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Side-by-side financial comparison of Roper Technologies (ROP) and MARRIOTT VACATIONS WORLDWIDE Corp (VAC). Click either name above to swap in a different company.
Roper Technologies is the larger business by last-quarter revenue ($2.1B vs $1.2B, roughly 1.7× MARRIOTT VACATIONS WORLDWIDE Corp). Roper Technologies runs the higher net margin — 15.8% vs -35.0%, a 50.8% gap on every dollar of revenue. On growth, Roper Technologies posted the faster year-over-year revenue change (11.3% vs -0.7%). Roper Technologies produced more free cash flow last quarter ($507.0M vs $-6.0M). Over the past eight quarters, Roper Technologies's revenue compounded faster (10.5% CAGR vs 5.2%).
Roper Technologies, Inc. is a holding company that owns companies in the technology sector.
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...
ROP vs VAC — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $2.1B | $1.2B |
| Net Profit | $331.0M | $-431.0M |
| Gross Margin | 69.4% | — |
| Operating Margin | 27.2% | — |
| Net Margin | 15.8% | -35.0% |
| Revenue YoY | 11.3% | -0.7% |
| Net Profit YoY | 53.7% | -962.0% |
| EPS (diluted) | $4.87 | $-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 | $2.1B | — | ||
| Q4 25 | $2.1B | $1.2B | ||
| Q3 25 | $2.0B | $1.2B | ||
| Q2 25 | $1.9B | $1.2B | ||
| Q1 25 | $1.9B | $1.1B | ||
| Q4 24 | $1.9B | $1.2B | ||
| Q3 24 | $1.8B | $1.2B | ||
| Q2 24 | $1.7B | $1.1B |
| Q1 26 | $331.0M | — | ||
| Q4 25 | $428.4M | $-431.0M | ||
| Q3 25 | $398.5M | $-2.0M | ||
| Q2 25 | $378.3M | $69.0M | ||
| Q1 25 | $331.1M | $56.0M | ||
| Q4 24 | $462.3M | $50.0M | ||
| Q3 24 | $367.9M | $84.0M | ||
| Q2 24 | $337.1M | $37.0M |
| Q1 26 | 69.4% | — | ||
| Q4 25 | 69.5% | — | ||
| Q3 25 | 69.5% | — | ||
| Q2 25 | 69.2% | — | ||
| Q1 25 | 68.7% | — | ||
| Q4 24 | 68.3% | — | ||
| Q3 24 | 69.2% | — | ||
| Q2 24 | 69.5% | — |
| Q1 26 | 27.2% | — | ||
| Q4 25 | 28.6% | — | ||
| Q3 25 | 28.4% | — | ||
| Q2 25 | 28.2% | — | ||
| Q1 25 | 27.9% | — | ||
| Q4 24 | 28.0% | — | ||
| Q3 24 | 28.1% | — | ||
| Q2 24 | 28.8% | — |
| Q1 26 | 15.8% | — | ||
| Q4 25 | 20.8% | -35.0% | ||
| Q3 25 | 19.8% | -0.2% | ||
| Q2 25 | 19.5% | 6.0% | ||
| Q1 25 | 17.6% | 5.0% | ||
| Q4 24 | 24.6% | 4.0% | ||
| Q3 24 | 20.8% | 6.9% | ||
| Q2 24 | 19.6% | 3.5% |
| Q1 26 | $4.87 | — | ||
| Q4 25 | $3.97 | $-12.00 | ||
| Q3 25 | $3.68 | $-0.07 | ||
| Q2 25 | $3.49 | $1.77 | ||
| Q1 25 | $3.06 | $1.46 | ||
| Q4 24 | $4.29 | $1.29 | ||
| Q3 24 | $3.40 | $2.12 | ||
| Q2 24 | $3.12 | $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 | $382.9M | $406.0M |
| Total DebtLower is stronger | $9.7B | — |
| Stockholders' EquityBook value | $18.8B | $2.0B |
| Total Assets | $34.6B | $9.8B |
| Debt / EquityLower = less leverage | 0.52× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $382.9M | — | ||
| Q4 25 | $297.4M | $406.0M | ||
| Q3 25 | $320.0M | $474.0M | ||
| Q2 25 | $242.4M | $205.0M | ||
| Q1 25 | $372.8M | $196.0M | ||
| Q4 24 | $188.2M | $197.0M | ||
| Q3 24 | $269.6M | $197.0M | ||
| Q2 24 | $251.5M | $206.0M |
| Q1 26 | $9.7B | — | ||
| Q4 25 | $9.3B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $7.6B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $18.8B | — | ||
| Q4 25 | $19.9B | $2.0B | ||
| Q3 25 | $20.0B | $2.5B | ||
| Q2 25 | $19.6B | $2.5B | ||
| Q1 25 | $19.2B | $2.4B | ||
| Q4 24 | $18.9B | $2.4B | ||
| Q3 24 | $18.5B | $2.4B | ||
| Q2 24 | $18.1B | $2.4B |
| Q1 26 | $34.6B | — | ||
| Q4 25 | $34.6B | $9.8B | ||
| Q3 25 | $34.6B | $10.1B | ||
| Q2 25 | $33.2B | $9.9B | ||
| Q1 25 | $31.4B | $9.9B | ||
| Q4 24 | $31.3B | $9.8B | ||
| Q3 24 | $31.6B | $9.7B | ||
| Q2 24 | $29.8B | $9.6B |
| Q1 26 | 0.52× | — | ||
| Q4 25 | 0.47× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.40× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $507.0M | $-6.0M |
| FCF MarginFCF / Revenue | 24.2% | -0.5% |
| Capex IntensityCapex / Revenue | 0.5% | 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 | $738.0M | $6.0M | ||
| Q3 25 | $869.5M | $62.0M | ||
| Q2 25 | $404.1M | $-48.0M | ||
| Q1 25 | $528.7M | $8.0M | ||
| Q4 24 | $722.2M | $100.0M | ||
| Q3 24 | $755.4M | $72.0M | ||
| Q2 24 | $384.1M | $30.0M |
| Q1 26 | $507.0M | — | ||
| 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 | 24.2% | — | ||
| 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 | 0.5% | — | ||
| 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 | 1.72× | — | ||
| Q3 25 | 2.18× | — | ||
| Q2 25 | 1.07× | -0.70× | ||
| Q1 25 | 1.60× | 0.14× | ||
| Q4 24 | 1.56× | 2.00× | ||
| Q3 24 | 2.05× | 0.86× | ||
| Q2 24 | 1.14× | 0.81× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ROP
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% |
