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Side-by-side financial comparison of Monolithic Power Systems (MPWR) 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 $751.2M, roughly 1.6× Monolithic Power Systems). Monolithic Power Systems runs the higher net margin — 22.9% vs -35.0%, a 57.9% gap on every dollar of revenue. On growth, Monolithic Power Systems posted the faster year-over-year revenue change (20.8% vs -0.7%). Monolithic Power Systems produced more free cash flow last quarter ($63.9M vs $-6.0M). Over the past eight quarters, Monolithic Power Systems's revenue compounded faster (28.1% CAGR vs 5.2%).
Monolithic Power Systems, Inc. is an American, publicly traded company headquartered in Kirkland, Washington. It operates in more than 15 locations 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...
MPWR vs VAC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $751.2M | $1.2B |
| Net Profit | $171.7M | $-431.0M |
| Gross Margin | 55.2% | — |
| Operating Margin | 26.6% | — |
| Net Margin | 22.9% | -35.0% |
| Revenue YoY | 20.8% | -0.7% |
| Net Profit YoY | -86.3% | -962.0% |
| EPS (diluted) | $3.50 | $-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 | $751.2M | $1.2B | ||
| Q3 25 | $737.2M | $1.2B | ||
| Q2 25 | $664.6M | $1.2B | ||
| Q1 25 | $637.6M | $1.1B | ||
| Q4 24 | $621.7M | $1.2B | ||
| Q3 24 | $620.1M | $1.2B | ||
| Q2 24 | $507.4M | $1.1B | ||
| Q1 24 | $457.9M | $1.1B |
| Q4 25 | $171.7M | $-431.0M | ||
| Q3 25 | $179.8M | $-2.0M | ||
| Q2 25 | $135.0M | $69.0M | ||
| Q1 25 | $135.1M | $56.0M | ||
| Q4 24 | $1.3B | $50.0M | ||
| Q3 24 | $144.4M | $84.0M | ||
| Q2 24 | $100.4M | $37.0M | ||
| Q1 24 | $92.5M | $47.0M |
| Q4 25 | 55.2% | — | ||
| Q3 25 | 55.1% | — | ||
| Q2 25 | 55.1% | — | ||
| Q1 25 | 55.4% | — | ||
| Q4 24 | 55.4% | — | ||
| Q3 24 | 55.4% | — | ||
| Q2 24 | 55.3% | — | ||
| Q1 24 | 55.1% | — |
| Q4 25 | 26.6% | — | ||
| Q3 25 | 26.5% | — | ||
| Q2 25 | 24.8% | — | ||
| Q1 25 | 26.5% | — | ||
| Q4 24 | 26.3% | — | ||
| Q3 24 | 26.5% | — | ||
| Q2 24 | 23.0% | — | ||
| Q1 24 | 20.9% | — |
| Q4 25 | 22.9% | -35.0% | ||
| Q3 25 | 24.4% | -0.2% | ||
| Q2 25 | 20.3% | 6.0% | ||
| Q1 25 | 21.2% | 5.0% | ||
| Q4 24 | 201.8% | 4.0% | ||
| Q3 24 | 23.3% | 6.9% | ||
| Q2 24 | 19.8% | 3.5% | ||
| Q1 24 | 20.2% | 4.2% |
| Q4 25 | $3.50 | $-12.00 | ||
| Q3 25 | $3.74 | $-0.07 | ||
| Q2 25 | $2.81 | $1.77 | ||
| Q1 25 | $2.81 | $1.46 | ||
| Q4 24 | $25.71 | $1.29 | ||
| Q3 24 | $2.95 | $2.12 | ||
| Q2 24 | $2.05 | $0.98 | ||
| Q1 24 | $1.89 | $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 | $1.3B | $406.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.5B | $2.0B |
| Total Assets | $4.2B | $9.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.3B | $406.0M | ||
| Q3 25 | $1.3B | $474.0M | ||
| Q2 25 | $1.1B | $205.0M | ||
| Q1 25 | $1.0B | $196.0M | ||
| Q4 24 | $862.9M | $197.0M | ||
| Q3 24 | $1.5B | $197.0M | ||
| Q2 24 | $1.3B | $206.0M | ||
| Q1 24 | $1.3B | $237.0M |
| Q4 25 | $3.5B | $2.0B | ||
| Q3 25 | $3.4B | $2.5B | ||
| Q2 25 | $3.2B | $2.5B | ||
| Q1 25 | $3.1B | $2.4B | ||
| Q4 24 | $3.0B | $2.4B | ||
| Q3 24 | $2.4B | $2.4B | ||
| Q2 24 | $2.2B | $2.4B | ||
| Q1 24 | $2.1B | $2.4B |
| Q4 25 | $4.2B | $9.8B | ||
| Q3 25 | $4.1B | $10.1B | ||
| Q2 25 | $3.9B | $9.9B | ||
| Q1 25 | $3.7B | $9.9B | ||
| Q4 24 | $3.5B | $9.8B | ||
| Q3 24 | $2.9B | $9.7B | ||
| Q2 24 | $2.6B | $9.6B | ||
| Q1 24 | $2.6B | $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 | $104.9M | $6.0M |
| Free Cash FlowOCF − Capex | $63.9M | $-6.0M |
| FCF MarginFCF / Revenue | 8.5% | -0.5% |
| Capex IntensityCapex / Revenue | 5.5% | 1.0% |
| Cash ConversionOCF / Net Profit | 0.61× | — |
| TTM Free Cash FlowTrailing 4 quarters | $666.2M | $-29.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $104.9M | $6.0M | ||
| Q3 25 | $239.3M | $62.0M | ||
| Q2 25 | $237.6M | $-48.0M | ||
| Q1 25 | $256.4M | $8.0M | ||
| Q4 24 | $167.7M | $100.0M | ||
| Q3 24 | $231.7M | $72.0M | ||
| Q2 24 | $141.0M | $30.0M | ||
| Q1 24 | $248.1M | $3.0M |
| Q4 25 | $63.9M | $-6.0M | ||
| Q3 25 | $196.8M | $51.0M | ||
| Q2 25 | $189.5M | $-68.0M | ||
| Q1 25 | $216.0M | $-6.0M | ||
| Q4 24 | $102.9M | $86.0M | ||
| Q3 24 | $197.9M | $58.0M | ||
| Q2 24 | $109.5M | $17.0M | ||
| Q1 24 | $232.1M | $-13.0M |
| Q4 25 | 8.5% | -0.5% | ||
| Q3 25 | 26.7% | 4.3% | ||
| Q2 25 | 28.5% | -5.9% | ||
| Q1 25 | 33.9% | -0.5% | ||
| Q4 24 | 16.5% | 6.9% | ||
| Q3 24 | 31.9% | 4.8% | ||
| Q2 24 | 21.6% | 1.6% | ||
| Q1 24 | 50.7% | -1.2% |
| Q4 25 | 5.5% | 1.0% | ||
| Q3 25 | 5.8% | 0.9% | ||
| Q2 25 | 7.2% | 1.7% | ||
| Q1 25 | 6.3% | 1.3% | ||
| Q4 24 | 10.4% | 1.1% | ||
| Q3 24 | 5.5% | 1.1% | ||
| Q2 24 | 6.2% | 1.2% | ||
| Q1 24 | 3.5% | 1.4% |
| Q4 25 | 0.61× | — | ||
| Q3 25 | 1.33× | — | ||
| Q2 25 | 1.76× | -0.70× | ||
| Q1 25 | 1.90× | 0.14× | ||
| Q4 24 | 0.13× | 2.00× | ||
| Q3 24 | 1.60× | 0.86× | ||
| Q2 24 | 1.40× | 0.81× | ||
| Q1 24 | 2.68× | 0.06× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
MPWR
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% |
