Marriott Vacations Worldwide Performance degli utili passati
Criteri Il passato verificati 0/6
Gli utili di Marriott Vacations Worldwide sono diminuiti a un tasso medio annuo di -3.1%, mentre il settore Hospitality ha visto gli utili crescere a un tasso medio annuo di 31.9%. I ricavi sono cresciuti crescere a un tasso medio annuo di 7%.
Informazioni chiave
-3.12%
Tasso di crescita degli utili
-2.68%
Tasso di crescita dell'EPS
| Hospitality Crescita del settore | 19.52% |
| Tasso di crescita dei ricavi | 6.98% |
| Rendimento del capitale proprio | -17.17% |
| Margine netto | -10.26% |
| Ultimo aggiornamento sugli utili | 31 Mar 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Seeking Alpha • May 07
Marriott Vacations Worldwide: Upside Has Already Traveled Enough
Summary Marriott Vacations Worldwide delivered 43% returns since prior coverage, but I now downgrade from buy to hold as valuation approaches full pricing. VAC's Q1 revenue grew 4.8% YoY, but operating expenses rose 9.2%, compressing net income margin to 1.7% from 4.8%. Cost pressures from inflation and rising debt (Net Debt/EBITDA at 9.2x) warrant caution, though affluent customer base and rental flexibility offer resilience. My updated DDM target price is $78.24, near current levels; technicals show waning buying momentum and increased selling pressure. Read the full article on Seeking Alpha
Aggiornamento della narrazione • Apr 30
VAC: Future Turnaround Will Be Constrained By Ongoing Execution And Organizational Dysfunction Risk
Analysts now estimate fair value for Marriott Vacations Worldwide at $50, down from $52, reflecting modestly adjusted revenue growth and P/E assumptions, as well as a mix of recent price target increases and rating changes tied to the new CEO and evolving turnaround expectations. Analyst Commentary Recent research on Marriott Vacations Worldwide highlights a split view, with some firms raising price targets and others dialing back expectations or ratings as they reassess the turnaround story and execution under the new CEO.
Aggiornamento della narrazione • Apr 13
VAC: New Leadership And Owner Engagement Events Will Drive Brand And Asset Value
Analysts have raised the fair value estimate for Marriott Vacations Worldwide to $105 from $81. This change reflects updated views on the company that incorporate a slightly lower discount rate, adjusted revenue growth expectations, higher projected profit margins, and a lower assumed future P/E multiple.Aggiornamento della narrazione • Mar 30
VAC: Future Turnaround Will Be Limited By Ongoing Organizational Dysfunction Risk
Analysts have increased their price targets on Marriott Vacations Worldwide to a range of roughly $80 to $105, citing progress under the new CEO in addressing sales force issues, using events and experiences to support owner upgrades, and reassessing long term earnings assumptions despite mixed views on how far the turnaround can go. Analyst Commentary Recent Street research paints a mixed picture, with several firms lifting price targets and highlighting progress under new leadership, while others remain cautious about how much the turnaround can ultimately achieve.
Aggiornamento della narrazione • Mar 16
VAC: New CEO Execution And Events Focus Will Shape Turnaround Confidence
The analyst fair value estimate for Marriott Vacations Worldwide has shifted from $64.00 to $78.60, reflecting a reset of revenue growth and margin expectations as analysts weigh new CEO execution progress against ongoing internal concerns. Analyst Commentary Recent Street research on Marriott Vacations Worldwide reflects a mix of optimism around a potential turnaround under new leadership and caution about execution risks and internal issues.Aggiornamento della narrazione • Mar 02
VAC: Turnaround Hopes Will Be Constrained By Execution And Margin Risks
Narrative Update: Marriott Vacations Worldwide The updated analyst price target for Marriott Vacations Worldwide moves to $52 from $46. Analysts point to a potential turnaround under new management, a wider profit margin outlook, and a lower future P/E assumption as key supports for the change.Aggiornamento della narrazione • Feb 16
VAC: Underweight Rating And Lower P/E Assumptions Will Pressure Shares
Analysts have lowered their price target on Marriott Vacations Worldwide from $65 to $46, citing updated forecasts that include revised revenue growth, profit margin expectations, a lower assumed future P/E multiple, and a recent downgrade to Underweight from Morgan Stanley research. Analyst Commentary Bearish analysts are flagging that the lower price target to $46 reflects a more cautious stance on both valuation and execution.Aggiornamento della narrazione • Feb 02
VAC: Execution Reset And Leadership Transition Will Unlock Brand And Asset Value
Analysts have trimmed their blended price target for Marriott Vacations Worldwide to about US$81. The shift reflects recent underweight and downgraded ratings that point to execution issues, mixed earnings, and a period of management transition, even as some firms continue to highlight the company’s underlying brand and asset value.Aggiornamento della narrazione • Jan 19
VAC: Execution Reset And Leadership Change Will Unlock Depressed Earnings Multiple
Analysts have reduced their price target on Marriott Vacations Worldwide to US$81 from about US$92. This reflects updated assumptions for slightly softer revenue growth, lower profit margins, a higher future P/E multiple, and recent Street research that highlights execution challenges, industry headwinds, and a transition period for the business.Aggiornamento della narrazione • Jan 05
VAC: Leadership Transition Expected To Reset Execution And Unlock Depressed Multiples
Analysts have sharply reduced their price target for Marriott Vacations Worldwide to approximately $92 from $127, citing weaker operational execution, industry headwinds, and a more cautious view on the company’s near term earnings power, despite some longer term brand and asset value. Analyst Commentary Recent Street research on Marriott Vacations Worldwide reflects a cautious but not uniformly pessimistic outlook, with several firms recalibrating their models following softer results and operational missteps.Aggiornamento della narrazione • Dec 20
VAC: Execution Reset And CEO Transition Will Shape Future Confidence And Upside Potential
Analysts modestly reduced our price target for Marriott Vacations Worldwide to reflect a more cautious stance from the Street, with targets now clustered in the mid 50s to low 80s range as analysts cite execution missteps, guidance cuts, and lingering industry headwinds, despite still-recognized asset value. Analyst Commentary Street commentary on Marriott Vacations Worldwide has turned more polarized, with bearish analysts emphasizing a difficult transition period and bullish analysts focusing on asset value and potential recovery in earnings power once execution stabilizes.Aggiornamento della narrazione • Dec 06
VAC: Improved Execution Will Restore Confidence And Unlock Long-Term Upside
Analysts have lowered their fair value estimate for Marriott Vacations Worldwide by about $4 to approximately $64 per share. This reflects reduced revenue growth expectations, a lower future P/E multiple, and lingering concerns over execution and industry headwinds, despite slightly improved margin assumptions.Aggiornamento della narrazione • Nov 22
VAC: Improved Execution Will Drive Future Upside Amid Transition Period
The analyst price target for Marriott Vacations Worldwide has declined significantly from $86.80 to $68.00, as analysts cite ongoing operational challenges and diminished earnings prospects for the company. Analyst Commentary Analysts have provided a range of updated assessments for Marriott Vacations Worldwide, highlighting both potential strengths and numerous risks facing the company in the near term.Articolo di analisi • Nov 12
Marriott Vacations Worldwide Corporation (NYSE:VAC) Stock's 28% Dive Might Signal An Opportunity But It Requires Some Scrutiny
Unfortunately for some shareholders, the Marriott Vacations Worldwide Corporation ( NYSE:VAC ) share price has dived...Aggiornamento della narrazione • Nov 08
VAC: Improved Profit Margins Will Drive Recovery Despite Earnings Setback
The average analyst price target for Marriott Vacations Worldwide has been lowered from $91.90 to $86.80, as analysts cite underperformance in recent earnings and a weaker than anticipated adjusted EBITDA outlook. Analyst Commentary Recent analyst reports reflect a more cautious sentiment on Marriott Vacations Worldwide, with shifts in both positive and negative outlooks regarding the company's valuation and execution after the latest earnings report.Articolo di analisi • Jul 31
Is There Now An Opportunity In Marriott Vacations Worldwide Corporation (NYSE:VAC)?
Marriott Vacations Worldwide Corporation ( NYSE:VAC ), might not be a large cap stock, but it saw a significant share...Articolo di analisi • Jul 15
There's No Escaping Marriott Vacations Worldwide Corporation's (NYSE:VAC) Muted Earnings Despite A 29% Share Price Rise
Despite an already strong run, Marriott Vacations Worldwide Corporation ( NYSE:VAC ) shares have been powering on, with...Articolo di analisi • Jul 05
Is There An Opportunity With Marriott Vacations Worldwide Corporation's (NYSE:VAC) 48% Undervaluation?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Marriott Vacations Worldwide fair value estimate is US$155...Articolo di analisi • Jun 20
Marriott Vacations Worldwide's (NYSE:VAC) Returns Have Hit A Wall
There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...Articolo di analisi • May 09
Marriott Vacations Worldwide Corporation's (NYSE:VAC) Shares Bounce 26% But Its Business Still Trails The Market
Marriott Vacations Worldwide Corporation ( NYSE:VAC ) shareholders are no doubt pleased to see that the share price has...Articolo di analisi • Apr 01
Should You Investigate Marriott Vacations Worldwide Corporation (NYSE:VAC) At US$64.24?
While Marriott Vacations Worldwide Corporation ( NYSE:VAC ) might not have the largest market cap around , it received...Articolo di analisi • Mar 16
Marriott Vacations Worldwide's (NYSE:VAC) Returns Have Hit A Wall
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...Seeking Alpha • Mar 15
Marriott Vacations: Time To Own Shares In This Timeshare
Summary Marriott Vacations Worldwide Corporation shows strong financial performance with an 11.1% YoY revenue increase, despite inflationary pressures. VAC's strategic locations and large market presence drive growth, targeting high-net-worth individuals and leveraging tourism resilience. The stock is underpriced with improving technicals, offering a 22.8% upside potential based on DCF and Dividend Discount Models. Despite weak momentum, VAC's solid fundamentals and growth prospects make it an ideal buy for investors. Read the full article on Seeking AlphaArticolo di analisi • Feb 14
A Piece Of The Puzzle Missing From Marriott Vacations Worldwide Corporation's (NYSE:VAC) Share Price
Marriott Vacations Worldwide Corporation's ( NYSE:VAC ) price-to-earnings (or "P/E") ratio of 14.7x might make it look...Articolo di analisi • Dec 12
Marriott Vacations Worldwide's (NYSE:VAC) Shareholders Will Receive A Bigger Dividend Than Last Year
The board of Marriott Vacations Worldwide Corporation ( NYSE:VAC ) has announced that the dividend on 3rd of January...Articolo di analisi • Dec 07
Is It Time To Consider Buying Marriott Vacations Worldwide Corporation (NYSE:VAC)?
While Marriott Vacations Worldwide Corporation ( NYSE:VAC ) might not have the largest market cap around , it received...Seeking Alpha • Nov 26
Marriott Vacations: Business Normalizing As Delinquencies Stabilize
Summary Marriott Vacations Worldwide has seen a 29% gain over the past year, with recent recovery post-summer volatility, but remains below Q2 highs. Q3 results showed a $1.80 EPS, beating estimates by $0.20, with revenue up 10% to $1.3 billion, driven by Hawaii's recovery. Financing revenue rose 7%, but credit quality issues persist, with $281 million past due and $516 million in reserves, posing potential risks. Despite stabilizing delinquencies and cost-saving measures, I maintain a "hold" rating on VAC, seeing shares as fairly valued with an 8% free cash flow yield. Read the full article on Seeking AlphaArticolo di analisi • Nov 14
There May Be Reason For Hope In Marriott Vacations Worldwide's (NYSE:VAC) Disappointing Earnings
Marriott Vacations Worldwide Corporation's ( NYSE:VAC ) stock was strong despite it releasing a soft earnings report...Articolo di analisi • Nov 10
A Piece Of The Puzzle Missing From Marriott Vacations Worldwide Corporation's (NYSE:VAC) 30% Share Price Climb
Marriott Vacations Worldwide Corporation ( NYSE:VAC ) shares have continued their recent momentum with a 30% gain in...Articolo di analisi • Oct 29
Returns On Capital At Marriott Vacations Worldwide (NYSE:VAC) Have Stalled
There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
Nuova narrazione • Sep 09
Calculated Shifts And Resort Expansions Set To Propel The Company's Growth And Market Share
Efforts to expand the customer base through increased first-time buyer tours and adjustments in sales promotions indicate proactive strategies to boost future revenues.Articolo di analisi • Aug 24
Investors Continue Waiting On Sidelines For Marriott Vacations Worldwide Corporation (NYSE:VAC)
Marriott Vacations Worldwide Corporation's ( NYSE:VAC ) price-to-earnings (or "P/E") ratio of 16.1x might make it look...Ripartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Marriott Vacations Worldwide guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Mar 26 | 3,334 | -342 | 1,190 | 0 |
| 31 Dec 25 | 3,334 | -308 | 1,185 | 0 |
| 30 Sep 25 | 3,358 | 173 | 1,187 | 0 |
| 30 Jun 25 | 3,378 | 259 | 1,189 | 0 |
| 31 Mar 25 | 3,301 | 227 | 1,165 | 0 |
| 31 Dec 24 | 3,278 | 218 | 1,156 | 0 |
| 30 Sep 24 | 3,194 | 203 | 1,144 | 0 |
| 30 Jun 24 | 3,105 | 161 | 1,114 | 0 |
| 31 Mar 24 | 3,166 | 214 | 1,104 | 0 |
| 31 Dec 23 | 3,166 | 254 | 1,096 | 0 |
| 30 Sep 23 | 3,202 | 307 | 1,073 | 0 |
| 30 Jun 23 | 3,340 | 374 | 1,083 | 0 |
| 31 Mar 23 | 3,357 | 420 | 1,091 | 0 |
| 31 Dec 22 | 3,289 | 391 | 1,056 | 0 |
| 30 Sep 22 | 3,256 | 364 | 1,029 | 0 |
| 30 Jun 22 | 3,129 | 265 | 980 | 0 |
| 31 Mar 22 | 2,994 | 135 | 932 | 0 |
| 31 Dec 21 | 2,762 | 49 | 844 | 0 |
| 30 Sep 21 | 2,435 | -49 | 727 | 0 |
| 30 Jun 21 | 2,075 | -121 | 617 | 0 |
| 31 Mar 21 | 1,656 | -197 | 455 | 0 |
| 31 Dec 20 | 1,844 | -275 | 540 | 0 |
| 30 Sep 20 | 2,199 | -164 | 667 | 0 |
| 30 Jun 20 | 2,591 | -111 | 798 | 0 |
| 31 Mar 20 | 3,096 | 8 | 983 | 0 |
| 31 Dec 19 | 3,151 | 138 | 996 | 0 |
| 30 Sep 19 | 3,103 | 108 | 1,012 | 0 |
| 30 Jun 19 | 2,833 | 81 | 959 | 0 |
| 31 Mar 19 | 2,435 | 43 | 845 | 0 |
| 31 Dec 18 | 2,043 | 55 | 725 | 0 |
| 30 Sep 18 | 1,637 | 130 | 586 | 0 |
| 30 Jun 18 | 1,474 | 206 | 512 | 0 |
| 31 Mar 18 | 1,457 | 243 | 502 | 0 |
| 31 Dec 17 | 1,433 | 235 | 494 | 0 |
| 30 Sep 17 | 1,497 | 166 | 517 | 0 |
| 30 Jun 17 | 1,447 | 153 | 504 | 0 |
| 31 Mar 17 | 1,396 | 141 | 479 | 0 |
| 30 Dec 16 | 1,280 | 122 | 434 | 0 |
| 09 Sep 16 | 1,349 | 121 | 448 | 0 |
| 17 Jun 16 | 1,360 | 115 | 442 | 0 |
| 25 Mar 16 | 1,366 | 113 | 438 | 0 |
| 01 Jan 16 | 1,405 | 123 | 437 | 0 |
| 11 Sep 15 | 1,395 | 90 | 429 | 0 |
| 19 Jun 15 | 1,401 | 94 | 429 | 0 |
Guadagni di qualità: VAC al momento non è redditizia.
Margine di profitto in crescita: VAC al momento non è redditizia.
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: VAC non è redditizia e le perdite sono aumentate negli ultimi 5 anni a un tasso pari a 3.1% all'anno.
Accelerare la crescita: Impossibile confrontare la crescita degli utili di VAC nell'ultimo anno con la sua media quinquennale poiché al momento non è redditizia
Guadagni vs Settore: VAC non è redditizia, il che rende difficile confrontare la crescita dei suoi utili dell'anno passato con il settore Hospitality ( 24.3% ).
Rendimento del capitale proprio
ROE elevato: VAC ha un Return on Equity negativo ( -17.17% ), in quanto al momento non è redditizio.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/20 15:20 |
| Prezzo dell'azione a fine giornata | 2026/05/20 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Marriott Vacations Worldwide Corporation è coperta da 19 analisti. 10 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Brandt Montour | Barclays |
| Shaun Kelley | BofA Global Research |
| Tyler Batory | Brean Capital Historical (Janney Montgomery) |