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Side-by-side financial comparison of Acadia Healthcare Company, Inc. (ACHC) and MARRIOTT VACATIONS WORLDWIDE Corp (VAC). Click either name above to swap in a different company.
MARRIOTT VACATIONS WORLDWIDE Corp is the larger business by last-quarter revenue ($1.2B vs $829.0M, roughly 1.5× Acadia Healthcare Company, Inc.). Acadia Healthcare Company, Inc. runs the higher net margin — 0.5% vs -35.0%, a 35.6% gap on every dollar of revenue. On growth, Acadia Healthcare Company, Inc. posted the faster year-over-year revenue change (7.5% vs -0.7%). Over the past eight quarters, MARRIOTT VACATIONS WORLDWIDE Corp's revenue compounded faster (5.2% CAGR vs 2.0%).
Acadia Healthcare Company, Inc. is an American provider of for-profit behavioral healthcare services. It operates a network of over 225 facilities across the United States and Puerto Rico.
Marriott Vacations Worldwide Corporation is a pure-play public timeshare company. Formerly a division of Marriott International, Marriott Vacations Worldwide was established as a separate, publicly traded entity focusing primarily on vacation ownership in November 2011. Marriott Vacations Worldwide runs more than 120 resorts with over 700,000 Owners and members in a diverse portfolio of brands under The Marriott Vacation Clubs name. Its brands include Marriott Vacation Club, The Marriott Vaca...
ACHC vs VAC — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $829.0M | $1.2B |
| Net Profit | $4.5M | $-431.0M |
| Gross Margin | — | — |
| Operating Margin | — | — |
| Net Margin | 0.5% | -35.0% |
| Revenue YoY | 7.5% | -0.7% |
| Net Profit YoY | -50.8% | -962.0% |
| EPS (diluted) | $0.05 | $-12.00 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $829.0M | — | ||
| Q4 25 | $821.5M | $1.2B | ||
| Q3 25 | $851.6M | $1.2B | ||
| Q2 25 | $869.2M | $1.2B | ||
| Q1 25 | $770.5M | $1.1B | ||
| Q4 24 | $774.2M | $1.2B | ||
| Q3 24 | $815.6M | $1.2B | ||
| Q2 24 | $796.0M | $1.1B |
| Q1 26 | $4.5M | — | ||
| Q4 25 | $-1.2B | $-431.0M | ||
| Q3 25 | $36.2M | $-2.0M | ||
| Q2 25 | $30.1M | $69.0M | ||
| Q1 25 | $8.4M | $56.0M | ||
| Q4 24 | $32.6M | $50.0M | ||
| Q3 24 | $68.1M | $84.0M | ||
| Q2 24 | $78.5M | $37.0M |
| Q1 26 | — | — | ||
| Q4 25 | -142.4% | — | ||
| Q3 25 | 4.7% | — | ||
| Q2 25 | 5.8% | — | ||
| Q1 25 | 1.7% | — | ||
| Q4 24 | 4.9% | — | ||
| Q3 24 | 12.1% | — | ||
| Q2 24 | 13.4% | — |
| Q1 26 | 0.5% | — | ||
| Q4 25 | -143.3% | -35.0% | ||
| Q3 25 | 4.3% | -0.2% | ||
| Q2 25 | 3.5% | 6.0% | ||
| Q1 25 | 1.1% | 5.0% | ||
| Q4 24 | 4.2% | 4.0% | ||
| Q3 24 | 8.4% | 6.9% | ||
| Q2 24 | 9.9% | 3.5% |
| Q1 26 | $0.05 | — | ||
| Q4 25 | $-12.98 | $-12.00 | ||
| Q3 25 | $0.40 | $-0.07 | ||
| Q2 25 | $0.33 | $1.77 | ||
| Q1 25 | $0.09 | $1.46 | ||
| Q4 24 | $0.36 | $1.29 | ||
| Q3 24 | $0.74 | $2.12 | ||
| Q2 24 | $0.85 | $0.98 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $158.5M | $406.0M |
| Total DebtLower is stronger | $2.5B | — |
| Stockholders' EquityBook value | $2.0B | $2.0B |
| Total Assets | $5.5B | $9.8B |
| Debt / EquityLower = less leverage | 1.29× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $158.5M | — | ||
| Q4 25 | $133.2M | $406.0M | ||
| Q3 25 | $118.7M | $474.0M | ||
| Q2 25 | $131.4M | $205.0M | ||
| Q1 25 | $91.2M | $196.0M | ||
| Q4 24 | $76.3M | $197.0M | ||
| Q3 24 | $82.1M | $197.0M | ||
| Q2 24 | $77.2M | $206.0M |
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | — | ||
| Q3 25 | $2.3B | — | ||
| Q2 25 | $2.3B | — | ||
| Q1 25 | $2.2B | — | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $1.9B | — | ||
| Q2 24 | $1.8B | — |
| Q1 26 | $2.0B | — | ||
| Q4 25 | $1.9B | $2.0B | ||
| Q3 25 | $3.1B | $2.5B | ||
| Q2 25 | $3.1B | $2.5B | ||
| Q1 25 | $3.0B | $2.4B | ||
| Q4 24 | $3.1B | $2.4B | ||
| Q3 24 | $3.0B | $2.4B | ||
| Q2 24 | $3.0B | $2.4B |
| Q1 26 | $5.5B | — | ||
| Q4 25 | $5.5B | $9.8B | ||
| Q3 25 | $6.4B | $10.1B | ||
| Q2 25 | $6.3B | $9.9B | ||
| Q1 25 | $6.1B | $9.9B | ||
| Q4 24 | $6.0B | $9.8B | ||
| Q3 24 | $5.9B | $9.7B | ||
| Q2 24 | $5.7B | $9.6B |
| Q1 26 | 1.29× | — | ||
| Q4 25 | 1.28× | — | ||
| Q3 25 | 0.74× | — | ||
| Q2 25 | 0.74× | — | ||
| Q1 25 | 0.72× | — | ||
| Q4 24 | 0.64× | — | ||
| Q3 24 | 0.62× | — | ||
| Q2 24 | 0.62× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $61.5M | $6.0M |
| Free Cash FlowOCF − Capex | — | $-6.0M |
| FCF MarginFCF / Revenue | — | -0.5% |
| Capex IntensityCapex / Revenue | — | 1.0% |
| Cash ConversionOCF / Net Profit | 13.78× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-29.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $61.5M | — | ||
| Q4 25 | $-86.3M | $6.0M | ||
| Q3 25 | $73.2M | $62.0M | ||
| Q2 25 | $133.5M | $-48.0M | ||
| Q1 25 | $11.5M | $8.0M | ||
| Q4 24 | $116.7M | $100.0M | ||
| Q3 24 | $163.1M | $72.0M | ||
| Q2 24 | $171.1M | $30.0M |
| Q1 26 | — | — | ||
| Q4 25 | $-179.5M | $-6.0M | ||
| Q3 25 | $-63.0M | $51.0M | ||
| Q2 25 | $-34.2M | $-68.0M | ||
| Q1 25 | $-163.2M | $-6.0M | ||
| Q4 24 | $-86.8M | $86.0M | ||
| Q3 24 | $-27.1M | $58.0M | ||
| Q2 24 | $16.9M | $17.0M |
| Q1 26 | — | — | ||
| Q4 25 | -21.8% | -0.5% | ||
| Q3 25 | -7.4% | 4.3% | ||
| Q2 25 | -3.9% | -5.9% | ||
| Q1 25 | -21.2% | -0.5% | ||
| Q4 24 | -11.2% | 6.9% | ||
| Q3 24 | -3.3% | 4.8% | ||
| Q2 24 | 2.1% | 1.6% |
| Q1 26 | — | — | ||
| Q4 25 | 11.3% | 1.0% | ||
| Q3 25 | 16.0% | 0.9% | ||
| Q2 25 | 19.3% | 1.7% | ||
| Q1 25 | 22.7% | 1.3% | ||
| Q4 24 | 26.3% | 1.1% | ||
| Q3 24 | 23.3% | 1.1% | ||
| Q2 24 | 19.4% | 1.2% |
| Q1 26 | 13.78× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 2.02× | — | ||
| Q2 25 | 4.43× | -0.70× | ||
| Q1 25 | 1.37× | 0.14× | ||
| Q4 24 | 3.58× | 2.00× | ||
| Q3 24 | 2.39× | 0.86× | ||
| Q2 24 | 2.18× | 0.81× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ACHC
| Acute Inpatient Psychiatric Facilities | $471.0M | 57% |
| Other | $140.0M | 17% |
| Specialty Treatment Facilities | $128.0M | 15% |
| Residential Treatment Facilities | $90.0M | 11% |
VAC
| Cost Reimbursement | $467.0M | 38% |
| Time Share | $381.0M | 31% |
| Management And Exchange | $212.0M | 17% |
| Ancillary Revenues | $64.0M | 5% |
| Management Service | $55.0M | 4% |
| Service Other | $36.0M | 3% |
