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Side-by-side financial comparison of Element Solutions Inc (ESI) 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 $840.0M, roughly 1.5× Element Solutions Inc). Element Solutions Inc runs the higher net margin — 6.7% vs -35.0%, a 41.7% gap on every dollar of revenue. On growth, Element Solutions Inc posted the faster year-over-year revenue change (41.0% vs -0.7%). MARRIOTT VACATIONS WORLDWIDE Corp produced more free cash flow last quarter ($-6.0M vs $-74.2M). Over the past eight quarters, Element Solutions Inc's revenue compounded faster (17.1% CAGR vs 5.2%).
Element Solutions Inc is an American specialty chemicals production corporation listed on the New York Stock Exchange.
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...
ESI vs VAC — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $840.0M | $1.2B |
| Net Profit | $56.0M | $-431.0M |
| Gross Margin | 38.4% | — |
| Operating Margin | 13.3% | — |
| Net Margin | 6.7% | -35.0% |
| Revenue YoY | 41.0% | -0.7% |
| Net Profit YoY | -43.0% | -962.0% |
| EPS (diluted) | $0.23 | $-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 | $840.0M | — | ||
| Q4 25 | $676.2M | $1.2B | ||
| Q3 25 | $656.1M | $1.2B | ||
| Q2 25 | $625.2M | $1.2B | ||
| Q1 25 | $593.7M | $1.1B | ||
| Q4 24 | $624.2M | $1.2B | ||
| Q3 24 | $645.0M | $1.2B | ||
| Q2 24 | $612.7M | $1.1B |
| Q1 26 | $56.0M | — | ||
| Q4 25 | $6.2M | $-431.0M | ||
| Q3 25 | $39.3M | $-2.0M | ||
| Q2 25 | $47.4M | $69.0M | ||
| Q1 25 | $98.0M | $56.0M | ||
| Q4 24 | $54.7M | $50.0M | ||
| Q3 24 | $40.3M | $84.0M | ||
| Q2 24 | $93.2M | $37.0M |
| Q1 26 | 38.4% | — | ||
| Q4 25 | 40.9% | — | ||
| Q3 25 | 42.2% | — | ||
| Q2 25 | 42.6% | — | ||
| Q1 25 | 42.2% | — | ||
| Q4 24 | 41.0% | — | ||
| Q3 24 | 41.5% | — | ||
| Q2 24 | 43.6% | — |
| Q1 26 | 13.3% | — | ||
| Q4 25 | 10.3% | — | ||
| Q3 25 | 15.4% | — | ||
| Q2 25 | 15.1% | — | ||
| Q1 25 | 13.0% | — | ||
| Q4 24 | 12.0% | — | ||
| Q3 24 | 14.7% | — | ||
| Q2 24 | 15.7% | — |
| Q1 26 | 6.7% | — | ||
| Q4 25 | 0.9% | -35.0% | ||
| Q3 25 | 6.0% | -0.2% | ||
| Q2 25 | 7.6% | 6.0% | ||
| Q1 25 | 16.5% | 5.0% | ||
| Q4 24 | 8.8% | 4.0% | ||
| Q3 24 | 6.2% | 6.9% | ||
| Q2 24 | 15.2% | 3.5% |
| Q1 26 | $0.23 | — | ||
| Q4 25 | $0.03 | $-12.00 | ||
| Q3 25 | $0.16 | $-0.07 | ||
| Q2 25 | $0.20 | $1.77 | ||
| Q1 25 | $0.40 | $1.46 | ||
| Q4 24 | $0.22 | $1.29 | ||
| Q3 24 | $0.17 | $2.12 | ||
| Q2 24 | $0.39 | $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 | $177.3M | $406.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.7B | $2.0B |
| Total Assets | $5.7B | $9.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $177.3M | — | ||
| Q4 25 | $626.5M | $406.0M | ||
| Q3 25 | $594.3M | $474.0M | ||
| Q2 25 | $529.9M | $205.0M | ||
| Q1 25 | $499.2M | $196.0M | ||
| Q4 24 | $359.4M | $197.0M | ||
| Q3 24 | $376.0M | $197.0M | ||
| Q2 24 | $309.3M | $206.0M |
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.6B | — | ||
| Q2 25 | $1.6B | — | ||
| Q1 25 | $1.6B | — | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | $1.9B | — | ||
| Q2 24 | $1.9B | — |
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $2.0B | ||
| Q3 25 | $2.7B | $2.5B | ||
| Q2 25 | $2.6B | $2.5B | ||
| Q1 25 | $2.5B | $2.4B | ||
| Q4 24 | $2.4B | $2.4B | ||
| Q3 24 | $2.4B | $2.4B | ||
| Q2 24 | $2.4B | $2.4B |
| Q1 26 | $5.7B | — | ||
| Q4 25 | $5.1B | $9.8B | ||
| Q3 25 | $5.0B | $10.1B | ||
| Q2 25 | $5.0B | $9.9B | ||
| Q1 25 | $4.8B | $9.9B | ||
| Q4 24 | $4.9B | $9.8B | ||
| Q3 24 | $5.1B | $9.7B | ||
| Q2 24 | $5.0B | $9.6B |
| Q1 26 | — | — | ||
| Q4 25 | 0.61× | — | ||
| Q3 25 | 0.61× | — | ||
| Q2 25 | 0.62× | — | ||
| Q1 25 | 0.64× | — | ||
| Q4 24 | 0.76× | — | ||
| Q3 24 | 0.78× | — | ||
| Q2 24 | 0.81× | — |
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 | — | $6.0M |
| Free Cash FlowOCF − Capex | $-74.2M | $-6.0M |
| FCF MarginFCF / Revenue | -8.8% | -0.5% |
| Capex IntensityCapex / Revenue | 3.0% | 1.0% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-29.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $6.0M | ||
| Q3 25 | $100.1M | $62.0M | ||
| Q2 25 | — | $-48.0M | ||
| Q1 25 | $26.0M | $8.0M | ||
| Q4 24 | — | $100.0M | ||
| Q3 24 | $98.5M | $72.0M | ||
| Q2 24 | — | $30.0M |
| Q1 26 | $-74.2M | — | ||
| Q4 25 | — | $-6.0M | ||
| Q3 25 | $83.6M | $51.0M | ||
| Q2 25 | — | $-68.0M | ||
| Q1 25 | $15.0M | $-6.0M | ||
| Q4 24 | — | $86.0M | ||
| Q3 24 | $85.9M | $58.0M | ||
| Q2 24 | — | $17.0M |
| Q1 26 | -8.8% | — | ||
| Q4 25 | — | -0.5% | ||
| Q3 25 | 12.7% | 4.3% | ||
| Q2 25 | — | -5.9% | ||
| Q1 25 | 2.5% | -0.5% | ||
| Q4 24 | — | 6.9% | ||
| Q3 24 | 13.3% | 4.8% | ||
| Q2 24 | — | 1.6% |
| Q1 26 | 3.0% | — | ||
| Q4 25 | 2.5% | 1.0% | ||
| Q3 25 | 2.5% | 0.9% | ||
| Q2 25 | 2.8% | 1.7% | ||
| Q1 25 | 1.9% | 1.3% | ||
| Q4 24 | 3.6% | 1.1% | ||
| Q3 24 | 2.0% | 1.1% | ||
| Q2 24 | 2.4% | 1.2% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 2.55× | — | ||
| Q2 25 | — | -0.70× | ||
| Q1 25 | 0.27× | 0.14× | ||
| Q4 24 | — | 2.00× | ||
| Q3 24 | 2.44× | 0.86× | ||
| Q2 24 | — | 0.81× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ESI
| Electronics ex-Metals | $377.8M | 45% |
| Pass-through Metals | $255.7M | 30% |
| Other | $206.5M | 25% |
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% |
