Marriott Vacations Worldwide Corporation

NYSE:VAC 株式レポート

時価総額：US$4.1b

Marriott Vacations Worldwide 将来の成長

Future 基準チェック /46

Marriott Vacations Worldwide利益と収益がそれぞれ年間127.4%と17.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に12% 105.4%なると予測されています。

主要情報

127.4%

収益成長率

105.38%

EPS成長率

Hospitality 収益成長19.4%
収益成長率17.5%
将来の株主資本利益率12.05%
アナリストカバレッジ

Good

最終更新日13 Aug 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • Aug 08

VAC: Self Help Earnings Upside Will Face Execution Risk Ahead

Marriott Vacations Worldwide's updated analyst price target has shifted higher, reflecting a move from $87.30 to $109.50 as analysts highlight stronger earnings estimates supported by recent beats, revenue momentum, and improving margin expectations. Analyst Commentary Recent research on Marriott Vacations Worldwide points to a mix of optimism about earnings potential and ongoing caution about execution and valuation.
Seeking Alpha • Aug 06

Marriott Vacations: Stellar Sales Activity Supports The Recent Rally (Downgrade)

Summary Marriott Vacations rallied 40% over the past year, driven by robust VOI sales and resilient recurring revenue streams. Q2 results exceeded expectations, with adjusted EBITDA up 6% and contract sales rising 22%, supported by effective marketing and stable credit quality. VAC increased full-year EBITDA and EPS guidance, reflecting stronger-than-anticipated VOI demand and improved profitability outlook. With shares near fair value (~$110), I move VAC to "Hold," expecting market-like returns as upside is largely realized. Read the full article on Seeking Alpha
ナラティブ更新 • Jul 11

VAC: Turnaround Restructuring And Self Help Initiatives Will Unlock Future Upside

Analysts have lifted the fair value estimate for Marriott Vacations Worldwide to $119 from $105, reflecting updated views on revenue growth, profit margins, and future P/E assumptions, supported by a wave of recent price target increases across the Street. Analyst Commentary Bullish analysts see the recent fair value lift for Marriott Vacations Worldwide as part of a broader shift in sentiment, pointing to a series of price target raises and a key rating upgrade as evidence that the stock is attracting renewed interest.
ナラティブ更新 • Jun 27

VAC: Execution Risk And Sector Headwinds Will Restrain Self Help Upside

Analysts have lifted the fair value estimate for Marriott Vacations Worldwide to $52.59 from $50, reflecting updated assumptions around earnings potential that align with recent price target increases across the Street. Analyst Commentary Recent research on Marriott Vacations Worldwide points to a split in opinion, with some firms turning more constructive on the stock and others keeping a closer eye on execution risk, growth durability and the balance between market expectations and fundamentals.
ナラティブ更新 • Jun 13

VAC: Self Help Restructuring And Sector Reappraisal Will Shape Turnaround Confidence

Analysts have raised the fair value estimate for Marriott Vacations Worldwide to $87.30 from $78.60, citing a series of higher price targets and a stronger self-help earnings story highlighted in recent research updates. Analyst Commentary Recent Street research has tilted more positive on Marriott Vacations Worldwide, with several price target increases and at least one rating upgrade contributing to the higher fair value estimate.
ナラティブ更新 • May 30

VAC: Turnaround Under New Leadership Will Unlock Owner Upgrade Potential

Analysts have nudged the price target for Marriott Vacations Worldwide slightly higher, citing updated expectations for revenue growth, profit margins and future P/E. These factors support a new fair value estimate of $105.00.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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 Alpha
分析記事 • 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...
分析記事 • 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...

業績と収益の成長予測

NYSE:VAC - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20285,690N/A339N/A4
12/31/20275,5883464425299
12/31/20265,4482764304327
6/30/20263,415-33499144N/A
3/31/20263,334-342-3516N/A
12/31/20253,334-308-2928N/A
9/30/20253,35817363122N/A
6/30/20253,37825969132N/A
3/31/20253,301227154210N/A
12/31/20243,27821898205N/A
9/30/20243,19420369188N/A
6/30/20243,105161105238N/A
3/31/20243,166214139285N/A
12/31/20233,166254114232N/A
9/30/20233,202307170291N/A
6/30/20233,340374226331N/A
3/31/20233,357420250343N/A
12/31/20223,289391457522N/A
9/30/20223,256364356420N/A
6/30/20223,129265354413N/A
3/31/20222,994135483532N/A
12/31/20212,76249296343N/A
9/30/20212,435-49420444N/A
6/30/20212,075-121502520N/A
3/31/20211,656-197330361N/A
12/31/20201,844-275258299N/A
9/30/20202,199-164310360N/A
6/30/20202,591-111192253N/A
3/31/20203,0968N/A232N/A
12/31/20193,151138N/A382N/A
9/30/20193,103108N/A210N/A
6/30/20192,83381N/A95N/A
3/31/20192,43543N/A102N/A
12/31/20182,04355N/A97N/A
9/30/20181,637130N/A138N/A
6/30/20181,474206N/A186N/A
3/31/20181,457243N/A119N/A
12/31/20171,433235N/A142N/A
9/30/20171,497166N/A121N/A
6/30/20171,447153N/A134N/A
3/31/20171,396141N/A177N/A
12/30/20161,280122N/A141N/A
9/9/20161,349121N/A99N/A
6/17/20161,360115N/A51N/A
3/25/20161,366113N/A87N/A
1/1/20161,405123N/A118N/A
9/11/20151,39590N/A186N/A

アナリストによる今後の成長予測

収入対貯蓄率: VACは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.7% ) よりも高い成長率であると考えられます。

収益対市場: VAC今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: VAC今後 3 年以内に収益を上げることが予想されます。

収益対市場: VACの収益 ( 17.5% ) US市場 ( 13% ) よりも速いペースで成長すると予測されています。

高い収益成長: VACの収益 ( 17.5% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: VACの 自己資本利益率 は、3年後には低くなると予測されています ( 12 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/08/13 19:13
終値2026/08/13 00:00
収益2026/06/30
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Marriott Vacations Worldwide Corporation 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。19

アナリスト機関
Brandt MontourBarclays
Shaun KelleyBofA Global Research
Tyler BatoryBrean Capital Historical (Janney Montgomery)