VACMARRIOTT VACATIONS WORLDWIDE Corp
Real Estate Agents & Managers (for Others)
- Revenue
- $4.7B
- 1.0% YoY
- Operating margin
- —
- EBITDA
- —
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- AI in 10-K
- —
Red flags 1 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear—Cash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowFired611% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear31% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $3.6B | $4.4B | $4.4B | $4.6B | $4.7B | 1.0% |
| Net income | $49M | $391M | $254M | $218M | −$308M | 241% |
| Operating cash flow | $343M | $522M | $232M | $205M | $28M | 86% |
| Capex | $47M | $65M | $118M | $57M | $57M | 0.0% |
| Stock-based comp | $51M | $39M | $31M | $33M | $38M | 15% |
| Buybacks | $78M | $701M | $286M | $56M | $61M | 8.9% |
| Dividends | $23M | $99M | $106M | $107M | $110M | 2.8% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
No pay-versus-performance disclosure yet.