Sabre
SABR · Hotels, Resorts & Cruise Lines
$1.52
1.3%Marriott Vacations Worldwide
VAC · Hotels, Resorts & Cruise Lines
$109.31
3.2%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 (−0.6% FCF margin, against −6.9% FCF margin).
| Latest fiscal year | SABR · FY25 | VAC · FY25 |
|---|---|---|
| Size | ||
| Market cap | $607M | $4.2B |
| Revenue | $2.8B | $5.0B |
| Free cash flow | −$192M | −$29.0M |
| Net income | $525M | −$308M |
| Growth | ||
| Revenue growth | 1.0% | 1.3% |
| 5-year growth | 15.7% | 11.8% |
| Share count change | 2.1% | −17.1% |
| Profitability | ||
| Gross margin | 56.4% | — |
| Operating margin | 10.7% | — |
| Net margin | 18.9% | −6.1% |
| FCF margin | −6.9% | −0.6% |
| Return on capital | 8.9% | — |
| Return on equity | — | −13.9% |
| Balance sheet | ||
| Net debt | $3.6B | — |
| Net debt / EBITDA | 8.9x | — |
| Dividends and buybacks | $0.0M | $171M |
| Valuation & quality | ||
| P/E | 0.9x | — |
| Piotroski F-score | 5 | — |
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
FY16
SABR 13.6%
VAC —
FY17
SABR 13.7%
VAC —
FY18
SABR 14.5%
VAC —
FY19
SABR 9.1%
VAC —
FY20
SABR −74.1%
VAC —
FY21
SABR −39.4%
VAC —
FY22
SABR −10.3%
VAC —
FY23
SABR 1.2%
VAC —
FY24
SABR 8.8%
VAC —
FY25
SABR 10.7%
VAC —
SABR
VAC
FY16
SABR $372M
VAC $106M
FY17
SABR $362M
VAC $116M
FY18
SABR $441M
VAC $57.0M
FY19
SABR $466M
VAC $336M
FY20
SABR −$836M
VAC $258M
FY21
SABR −$469M
VAC $296M
FY22
SABR −$346M
VAC $457M
FY23
SABR −$13.6M
VAC $114M
FY24
SABR −$9.3M
VAC $148M
FY25
SABR −$192M
VAC −$29.0M
SABR
VAC
FY16
SABR 8.9%
VAC —
FY17
SABR 8.4%
VAC —
FY18
SABR 12.4%
VAC —
FY19
SABR 7.6%
VAC —
FY20
SABR —
VAC —
FY21
SABR —
VAC —
FY22
SABR −6.5%
VAC —
FY23
SABR 0.9%
VAC —
FY24
SABR 6.9%
VAC —
FY25
SABR 8.9%
VAC —
SABR
VAC
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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.