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Side-by-side financial comparison of monday.com Ltd. (MNDY) 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 $704.0M, roughly 1.7× monday.com Ltd.). monday.com Ltd. runs the higher net margin — 1.3% vs -35.0%, a 36.3% gap on every dollar of revenue. monday.com Ltd. produced more free cash flow last quarter ($224.6M vs $-6.0M).
Monday.com Ltd. is an Israeli-based cloud-based platform that allows users to create their own applications and project management software. The product was launched in 2014 and in July 2019, the company raised $150 million, based on a $1.9 billion valuation. The company went public in June 2021 and is based in Tel Aviv, Israel.
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...
MNDY vs VAC — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $704.0M | $1.2B |
| Net Profit | $9.4M | $-431.0M |
| Gross Margin | 89.6% | — |
| Operating Margin | -4.4% | — |
| Net Margin | 1.3% | -35.0% |
| Revenue YoY | — | -0.7% |
| Net Profit YoY | — | -962.0% |
| EPS (diluted) | — | $-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 | — | $1.2B | ||
| Q3 25 | $704.0M | $1.2B | ||
| Q2 25 | $453.0M | $1.2B | ||
| Q1 25 | $216.9M | $1.1B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | $527.1M | $1.2B | ||
| Q2 24 | $337.9M | $1.1B | ||
| Q1 24 | $162.3M | $1.1B |
| Q4 25 | — | $-431.0M | ||
| Q3 25 | $9.4M | $-2.0M | ||
| Q2 25 | $21.4M | $69.0M | ||
| Q1 25 | $7.1M | $56.0M | ||
| Q4 24 | — | $50.0M | ||
| Q3 24 | $-14.2M | $84.0M | ||
| Q2 24 | $-21.7M | $37.0M | ||
| Q1 24 | $-14.7M | $47.0M |
| Q4 25 | — | — | ||
| Q3 25 | 89.6% | — | ||
| Q2 25 | 89.6% | — | ||
| Q1 25 | 89.2% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 89.0% | — | ||
| Q2 24 | 89.2% | — | ||
| Q1 24 | 89.5% | — |
| Q4 25 | — | — | ||
| Q3 25 | -4.4% | — | ||
| Q2 25 | -0.7% | — | ||
| Q1 25 | -2.3% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | -7.1% | — | ||
| Q2 24 | -10.3% | — | ||
| Q1 24 | -14.0% | — |
| Q4 25 | — | -35.0% | ||
| Q3 25 | 1.3% | -0.2% | ||
| Q2 25 | 4.7% | 6.0% | ||
| Q1 25 | 3.3% | 5.0% | ||
| Q4 24 | — | 4.0% | ||
| Q3 24 | -2.7% | 6.9% | ||
| Q2 24 | -6.4% | 3.5% | ||
| Q1 24 | -9.0% | 4.2% |
| Q4 25 | — | $-12.00 | ||
| Q3 25 | — | $-0.07 | ||
| Q2 25 | — | $1.77 | ||
| Q1 25 | — | $1.46 | ||
| Q4 24 | — | $1.29 | ||
| Q3 24 | — | $2.12 | ||
| Q2 24 | — | $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 | $1.4B | $406.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.0B | $2.0B |
| Total Assets | $1.7B | $9.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $406.0M | ||
| Q3 25 | $1.4B | $474.0M | ||
| Q2 25 | $1.7B | $205.0M | ||
| Q1 25 | $1.4B | $196.0M | ||
| Q4 24 | — | $197.0M | ||
| Q3 24 | $1.1B | $197.0M | ||
| Q2 24 | $1.3B | $206.0M | ||
| Q1 24 | $1.1B | $237.0M |
| Q4 25 | — | $2.0B | ||
| Q3 25 | $1.0B | $2.5B | ||
| Q2 25 | $1.2B | $2.5B | ||
| Q1 25 | $1.0B | $2.4B | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | $813.5M | $2.4B | ||
| Q2 24 | $910.1M | $2.4B | ||
| Q1 24 | $813.5M | $2.4B |
| Q4 25 | — | $9.8B | ||
| Q3 25 | $1.7B | $10.1B | ||
| Q2 25 | $2.0B | $9.9B | ||
| Q1 25 | $1.7B | $9.9B | ||
| Q4 24 | — | $9.8B | ||
| Q3 24 | $1.3B | $9.7B | ||
| Q2 24 | $1.5B | $9.6B | ||
| Q1 24 | $1.3B | $9.9B |
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 | $234.4M | $6.0M |
| Free Cash FlowOCF − Capex | $224.6M | $-6.0M |
| FCF MarginFCF / Revenue | 31.9% | -0.5% |
| Capex IntensityCapex / Revenue | 1.4% | 1.0% |
| Cash ConversionOCF / Net Profit | 25.02× | — |
| TTM Free Cash FlowTrailing 4 quarters | $608.3M | $-29.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $6.0M | ||
| Q3 25 | $234.4M | $62.0M | ||
| Q2 25 | $147.7M | $-48.0M | ||
| Q1 25 | $92.0M | $8.0M | ||
| Q4 24 | — | $100.0M | ||
| Q3 24 | $156.9M | $72.0M | ||
| Q2 24 | $90.3M | $30.0M | ||
| Q1 24 | $42.7M | $3.0M |
| Q4 25 | — | $-6.0M | ||
| Q3 25 | $224.6M | $51.0M | ||
| Q2 25 | $141.8M | $-68.0M | ||
| Q1 25 | $90.5M | $-6.0M | ||
| Q4 24 | — | $86.0M | ||
| Q3 24 | $151.4M | $58.0M | ||
| Q2 24 | $85.6M | $17.0M | ||
| Q1 24 | $39.2M | $-13.0M |
| Q4 25 | — | -0.5% | ||
| Q3 25 | 31.9% | 4.3% | ||
| Q2 25 | 31.3% | -5.9% | ||
| Q1 25 | 41.7% | -0.5% | ||
| Q4 24 | — | 6.9% | ||
| Q3 24 | 28.7% | 4.8% | ||
| Q2 24 | 25.3% | 1.6% | ||
| Q1 24 | 24.1% | -1.2% |
| Q4 25 | — | 1.0% | ||
| Q3 25 | 1.4% | 0.9% | ||
| Q2 25 | 1.3% | 1.7% | ||
| Q1 25 | 0.7% | 1.3% | ||
| Q4 24 | — | 1.1% | ||
| Q3 24 | 1.0% | 1.1% | ||
| Q2 24 | 1.4% | 1.2% | ||
| Q1 24 | 2.2% | 1.4% |
| Q4 25 | — | — | ||
| Q3 25 | 25.02× | — | ||
| Q2 25 | 6.91× | -0.70× | ||
| Q1 25 | 12.99× | 0.14× | ||
| Q4 24 | — | 2.00× | ||
| Q3 24 | — | 0.86× | ||
| Q2 24 | — | 0.81× | ||
| Q1 24 | — | 0.06× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
MNDY
Segment breakdown not available.
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% |
