VAC
Marriott Vacations Worldwide CorporationConsumer Cyclical · $3.5B market cap
Verdict
Share price
$104.20
close of Oct 3, 2026
Fair value
$65.90
Sticker Price
Payback Price
$26.36
buy price
VAC is Overpriced: at $104.20 it trades 58% above its fair value of $65.90. Its buy price (Payback Price) is $26.36, 75% below today's price. Business quality is limited: none of the 5 key numbers clears the 10% bar.
How we valued it
Buffett Normalized. A profitable, growing business, so we project its earnings 10 years ahead and work out what that is worth today.
Business quality
0 of 5 clear the 10% bar. What are the Big Five?
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2 of the investors we track hold VAC. In Q2 2026, 1 opened a position. Who we track
Howard Marks
Oaktree Capital Management · as of Q2 2026
$56.0B
56,893,000 shares
Clifford Sosin
CAS Investment Partners · as of Q2 2026
$40.8M
400,000 shares
Moves in Q2 2026
New position: Clifford Sosin
Insider activity
Since Jun 16, 2026: no open-market purchases, 2 sales worth $83.9M and 4 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
Other filings
About Marriott Vacations Worldwide Corporation
Marriott Vacations Worldwide Corporation is a prominent global leisure company specializing in the development, marketing, sale, and management of vacation ownership products and associated offerings. Its business operations are structured around two core divisions: Vacation Ownership, and Exchange & Third-Party Management. The corporation oversees numerous vacation ownership brands, including Marriott Vacation…
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Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works