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Side-by-side financial comparison of MARRIOTT VACATIONS WORLDWIDE Corp (VAC) and WEIBO Corp (WB). Click either name above to swap in a different company.
WEIBO Corp is the larger business by last-quarter revenue ($1.3B vs $1.2B, roughly 1.0× MARRIOTT VACATIONS WORLDWIDE Corp). WEIBO Corp runs the higher net margin — 35.7% vs -35.0%, a 70.7% gap on every dollar of revenue. Over the past eight quarters, WEIBO Corp's revenue compounded faster (22.6% CAGR vs 5.2%).
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...
Weibo Corporation is a Chinese social network company known for the microblogging website Sina Weibo. It is based in Beijing, China.
VAC vs WB — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $1.3B |
| Net Profit | $-431.0M | $458.3M |
| Gross Margin | — | — |
| Operating Margin | — | 29.1% |
| Net Margin | -35.0% | 35.7% |
| Revenue YoY | -0.7% | — |
| Net Profit YoY | -962.0% | — |
| EPS (diluted) | $-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 | $1.2B | — | ||
| Q3 25 | $1.2B | $1.3B | ||
| Q2 25 | $1.2B | $841.7M | ||
| Q1 25 | $1.1B | $396.9M | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.2B | $1.3B | ||
| Q2 24 | $1.1B | $833.4M | ||
| Q1 24 | $1.1B | $395.5M |
| Q4 25 | $-431.0M | — | ||
| Q3 25 | $-2.0M | $458.3M | ||
| Q2 25 | $69.0M | $234.8M | ||
| Q1 25 | $56.0M | $108.1M | ||
| Q4 24 | $50.0M | — | ||
| Q3 24 | $84.0M | $297.4M | ||
| Q2 24 | $37.0M | $164.6M | ||
| Q1 24 | $47.0M | $51.1M |
| Q4 25 | — | — | ||
| Q3 25 | — | 29.1% | ||
| Q2 25 | — | 30.4% | ||
| Q1 25 | — | 27.8% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 29.0% | ||
| Q2 24 | — | 28.2% | ||
| Q1 24 | — | 25.2% |
| Q4 25 | -35.0% | — | ||
| Q3 25 | -0.2% | 35.7% | ||
| Q2 25 | 6.0% | 27.9% | ||
| Q1 25 | 5.0% | 27.2% | ||
| Q4 24 | 4.0% | — | ||
| Q3 24 | 6.9% | 22.9% | ||
| Q2 24 | 3.5% | 19.8% | ||
| Q1 24 | 4.2% | 12.9% |
| Q4 25 | $-12.00 | — | ||
| Q3 25 | $-0.07 | — | ||
| Q2 25 | $1.77 | — | ||
| Q1 25 | $1.46 | — | ||
| Q4 24 | $1.29 | — | ||
| Q3 24 | $2.12 | — | ||
| Q2 24 | $0.98 | — | ||
| Q1 24 | $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 | $406.0M | $1.1B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.0B | $3.9B |
| Total Assets | $9.8B | $6.9B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $406.0M | — | ||
| Q3 25 | $474.0M | $1.1B | ||
| Q2 25 | $205.0M | $1.2B | ||
| Q1 25 | $196.0M | $1.2B | ||
| Q4 24 | $197.0M | — | ||
| Q3 24 | $197.0M | — | ||
| Q2 24 | $206.0M | $1.9B | ||
| Q1 24 | $237.0M | $2.1B |
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.5B | $3.9B | ||
| Q2 25 | $2.5B | $3.6B | ||
| Q1 25 | $2.4B | $3.5B | ||
| Q4 24 | $2.4B | — | ||
| Q3 24 | $2.4B | — | ||
| Q2 24 | $2.4B | $3.4B | ||
| Q1 24 | $2.4B | $3.3B |
| Q4 25 | $9.8B | — | ||
| Q3 25 | $10.1B | $6.9B | ||
| Q2 25 | $9.9B | $6.5B | ||
| Q1 25 | $9.9B | $6.7B | ||
| Q4 24 | $9.8B | — | ||
| Q3 24 | $9.7B | — | ||
| Q2 24 | $9.6B | $7.1B | ||
| Q1 24 | $9.9B | $7.3B |
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.
| Q4 25 | $6.0M | — | ||
| Q3 25 | $62.0M | — | ||
| Q2 25 | $-48.0M | — | ||
| Q1 25 | $8.0M | — | ||
| Q4 24 | $100.0M | — | ||
| Q3 24 | $72.0M | — | ||
| Q2 24 | $30.0M | — | ||
| Q1 24 | $3.0M | — |
| 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 24 | $-13.0M | — |
| 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 24 | -1.2% | — |
| 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 24 | 1.4% | — |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | -0.70× | — | ||
| Q1 25 | 0.14× | — | ||
| Q4 24 | 2.00× | — | ||
| Q3 24 | 0.86× | — | ||
| Q2 24 | 0.81× | — | ||
| Q1 24 | 0.06× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
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% |
WB
| Income from operations | $373.2M | 29% |
| Shares used in computing diluted net income per share attributable to Weibos shareholders | $268.1M | 21% |
| Shares used in computing basic net income per share attributable to Weibos shareholders | $238.6M | 19% |
| Value-added services | $186.1M | 14% |
| Less: Income tax expenses | $113.2M | 9% |
| Investment related income, net | $45.0M | 4% |
| Product development | $16.7M | 1% |
| General and administrative | $10.6M | 1% |
| Sales and marketing | $7.1M | 1% |
| Accretion to redeemable non-controlling interests | $3.0M | 0% |
