Is Marriott Vacations Worldwide (VAC) overvalued or fairly valued?

MarketChacha shows Marriott Vacations Worldwide's valuation in context — a trailing P/E of about 23.9, a forward P/E of about 11.1, a price-to-book of about 1.8 — alongside its revenue and profit growth and whether reported profit converts into operating cash, so you can judge value for yourself. MarketChacha does not issue ratings, price targets, or buy/sell advice.

Does Marriott Vacations Worldwide's reported profit turn into cash?

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash. MarketChacha computes this cash-conversion check (2.84×) from reported figures — education, not a rating.

What is Marriott Vacations Worldwide's revenue?

Marriott Vacations Worldwide reported revenue of $4.7B for FY2025, with net profit of $-308.0M, per official filings.

What is the share price of Marriott Vacations Worldwide (VAC)?

Marriott Vacations Worldwide last traded at $106.62 (+6.6% on the day), as of 9/4/2026 — a delayed quote shown for education, not investment advice.

Marriott Vacations Worldwide

VAC · NYSE · Consumer Discretionary · United States

Snapshot

TickerVAC

ExchangeNYSE

SectorConsumer Discretionary

IndustryResorts & Casinos

CountryUnited States

Employees21,100

HeadquartersOrlando, United States

Websitewww.marriottvacationsworldwide.com

Filings tracked20

About Marriott Vacations Worldwide

Marriott Vacations Worldwide Corporation, a vacation company, engages in vacation ownership, exchange, rental, and resort and property management, along with related businesses, products and services in the United States and internationally. The company operates in two segments, Vacation Ownership and Exchange & Third-Party Management. It develops, markets, sells, finances, rents, and manages vacation ownership and related products under the Marriott Vacation Club, Grand Residences by Marriott, Sheraton Vacation Club, Westin Vacation Club, Hyatt Vacation Club, and Ritz-Carlton Club brands; and holds non-exclusive right to develop, market, and sell whole ownership residential products under the Ritz-Carlton Residences brand name, as well as has a license to use the St. Regis brand for specified fractional ownership products. The company also offers exchange network and membership programs, as well as management services to other resorts and lodging properties through its Interval International and Aqua-Aston businesses. In addition, it provides financing for consumer purchases of vacation ownership products; and renting vacation ownership inventory. The company sells its upper upscale tier vacation ownership products under its brands primarily through a network of resort-based sales centers and certain off-site sales locations. Marriott Vacations Worldwide Corporation was founded in 1984 and is headquartered in Orlando, Florida.

Who owns it

Insiders20.0%
Institutions80.0%
Public & other0.0%

487 institutional holders

Ownership breakdown from public market data.

Top holders

Blackrock Inc.12.52%
Impactive Capital, LP12.01%
Vanguard Portfolio Management LLC5.53%
Dimensional Fund Advisors LP4.50%
Fuller & Thaler Asset Management Inc.4.32%
Vanguard Capital Management LLC3.93%
State Street Corporation3.36%
Senvest Management LLC3.27%

Largest institutional holders — last updated 6/30/2026.

Forensic scorecard

Margin has compressed by about 12.4 points over the period — profitability is trending down.

Cash conversion2.84×

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash.

Net margin trend5.8% → -6.6%

Margin has compressed by about 12.4 points over the period — profitability is trending down.

Return on equity-15.5%

Latest ROE of -15.5% is on the low side — the business earns a modest return on shareholder capital.

Computed by MarketChacha from reported figures (SEC XBRL). Education, not a rating or recommendation.

What's expected next

Next quarter

Rev $1.4B · EPS 2.62

Est. earnings growth +40.8%

Next fiscal year

Rev $5.6B · EPS 9.58

Est. earnings growth +11.1%

Analyst consensus estimates — not the company's own guidance.

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P/E ROE ROCE Margins Market cap

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Financials at a glance

Source: SEC XBRL

Annual

Quarterly · last 8

Revenue (FY2025)

$4.7B

Net margin

-6.6%

ROE

-15.5%

Revenue CAGR (2y)

+3.0%

EPS (FY2025)

-8.84

Net profit (FY2025)

$-308.0M

Ask MarketChacha about VAC

Get a cited, plain-English answer — the “why”, not just data. Finance research only, never buy/sell advice.

Financials

Yearly

Period	Revenue	Net profit	EPS	Net margin	ROE
FY2025	$4.7B	$-308.0M	-8.84	-6.6%	-15.5%
FY2024	$4.6B	$218.0M	5.61	4.7%	8.9%
FY2023	$4.4B	$254.0M	6.28	5.8%	10.7%

Quarterly

Period	Revenue	Net profit	EPS	Net margin
2026Q2	$1.2B	$77.0M	2.12	6.3%
2026Q1	$1.2B	$22.0M	0.64	1.9%
2025Q3	$1.2B	$-2.0M	-0.07	-0.2%
2025Q2	$1.2B	$69.0M	1.77	6.0%
2025Q1	$1.1B	$56.0M	1.46	5.0%
2024Q3	$1.2B	$84.0M	2.12	6.9%
2024Q2	$1.1B	$37.0M	0.98	3.5%
2024Q1	$1.1B	$47.0M	1.22	4.2%
2023Q3	$1.1B	$42.0M	1.09	3.8%
2023Q2	$1.1B	$90.0M	2.17	8.2%
2023Q1	$1.1B	$87.0M	2.06	8.0%

Figures as reported, in reporting currency. Source: SEC XBRL.

Filings & announcements

2026

8-K — Results of operations, Reg FD disclosure, Exhibits
SEC8/6/2026material
10-Q filing
SEC8/6/2026
8-K — Executive/director change, Exhibits
SEC8/3/2026material
8-K — Executive/director change, Exhibits
SEC7/21/2026material
8-K — Executive/director change, Shareholder vote results, Exhibits
SEC5/18/2026material
8-K — Results of operations, Reg FD disclosure, Exhibits
SEC5/5/2026material
10-Q filing
SEC5/5/2026
8-K — Executive/director change, Reg FD disclosure, Exhibits
SEC3/6/2026material
10-K filing
SEC3/2/2026
8-K — Results of operations, Reg FD disclosure, Exhibits
SEC2/25/2026material
8-K — Executive/director change, Reg FD disclosure, Exhibits
SEC2/17/2026material

2025

8-K — Executive/director change, Reg FD disclosure, Exhibits
SEC11/12/2025material
8-K — Executive/director change, Reg FD disclosure, Exhibits
SEC11/10/2025material
10-Q filing
SEC11/6/2025
8-K — Results of operations, Reg FD disclosure, Exhibits
SEC11/5/2025material
8-K — Material agreement, Material financial obligation, Exhibits
SEC9/19/2025material
8-K — Reg FD disclosure, Exhibits
SEC9/4/2025material
8-K — Reg FD disclosure, Exhibits
SEC9/4/2025material
10-Q filing
SEC8/6/2025
8-K — Results of operations, Reg FD disclosure, Exhibits
SEC8/4/2025material

In the news

Education and discussion only — not investment advice. Financials from official filings (SEC/BSE) and reported company statements; market figures (delayed market data) are delayed and shown for reference only. Verify with the linked sources before acting.