VMRKVIVMARK RESIDENTIAL
Real Estate Investment Trusts
- Revenue
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- Operating margin
- —
- EBITDA
- —
- Market cap
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- Employees
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- Net debt / EBITDA
- —
- $8.2B net debt
- AI in 10-K
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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 cashClear147% of net incomeCash flow under 80% of net income
- Dilutive SBCFired84× of revenueOver 10% of revenue
- Payouts exceed cash flowClear80% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear—Over 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Operating income | $1.7B | $1.1B | $1.2B | — | — | |
| Net income | $1.3B | $777M | $835M | $1.0B | $1.1B | 8.1% |
| Operating cash flow | $1.3B | $1.5B | $1.5B | $1.6B | $1.6B | 4.8% |
| Stock-based comp | $28M | $30M | $32M | $31M | $32M | 3.0% |
| Buybacks | — | — | $49M | $38M | $281M | 630% |
| Dividends | $900M | $932M | $990M | $1.0B | $1.0B | 2.7% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $74K · 1
- Net
- −$74K
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | $13M | $7M | 127 | 138 |
| FY2024 | $11M | $19M | 139 | 134 |
| FY2023 | $11M | $12M | 115 | 123 |
| FY2022 | $11M | $837K | 106 | 108 |
| FY2021 | $8M | $17M | 157 | 143 |