Marriott Vacations Worldwide Corporation, a vacation company, engages in the vacation ownership, exchange, rental, and resort and property management businesses in the United States and internationally. The company operates in two segments, Vacation Ownership and Exchange & Third-Party Management. It develops, markets, sells, and manages vacation ownership and related products under the Marriott Vacation Club, Grand Residences by Marriott, Sheraton Vacation Club, Westin Vacation Club, Hyatt Vacation Club, and Ritz-Carlton Club brands; and holds non-exclusive right to develop, market, and sell whole ownership residential products under the Ritz-Carlton Residences brand name, as well as has a license to use the St. Regis brand for specified fractional ownership products. The company also offers exchange network and membership programs, as well as management services to other resorts and lodging properties through its Interval International and Aqua-Aston businesses. In addition, it provides financing consumer purchases of vacation ownership products; and renting vacation ownership inventory. The company sells its upper upscale tier vacation ownership products under its brands primarily through a network of resort-based sales centers and certain off-site sales locations. Marriott Vacations Worldwide Corporation was founded in 1984 and is headquartered in Orlando, Florida.
Exceeding Expectations | Marriott Vacations Worldwide outperforms projections with $185 million Q4 EBITDA, showcasing resilience and effective strategy execution |
Cost-Cutting Ambitions | Explore VAC's expanded EBITDA enhancement program, targeting $100-150 million in savings through workforce reductions and technology investments |
Undervalued Potential | VAC trades at 5.8x estimated 2025 EV/EBITDA, below peer average of 6.7x, suggesting possible undervaluation and growth opportunity |
Dividend Consistency | Learn about VAC's 12-year dividend streak, recent 3.95% increase, and attractive 4.3% yield, appealing to income-focused investors |
Metrics to compare | VAC | Sector Sector - Average of metrics from a broad group of related Consumer Cyclicals sector companies | Relationship RelationshipVACPeersSector | |
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P/E Ratio | 9.5x | 15.6x | 11.2x | |
PEG Ratio | 0.17 | −0.58 | 0.02 | |
Price/Book | 1.0x | 2.3x | 1.4x | |
Price / LTM Sales | 0.7x | 1.5x | 1.0x | |
Upside (Analyst Target) | 28.1% | 18.5% | 20.2% | |
Fair Value Upside | Unlock | 9.9% | 9.4% | Unlock |