VACMarriott Vacations Worldwide Corporation
Is the price fair?
Neither cheap nor expensive: nothing decisive, though priced for +13% a year vs +3% a year delivered.
Priced for ~13% a year FCF growth. The price demands more than its three-year revenue growth of 3% a year, priced for acceleration.
In its normal range: P/E 14.4 vs a 14.7 median over 24 quarters (−2% vs median).
Against the whole market›
Percentile against every name Ryufin tracks. Higher is better; the tick marks the middle of the market. Context, not one of the checks above.
Where this answer is blind. The growth-implied estimate assumes a fixed discount rate; capital-heavy sectors look structurally rich on it.
What VAC's price assumes
Today's price asks for 13% free cash flow growth a year; over the last three years Marriott Vacations Worldwide Corporation delivered −24%, the price is ahead of the record.
Price / sales · no P/E: the last twelve months did not end in a profit
- Free cash flow yield
- 2.9%
Free cash flow yield · Resorts & Casinos median 7.0%
- Growth the price implies
- +13%
Growth the price implies · The price pays for +13% free cash flow growth a year for a decade; the business has delivered −24% a year over the last three.
- Price / book
- 1.65
Price / book · today's price, trailing year to Jun 30, 2026
Details›
- Price / booktoday's price, trailing year to Jun 30, 2026
- 1.65
- EV / EBIToperating margin −3.3%: the multiple describes the denominator
- not meaningful
- EV / salestoday's price, trailing year to Jun 30, 2026
- 1.07
- Free cash flow, trailing twelve months
- $99M
- Market capitalisation
- $3.39B
- 3-year revenue growth
- +2.5%
- 3-year free cash flow growth
- −24%
Multiples from SEC filings and end-of-day closes; implied growth from a reverse discounted cash flow. Group medians across the names Ryufin tracks.