TNL Share Price Performance
US$64.70
8.42 (14.96%)
19.8% overvalued intrinsic discount
US$54.00
Fair Value
Price US$64.70
AnalystLowTarget US$54.00
AnalystHighTarget US$73.00
AnalystConsensusTarget US$74.27
Fair ValueUS$42.14
Share Pricen/a
Travel + Leisure Co. Stock Price
- 3 Narratives written by author
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- 6 Fair Values set on narratives written by author
TNL Community Narratives
AN
Fair Value US$42.14 53.5% overvalued intrinsic discount
Rising Climate Risks And Fierce Competition Will Undermine Long-Term Stability
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AN
Fair Value US$73 11.4% undervalued intrinsic discount
Growing Middle Class And Active Retirees Will Transform Travel Experiences
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Fair Value US$74.36 13.0% undervalued intrinsic discount
Momentum In Core Segments And New Brands Will Drive Broader Expansion
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Momentum In Core Segments And New Brands Will Drive Broader Expansion
Key Takeaways Expansion into new brands and markets, along with tech investments, is broadening the customer base and improving operational efficiency and margins. Growing Millennial and Gen Z demand, combined with recurring revenue streams and an asset-light model, supports sustained membership and earnings stability.Read more
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AN
US$74.36
13.0% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
3.99% p.a.
Profit Margin
10.74%
Future PE
12.45x
Share price in 2028
US$103.27
Growing Middle Class And Active Retirees Will Transform Travel Experiences
Key Takeaways AI-driven personalization and mobile booking are expected to significantly boost retention, new customer growth, and margin expansion beyond current forecasts. Expansion through partnerships, new brands, and demographic shifts will drive higher long-term growth, pricing power, and recurring revenues with an increasingly asset-light model.Read more
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AN
US$73
11.4% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue growth
5.38% p.a.
Profit Margin
12.3%
Future PE
10.09x
Share price in 2028
US$101.69
Rising Climate Risks And Fierce Competition Will Undermine Long-Term Stability
Key Takeaways Climate and regulatory risks, as well as heightened competition and public health threats, undermine future demand and revenue stability. Labor shortages and negative sentiment toward timeshares constrain profitability and make margin improvement increasingly difficult.Read more
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AN
US$42.14
53.5% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
3.08% p.a.
Profit Margin
11.22%
Future PE
6.87x
Share price in 2028
US$0
Recently Updated Narratives
AN
Momentum In Core Segments And New Brands Will Drive Broader Expansion
Fair Value: US$74.36 13.0% undervalued intrinsic discount
1 followerusers have followed this narrative
0 commentsusers have commented on this narrative
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AN
Rising Climate Risks And Fierce Competition Will Undermine Long-Term Stability
Fair Value: US$42.14 53.5% overvalued intrinsic discount
0 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
Growing Middle Class And Active Retirees Will Transform Travel Experiences
Fair Value: US$73 11.4% undervalued intrinsic discount
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0 commentsusers have commented on this narrative
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Snowflake Analysis
Travel + Leisure Co. Key Details
Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
n/a
- 6.36
- 49.48%
- 10.31%
- -677.1%
About TNL
- Founded
- 1990
- Employees
- 19000
- CEO
- WebsiteView website
Travel + Leisure Co., together with its subsidiaries, provides hospitality services and travel products in the United States and internationally. The company operates in two segments, Vacation Ownership; and Travel and Membership. The Vacation Ownership segment develops, markets, and sells vacation ownership interests (VOIs) to individual consumers, as well as offers consumer financing in connection with the sale of VOIs; and property management services at resorts. The Travel and Membership segment operates various travel businesses, including three vacation exchange brands, travel technology platforms, travel memberships, and direct-to-consumer rentals. This segment also offers private-label travel booking technology solutions. Travel + Leisure Co. has a strategic alliance with Hornblower Group, Inc. The company was formerly known as Wyndham Destinations, Inc. and changed its name to Travel + Leisure Co. in February 2021. Travel + Leisure Co. was founded in 1990 and is headquartered in Orlando, Florida.
