Marriot Vacations Worldwide (VAC)
What the price implies
A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.
Fundamental grade
Five factors scored 1 to 9 from VAC's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.
Key numbers
Results from SEC filings
Fiscal years, from Marriot Vacations Worldwide's 10-K filings. Ten years of the full income statement, balance sheet and cash flow.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $3.6B | $4.4B | $4.4B | $4.6B | $4.7B |
| Net income | $49M | $391M | $254M | $218M | -$308M |
| Free cash flow | $296M | $457M | $114M | $148M | -$29M |
| EPS (diluted) | $1.13 | $8.77 | $6.28 | $5.61 | -$8.84 |
| Operating margin | 5.0% | 11.3% | 4.9% | 3.2% | -11.5% |
Where the revenue comes from
Revenue by segments, fiscal 2025. Every breakdown, year by year.
Superinvestors who own VAC
From each investor's latest 13F filing (what a 13F shows). 2 of the investors we track hold it.
| Investor | Last quarter | Value | % of portfolio | Quarter |
|---|---|---|---|---|
| Cliff Asness AQR Capital Management |
Trimmed | $20M | 0.01% | Q2 2026 |
| Ron Baron Baron Capital (BAMCO) |
Trimmed | $15M | 0.02% | Q2 2026 |
Insider buying
Open-market purchases by Marriot Vacations Worldwide's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you. Every purchase since records began.
| Date | Insider | Shares | Price | Value |
|---|---|---|---|---|
| Mar 10, 2026 | Michael Flaskey |
14,862 | $67.26 | $999,618 |
| Jan 7, 2026 | John D Fitzgerald |
52 | $61.15 | $3,180 |
| Jan 7, 2026 | John D Fitzgerald |
13 | $61.15 | $795 |
| Jan 6, 2026 | John D Fitzgerald |
44 | $61.06 | $2,687 |
| Nov 25, 2025 | Jonice M Gray |
1,100 | $54.47 | $59,917 |
| Nov 21, 2025 | Dianna Morgan |
500 | $51.22 | $25,610 |
| Nov 20, 2025 | William W Mccarten |
5,000 | $48.08 | $240,400 |
| Nov 19, 2025 | Christian Asmar |
84,000 | $47.44 | $4M |
| Nov 18, 2025 | Lizanne Galbreath |
5,500 | $46.51 | $255,805 |
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In the full deep dive
Questions
Are Marriot Vacations Worldwide insiders buying the stock?
9 open-market insider purchases of VAC in the last 12 months, from SEC Form 4 filings.
Which superinvestors own Marriot Vacations Worldwide?
2 of the superinvestors Investingly tracks hold VAC in their latest 13F, including Cliff Asness, Ron Baron.
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Prices and ratios as of Oct 11, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.