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Side-by-side financial comparison of BRINKS CO (BCO) and MARRIOTT VACATIONS WORLDWIDE Corp (VAC). Click either name above to swap in a different company.

BRINKS CO is the larger business by last-quarter revenue ($1.4B vs $1.2B, roughly 1.1× MARRIOTT VACATIONS WORLDWIDE Corp). BRINKS CO runs the higher net margin — 4.9% vs -35.0%, a 40.0% gap on every dollar of revenue. On growth, BRINKS CO posted the faster year-over-year revenue change (9.1% vs -0.7%). Over the past eight quarters, BRINKS CO's revenue compounded faster (5.6% CAGR vs 5.2%).

The Brink's Company is an American cash handling company, headquartered in Richmond, Virginia. Its operations include cash-in-transit, ATM replenishment & maintenance, and cash management & payment services, such as vault outsourcing, money processing, intelligent safe services, and international transportation of valuables.

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...

BCO vs VAC — Head-to-Head

Bigger by revenue
BCO
BCO
1.1× larger
BCO
$1.4B
$1.2B
VAC
Growing faster (revenue YoY)
BCO
BCO
+9.8% gap
BCO
9.1%
-0.7%
VAC
Higher net margin
BCO
BCO
40.0% more per $
BCO
4.9%
-35.0%
VAC
Faster 2-yr revenue CAGR
BCO
BCO
Annualised
BCO
5.6%
5.2%
VAC

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
BCO
BCO
VAC
VAC
Revenue
$1.4B
$1.2B
Net Profit
$68.1M
$-431.0M
Gross Margin
27.7%
Operating Margin
13.1%
Net Margin
4.9%
-35.0%
Revenue YoY
9.1%
-0.7%
Net Profit YoY
76.9%
-962.0%
EPS (diluted)
$1.62
$-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.

Revenue
BCO
BCO
VAC
VAC
Q4 25
$1.4B
$1.2B
Q3 25
$1.3B
$1.2B
Q2 25
$1.3B
$1.2B
Q1 25
$1.2B
$1.1B
Q4 24
$1.3B
$1.2B
Q3 24
$1.3B
$1.2B
Q2 24
$1.3B
$1.1B
Q1 24
$1.2B
$1.1B
Net Profit
BCO
BCO
VAC
VAC
Q4 25
$68.1M
$-431.0M
Q3 25
$36.3M
$-2.0M
Q2 25
$43.7M
$69.0M
Q1 25
$51.6M
$56.0M
Q4 24
$38.5M
$50.0M
Q3 24
$28.9M
$84.0M
Q2 24
$46.2M
$37.0M
Q1 24
$49.3M
$47.0M
Gross Margin
BCO
BCO
VAC
VAC
Q4 25
27.7%
Q3 25
25.8%
Q2 25
24.9%
Q1 25
24.6%
Q4 24
26.1%
Q3 24
25.0%
Q2 24
25.2%
Q1 24
25.0%
Operating Margin
BCO
BCO
VAC
VAC
Q4 25
13.1%
Q3 25
11.4%
Q2 25
10.3%
Q1 25
9.6%
Q4 24
8.3%
Q3 24
8.9%
Q2 24
9.3%
Q1 24
9.8%
Net Margin
BCO
BCO
VAC
VAC
Q4 25
4.9%
-35.0%
Q3 25
2.7%
-0.2%
Q2 25
3.4%
6.0%
Q1 25
4.1%
5.0%
Q4 24
3.0%
4.0%
Q3 24
2.3%
6.9%
Q2 24
3.7%
3.5%
Q1 24
4.0%
4.2%
EPS (diluted)
BCO
BCO
VAC
VAC
Q4 25
$1.62
$-12.00
Q3 25
$0.86
$-0.07
Q2 25
$1.03
$1.77
Q1 25
$1.18
$1.46
Q4 24
$0.87
$1.29
Q3 24
$0.65
$2.12
Q2 24
$1.02
$0.98
Q1 24
$1.09
$1.22

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
BCO
BCO
VAC
VAC
Cash + ST InvestmentsLiquidity on hand
$1.7B
$406.0M
Total DebtLower is stronger
$4.0B
Stockholders' EquityBook value
$277.7M
$2.0B
Total Assets
$7.3B
$9.8B
Debt / EquityLower = less leverage
14.31×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
BCO
BCO
VAC
VAC
Q4 25
$1.7B
$406.0M
Q3 25
$1.3B
$474.0M
Q2 25
$1.4B
$205.0M
Q1 25
$1.2B
$196.0M
Q4 24
$1.4B
$197.0M
Q3 24
$1.2B
$197.0M
Q2 24
$1.2B
$206.0M
Q1 24
$1.1B
$237.0M
Total Debt
BCO
BCO
VAC
VAC
Q4 25
$4.0B
Q3 25
$3.8B
Q2 25
$3.9B
Q1 25
$3.7B
Q4 24
$3.7B
Q3 24
$3.7B
Q2 24
$3.6B
Q1 24
$3.4B
Stockholders' Equity
BCO
BCO
VAC
VAC
Q4 25
$277.7M
$2.0B
Q3 25
$268.5M
$2.5B
Q2 25
$254.6M
$2.5B
Q1 25
$205.8M
$2.4B
Q4 24
$184.9M
$2.4B
Q3 24
$277.1M
$2.4B
Q2 24
$320.5M
$2.4B
Q1 24
$396.4M
$2.4B
Total Assets
BCO
BCO
VAC
VAC
Q4 25
$7.3B
$9.8B
Q3 25
$7.0B
$10.1B
Q2 25
$7.1B
$9.9B
Q1 25
$6.6B
$9.9B
Q4 24
$6.6B
$9.8B
Q3 24
$6.7B
$9.7B
Q2 24
$6.6B
$9.6B
Q1 24
$6.7B
$9.9B
Debt / Equity
BCO
BCO
VAC
VAC
Q4 25
14.31×
Q3 25
14.05×
Q2 25
15.48×
Q1 25
18.19×
Q4 24
20.26×
Q3 24
13.39×
Q2 24
11.26×
Q1 24
8.67×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
BCO
BCO
VAC
VAC
Operating Cash FlowLast quarter
$6.0M
Free Cash FlowOCF − Capex
$-6.0M
FCF MarginFCF / Revenue
-0.5%
Capex IntensityCapex / Revenue
3.5%
1.0%
Cash ConversionOCF / Net Profit
TTM Free Cash FlowTrailing 4 quarters
$-29.0M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
BCO
BCO
VAC
VAC
Q4 25
$6.0M
Q3 25
$122.1M
$62.0M
Q2 25
$-48.0M
Q1 25
$-60.2M
$8.0M
Q4 24
$369.8M
$100.0M
Q3 24
$58.4M
$72.0M
Q2 24
$-66.1M
$30.0M
Q1 24
$63.9M
$3.0M
Free Cash Flow
BCO
BCO
VAC
VAC
Q4 25
$-6.0M
Q3 25
$77.4M
$51.0M
Q2 25
$-68.0M
Q1 25
$-119.1M
$-6.0M
Q4 24
$307.2M
$86.0M
Q3 24
$7.4M
$58.0M
Q2 24
$-122.8M
$17.0M
Q1 24
$11.7M
$-13.0M
FCF Margin
BCO
BCO
VAC
VAC
Q4 25
-0.5%
Q3 25
5.8%
4.3%
Q2 25
-5.9%
Q1 25
-9.6%
-0.5%
Q4 24
24.3%
6.9%
Q3 24
0.6%
4.8%
Q2 24
-9.8%
1.6%
Q1 24
0.9%
-1.2%
Capex Intensity
BCO
BCO
VAC
VAC
Q4 25
3.5%
1.0%
Q3 25
3.3%
0.9%
Q2 25
4.0%
1.7%
Q1 25
4.7%
1.3%
Q4 24
5.0%
1.1%
Q3 24
4.1%
1.1%
Q2 24
4.5%
1.2%
Q1 24
4.2%
1.4%
Cash Conversion
BCO
BCO
VAC
VAC
Q4 25
Q3 25
3.36×
Q2 25
-0.70×
Q1 25
-1.17×
0.14×
Q4 24
9.61×
2.00×
Q3 24
2.02×
0.86×
Q2 24
-1.43×
0.81×
Q1 24
1.30×
0.06×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

BCO
BCO

Segment breakdown not available.

VAC
VAC

Cost Reimbursement$467.0M38%
Time Share$381.0M31%
Management And Exchange$212.0M17%
Ancillary Revenues$64.0M5%
Management Service$55.0M4%
Service Other$36.0M3%

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