Sabre vs Marriott Vacations Worldwide
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KIRAβs take AI analyst
I put Sabre and Marriott Vacations Worldwide side by side, using each oneβs latest annual report. Here is what stands out:
- 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%).
Who comes out ahead
Of the 5 measures where higher (or lower) is clearly better, how many each company leads.
Sabre
SABR
2/5
5-year growthNet margin
Marriott Vacations Worldwide
VAC
3/5
Revenue growthFCF marginShare count change
Side by side
Best in the row
| Latest fiscal year | SABR FY25 | VAC FY25 |
|---|---|---|
| Size | ||
| Market cap | $655M | $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 | 1.0x | β |
| Piotroski F-score | 5 | β |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
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.