NEWMARK GROUP, 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 NMRK and VAC diverge most: on net margin, NMRK reads 4.3% and VAC reads -6.7%; on return on equity, NMRK reads 8.9% and VAC reads -17.2%. The rest of the comparable metrics sit closer together. On valuation, today's NMRK price has a different growth bar priced in than VAC (+21.2% implied for NMRK vs +11.5% for VAC); the higher figure is the steeper assumption to clear, not a better or worse stock. What NMRK'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 | NMRK | VAC |
|---|---|---|
| Price | $15.00 | $97.59 |
| Market cap | $3.8B | $3.4B |
| Sector | Real Estate Services | Real Estate Services |
| Stage | Growth | Mature |
| Implied growth (priced in) | +21.2% | +11.5% |
| P/E | 18.5 | — |
| P/B | 2.29 | 1.70 |
| P/S | 1.11 | 0.67 |
| EV/EBITDA | 9.7 | 37.5 |
| Revenue growth | +22.1% | +2.6% |
| Operating margin | 3.2% | — |
| Net margin | 4.3% | -6.7% |
| Return on equity | 8.9% | -17.2% |
| Return on assets | 2.8% | -3.5% |
| Return on invested capital | 9.2% | — |
| FCF yield | 1.8% | -1.0% |
| Dividend yield | 0.8% | 3.3% |
| Debt / equity | 0.50 | 1.16 |
| Current ratio | 1.08 | — |
| Altman Z (solvency) | 1.71 | 0.86 |
| Piotroski F (quality) | 4 / 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.