22.6M | ||
| Q4 25 | $12.1M | $12.4M | ||
| Q3 25 | $24.3M | $14.9M | ||
| Q2 25 | $19.9M | $58.0M | ||
| Q1 25 | $15.3M | $8.2M | ||
| Q4 24 | $14.4M | $30.1M | ||
| Q3 24 | $21.6M | $9.1M | ||
| Q2 24 | $15.8M | $30.8M |
| Q1 26 | — | — | ||
| Q4 25 | 6.8% | 11.3% | ||
| Q3 25 | 10.2% | 13.4% | ||
| Q2 25 | 9.2% | 53.9% | ||
| Q1 25 | 7.7% | 7.6% | ||
| Q4 24 | 7.9% | 27.6% | ||
| Q3 24 | 10.3% | 8.9% | ||
| Q2 24 | 8.4% | 30.6% |
| Q1 26 | — | 17.1% | ||
| Q4 25 | 5.0% | 10.4% | ||
| Q3 25 | 9.4% | 12.4% | ||
| Q2 25 | 8.3% | 50.8% | ||
| Q1 25 | 7.0% | 6.9% | ||
| Q4 24 | 6.6% | 25.9% | ||
| Q3 24 | 8.9% | 8.1% | ||
| Q2 24 | 7.0% | 28.9% |
| Q1 26 | — | $0.18 | ||
| Q4 25 | $0.12 | $0.09 | ||
| Q3 25 | $0.23 | $0.12 | ||
| Q2 25 | $0.19 | $0.46 | ||
| Q1 25 | $0.15 | $0.07 | ||
| Q4 24 | $0.13 | $0.25 | ||
| Q3 24 | $0.20 | $0.07 | ||
| Q2 24 | $0.15 | $0.26 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $16.3M | $50.0M |
| Total DebtLower is stronger | $84.0M | — |
| Stockholders' EquityBook value | $542.6M | $1.4B |
| Total Assets | $707.1M | $3.4B |
| Debt / EquityLower = less leverage | 0.15× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $50.0M | ||
| Q4 25 | $16.3M | $48.9M | ||
| Q3 25 | $29.6M | $77.8M | ||
| Q2 25 | $35.0M | $53.0M | ||
| Q1 25 | $22.6M | $48.0M | ||
| Q4 24 | $57.4M | $41.4M | ||
| Q3 24 | $48.8M | $67.9M | ||
| Q2 24 | $62.5M | $78.6M |
| Q1 26 | — | — | ||
| Q4 25 | $84.0M | — | ||
| Q3 25 | $85.2M | — | ||
| Q2 25 | $96.2M | — | ||
| Q1 25 | $97.4M | — | ||
| Q4 24 | $98.6M | — | ||
| Q3 24 | $98.7M | — | ||
| Q2 24 | $123.8M | — |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $542.6M | $1.4B | ||
| Q3 25 | $552.8M | $1.4B | ||
| Q2 25 | $548.3M | $1.4B | ||
| Q1 25 | $530.6M | $1.4B | ||
| Q4 24 | $554.5M | $1.4B | ||
| Q3 24 | $540.1M | $1.3B | ||
| Q2 24 | $532.7M | $1.3B |
| Q1 26 | — | $3.4B | ||
| Q4 25 | $707.1M | $3.3B | ||
| Q3 25 | $732.6M | $3.3B | ||
| Q2 25 | $731.8M | $3.3B | ||
| Q1 25 | $708.7M | $3.3B | ||
| Q4 24 | $746.4M | $3.3B | ||
| Q3 24 | $734.0M | $3.2B | ||
| Q2 24 | $756.8M | $3.2B |
| Q1 26 | — | — | ||
| Q4 25 | 0.15× | — | ||
| Q3 25 | 0.15× | — | ||
| Q2 25 | 0.18× | — | ||
| Q1 25 | 0.18× | — | ||
| Q4 24 | 0.18× | — | ||
| Q3 24 | 0.18× | — | ||
| Q2 24 | 0.23× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $20.0M | $39.1M |
| Free Cash FlowOCF − Capex | $14.9M | — |
| FCF MarginFCF / Revenue | 6.2% | — |
| Capex IntensityCapex / Revenue | 2.1% | 1.5% |
| Cash ConversionOCF / Net Profit | 1.65× | 1.73× |
| TTM Free Cash FlowTrailing 4 quarters | $68.4M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $39.1M | ||
| Q4 25 | $20.0M | $182.7M | ||
| Q3 25 | $33.2M | $55.7M | ||
| Q2 25 | $20.3M | $43.5M | ||
| Q1 25 | $10.1M | $32.6M | ||
| Q4 24 | $16.6M | $153.2M | ||
| Q3 24 | $28.6M | $36.6M | ||
| Q2 24 | $18.7M | $41.2M |
| Q1 26 | — | — | ||
| Q4 25 | $14.9M | $81.8M | ||
| Q3 25 | $27.6M | $26.1M | ||
| Q2 25 | $17.6M | $19.6M | ||
| Q1 25 | $8.4M | $11.9M | ||
| Q4 24 | $13.2M | $42.5M | ||
| Q3 24 | $27.5M | $12.2M | ||
| Q2 24 | $17.6M | $19.9M |
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | 68.4% | ||
| Q3 25 | 10.7% | 21.7% | ||
| Q2 25 | 7.3% | 17.2% | ||
| Q1 25 | 3.8% | 10.0% | ||
| Q4 24 | 6.1% | 36.6% | ||
| Q3 24 | 11.4% | 10.8% | ||
| Q2 24 | 7.8% | 18.6% |
| Q1 26 | — | 1.5% | ||
| Q4 25 | 2.1% | 84.4% | ||
| Q3 25 | 2.2% | 24.6% | ||
| Q2 25 | 1.1% | 20.9% | ||
| Q1 25 | 0.8% | 17.5% | ||
| Q4 24 | 1.5% | 95.1% | ||
| Q3 24 | 0.5% | 21.7% | ||
| Q2 24 | 0.5% | 20.1% |
| Q1 26 | — | 1.73× | ||
| Q4 25 | 1.65× | 14.71× | ||
| Q3 25 | 1.36× | 3.73× | ||
| Q2 25 | 1.02× | 0.75× | ||
| Q1 25 | 0.66× | 3.97× | ||
| Q4 24 | 1.15× | 5.09× | ||
| Q3 24 | 1.33× | 4.03× | ||
| Q2 24 | 1.19× | 1.34× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
OSW
| Services | $197.3M | 82% |
| Products | $44.8M | 18% |
UE
| Rental revenue | $124.2M | 94% |
| Other | $8.4M | 6% |
