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Side-by-side financial comparison of Nutanix, Inc. (NTNX) 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 $670.6M, roughly 1.8× Nutanix, Inc.). Nutanix, Inc. runs the higher net margin — 9.3% vs -35.0%, a 44.3% gap on every dollar of revenue. On growth, Nutanix, Inc. posted the faster year-over-year revenue change (13.5% vs -0.7%). Nutanix, Inc. produced more free cash flow last quarter ($174.5M vs $-6.0M). Over the past eight quarters, Nutanix, Inc.'s revenue compounded faster (8.9% CAGR vs 5.2%).
Nutanix, Inc. is an American cloud computing company that sells software for datacenters and hybrid multi-cloud deployments. This includes software for virtualization, Kubernetes, database-as-a-service, software-defined networking, security, as well as software-defined storage for file, object, and block storage.
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...
NTNX vs VAC — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $670.6M | $1.2B |
| Net Profit | $62.1M | $-431.0M |
| Gross Margin | 87.0% | — |
| Operating Margin | 7.4% | — |
| Net Margin | 9.3% | -35.0% |
| Revenue YoY | 13.5% | -0.7% |
| Net Profit YoY | 107.5% | -962.0% |
| EPS (diluted) | $0.21 | $-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 | $670.6M | $1.2B | ||
| Q3 25 | $653.3M | $1.2B | ||
| Q2 25 | $639.0M | $1.2B | ||
| Q1 25 | $654.7M | $1.1B | ||
| Q4 24 | $591.0M | $1.2B | ||
| Q3 24 | $548.0M | $1.2B | ||
| Q2 24 | $524.6M | $1.1B | ||
| Q1 24 | $565.2M | $1.1B |
| Q4 25 | $62.1M | $-431.0M | ||
| Q3 25 | $38.6M | $-2.0M | ||
| Q2 25 | $63.4M | $69.0M | ||
| Q1 25 | $56.4M | $56.0M | ||
| Q4 24 | $29.9M | $50.0M | ||
| Q3 24 | $-126.1M | $84.0M | ||
| Q2 24 | $-15.6M | $37.0M | ||
| Q1 24 | $32.8M | $47.0M |
| Q4 25 | 87.0% | — | ||
| Q3 25 | 87.2% | — | ||
| Q2 25 | 87.0% | — | ||
| Q1 25 | 87.0% | — | ||
| Q4 24 | 86.0% | — | ||
| Q3 24 | 85.2% | — | ||
| Q2 24 | 84.8% | — | ||
| Q1 24 | 85.6% | — |
| Q4 25 | 7.4% | — | ||
| Q3 25 | 4.8% | — | ||
| Q2 25 | 7.6% | — | ||
| Q1 25 | 10.0% | — | ||
| Q4 24 | 4.6% | — | ||
| Q3 24 | -2.2% | — | ||
| Q2 24 | -2.2% | — | ||
| Q1 24 | 6.6% | — |
| Q4 25 | 9.3% | -35.0% | ||
| Q3 25 | 5.9% | -0.2% | ||
| Q2 25 | 9.9% | 6.0% | ||
| Q1 25 | 8.6% | 5.0% | ||
| Q4 24 | 5.1% | 4.0% | ||
| Q3 24 | -23.0% | 6.9% | ||
| Q2 24 | -3.0% | 3.5% | ||
| Q1 24 | 5.8% | 4.2% |
| Q4 25 | $0.21 | $-12.00 | ||
| Q3 25 | $0.14 | $-0.07 | ||
| Q2 25 | $0.22 | $1.77 | ||
| Q1 25 | $0.19 | $1.46 | ||
| Q4 24 | $0.10 | $1.29 | ||
| Q3 24 | $-0.50 | $2.12 | ||
| Q2 24 | $-0.06 | $0.98 | ||
| Q1 24 | $0.12 | $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 | $780.4M | $406.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $-668.6M | $2.0B |
| Total Assets | $3.3B | $9.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $780.4M | $406.0M | ||
| Q3 25 | $769.5M | $474.0M | ||
| Q2 25 | $872.6M | $205.0M | ||
| Q1 25 | $1.1B | $196.0M | ||
| Q4 24 | $716.6M | $197.0M | ||
| Q3 24 | $655.3M | $197.0M | ||
| Q2 24 | $598.0M | $206.0M | ||
| Q1 24 | $679.2M | $237.0M |
| Q4 25 | $-668.6M | $2.0B | ||
| Q3 25 | $-694.5M | $2.5B | ||
| Q2 25 | $-711.4M | $2.5B | ||
| Q1 25 | $-807.7M | $2.4B | ||
| Q4 24 | $-685.3M | $2.4B | ||
| Q3 24 | $-728.1M | $2.4B | ||
| Q2 24 | $-619.5M | $2.4B | ||
| Q1 24 | $-611.7M | $2.4B |
| Q4 25 | $3.3B | $9.8B | ||
| Q3 25 | $3.3B | $10.1B | ||
| Q2 25 | $3.1B | $9.9B | ||
| Q1 25 | $3.0B | $9.9B | ||
| Q4 24 | $2.2B | $9.8B | ||
| Q3 24 | $2.1B | $9.7B | ||
| Q2 24 | $2.8B | $9.6B | ||
| Q1 24 | $2.7B | $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 | $196.8M | $6.0M |
| Free Cash FlowOCF − Capex | $174.5M | $-6.0M |
| FCF MarginFCF / Revenue | 26.0% | -0.5% |
| Capex IntensityCapex / Revenue | 3.3% | 1.0% |
| Cash ConversionOCF / Net Profit | 3.17× | — |
| TTM Free Cash FlowTrailing 4 quarters | $772.8M | $-29.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $196.8M | $6.0M | ||
| Q3 25 | $219.5M | $62.0M | ||
| Q2 25 | $218.5M | $-48.0M | ||
| Q1 25 | $221.7M | $8.0M | ||
| Q4 24 | $161.8M | $100.0M | ||
| Q3 24 | $244.7M | $72.0M | ||
| Q2 24 | $96.4M | $30.0M | ||
| Q1 24 | $186.4M | $3.0M |
| Q4 25 | $174.5M | $-6.0M | ||
| Q3 25 | $207.8M | $51.0M | ||
| Q2 25 | $203.4M | $-68.0M | ||
| Q1 25 | $187.1M | $-6.0M | ||
| Q4 24 | $151.9M | $86.0M | ||
| Q3 24 | $224.3M | $58.0M | ||
| Q2 24 | $78.3M | $17.0M | ||
| Q1 24 | $162.6M | $-13.0M |
| Q4 25 | 26.0% | -0.5% | ||
| Q3 25 | 31.8% | 4.3% | ||
| Q2 25 | 31.8% | -5.9% | ||
| Q1 25 | 28.6% | -0.5% | ||
| Q4 24 | 25.7% | 6.9% | ||
| Q3 24 | 40.9% | 4.8% | ||
| Q2 24 | 14.9% | 1.6% | ||
| Q1 24 | 28.8% | -1.2% |
| Q4 25 | 3.3% | 1.0% | ||
| Q3 25 | 1.8% | 0.9% | ||
| Q2 25 | 2.4% | 1.7% | ||
| Q1 25 | 5.3% | 1.3% | ||
| Q4 24 | 1.7% | 1.1% | ||
| Q3 24 | 3.7% | 1.1% | ||
| Q2 24 | 3.4% | 1.2% | ||
| Q1 24 | 4.2% | 1.4% |
| Q4 25 | 3.17× | — | ||
| Q3 25 | 5.68× | — | ||
| Q2 25 | 3.45× | -0.70× | ||
| Q1 25 | 3.93× | 0.14× | ||
| Q4 24 | 5.41× | 2.00× | ||
| Q3 24 | — | 0.86× | ||
| Q2 24 | — | 0.81× | ||
| Q1 24 | 5.68× | 0.06× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
NTNX
| Services | $335.5M | 50% |
| Subscriptionand Circulation Software Entitlementand Support Subscription | $320.8M | 48% |
| Other | $14.3M | 2% |
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% |
