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Compass vs Marriott Vacations Worldwide: COMP and VAC compared
Compass is the larger company: $3.9B of revenue in its latest quarter (Q3 2026) against $1.4B for Marriott Vacations Worldwide (Q3 2026). Compass is growing faster (+111% against +8% a year earlier). Marriott Vacations Worldwide is more profitable, with an operating margin of 11.2% against 2.2%.
Where the money goes: COMP and VAC
Compass (COMP) · Q3 2026
Compass, Q3 2026: revenue $3.9B (+111% year over year), operating margin 2.2%, net earnings $63.0M, operating cash flow $248M. The chart follows the revenue to costs, profit and cash.
Marriott Vacations Worldwide (VAC) · Q3 2026
Marriott Vacations Worldwide, Q3 2026: revenue $1.4B (+8% year over year), operating margin 11.2%, net earnings $82.0M, operating cash flow $128M. The chart follows the revenue to costs, profit and cash.
| Compass (COMP) | Marriott Vacations Worldwide (VAC) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q3 2026 |
| Revenue | $3.9B | $1.4B |
| Revenue growth, Y/Y | +111% | +8% |
| Operating margin | 2.2% | 11.2% |
| Net earnings | $63.0M | $82.0M |
| Net margin | 1.6% | 6.0% |
| Operating cash flow | $248M | $128M |
| Free cash flow | $240M | $116M |
| Market value | $8.0B | $4.3B |
| P/E | 71.5× | — |
| Analysts’ mean target | $13.12 | $123.00 |
Where the revenue comes from
Compass
- Gross commission income: $3.6B (92%)
- Service revenue: $192M (5%)
- Franchise: $108M (3%)
- Other: $30.0M (1%)
Marriott Vacations Worldwide
- Sale of vacation ownership products: $459M (34%)
- Cost reimbursements: $446M (33%)
- Management and exchange: $212M (16%)
- Rental: $155M (11%)
Questions
Which is bigger, Compass or Marriott Vacations Worldwide?
Compass is the larger company: $3.9B of revenue in its latest quarter (Q3 2026) against $1.4B for Marriott Vacations Worldwide (Q3 2026).
Is Compass or Marriott Vacations Worldwide growing faster?
Compass is growing faster (+111% against +8% a year earlier).
Which is more profitable, Compass or Marriott Vacations Worldwide?
Marriott Vacations Worldwide is more profitable, with an operating margin of 11.2% against 2.2%.
More: Compass earnings · how Compass makes money · Marriott Vacations Worldwide earnings · how Marriott Vacations Worldwide makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Nov 6, 2026; 10-Q filed Nov 4, 2026). Fiscal quarters can end on different dates. Not investment advice.