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Side-by-side financial comparison of Ametek (AME) and MARRIOTT VACATIONS WORLDWIDE Corp (VAC). Click either name above to swap in a different company.
Ametek is the larger business by last-quarter revenue ($2.0B vs $1.2B, roughly 1.6× MARRIOTT VACATIONS WORLDWIDE Corp). Ametek runs the higher net margin — 19.9% vs -35.0%, a 55.0% gap on every dollar of revenue. On growth, Ametek posted the faster year-over-year revenue change (13.4% vs -0.7%). Ametek produced more free cash flow last quarter ($527.3M vs $-6.0M). Over the past eight quarters, Ametek's revenue compounded faster (7.3% CAGR vs 5.2%).
AMETEK, Inc. is an American multinational conglomerate and global designer and manufacturer of electronic instruments and electromechanical devices with headquarters in the United States and over 150 sites worldwide.
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...
AME vs VAC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $2.0B | $1.2B |
| Net Profit | $398.6M | $-431.0M |
| Gross Margin | 36.0% | — |
| Operating Margin | 25.3% | — |
| Net Margin | 19.9% | -35.0% |
| Revenue YoY | 13.4% | -0.7% |
| Net Profit YoY | 2.9% | -962.0% |
| EPS (diluted) | $1.73 | $-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.
| Q4 25 | $2.0B | $1.2B | ||
| Q3 25 | $1.9B | $1.2B | ||
| Q2 25 | $1.8B | $1.2B | ||
| Q1 25 | $1.7B | $1.1B | ||
| Q4 24 | $1.8B | $1.2B | ||
| Q3 24 | $1.7B | $1.2B | ||
| Q2 24 | $1.7B | $1.1B | ||
| Q1 24 | $1.7B | $1.1B |
| Q4 25 | $398.6M | $-431.0M | ||
| Q3 25 | $371.4M | $-2.0M | ||
| Q2 25 | $358.4M | $69.0M | ||
| Q1 25 | $351.8M | $56.0M | ||
| Q4 24 | $387.3M | $50.0M | ||
| Q3 24 | $340.2M | $84.0M | ||
| Q2 24 | $337.7M | $37.0M | ||
| Q1 24 | $310.9M | $47.0M |
| Q4 25 | 36.0% | — | ||
| Q3 25 | 36.3% | — | ||
| Q2 25 | 35.8% | — | ||
| Q1 25 | 36.1% | — | ||
| Q4 24 | 36.6% | — | ||
| Q3 24 | 36.0% | — | ||
| Q2 24 | 36.0% | — | ||
| Q1 24 | 34.1% | — |
| Q4 25 | 25.3% | — | ||
| Q3 25 | 25.8% | — | ||
| Q2 25 | 26.0% | — | ||
| Q1 25 | 26.3% | — | ||
| Q4 24 | 26.6% | — | ||
| Q3 24 | 26.1% | — | ||
| Q2 24 | 25.8% | — | ||
| Q1 24 | 24.0% | — |
| Q4 25 | 19.9% | -35.0% | ||
| Q3 25 | 19.6% | -0.2% | ||
| Q2 25 | 20.2% | 6.0% | ||
| Q1 25 | 20.3% | 5.0% | ||
| Q4 24 | 22.0% | 4.0% | ||
| Q3 24 | 19.9% | 6.9% | ||
| Q2 24 | 19.5% | 3.5% | ||
| Q1 24 | 17.9% | 4.2% |
| Q4 25 | $1.73 | $-12.00 | ||
| Q3 25 | $1.60 | $-0.07 | ||
| Q2 25 | $1.55 | $1.77 | ||
| Q1 25 | $1.52 | $1.46 | ||
| Q4 24 | $1.67 | $1.29 | ||
| Q3 24 | $1.47 | $2.12 | ||
| Q2 24 | $1.45 | $0.98 | ||
| Q1 24 | $1.34 | $1.22 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $458.0M | $406.0M |
| Total DebtLower is stronger | $2.3B | — |
| Stockholders' EquityBook value | $10.6B | $2.0B |
| Total Assets | $16.1B | $9.8B |
| Debt / EquityLower = less leverage | 0.21× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $458.0M | $406.0M | ||
| Q3 25 | $439.2M | $474.0M | ||
| Q2 25 | $619.7M | $205.0M | ||
| Q1 25 | $399.0M | $196.0M | ||
| Q4 24 | $374.0M | $197.0M | ||
| Q3 24 | $396.3M | $197.0M | ||
| Q2 24 | $396.6M | $206.0M | ||
| Q1 24 | $373.8M | $237.0M |
| Q4 25 | $2.3B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $10.6B | $2.0B | ||
| Q3 25 | $10.5B | $2.5B | ||
| Q2 25 | $10.4B | $2.5B | ||
| Q1 25 | $10.0B | $2.4B | ||
| Q4 24 | $9.7B | $2.4B | ||
| Q3 24 | $9.6B | $2.4B | ||
| Q2 24 | $9.3B | $2.4B | ||
| Q1 24 | $9.0B | $2.4B |
| Q4 25 | $16.1B | $9.8B | ||
| Q3 25 | $16.2B | $10.1B | ||
| Q2 25 | $15.3B | $9.9B | ||
| Q1 25 | $14.9B | $9.9B | ||
| Q4 24 | $14.6B | $9.8B | ||
| Q3 24 | $14.8B | $9.7B | ||
| Q2 24 | $14.8B | $9.6B | ||
| Q1 24 | $14.9B | $9.9B |
| Q4 25 | 0.21× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.22× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $584.3M | $6.0M |
| Free Cash FlowOCF − Capex | $527.3M | $-6.0M |
| FCF MarginFCF / Revenue | 26.4% | -0.5% |
| Capex IntensityCapex / Revenue | 2.9% | 1.0% |
| Cash ConversionOCF / Net Profit | 1.47× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.7B | $-29.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $584.3M | $6.0M | ||
| Q3 25 | $440.9M | $62.0M | ||
| Q2 25 | $359.1M | $-48.0M | ||
| Q1 25 | $417.5M | $8.0M | ||
| Q4 24 | $550.0M | $100.0M | ||
| Q3 24 | $487.2M | $72.0M | ||
| Q2 24 | $381.4M | $30.0M | ||
| Q1 24 | $410.2M | $3.0M |
| Q4 25 | $527.3M | $-6.0M | ||
| Q3 25 | $420.0M | $51.0M | ||
| Q2 25 | $329.8M | $-68.0M | ||
| Q1 25 | $394.5M | $-6.0M | ||
| Q4 24 | $498.3M | $86.0M | ||
| Q3 24 | $460.9M | $58.0M | ||
| Q2 24 | $360.0M | $17.0M | ||
| Q1 24 | $382.6M | $-13.0M |
| Q4 25 | 26.4% | -0.5% | ||
| Q3 25 | 22.2% | 4.3% | ||
| Q2 25 | 18.5% | -5.9% | ||
| Q1 25 | 22.8% | -0.5% | ||
| Q4 24 | 28.3% | 6.9% | ||
| Q3 24 | 27.0% | 4.8% | ||
| Q2 24 | 20.8% | 1.6% | ||
| Q1 24 | 22.0% | -1.2% |
| Q4 25 | 2.9% | 1.0% | ||
| Q3 25 | 1.1% | 0.9% | ||
| Q2 25 | 1.6% | 1.7% | ||
| Q1 25 | 1.3% | 1.3% | ||
| Q4 24 | 2.9% | 1.1% | ||
| Q3 24 | 1.5% | 1.1% | ||
| Q2 24 | 1.2% | 1.2% | ||
| Q1 24 | 1.6% | 1.4% |
| Q4 25 | 1.47× | — | ||
| Q3 25 | 1.19× | — | ||
| Q2 25 | 1.00× | -0.70× | ||
| Q1 25 | 1.19× | 0.14× | ||
| Q4 24 | 1.42× | 2.00× | ||
| Q3 24 | 1.43× | 0.86× | ||
| Q2 24 | 1.13× | 0.81× | ||
| Q1 24 | 1.32× | 0.06× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AME
| Transferred At Point In Time | $1.1B | 54% |
| Electronic Instruments Group | $620.1M | 31% |
| Transferred Over Time | $294.6M | 15% |
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% |
