Where Does Marriott Vacations Worldwide Stock Rank Among Competitors?
Marriott Vacations Worldwide (VAC) stock has significantly lagged its peers over the past year. As of February 26, 2026, a closer look at VAC reveals lower profitability and weaker free cash flow generation, despite moderate revenue growth and a more attractive valuation. However, with larger hospitality players demonstrating stronger growth trajectories and superior financial efficiency, VAC faces limited upside in the competitive leisure market.
- VAC’s 10.0% operating margin, strong but below HLT’s 22.4%, reflects its more capital-intensive model versus HLT’s asset-light franchising.
- VAC’s 4.2% LTM revenue growth lags hotel peers (MAR, HLT, H), signaling slower expansion in vacation ownership versus broader hospitality.
- VAC’s 17.0% stock decline, underperforming peers, despite a 13.6 PE, indicates investor caution on vacation ownership segment growth/risks.
Here’s how Marriott Vacations Worldwide stacks up across size, valuation, and profitability versus key peers.
| VAC | HGV | TNL | MAR | HLT | H | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 2.4 | 4.1 | 5.0 | 94.2 | 74.0 | 16.3 |
| Revenue ($ Bil) | 5.0 | 5.0 | 4.0 | 26.2 | 12.0 | 7.1 |
| PE Ratio | 13.6 | 78.1 | 12.2 | 36.2 | 50.8 | -312.6 |
| LTM Revenue Growth | 4.2% | 6.0% | 3.6% | 4.3% | 7.7% | 6.8% |
| LTM Operating Margin | 10.0% | 11.0% | 19.8% | 15.8% | 22.4% | 6.7% |
| LTM FCF Margin | 1.3% | 1.5% | 12.8% | 10.0% | 16.1% | 2.2% |
| 12M Market Return | -17.0% | 15.8% | 42.7% | 25.7% | 22.4% | 23.0% |
For more details on Marriott Vacations Worldwide, read Buy or Sell VAC Stock. Below we compare VAC’s growth, margin, and valuation with peers across years
Revenue Growth Comparison
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| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| VAC | 4.2% | – | 5.1% | 1.5% | 19.7% |
| HGV | 6.0% | – | 25.2% | 3.7% | 64.2% |
| TNL | 3.6% | – | 3.0% | 5.1% | 13.8% |
| MAR | 4.3% | 4.3% | 5.8% | 14.2% | |
| HLT | 7.7% | 7.7% | 9.2% | 16.7% | |
| H | 6.8% | 6.8% | -0.3% | 13.2% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| VAC | 10.0% | – | 11.0% | 12.4% | 17.1% |
| HGV | 11.0% | – | 14.0% | 17.2% | 18.1% |
| TNL | 19.8% | – | 19.5% | 19.9% | 19.0% |
| MAR | 15.8% | 15.8% | 15.3% | 16.5% | |
| HLT | 22.4% | 22.4% | 21.2% | 22.1% | |
| H | 6.7% | 6.7% | 6.3% | 5.2% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| VAC | 13.6 | – | 9.4 | 12.9 | 8.8 |
| HGV | 78.1 | – | 97.0 | 13.7 | 13.5 |
| TNL | 12.2 | – | 12.0 | 9.5 | 9.1 |
| MAR | 36.2 | 32.6 | 33.4 | 22.1 | |
| HLT | 50.8 | 46.5 | 39.9 | 41.8 | |
| H | -312.6 | -294.4 | 12.1 | 62.2 |
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