COMPASS, INC. vs MARRIOTT VACATIONS WORLDWIDE CORP, two Real Estate Services stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where COMP and VAC diverge most: on net margin, COMP reads 0.2% and VAC reads -6.7%; on return on equity, COMP reads 0.5% and VAC reads -17.2%. The rest of the comparable metrics sit closer together. What VAC's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | COMP | VAC |
|---|---|---|
| Price | $11.37 | $97.59 |
| Market cap | $8.5B | $3.4B |
| Sector | Real Estate Services | Real Estate Services |
| Stage | Growth | Mature |
| Implied growth (priced in) | — | +11.5% |
| P/B | 3.00 | 1.70 |
| P/S | 1.02 | 0.67 |
| EV/EBITDA | 112.7 | 37.5 |
| Revenue growth | +41.8% | +2.6% |
| Operating margin | -13.0% | — |
| Net margin | 0.2% | -6.7% |
| Return on equity | 0.5% | -17.2% |
| Return on assets | 0.2% | -3.5% |
| Return on invested capital | -2.0% | — |
| FCF yield | 0.2% | -1.0% |
| Dividend yield | — | 3.3% |
| Debt / equity | 1.11 | 1.16 |
| Current ratio | 0.84 | — |
| Altman Z (solvency) | 1.35 | 0.86 |
| Piotroski F (quality) | 3 / 9 | 6 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.