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Side-by-side financial comparison of Rithm Capital Corp. (RITM) 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 $828.2M, roughly 1.5× Rithm Capital Corp.). Rithm Capital Corp. runs the higher net margin — 13.2% vs -35.0%, a 48.2% gap on every dollar of revenue. On growth, Rithm Capital Corp. posted the faster year-over-year revenue change (508.5% vs -0.7%). Over the past eight quarters, MARRIOTT VACATIONS WORLDWIDE Corp's revenue compounded faster (5.2% CAGR vs -17.9%).
Rithm Capital Corp. (Rithm) is an American investment management company headquartered in New York that focuses on real estate and alternative investments.
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...
RITM vs VAC — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $828.2M | $1.2B |
| Net Profit | $109.5M | $-431.0M |
| Gross Margin | — | — |
| Operating Margin | 29.9% | — |
| Net Margin | 13.2% | -35.0% |
| Revenue YoY | 508.5% | -0.7% |
| Net Profit YoY | 27.7% | -962.0% |
| EPS (diluted) | $0.12 | $-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 | $828.2M | — | ||
| Q4 25 | $1.5B | $1.2B | ||
| Q3 25 | $1.1B | $1.2B | ||
| Q2 25 | $1.2B | $1.2B | ||
| Q1 25 | $768.4M | $1.1B | ||
| Q4 24 | $2.1B | $1.2B | ||
| Q3 24 | $619.5M | $1.2B | ||
| Q2 24 | $1.2B | $1.1B |
| Q1 26 | $109.5M | — | ||
| Q4 25 | $85.0M | $-431.0M | ||
| Q3 25 | $221.5M | $-2.0M | ||
| Q2 25 | $311.7M | $69.0M | ||
| Q1 25 | $78.8M | $56.0M | ||
| Q4 24 | $290.2M | $50.0M | ||
| Q3 24 | $121.7M | $84.0M | ||
| Q2 24 | $235.6M | $37.0M |
| Q1 26 | 29.9% | — | ||
| Q4 25 | 13.8% | — | ||
| Q3 25 | 21.4% | — | ||
| Q2 25 | 25.2% | — | ||
| Q1 25 | 7.4% | — | ||
| Q4 24 | 23.8% | — | ||
| Q3 24 | 7.3% | — | ||
| Q2 24 | 23.6% | — |
| Q1 26 | 13.2% | — | ||
| Q4 25 | 5.7% | -35.0% | ||
| Q3 25 | 20.0% | -0.2% | ||
| Q2 25 | 25.6% | 6.0% | ||
| Q1 25 | 10.3% | 5.0% | ||
| Q4 24 | 14.0% | 4.0% | ||
| Q3 24 | 19.7% | 6.9% | ||
| Q2 24 | 19.2% | 3.5% |
| Q1 26 | $0.12 | — | ||
| Q4 25 | $0.09 | $-12.00 | ||
| Q3 25 | $0.35 | $-0.07 | ||
| Q2 25 | $0.53 | $1.77 | ||
| Q1 25 | $0.07 | $1.46 | ||
| Q4 24 | $0.50 | $1.29 | ||
| Q3 24 | $0.20 | $2.12 | ||
| Q2 24 | $0.43 | $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 | — | $406.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $9.1B | $2.0B |
| Total Assets | $53.4B | $9.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $406.0M | ||
| Q3 25 | $1.6B | $474.0M | ||
| Q2 25 | $1.6B | $205.0M | ||
| Q1 25 | $1.5B | $196.0M | ||
| Q4 24 | $1.5B | $197.0M | ||
| Q3 24 | $1.6B | $197.0M | ||
| Q2 24 | $1.2B | $206.0M |
| Q1 26 | — | — | ||
| Q4 25 | $35.4B | — | ||
| Q3 25 | $32.2B | — | ||
| Q2 25 | $31.2B | — | ||
| Q1 25 | $32.2B | — | ||
| Q4 24 | $32.6B | — | ||
| Q3 24 | $29.6B | — | ||
| Q2 24 | $30.1B | — |
| Q1 26 | $9.1B | — | ||
| Q4 25 | $8.4B | $2.0B | ||
| Q3 25 | $8.5B | $2.5B | ||
| Q2 25 | $7.9B | $2.5B | ||
| Q1 25 | $7.8B | $2.4B | ||
| Q4 24 | $7.8B | $2.4B | ||
| Q3 24 | $7.7B | $2.4B | ||
| Q2 24 | $7.3B | $2.4B |
| Q1 26 | $53.4B | — | ||
| Q4 25 | $53.1B | $9.8B | ||
| Q3 25 | $47.2B | $10.1B | ||
| Q2 25 | $44.3B | $9.9B | ||
| Q1 25 | $45.3B | $9.9B | ||
| Q4 24 | $46.0B | $9.8B | ||
| Q3 24 | $42.3B | $9.7B | ||
| Q2 24 | $42.0B | $9.6B |
| Q1 26 | — | — | ||
| Q4 25 | 4.20× | — | ||
| Q3 25 | 3.79× | — | ||
| Q2 25 | 3.92× | — | ||
| Q1 25 | 4.14× | — | ||
| Q4 24 | 4.18× | — | ||
| Q3 24 | 3.87× | — | ||
| Q2 24 | 4.10× | — |
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 | — | $-6.0M |
| FCF MarginFCF / Revenue | — | -0.5% |
| Capex IntensityCapex / Revenue | — | 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 | $-114.6M | $6.0M | ||
| Q3 25 | $-2.0B | $62.0M | ||
| Q2 25 | $-557.1M | $-48.0M | ||
| Q1 25 | $1.4B | $8.0M | ||
| Q4 24 | $-1.8B | $100.0M | ||
| Q3 24 | $768.1M | $72.0M | ||
| Q2 24 | $-55.7M | $30.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $-6.0M | ||
| Q3 25 | — | $51.0M | ||
| Q2 25 | — | $-68.0M | ||
| Q1 25 | — | $-6.0M | ||
| Q4 24 | — | $86.0M | ||
| Q3 24 | — | $58.0M | ||
| Q2 24 | — | $17.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | -0.5% | ||
| Q3 25 | — | 4.3% | ||
| Q2 25 | — | -5.9% | ||
| Q1 25 | — | -0.5% | ||
| Q4 24 | — | 6.9% | ||
| Q3 24 | — | 4.8% | ||
| Q2 24 | — | 1.6% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.0% | ||
| Q3 25 | — | 0.9% | ||
| Q2 25 | — | 1.7% | ||
| Q1 25 | — | 1.3% | ||
| Q4 24 | — | 1.1% | ||
| Q3 24 | — | 1.1% | ||
| Q2 24 | — | 1.2% |
| Q1 26 | — | — | ||
| Q4 25 | -1.35× | — | ||
| Q3 25 | -9.22× | — | ||
| Q2 25 | -1.79× | -0.70× | ||
| Q1 25 | 18.03× | 0.14× | ||
| Q4 24 | -6.04× | 2.00× | ||
| Q3 24 | 6.31× | 0.86× | ||
| Q2 24 | -0.24× | 0.81× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |
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% |
