Marriott Vacations Worldwide (VAC) Hisse Özeti
Bir tatil şirketi olan Marriott Vacations Worldwide Corporation, Amerika Birleşik Devletleri'nde ve uluslararası alanda ilgili işletmeler, ürünler ve hizmetlerle birlikte tatil sahipliği, değişim, kiralama ve tatil köyü ve mülk yönetimi alanlarında faaliyet göstermektedir. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 3/6 |
| Gelecekteki Büyüme | 4/6 |
| Geçmiş Performans | 0/6 |
| Finansal Sağlık | 1/6 |
| Temettüler | 2/6 |
VAC Community Fair Values
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Analyst Price Targets
Marriott Vacations Worldwide Corporation Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$120.99 |
| 52 Haftanın En Yüksek Seviyesi | US$131.34 |
| 52 Haftanın En Düşük Seviyesi | US$44.58 |
| Beta | 1.24 |
| 1 Aylık Değişim | 21.45% |
| 3 Aylık Değişim | 70.70% |
| 1 Yıllık Değişim | 61.28% |
| 3 Yıllık Değişim | 10.53% |
| 5 Yıllık Değişim | -14.30% |
| Halka arzdan bu yana değişim | 572.54% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • 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 AlphaRecent updates
Anlatı Güncellemesi • 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
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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...Hissedar Getirileri
| VAC | US Hospitality | US Pazar | |
|---|---|---|---|
| 7D | -2.0% | 3.1% | 1.7% |
| 1Y | 61.3% | 0.6% | 20.0% |
Getiri vs. Endüstri: VAC geçen yıl % 0.6 oranında getiri sağlayan US Hospitality sektörünü aştı.
Getiri vs Piyasa: VAC geçen yıl % 20 oranında getiri sağlayan US Piyasasını aştı.
Fiyat Oynaklığı
| VAC volatility | |
|---|---|
| VAC Average Weekly Movement | 9.0% |
| Hospitality Industry Average Movement | 6.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
İstikrarlı Hisse Senedi Fiyatı: VAC son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: VAC 'nin haftalık oynaklığı ( 9% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1984 | 21,100 | Matt Avril | www.marriottvacationsworldwide.com |
Bir tatil şirketi olan Marriott Vacations Worldwide Corporation, tatil sahipliği, değişim, kiralama ve tesis ve mülk yönetimi ile birlikte Amerika Birleşik Devletleri'nde ve uluslararası alanda ilgili işletmeler, ürünler ve hizmetler sunmaktadır. Şirket, Tatil Sahipliği ve Değişim ve Üçüncü Taraf Yönetimi olmak üzere iki segmentte faaliyet göstermektedir. Marriott Vacation Club, Grand Residences by Marriott, Sheraton Vacation Club, Westin Vacation Club, Hyatt Vacation Club ve Ritz-Carlton Club markaları altında tatil sahipliği ve ilgili ürünleri geliştirir, pazarlar, satar, finanse eder, kiralar ve yönetir; ve Ritz-Carlton Residences markası adı altında tam mülkiyetli konut ürünleri geliştirme, pazarlama ve satma münhasır olmayan hakkına sahiptir ve ayrıca belirli kısmi mülkiyet ürünleri için St. Şirket ayrıca değişim ağı ve üyelik programlarının yanı sıra Interval International ve Aqua-Aston işletmeleri aracılığıyla diğer tatil köyleri ve konaklama tesislerine yönetim hizmetleri de sunmaktadır.
Marriott Vacations Worldwide Corporation Temel Bilgiler Özeti
| VAC temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$4.17b |
| Kazançlar(TTM) | -US$334.00m |
| Gelir(TTM) | US$3.42b |
1.2x
P/S Oranı-12.5x
F/K OranıVAC aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| VAC gelir tablosu (TTM) | |
|---|---|
| Gelir | US$3.42b |
| Gelir Maliyeti | US$1.44b |
| Brüt Kâr | US$1.82b |
| Diğer Giderler | US$2.15b |
| Kazançlar | -US$334.00m |
Son Raporlanan Kazançlar
Jun 30, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | -9.71 |
| Brüt Marj | 53.15% |
| Net Kâr Marjı | -9.78% |
| Borç/Özkaynak Oranı | 255.5% |
VAC uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünTemettüler
2.6%
Mevcut Temettü Verimi-33%
Ödeme OranıŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/08/14 00:02 |
| Gün Sonu Hisse Fiyatı | 2026/08/14 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Marriott Vacations Worldwide Corporation 19 Bu analistlerden 9, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Brandt Montour | Barclays |
| Shaun Kelley | BofA Global Research |
| Tyler Batory | Brean Capital Historical (Janney Montgomery) |