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Side-by-side financial comparison of REV Group, Inc. (REVG) 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 $664.4M, roughly 1.9× REV Group, Inc.). REV Group, Inc. runs the higher net margin — 4.3% vs -35.0%, a 39.4% gap on every dollar of revenue. On growth, REV Group, Inc. posted the faster year-over-year revenue change (11.1% vs -0.7%). REV Group, Inc. produced more free cash flow last quarter ($53.7M vs $-6.0M). Over the past eight quarters, REV Group, Inc.'s revenue compounded faster (6.5% CAGR vs 5.2%).
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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...
REVG vs VAC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $664.4M | $1.2B |
| Net Profit | $28.9M | $-431.0M |
| Gross Margin | 15.4% | — |
| Operating Margin | 7.1% | — |
| Net Margin | 4.3% | -35.0% |
| Revenue YoY | 11.1% | -0.7% |
| Net Profit YoY | -30.7% | -962.0% |
| EPS (diluted) | $0.57 | $-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 | $664.4M | $1.2B | ||
| Q3 25 | $644.9M | $1.2B | ||
| Q2 25 | $629.1M | $1.2B | ||
| Q1 25 | $525.1M | $1.1B | ||
| Q4 24 | $597.9M | $1.2B | ||
| Q3 24 | $579.4M | $1.2B | ||
| Q2 24 | $616.9M | $1.1B | ||
| Q1 24 | $586.0M | $1.1B |
| Q4 25 | $28.9M | $-431.0M | ||
| Q3 25 | $29.1M | $-2.0M | ||
| Q2 25 | $19.0M | $69.0M | ||
| Q1 25 | $18.2M | $56.0M | ||
| Q4 24 | $41.7M | $50.0M | ||
| Q3 24 | $18.0M | $84.0M | ||
| Q2 24 | $15.2M | $37.0M | ||
| Q1 24 | $182.7M | $47.0M |
| Q4 25 | 15.4% | — | ||
| Q3 25 | 15.8% | — | ||
| Q2 25 | 15.2% | — | ||
| Q1 25 | 13.3% | — | ||
| Q4 24 | 13.2% | — | ||
| Q3 24 | 13.5% | — | ||
| Q2 24 | 12.5% | — | ||
| Q1 24 | 10.7% | — |
| Q4 25 | 7.1% | — | ||
| Q3 25 | 8.8% | — | ||
| Q2 25 | 7.9% | — | ||
| Q1 25 | 5.3% | — | ||
| Q4 24 | 5.8% | — | ||
| Q3 24 | 4.9% | — | ||
| Q2 24 | 3.7% | — | ||
| Q1 24 | -1.1% | — |
| Q4 25 | 4.3% | -35.0% | ||
| Q3 25 | 4.5% | -0.2% | ||
| Q2 25 | 3.0% | 6.0% | ||
| Q1 25 | 3.5% | 5.0% | ||
| Q4 24 | 7.0% | 4.0% | ||
| Q3 24 | 3.1% | 6.9% | ||
| Q2 24 | 2.5% | 3.5% | ||
| Q1 24 | 31.2% | 4.2% |
| Q4 25 | $0.57 | $-12.00 | ||
| Q3 25 | $0.59 | $-0.07 | ||
| Q2 25 | $0.38 | $1.77 | ||
| Q1 25 | $0.35 | $1.46 | ||
| Q4 24 | $1.03 | $1.29 | ||
| Q3 24 | $0.35 | $2.12 | ||
| Q2 24 | $0.28 | $0.98 | ||
| Q1 24 | $3.06 | $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 | $34.7M | $406.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $416.3M | $2.0B |
| Total Assets | $1.2B | $9.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.7M | $406.0M | ||
| Q3 25 | $36.0M | $474.0M | ||
| Q2 25 | $28.8M | $205.0M | ||
| Q1 25 | $31.6M | $196.0M | ||
| Q4 24 | $24.6M | $197.0M | ||
| Q3 24 | $50.5M | $197.0M | ||
| Q2 24 | $38.2M | $206.0M | ||
| Q1 24 | $87.9M | $237.0M |
| Q4 25 | $416.3M | $2.0B | ||
| Q3 25 | $387.3M | $2.5B | ||
| Q2 25 | $357.8M | $2.5B | ||
| Q1 25 | $428.8M | $2.4B | ||
| Q4 24 | $435.1M | $2.4B | ||
| Q3 24 | $394.6M | $2.4B | ||
| Q2 24 | $379.7M | $2.4B | ||
| Q1 24 | $496.1M | $2.4B |
| Q4 25 | $1.2B | $9.8B | ||
| Q3 25 | $1.2B | $10.1B | ||
| Q2 25 | $1.2B | $9.9B | ||
| Q1 25 | $1.2B | $9.9B | ||
| Q4 24 | $1.2B | $9.8B | ||
| Q3 24 | $1.3B | $9.7B | ||
| Q2 24 | $1.3B | $9.6B | ||
| Q1 24 | $1.4B | $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 | $76.9M | $6.0M |
| Free Cash FlowOCF − Capex | $53.7M | $-6.0M |
| FCF MarginFCF / Revenue | 8.1% | -0.5% |
| Capex IntensityCapex / Revenue | 3.5% | 1.0% |
| Cash ConversionOCF / Net Profit | 2.66× | — |
| TTM Free Cash FlowTrailing 4 quarters | $190.0M | $-29.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $76.9M | $6.0M | ||
| Q3 25 | $60.3M | $62.0M | ||
| Q2 25 | $117.0M | $-48.0M | ||
| Q1 25 | $-13.1M | $8.0M | ||
| Q4 24 | $68.6M | $100.0M | ||
| Q3 24 | $14.4M | $72.0M | ||
| Q2 24 | $40.1M | $30.0M | ||
| Q1 24 | $-69.7M | $3.0M |
| Q4 25 | $53.7M | $-6.0M | ||
| Q3 25 | $48.7M | $51.0M | ||
| Q2 25 | $105.6M | $-68.0M | ||
| Q1 25 | $-18.0M | $-6.0M | ||
| Q4 24 | $63.3M | $86.0M | ||
| Q3 24 | $8.5M | $58.0M | ||
| Q2 24 | $34.2M | $17.0M | ||
| Q1 24 | $-80.2M | $-13.0M |
| Q4 25 | 8.1% | -0.5% | ||
| Q3 25 | 7.6% | 4.3% | ||
| Q2 25 | 16.8% | -5.9% | ||
| Q1 25 | -3.4% | -0.5% | ||
| Q4 24 | 10.6% | 6.9% | ||
| Q3 24 | 1.5% | 4.8% | ||
| Q2 24 | 5.5% | 1.6% | ||
| Q1 24 | -13.7% | -1.2% |
| Q4 25 | 3.5% | 1.0% | ||
| Q3 25 | 1.8% | 0.9% | ||
| Q2 25 | 1.8% | 1.7% | ||
| Q1 25 | 0.9% | 1.3% | ||
| Q4 24 | 0.9% | 1.1% | ||
| Q3 24 | 1.0% | 1.1% | ||
| Q2 24 | 1.0% | 1.2% | ||
| Q1 24 | 1.8% | 1.4% |
| Q4 25 | 2.66× | — | ||
| Q3 25 | 2.07× | — | ||
| Q2 25 | 6.16× | -0.70× | ||
| Q1 25 | -0.72× | 0.14× | ||
| Q4 24 | 1.65× | 2.00× | ||
| Q3 24 | 0.80× | 0.86× | ||
| Q2 24 | 2.64× | 0.81× | ||
| Q1 24 | -0.38× | 0.06× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
REVG
| Specialty Vehicles | $507.4M | 76% |
| Recreational Vehicles | $157.2M | 24% |
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% |
