Marriott Vacations Worldwide Corporation (VAC) Price & Analysis
VAC Stock Chart & Stats
- Day’s Range
- MXN 2,000.00 - MXN 2,000.00
- 52-Week Range
- MXN 940.00 - MXN 2,000.00
- Previous Close
- MXN 2,000.00
- Volume
- 0
- Average Volume (3M)
- 0
- Market Cap
- MXN 74.62B
- Enterprise Value
- MXN 8.90B
- Total Cash (Recent Filing)
- MXN 211.00M
- Total Debt (Recent Filing)
- MXN 5.45B
- Price to Earnings (P/E)
- ―
- Beta
- -0.04
- Next Earnings
- Nov 04, 2026
- EPS Estimate
- 48.32
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- 3.15%
Bulls Say, Bears Say
Bulls Say
Contract Sales Growth
Strong contract sales growth indicates improving demand for the company’s vacation ownership products and a more productive sales funnel. If sustained, higher sales volumes can support recurring owner fees, financing income, and future cash generation while strengthening the operating base.
Improving Cash Generation
The sharp improvement in free cash flow provides greater capacity to fund operations, reduce debt, and support shareholder returns. Management’s higher full-year target also suggests that operational improvements are translating into cash, although continued execution is needed to sustain the recovery.
Integrated Recurring Business Model
VAC’s integrated model combines upfront ownership sales with financing income and recurring management, owner-service, exchange, and travel revenues. This installed-base orientation can create multiple monetization points and reduce reliance on a single transaction stream over time.
Bears Say
Sustained Profitability Pressure
The shift from positive profitability to losses shows that revenue growth has not yet translated into durable earnings. Negative margins reduce internal funding capacity and leave less room to absorb operating volatility, making a sustained margin recovery important for long-term financial strength.
Elevated Leverage
Leverage near four times remains a material constraint even after recent improvement. Debt service and repayment needs can compete with investment and shareholder returns, while elevated borrowing increases sensitivity to weaker operating results and makes balance-sheet repair a continuing priority.
Higher Sales And Loan Reserves
Higher reserve requirements indicate that rapid sales growth is carrying greater expected cost or credit exposure. This can reduce the amount of reported profit and cash retained from contracts, and the effect may persist if financing penetration or customer risk remains elevated.
Marriott Vacations Worldwide Corporation News
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Marriott Vacations Worldwide Corporation Stock Smart Score
Company Description
Marriott Vacations Worldwide Corporation
Marriott Vacations Worldwide Corporation is a prominent global leisure company specializing in the development, marketing, sale, and management of vacation ownership products and associated offerings. Its business operations are structured around two core divisions: Vacation Ownership, and Exchange & Third-Party Management. The corporation oversees numerous vacation ownership brands, including Marriott Vacation Club, Grand Residences by Marriott, Sheraton Vacation Club, Westin Vacation Club, Hyatt Residence Club, and Marriott Vacation Club Pulse. Additionally, it is engaged in the creation, promotion, and sale of timeshare products under The Ritz-Carlton Destination Club brand, and holds the rights to develop, market, and sell luxury residential ownership properties bearing The Ritz-Carlton Residences name. Beyond its core ventures, the enterprise provides exchange networks and membership programs, alongside offering management services to external resorts and lodging facilities through various affiliated brands, such as Interval International, Trading Places International, Vacation Resorts International, and Aqua-Aston. As of December 31, 2021, Marriott Vacations Worldwide maintained a portfolio of approximately 120 properties located across the United States and thirteen other international territories. The company's premium vacation ownership products are primarily distributed through dedicated sales centers situated at its resorts, complemented by various off-site sales locations. Established in 1984, the corporate headquarters for Marriott Vacations Worldwide are located in Orlando, Florida.
- Sector
- Consumercyclical
- Industry
- Gambling, Resorts & Casinos
- CEO
- Matthew E. Avril
- Employees
- 21,100
- Website
- www.marriottvacationsworldwide.com
- Address
- 7812 Palm Parkway, Orlando, FL, 32836, US
Marriott Vacations Worldwide Corporation (VAC) Earnings & Revenues
VAC Company Deck
VAC Earnings Call
Earnings Call SentimentPositive
The call conveyed strong operational momentum and meaningful financial progress: sharp contract sales and VPG growth, record monthly sales, improved development profit and sizable free cash flow improvement led management to raise EBITDA and cash flow guidance. The company launched multiple commercial initiatives (Tour Logistics, Premier Vacations, Inner Circle) that are already driving higher-quality tour flow and higher VPGs, with additional upside expected as programs scale. Remaining challenges include timing/reportability impacts to recognized revenue, a prudent increase in sales reserves, and elevated leverage (~4x) that management plans to reduce. Overall, the positives—clear execution, upgraded guidance, and large free cash flow gains—materially outweigh the manageable near-term headwinds.
View all MX:VAC earnings summariesVAC Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 13 | 1 | 3 |
| Technical Analysis | 4 | 0 | 1 |
| Moving Averages | 9 | 1 | 2 |