Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Your Valuation
Community
/
United States
/
Consumer Services
Create a narrative
Marriott Vacations Worldwide Community
NYSE:VAC Community
3
Narratives
written by author
0
Comments
on narratives written by author
14
Fair Values set
on narratives written by author
Create a narrative
Community Investing Ideas
Marriott Vacations Worldwide
Popular
Undervalued
Overvalued
Marriott Vacations Worldwide
AN
AnalystLowTarget
Consensus Narrative from 10 Analysts
Aging Demographics And Climate Risks Will Imperil The Hospitality Market
Key Takeaways Demographic shifts and changing consumer preferences threaten long-term timeshare sales growth and recurring revenues. Rising competition, climate risks, and escalating operating costs put sustained pressure on margins and earnings potential.
View narrative
US$64.00
FV
10.7% overvalued
intrinsic discount
19.91%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
about 12 hours ago
author updated this narrative
Marriott Vacations Worldwide
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Rising Global Wealth And Remote Work Will Spur Vacation Demand
Key Takeaways Underestimated automation, first-time buyer growth, and AI-driven digital channels could drive much stronger revenue and margin gains than current forecasts suggest. Favorable demographic trends and growth in emerging markets position the company for long-term, multi-generational demand and premium revenue opportunities.
View narrative
US$128.00
FV
44.6% undervalued
intrinsic discount
22.07%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
1 day ago
author updated this narrative
Marriott Vacations Worldwide
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Modernization Will Advance Hospitality Yet Confront Rising Costs
Key Takeaways Growth in first-time buyers and loyalty program integration are strengthening the customer base and boosting recurring revenue potential. Modernization efforts and demand for flexible vacations are supporting improved margins, robust occupancy, and resilience against economic uncertainty.
View narrative
US$91.10
FV
22.2% undervalued
intrinsic discount
23.18%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
3 days ago
author updated this narrative
Your Valuation for
VAC
VAC
Marriott Vacations Worldwide
Your Fair Value
US$
Current Price
US$70.86
27.1% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-121m
8b
2015
2018
2021
2024
2025
2027
2030
Revenue US$7.8b
Earnings US$595.4m
Advanced
Set Fair Value