Jones Lang LaSalle Incorporated 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 JLL and VAC diverge most: on net margin, JLL reads 3.6% and VAC reads -6.7%; on return on equity, JLL reads 13.1% and VAC reads -17.2%. The rest of the comparable metrics sit closer together. On valuation, today's JLL price has a different growth bar priced in than VAC (+15.8% implied for JLL vs +11.5% for VAC); the higher figure is the steeper assumption to clear, not a better or worse stock. What JLL's price implies is a bet that sits within the historical range (whole-company basis). 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 | JLL | VAC |
|---|---|---|
| Price | $355.50 | $97.59 |
| Market cap | $16.7B | $3.4B |
| Sector | Real Estate Services | Real Estate Services |
| Stage | Mature | Mature |
| Implied growth (priced in) | +15.8% | +11.5% |
| P/E | 17.0 | — |
| P/B | 2.19 | 1.70 |
| P/S | 0.61 | 0.67 |
| EV/EBITDA | 11.3 | 37.5 |
| Revenue growth | +11.2% | +2.6% |
| Operating margin | 4.2% | — |
| Net margin | 3.6% | -6.7% |
| Return on equity | 13.1% | -17.2% |
| Return on assets | 5.7% | -3.5% |
| Return on invested capital | 12.4% | — |
| FCF yield | 8.2% | -1.0% |
| Dividend yield | — | 3.3% |
| Debt / equity | 0.09 | 1.16 |
| Current ratio | 1.13 | — |
| Altman Z (solvency) | 3.30 | 0.86 |
| Piotroski F (quality) | 8 / 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.