NYSE:WYND

Stock Analysis Report

NOT FOR DISTRIBUTION
Header cover image

Executive Summary

Wyndham Destinations, Inc. provides hospitality services and products in the United States and internationally.


Snowflake Analysis

High growth potential average dividend payer.


Similar Companies

Share Price & News

How has Wyndham Destinations's share price performed over time and what events caused price changes?


Latest Share Price and Events

Stable Share Price: WYND's share price has been volatile over the past 3 months.


Market Performance


7 Day Return

-7.4%

WYND

0.4%

US Hospitality

2.5%

US Market


1 Year Return

-34.3%

WYND

-28.4%

US Hospitality

15.9%

US Market

Return vs Industry: WYND underperformed the US Hospitality industry which returned -28.3% over the past year.

Return vs Market: WYND underperformed the US Market which returned 14.9% over the past year.


Shareholder returns

WYNDIndustryMarket
7 Day-7.4%0.4%2.5%
30 Day-9.7%-0.04%5.8%
90 Day19.0%15.8%18.2%
1 Year-30.7%-34.3%-26.9%-28.4%18.4%15.9%
3 Year-34.8%-73.9%-22.2%-27.5%39.9%30.9%
5 Year-13.1%-67.1%-6.6%-16.6%72.9%54.2%

Price Volatility Vs. Market

How volatile is Wyndham Destinations's share price compared to the market and industry in the last 5 years?


Simply Wall St News

Valuation

Is Wyndham Destinations undervalued compared to its fair value and its price relative to the market?

>50%

Undervalued compared to fair value


Share Price vs. Fair Value

Below Fair Value: WYND ($26.29) is trading below our estimate of fair value ($56.57)

Significantly Below Fair Value: WYND is trading below fair value by more than 20%.


Price To Earnings Ratio

PE vs Industry: WYND is unprofitable, so we can't compare its PE Ratio to the US Hospitality industry average.

PE vs Market: WYND is unprofitable, so we can't compare its PE Ratio to the US market.


Price to Earnings Growth Ratio

PEG Ratio: Insufficient data to calculate WYND's PEG Ratio to determine if it is good value.


Price to Book Ratio

PB vs Industry: WYND has negative assets, so we can't compare its PB Ratio to the US Hospitality industry average.


Next Steps

Future Growth

How is Wyndham Destinations forecast to perform in the next 1 to 3 years based on estimates from 10 analysts?

112.6%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: WYND is forecast to become profitable over the next 3 years, which is considered faster growth than the savings rate (2.2%).

Earnings vs Market: WYND is forecast to become profitable over the next 3 years, which is considered above average market growth.

High Growth Earnings: WYND's is expected to become profitable in the next 3 years.

Revenue vs Market: WYND's revenue (18.2% per year) is forecast to grow faster than the US market (9.3% per year).

High Growth Revenue: WYND's revenue (18.2% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: WYND's Return on Equity is forecast to be high in 3 years time (25%)


Next Steps

Past Performance

How has Wyndham Destinations performed over the past 5 years?

-13.0%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: WYND is currently unprofitable.

Growing Profit Margin: WYND is currently unprofitable.


Past Earnings Growth Analysis

Earnings Trend: WYND is unprofitable, and losses have increased over the past 5 years at a rate of 13% per year.

Accelerating Growth: Unable to compare WYND's earnings growth over the past year to its 5-year average as it is currently unprofitable

Earnings vs Industry: WYND is unprofitable, making it difficult to compare its past year earnings growth to the Hospitality industry (-41.9%).


Return on Equity

High ROE: WYND's liabilities exceed its assets, so it is difficult to calculate its Return on Equity.


Next Steps

Financial Health

How is Wyndham Destinations's financial position?


Financial Position Analysis

Short Term Liabilities: WYND has negative shareholder equity, which is a more serious situation than short term assets not covering short term liabilities.

Long Term Liabilities: WYND has negative shareholder equity, which is a more serious situation than short term assets not covering long term liabilities.


Debt to Equity History and Analysis

Debt Level: WYND has negative shareholder equity, which is a more serious situation than a high debt level.

Reducing Debt: WYND's has negative shareholder equity, so we do not need to check if its debt has reduced over time.

Debt Coverage: WYND's debt is not well covered by operating cash flow (5%).

Interest Coverage: WYND is unprofitable, therefore interest payments are not well covered by earnings.


Balance Sheet


Next Steps

Dividend

What is Wyndham Destinations's current dividend yield, its reliability and sustainability?

7.61%

Current Dividend Yield


Dividend Yield vs Market

Notable Dividend: WYND's dividend (7.61%) is higher than the bottom 25% of dividend payers in the US market (1.66%).

High Dividend: WYND's dividend (7.61%) is in the top 25% of dividend payers in the US market (4.51%)


Stability and Growth of Payments

Stable Dividend: WYND's dividend payments have been volatile in the past 10 years.

Growing Dividend: WYND's dividend payments have increased over the past 10 years.


Current Payout to Shareholders

Dividend Coverage: WYND is paying a dividend but the company is unprofitable.


Future Payout to Shareholders

Future Dividend Coverage: WYND's dividends in 3 years are forecast to be well covered by earnings (28.2% payout ratio).


Next Steps

Management

How experienced are the management team and are they aligned to shareholders interests?

2.2yrs

Average management tenure


CEO

Mike Brown (49 yo)

2.17yrs

Tenure

US$7,935,429

Compensation

Mr. Michael D. Brown, also known as Mike, has been Director, President and Chief Executive Officer at Wyndham Destinations, Inc. since June 1, 2018. Mr. Brown was the Chief Executive Officer and President ...


CEO Compensation Analysis

Compensation vs Market: Mike's total compensation ($USD7.94M) is above average for companies of similar size in the US market ($USD4.67M).

Compensation vs Earnings: Mike's compensation has been consistent with company performance over the past year.


Leadership Team

NamePositionTenureCompensationOwnership
Michael Brown
CEO, President & Director2.17yrsUS$7.94m0.10%
$ 2.3m
Michael Hug
Executive VP & CFO2.17yrsUS$3.12m0.033%
$ 732.5k
Noah Brodsky
Chief Brand Officer2.17yrsUS$2.07m0.0059%
$ 132.4k
Jeffrey Myers
Chief Sales & Marketing Officer of Wyndham Vacation Clubs2.17yrsUS$3.05m0.040%
$ 897.5k
Geoffrey Richards
Chief Operating Officer of Wyndham Vacation Clubs2.17yrsUS$2.95m0.047%
$ 1.1m
Elizabeth Dreyer
Senior VP & Chief Accounting Officer2.17yrsno data0.0046%
$ 104.4k
Brad Dettmer
Chief Information Officer2.17yrsno data0.0080%
$ 179.1k
James Savina
Chief Ethics & Compliance Officer2.33yrsUS$2.35m0.011%
$ 239.8k
Nadeen Ayala
Senior Vice President of Global Communications5.33yrsno datano data
Michael Valentino
Vice President of Marketing and Communications7.5yrsno datano data
Kimberly Marshall
Chief Human Resources Officer2.17yrsno data0.0058%
$ 129.8k
Bill Schnepp
Executive Vice President of Marketing for Wyndham Vacation Clubs1.58yrsno datano data

2.2yrs

Average Tenure

52yo

Average Age

Experienced Management: WYND's management team is considered experienced (2.2 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Michael Brown
CEO, President & Director2.17yrsUS$7.94m0.10%
$ 2.3m
James Buckman
Independent Lead Director10.42yrsUS$405.29k0.0082%
$ 184.1k
Stephen Holmes
Non-Executive Chairman of the Board14.08yrsUS$482.61k0.75%
$ 16.9m
George Herrera
Independent Director14.08yrsUS$398.36k0.0019%
$ 42.0k
Denny Post
Independent Director2.17yrsUS$425.82k0.0061%
$ 136.5k
Michael Wargotz
Independent Director14.08yrsUS$459.61k0.00085%
$ 19.1k
Louise Brady
Independent Director3.75yrsUS$447.41kno data
Ronald Rickles
Independent Director2.17yrsUS$367.12kno data

7.1yrs

Average Tenure

62.5yo

Average Age

Experienced Board: WYND's board of directors are considered experienced (7.1 years average tenure).


Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

Insider Buying: WYND insiders have sold more shares than they have bought in the past 3 months.


Recent Insider Transactions

Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Company Information

Wyndham Destinations, Inc.'s company bio, employee growth, exchange listings and data sources


Key Information

  • Name: Wyndham Destinations, Inc.
  • Ticker: WYND
  • Exchange: NYSE
  • Founded: 1990
  • Industry: Hotels, Resorts and Cruise Lines
  • Sector: Consumer Services
  • Market Cap: US$2.245b
  • Shares outstanding: 85.39m
  • Website: https://www.wyndhamdestinations.com

Number of Employees


Location

  • Wyndham Destinations, Inc.
  • 6277 Sea Harbor Drive
  • Orlando
  • Florida
  • 32821
  • United States

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
WYNDNYSE (New York Stock Exchange)YesCommon StockUSUSDJul 2006
WD5DB (Deutsche Boerse AG)YesCommon StockDEEURJul 2006
0M1KLSE (London Stock Exchange)YesCommon StockGBUSDJul 2006

Biography

Wyndham Destinations, Inc. provides hospitality services and products in the United States and internationally. The company operates in two segments, Vacation Ownership and Vacation Exchange. The Vacation ...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2020/08/04 00:50
End of Day Share Price2020/08/03 00:00
Earnings2020/06/30
Annual Earnings2019/12/31


Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.