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Side-by-side financial comparison of CONSTELLIUM SE (CSTM) and MARRIOTT VACATIONS WORLDWIDE Corp (VAC). Click either name above to swap in a different company.
CONSTELLIUM SE is the larger business by last-quarter revenue ($2.2B vs $1.2B, roughly 1.8× MARRIOTT VACATIONS WORLDWIDE Corp). CONSTELLIUM SE runs the higher net margin — 5.1% vs -35.0%, a 40.1% gap on every dollar of revenue. CONSTELLIUM SE produced more free cash flow last quarter ($109.0M vs $-6.0M).
Constellium SE is an American-Swiss, French-based global manufacturer of aluminium rolled products, extruded products, and structural parts based on a large variety of advanced alloys. Constellium's C-TEC research center has been credited for advancing technology in the field of advanced aluminium alloy. Constellium primarily serves the aerospace, automotive, and packaging sectors. Large clients include Mercedes-Benz, Audi, BMW, Fiat Chrysler Automotive, Ford, Airbus, Boeing, and Bombardier.
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...
CSTM vs VAC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $2.2B | $1.2B |
| Net Profit | $112.0M | $-431.0M |
| Gross Margin | — | — |
| Operating Margin | 7.5% | — |
| Net Margin | 5.1% | -35.0% |
| Revenue YoY | — | -0.7% |
| Net Profit YoY | — | -962.0% |
| EPS (diluted) | $0.79 | $-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 | $2.2B | $1.2B | ||
| Q3 25 | $2.2B | $1.2B | ||
| Q2 25 | $2.1B | $1.2B | ||
| Q1 25 | $2.0B | $1.1B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | $1.9B | $1.1B | ||
| Q1 24 | — | $1.1B |
| Q4 25 | $112.0M | $-431.0M | ||
| Q3 25 | $88.0M | $-2.0M | ||
| Q2 25 | $36.0M | $69.0M | ||
| Q1 25 | $37.0M | $56.0M | ||
| Q4 24 | — | $50.0M | ||
| Q3 24 | — | $84.0M | ||
| Q2 24 | $76.0M | $37.0M | ||
| Q1 24 | — | $47.0M |
| Q4 25 | 7.5% | — | ||
| Q3 25 | 5.8% | — | ||
| Q2 25 | 2.7% | — | ||
| Q1 25 | 3.1% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 5.4% | — | ||
| Q1 24 | — | — |
| Q4 25 | 5.1% | -35.0% | ||
| Q3 25 | 4.1% | -0.2% | ||
| Q2 25 | 1.7% | 6.0% | ||
| Q1 25 | 1.9% | 5.0% | ||
| Q4 24 | — | 4.0% | ||
| Q3 24 | — | 6.9% | ||
| Q2 24 | 3.9% | 3.5% | ||
| Q1 24 | — | 4.2% |
| Q4 25 | $0.79 | $-12.00 | ||
| Q3 25 | $0.62 | $-0.07 | ||
| Q2 25 | $0.25 | $1.77 | ||
| Q1 25 | $0.26 | $1.46 | ||
| Q4 24 | — | $1.29 | ||
| Q3 24 | — | $2.12 | ||
| Q2 24 | $0.51 | $0.98 | ||
| Q1 24 | — | $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 | $120.0M | $406.0M |
| Total DebtLower is stronger | $1.9B | — |
| Stockholders' EquityBook value | $952.0M | $2.0B |
| Total Assets | $5.4B | $9.8B |
| Debt / EquityLower = less leverage | 2.00× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $120.0M | $406.0M | ||
| Q3 25 | $122.0M | $474.0M | ||
| Q2 25 | $133.0M | $205.0M | ||
| Q1 25 | $118.0M | $196.0M | ||
| Q4 24 | — | $197.0M | ||
| Q3 24 | — | $197.0M | ||
| Q2 24 | — | $206.0M | ||
| Q1 24 | — | $237.0M |
| Q4 25 | $1.9B | — | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | $2.0B | — | ||
| Q1 25 | $1.9B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $952.0M | $2.0B | ||
| Q3 25 | $845.0M | $2.5B | ||
| Q2 25 | $780.0M | $2.5B | ||
| Q1 25 | $745.0M | $2.4B | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | — | $2.4B | ||
| Q2 24 | $796.0M | $2.4B | ||
| Q1 24 | — | $2.4B |
| Q4 25 | $5.4B | $9.8B | ||
| Q3 25 | $5.4B | $10.1B | ||
| Q2 25 | $5.4B | $9.9B | ||
| Q1 25 | $5.2B | $9.9B | ||
| Q4 24 | — | $9.8B | ||
| Q3 24 | — | $9.7B | ||
| Q2 24 | — | $9.6B | ||
| Q1 24 | — | $9.9B |
| Q4 25 | 2.00× | — | ||
| Q3 25 | 2.34× | — | ||
| Q2 25 | 2.53× | — | ||
| Q1 25 | 2.56× | — | ||
| Q4 24 | — | — | ||
| 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 | $218.0M | $6.0M |
| Free Cash FlowOCF − Capex | $109.0M | $-6.0M |
| FCF MarginFCF / Revenue | 5.0% | -0.5% |
| Capex IntensityCapex / Revenue | 5.0% | 1.0% |
| Cash ConversionOCF / Net Profit | 1.95× | — |
| TTM Free Cash FlowTrailing 4 quarters | $159.0M | $-29.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $218.0M | $6.0M | ||
| Q3 25 | $99.0M | $62.0M | ||
| Q2 25 | $114.0M | $-48.0M | ||
| Q1 25 | $58.0M | $8.0M | ||
| Q4 24 | — | $100.0M | ||
| Q3 24 | — | $72.0M | ||
| Q2 24 | $138.0M | $30.0M | ||
| Q1 24 | — | $3.0M |
| Q4 25 | $109.0M | $-6.0M | ||
| Q3 25 | $24.0M | $51.0M | ||
| Q2 25 | $37.0M | $-68.0M | ||
| Q1 25 | $-11.0M | $-6.0M | ||
| Q4 24 | — | $86.0M | ||
| Q3 24 | — | $58.0M | ||
| Q2 24 | $54.0M | $17.0M | ||
| Q1 24 | — | $-13.0M |
| Q4 25 | 5.0% | -0.5% | ||
| Q3 25 | 1.1% | 4.3% | ||
| Q2 25 | 1.8% | -5.9% | ||
| Q1 25 | -0.6% | -0.5% | ||
| Q4 24 | — | 6.9% | ||
| Q3 24 | — | 4.8% | ||
| Q2 24 | 2.8% | 1.6% | ||
| Q1 24 | — | -1.2% |
| Q4 25 | 5.0% | 1.0% | ||
| Q3 25 | 3.5% | 0.9% | ||
| Q2 25 | 3.7% | 1.7% | ||
| Q1 25 | 3.5% | 1.3% | ||
| Q4 24 | — | 1.1% | ||
| Q3 24 | — | 1.1% | ||
| Q2 24 | 4.3% | 1.2% | ||
| Q1 24 | — | 1.4% |
| Q4 25 | 1.95× | — | ||
| Q3 25 | 1.13× | — | ||
| Q2 25 | 3.17× | -0.70× | ||
| Q1 25 | 1.57× | 0.14× | ||
| Q4 24 | — | 2.00× | ||
| Q3 24 | — | 0.86× | ||
| Q2 24 | 1.82× | 0.81× | ||
| Q1 24 | — | 0.06× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CSTM
| Packaging Rolled Products | $1.0B | 46% |
| Automotive Rolled Products | $318.0M | 14% |
| Aerospace Rolled Products | $270.0M | 12% |
| Transportation Industry Defense And Other Rolled Products | $232.0M | 11% |
| Automotive Extruded Products | $220.0M | 10% |
| Other Extruded Products | $132.0M | 6% |
| Specialty And Other Thin Rolled Products | $22.0M | 1% |
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% |
