NYSE:WYND

Stock Analysis Report

Executive Summary

Wyndham Destinations, Inc. operates as a vacation ownership and exchange company in the United States and internationally.

Snowflake

Fundamentals

Established dividend payer and slightly overvalued.


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


Market Performance


7 Day Return

-2.7%

WYND

-2.4%

US Hospitality

-0.6%

US Market


1 Year Return

5.8%

WYND

-3.4%

US Hospitality

0.7%

US Market

WYND outperformed the Hospitality industry which returned -3.6% over the past year.

WYND outperformed the Market in United States of America which returned 0.7% over the past year.


Share holder returns

WYNDIndustryMarket
7 Day-2.7%-2.4%-0.6%
30 Day9.9%4.7%4.9%
90 Day9.3%1.0%1.7%
1 Year10.3%5.8%-1.1%-3.4%3.0%0.7%
3 Year64.8%-32.5%43.3%33.8%44.8%35.4%
5 Year45.3%-43.2%40.0%24.6%62.0%44.3%

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 based on future cash flows and its price relative to the stock market?

16%

Discount to future cash flow value


Intrinsic Value Based on Future Cash Flows

Wyndham Destinations's share price is below the future cash flow value, but not at a moderate discount (< 20%).

Wyndham Destinations's share price is below the future cash flow value, but not at a substantial discount (< 40%).


Price Based on Earnings

Wyndham Destinations is good value based on earnings compared to the US Hospitality industry average.

Wyndham Destinations is good value based on earnings compared to the United States of America market.


Price Based on Expected Growth

Wyndham Destinations is poor value based on expected growth next year.


Price Based on Value of Assets

Wyndham Destinations has negative assets, we can't compare the value of its assets to the US Hospitality industry average.


Next Steps

Future Growth

How is Wyndham Destinations expected to perform in the next 1 to 3 years based on estimates from 11 analysts?

10.1%

Forecasted annual earnings growth


Earnings and Revenue Growth Estimates


Future Annual Growth Analysis

Wyndham Destinations's revenue is expected to grow by 3.9% yearly, however this is not considered high growth (20% yearly).

Wyndham Destinations's earnings are expected to grow by 10.1% yearly, however this is not considered high growth (20% yearly).

Wyndham Destinations's revenue growth is positive but not above the United States of America market average.

Wyndham Destinations's earnings growth is positive but not above the United States of America market average.

Wyndham Destinations's earnings growth is expected to exceed the low risk savings rate of 2.7%.


Earnings per Share Growth Estimates


Future Return on Equity

Wyndham Destinations is expected to make outstanding use of shareholders’ funds in the future (Return on Equity greater than 40%).


Next Steps

Past Performance

How has Wyndham Destinations performed over the past 5 years?

-5.5%

Historical annual earnings growth


Earnings and Revenue History


Past Earnings Growth Analysis

Wyndham Destinations's year on year earnings growth rate was negative over the past 5 years and the most recent earnings are below average.

Wyndham Destinations's 1-year earnings growth is negative, it can't be compared to the 5-year average.

Wyndham Destinations's 1-year earnings growth is negative, it can't be compared to the US Hospitality industry average.


Return on Equity

It is difficult to establish if Wyndham Destinations has efficiently used shareholders’ funds last year (Return on Equity greater than 20%) due to its liabilities exceeding its assets.


Return on Assets

Wyndham Destinations used its assets more efficiently than the US Hospitality industry average last year based on Return on Assets.


Return on Capital Employed

Wyndham Destinations's use of capital deteriorated last year versus 3 years ago (Return on Capital Employed).


Next Steps

Financial Health

How is Wyndham Destinations's financial position?


Financial Position Analysis

Wyndham Destinations is able to meet its short term (1 year) commitments with its holdings of cash and other short term assets.

Wyndham Destinations's long term commitments exceed its cash and other short term assets.


Debt to Equity History and Analysis

Wyndham Destinations has negative shareholder equity (liabilities exceed assets), this is a more serious situation compared with a high debt level.

Irrelevant to check if Wyndham Destinations's debt level has increased considering it has negative shareholder equity.

Debt is not well covered by operating cash flow (7.4%, less than 20% of total debt).

Interest payments on debt are well covered by earnings (EBIT is 5.2x coverage).


Balance Sheet

High level of physical assets or inventory.

Wyndham Destinations has negative shareholder equity (liabilities exceed assets) therefore debt is not covered by short term assets.


Next Steps

Dividend

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

3.91%

Expected Dividend Yield


Dividend Yield and Payments Analysis

Wyndham Destinations's pays a higher dividend yield than the bottom 25% of dividend payers in United States of America (1.44%).

Wyndham Destinations's dividend is above the markets top 25% of dividend payers in United States of America (3.71%).

Dividends per share have been volatile in the past 10 years (annual drop of over 20%).

Dividends per share have increased over the past 10 years.


Current Payout to Shareholders

Dividends paid are well covered by earnings (2.6x coverage).


Future Payout to Shareholders

Dividends after 3 years are expected to be well covered by earnings (4x coverage).


Next Steps

Management

What is the CEO of Wyndham Destinations's salary, the management and board of directors tenure and is there insider trading?

1.5yrs

Average management tenure


CEO

Mike Brown (48yo)

1.3yrs

Tenure

US$8,464,246

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

Mike's remuneration is higher than average for companies of similar size in United States of America.

Mike's compensation has increased by more than 20% in the past year whilst earnings fell less than 20%.


Management Age and Tenure

1.5yrs

Average Tenure

49.5yo

Average Age

The average tenure for the Wyndham Destinations management team is less than 2 years, this suggests a new team.


Board Age and Tenure

6.2yrs

Average Tenure

61.5yo

Average Age

The tenure for the Wyndham Destinations board of directors is about average.


Insider Trading

Wyndham Destinations individual insiders have sold more shares than they have bought in the past 3 months.


Recent Insider Transactions

SellUS$92,72512 Sep 19
George Herrera
EntityIndividual
Role
Member of the Board of Directors
Director
Shares1,904
Max PriceUS$48.70
SellUS$346,92104 Sep 19
Noah Brodsky
EntityIndividual
Shares7,803
Max PriceUS$44.46
SellUS$227,79423 Aug 19
Kimberly Marshall
EntityIndividual
Role
Head of Human Resources
Chief Human Resources Officer
Shares5,300
Max PriceUS$42.98
BuyUS$200,80908 Aug 19
Michael Brown
EntityIndividual
Role
Chief Executive Officer
CEO, President & Director
Shares5,000
Max PriceUS$40.16
SellUS$31,12505 Jun 19
George Herrera
EntityIndividual
Role
Member of the Board of Directors
Director
Shares757
Max PriceUS$41.12
SellUS$164,48007 May 19
Brad Dettmer
EntityIndividual
Role
Chief Information Officer
Chief Information Officer
Shares3,703
Max PriceUS$44.42
SellUS$30,04720 Mar 19
George Herrera
EntityIndividual
Role
Member of the Board of Directors
Director
Shares713
Max PriceUS$42.14
BuyUS$223,19406 Mar 19
Michael Brown
EntityIndividual
Role
Chief Executive Officer
CEO, President & Director
Shares5,000
Max PriceUS$44.64

Ownership Breakdown


Management Team

  • Brad Dettmer

    Chief Information Officer

    • Tenure: 1.7yrs
  • Kimberly Marshall

    Chief Human Resources Officer

    • Tenure: 1.7yrs
  • Elizabeth Dreyer (57yo)

    Senior VP & Chief Accounting Officer

    • Tenure: 1.3yrs
  • Michael Valentino

    Vice President of Marketing and Communications

    • Tenure: 6.6yrs
  • Jim Savina (45yo)

    Chief Ethics & Compliance Officer

    • Tenure: 1.4yrs
    • Compensation: US$2.35m
  • Nadeen Ayala

    Senior Vice President of Global Communications

    • Tenure: 4.4yrs
  • Mike Brown (48yo)

    CEO, President & Director

    • Tenure: 1.3yrs
    • Compensation: US$8.46m
  • Michael Hug (51yo)

    Executive VP & CFO

    • Tenure: 1.3yrs
    • Compensation: US$3.42m
  • Jeff Myers (51yo)

    Chief Sales & Marketing Officer of Wyndham Vacation Clubs

    • Tenure: 0yrs
    • Compensation: US$3.65m
  • Geoff Richards (46yo)

    Chief Operating Officer of Wyndham Vacation Clubs

    • Tenure: 0yrs
    • Compensation: US$3.40m

Board Members

  • James Buckman (74yo)

    Lead Director

    • Tenure: 9.5yrs
    • Compensation: US$572.53k
  • Steve Holmes (62yo)

    Chairman of the Board

    • Tenure: 13.2yrs
    • Compensation: US$21.48m
  • George Herrera (62yo)

    Director

    • Tenure: 13.2yrs
    • Compensation: US$496.19k
  • Denny Post (61yo)

    Director

    • Tenure: 1.3yrs
    • Compensation: US$368.51k
  • Michael Wargotz (60yo)

    Director

    • Tenure: 13.2yrs
    • Compensation: US$563.53k
  • Louise F. Brady (54yo)

    Director

    • Tenure: 2.8yrs
    • Compensation: US$538.79k
  • Mike Brown (48yo)

    CEO, President & Director

    • Tenure: 1.3yrs
    • Compensation: US$8.46m
  • Ronald Rickles (67yo)

    Director

    • Tenure: 1.3yrs
    • Compensation: US$363.51k

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$4.290b
  • Shares outstanding: 92.23m
  • 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. operates as a vacation ownership and exchange company in the United States and internationally. The company operates in two segments, Vacation Ownership and Exchange & Rentals. T ...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2019/09/22 23:46
End of Day Share Price2019/09/20 00:00
Earnings2019/06/30
Annual Earnings2018/12/31


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.