CoverageForm 410-K10-Q8-K13D13G13F

VAC · Marriott Vacations Worldwide Corp - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · VAC

Income Statement

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Revenue$1.26B-$1.26B$1.25B$1.20B-$1.30B$1.14B$1.20B-
Cost of Revenue----------
Gross Profit----------
R&D----------
SG&A$64.00M-$53.00M$61.00M$61.00M-$62.00M$54.00M$63.00M-
Total Operating Expenses$1.17B-$1.23B$1.13B$1.07B-$1.16B$1.04B$1.06B-
D&A$34.00M-$38.00M$38.00M$38.00M-$36.00M$35.00M$38.00M-
Operating Income----------
Interest Expense----------
Income Tax$23.00M-$3.00M$25.00M$45.00M-$34.00M$10.00M$35.00M-
Net Income$22.00M-($2.00M)$69.00M$56.00M-$84.00M$37.00M$47.00M-
EPS - Basic$0.64-($0.07)$1.98$1.60-$2.38$1.04$1.32-
EPS - Diluted$0.64-($0.07)$1.77$1.46-$2.12$0.98$1.22-

Balance Sheet

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Cash & Equivalents$268.00M$406.00M$474.00M$205.00M$196.00M$197.00M$197.00M$206.00M$237.00M$248.00M
Accounts Receivable----------
Inventory----------
Accounts Payable----------
Current Assets----------
Total Assets$9.64B$9.76B$10.15B$9.89B$9.88B$9.81B$9.74B$9.61B$9.87B$9.68B
Current Liabilities----------
Long-term Debt----------
Total Liabilities$7.64B$7.76B$7.68B$7.40B$7.45B$7.37B$7.32B$7.24B$7.49B$7.30B
Stockholders' Equity$1.99B$1.99B$2.46B$2.48B$2.44B$2.44B$2.42B$2.37B$2.38B$2.38B
Retained Earnings$429.00M$434.00M$893.00M$922.00M$881.00M$852.00M$830.00M$773.00M$763.00M$742.00M

Cash Flow

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Operating Cash Flow($4.00M)---$8.00M---$3.00M-
Investing Cash Flow$42.00M---($18.00M)---($69.00M)-
Financing Cash Flow($174.00M)---($32.00M)---$43.00M-
CapEx$8.00M---$14.00M---$16.00M-
Free Cash Flow($12.00M)---($6.00M)---($13.00M)-

Ratios

MetricQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Profitability
Gross margin----------
Operating margin----------
EBITDA margin----------
Net margin1.8%--0.2%5.5%4.7%-6.4%3.2%3.9%-
Free cash flow margin-1.0%----0.5%----1.1%-
FCF / Net income-0.55----0.11----0.28-
R&D / Revenue----------
SG&A / Revenue5.1%-4.2%4.9%5.1%-4.8%4.7%5.3%-
Effective tax rate51.1%-300.0%26.6%44.6%-28.8%21.3%42.7%-
Return on assets0.2%--0.0%0.7%0.6%-0.9%0.4%0.5%-
Return on equity1.1%--0.1%2.8%2.3%-3.5%1.6%2.0%-
Return on invested capital----------
Liquidity
Current ratio----------
Quick ratio----------
Cash ratio----------
Leverage
Debt / Equity----------
Debt / Assets----------
Debt / EBITDA----------
Interest coverage----------
Equity multiplier4.844.904.123.984.064.024.034.054.154.06
Liabilities / Assets0.790.800.760.750.750.750.750.750.760.75
Efficiency
Asset turnover0.13-0.120.130.12-0.130.120.12-
Inventory turnover----------
Days sales outstanding----------
Days inventory outstanding----------
Days payable outstanding----------
Cash conversion cycle----------
Valuation
P / E101.8x--40.9x44.0x-34.7x89.1x88.3x-
P / B1.1x-0.9x1.2x1.1x-1.3x1.6x1.9x-
P / S1.8x-1.8x2.4x2.2x-2.4x3.2x3.8x-
EV / EBITDA----------
Growth
Revenue growth (YoY)4.8%--3.2%9.3%0.4%-10.0%-3.2%2.2%-
Revenue CAGR (3y)2.4%-0.3%2.3%4.5%-7.4%5.2%16.3%-
Revenue CAGR (5y)10.6%-14.2%21.0%3.5%-3.8%1.3%2.4%-
Gross profit growth (YoY)----------
Operating income growth (YoY)----------
Net income growth (YoY)-60.7%--86.5%19.1%-100.0%-58.9%-46.0%-
EPS growth (YoY)-56.2%--80.6%19.7%-94.5%-54.8%-40.8%-
EPS CAGR (3y)-32.3%---15.8%5.9%-109.7%86.9%--
EPS CAGR (5y)--------2.3%19.1%-
FCF growth (YoY)-100.0%---53.8%---85.1%-
FCF CAGR (5y)----------
Book value growth (YoY)-18.2%-18.4%1.9%4.7%2.4%2.5%0.5%-4.2%-4.0%-4.6%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Business segments

$4.66B total
Vacation Ownership$4.45B · 95.4%
Exchangeand Third Party Management$213.00M · 4.6%

Product / service

$5.30B total
Cost Reimbursement$1.70B · 32.0%
Time Share$1.46B · 27.6%
Management And Exchange$860.00M · 16.2%
Rental$650.00M · 12.3%
Ancillary Revenues$273.00M · 5.1%
Management Service$221.00M · 4.2%
Service Other$139.00M · 2.6%

Peer comparison

Same SIC group: Real Estate Agents & Managers (For Others)

CompanyRevenue (last FY)Net marginROE
JLL$26.12B3.0%10.6%
COMP$6.96B-0.8%-7.5%
EXPI$4.77B-0.5%-9.4%
RDFN---
OPEN$4.37B-29.7%-129.4%

Comparing MARRIOTT VACATIONS WORLDWIDE Corp against the 5 most active filers in the same SIC group.

Dividends

$3.19/share trailing 12 months · +1.9% YoY

Ex-datePer share
May 27, 2026$0.8000
Mar 4, 2026$0.8000
Dec 24, 2025$0.8000
Sep 17, 2025$0.7900
May 23, 2025$0.7900
Mar 5, 2025$0.7900
Dec 19, 2024$0.7900
Sep 19, 2024$0.7600
May 22, 2024$0.7600
Feb 28, 2024$0.7600
Dec 20, 2023$0.7600
Sep 20, 2023$0.7200
May 24, 2023$0.7200
Mar 1, 2023$0.7200
Dec 21, 2022$0.7200
Sep 21, 2022$0.6200
May 25, 2022$0.6200
Mar 2, 2022$0.6200
Dec 22, 2021$0.5400
Sep 22, 2021$0.5400
Feb 26, 2020$0.5400
Dec 20, 2019$0.5400
Sep 18, 2019$0.4500
May 22, 2019$0.4500