VACMarriott Vacations Worldwide Corporation

$114.88

Price

$114.88+68%1Y
1M+23%1Y+68%

Prices are end-of-day closes. This is a research view, the focus is on the fundamentals, quality and valuation below, not intraday price.

Smart Score

Top tier
9/10
Value97
Quality21
Momentum83
Growth50
Strongest Value, weakest Quality · ranked vs Consumer Cyclical peers. The five questions below judge the company on its own terms.
What they do

We are a leading global vacation company that offers vacation ownership, exchange, rental and resort and property management, along with related businesses, products and services. As the first major hospitality-branded vacation ownership company, Marriott Vacations Worldwide helped establish the industry and was the first major pure-play independent, public company in the field. Today we are more than a vacation ownership company; we are about vacation experiences.

In the company’s own words · 10-K filed Mar 2, 2026 · SEC EDGAR

P/E (TTM)-
Market Cap$3.36B
1Y Return+68%
5Y Return-5.9%

Business segments

Q1 2026 · $1.32B

The company’s own SEC segment disclosure.

  • Cost Reimbursements$430.0M33%
  • Time Share$343.0M26%
  • Management And Exchange$216.0M16%
  • Rental$176.0M13%
  • Ancillary$65.0M5%
  • Management Service$56.0M4%
  • Other (1)$35.0M3%

Marriott Vacations Worldwide Corporation (VAC) reported revenue of $1.32B in Q2 2026 (quarter ended June 30, 2026), up 5.9% from the same quarter a year earlier. That came with net income of $77M (5.8% of revenue). For the full year FY2025, revenue was $5.03B (+1.3% year on year) and net income −$308M. Its largest product in 2026-Q1 was Cost Reimbursements at $430M, 33% of the disclosed total, just ahead of Time Share at 26%.

Raw charts

11 series · TTM

As reported to the SEC, without any scoring.