Sabre vs Marriott Vacations Worldwide
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The short version
- Marriott Vacations Worldwide is the larger business, with $5.0B of revenue in fiscal 2025 against $2.8B for Sabre, about 1.8 times as much.
- Marriott Vacations Worldwide turned more of its sales into free cash flow (β0.6% FCF margin, against β6.9%).
| Latest fiscal year | SABR Β· FY25 | VAC Β· FY25 |
|---|---|---|
| Size | ||
| Market cap | $607M | $4.2B |
| Revenue | $2.8B | $5.0B |
| Free cash flow | β$192M | β$29.0M |
| Net income | $525M | β$308M |
| Growth | ||
| Revenue growth | 1.0% | 1.3% |
| 5-year growth | 15.7% | 11.8% |
| Share count change | 2.1% | β17.1% |
| Profitability | ||
| Gross margin | 56.4% | β |
| Operating margin | 10.7% | β |
| Net margin | 18.9% | β6.1% |
| FCF margin | β6.9% | β0.6% |
| Return on capital | 8.9% | β |
| Return on equity | β | β13.9% |
| Balance sheet | ||
| Net debt | $3.6B | β |
| Net debt / EBITDA | 8.9x | β |
| Dividends and buybacks | $0.0M | $171M |
| Valuation & quality | ||
| P/E | 0.9x | β |
| Piotroski F-score | 5 | β |
Revenue
FY16
SABR $3.4B
VAC $2.0B
FY17
SABR $3.6B
VAC $2.2B
FY18
SABR $3.9B
VAC $3.0B
FY19
SABR $4.0B
VAC $4.3B
FY20
SABR $1.3B
VAC $2.9B
FY21
SABR $1.7B
VAC $3.9B
FY22
SABR $2.5B
VAC $4.7B
FY23
SABR $2.6B
VAC $4.7B
FY24
SABR $2.7B
VAC $5.0B
FY25
SABR $2.8B
VAC $5.0B
SABR
VAC
Operating margin
FY16
SABR 13.6%
VAC β
FY17
SABR 13.7%
VAC β
FY18
SABR 14.5%
VAC β
FY19
SABR 9.1%
VAC β
FY20
SABR β74.1%
VAC β
FY21
SABR β39.4%
VAC β
FY22
SABR β10.3%
VAC β
FY23
SABR 1.2%
VAC β
FY24
SABR 8.8%
VAC β
FY25
SABR 10.7%
VAC β
SABR
VAC
Free cash flow
FY16
SABR $372M
VAC $106M
FY17
SABR $362M
VAC $116M
FY18
SABR $441M
VAC $57.0M
FY19
SABR $466M
VAC $336M
FY20
SABR β$836M
VAC $258M
FY21
SABR β$469M
VAC $296M
FY22
SABR β$346M
VAC $457M
FY23
SABR β$13.6M
VAC $114M
FY24
SABR β$9.3M
VAC $148M
FY25
SABR β$192M
VAC β$29.0M
SABR
VAC
Return on capital
FY16
SABR 8.9%
VAC β
FY17
SABR 8.4%
VAC β
FY18
SABR 12.4%
VAC β
FY19
SABR 7.6%
VAC β
FY20
SABR β
VAC β
FY21
SABR β
VAC β
FY22
SABR β6.5%
VAC β
FY23
SABR 0.9%
VAC β
FY24
SABR 6.9%
VAC β
FY25
SABR 8.9%
VAC β
SABR
VAC
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.