Expedia vs Marriott Vacations Worldwide: Which Stock Could Rally?
Expedia surged 20% during the past Month. You may be tempted to buy more, or may want to reduce your exposure. But there is an entirely different perspective you might be missing. Is there a better alternative? Turns out, its peer Marriott Vacations Worldwide gives you more. Marriott Vacations Worldwide (VAC) stock offers superior revenue growth across key periods, better profitability, and relatively lower valuation vs Expedia (EXPE) stock, suggesting you may be better off investing in VAC
- VAC’s quarterly revenue growth was 9.3%, vs. EXPE’s 8.7%.
- In addition, its Last 12 Months revenue growth came in at 7.7%, ahead of EXPE’s 7.3%.
- VAC’s 3-year average margin is stronger: 12.9% vs. EXPE’s 12.2%.
These differences become even clearer when you look at the financials side by side. The table highlights how EXPE’s fundamentals stack up against those of VAC on growth, margins, momentum, and valuation multiples.
Valuation & Performance Overview
| EXPE | VAC | Preferred | |
|---|---|---|---|
| Valuation | |||
| P/EBIT Ratio | 16.5 | 3.2 | VAC |
| Revenue Growth | |||
| Last Quarter | 8.7% | 9.3% | VAC |
| Last 12 Months | 7.3% | 7.7% | VAC |
| Last 3 Year Average | 8.3% | 5.3% | EXPE |
| Operating Margins | |||
| Last 12 Months | 13.8% | 11.6% | EXPE |
| Last 3 Year Average | 12.2% | 12.9% | VAC |
| Momentum | |||
| Last 3 Year Return | 156.4% | -59.9% | EXPE |
Note: For “Last 3 Year Return” metric, preferred stock is one with higher returns unless the returns are too high (>300%) which creates risk of sell off.
See more revenue details: EXPE Revenue Comparison | VAC Revenue Comparison
See more margin details: EXPE Operating Income Comparison | VAC Operating Income Comparison
- Why Expedia Stock Is Soaring After Q3 Results?
- Better Value & Growth: CCL Leads Expedia Stock
- Better Bet Than Expedia Stock: Pay Less To Get More From CCL
- With EXPE Up 19% in a Month, Is It Time to Compare It Against CCL?
- Better Bet Than Expedia Stock: Pay Less To Get More From CCL
- S&P 500 Stocks Trading At 52-Week High
See detailed fundamentals on Buy or Sell VAC Stock and Buy or Sell EXPE Stock. Below we compare market return and related metrics across years.
Historical Market Performance
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | Avg | Best | |
|---|---|---|---|---|---|---|---|---|---|
| Returns | |||||||||
| EXPE Return | 23% | 36% | -52% | 73% | 23% | 43% | 147% | <=== | |
| VAC Return | 7% | 24% | -19% | -35% | 10% | -37% | -52% | ||
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 16% | 111% | ||
| Monthly Win Rates [3] | |||||||||
| EXPE Win Rate | 67% | 58% | 33% | 50% | 67% | 60% | 56% | ||
| VAC Win Rate | 58% | 50% | 33% | 25% | 42% | 40% | 41% | ||
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 70% | 64% | <=== | |
| Max Drawdowns [4] | |||||||||
| EXPE Max Drawdown | -58% | -7% | -54% | 0% | -28% | -27% | -29% | ||
| VAC Max Drawdown | -71% | -11% | -32% | -45% | -18% | -48% | -38% | ||
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | -12% | <=== | |
[1] Cumulative total returns since the beginning of 2020
[2] 2025 data is for the year up to 12/2/2025 (YTD)
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
No matter how good the numbers, stock investment is never a smooth ride. There is a risk you must factor in. Read VAC Dip Buyer Analyses and EXPE Dip Buyer Analyses to see how these stocks have fallen and recovered in the past.
Still not sure about EXPE or VAC? Consider portfolio approach.
Portfolios Are The Smarter Way To Invest
Single stocks swing wildly but staying invested matters. A well built portfolio keeps you invested, captures upside and softens the blows from individual stocks
The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 – the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.