Análisis Argos
VAC
VACSin veredicto2 señales de riesgo
Marriott Vacations Worldwide Corporation · Consumer Cyclical
US$ 100.25
precio al 2026-07-04
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
44/100
Sin veredicto
LA RESPUESTA
No tenemos un veredicto de valuación confiable acá: su flujo de caja no permite una estimación sólida. Mirá su calidad y su salud para formarte una idea — preferimos eso a inventarte un número.
Recompensas
Reparte dividendo sostenible (3.18%).
Riesgos
!Balance frágil: la deuda pesa sobre el negocio.
!Beneish M-Score sugiere manipulación (-1.73)
!FCF negativo con deuda creciente
VALOR3/6FUTURO3/6PASADO2/6SALUD1/6DIVIDENDO4/6
El Iris de calidad
VALOR3/6FUTURO3/6PASADO2/6SALUD1/6DIVIDENDO4/6
ValorCerca de su valor justo
FuturoCrecimiento moderado
PasadoHistorial aceptable
SaludBalance frágil
DividendoDevuelve capital al accionista
Score Argos44de 100Sin veredicto
Ingresos1%
US$ 5 B
Margen operativo0%
11%
Flujo de caja libre120%
US$ -0 B
Deuda neta
US$ 5 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 3.4B
P/E
EV/EBITDA12x
FCF yield-0.8%
ROIC7.9%
Margen operativo11%
Crecim. ingresos+1.3%/año
Piotroski F6/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

businesswire.com · 29 jun
The Marriott Vacation Clubs Launches Inner Circle, New Platform Redefining Owner Experiences
ORLANDO, Fla.--(BUSINESS WIRE)--The Marriott Vacation Clubs™, a portfolio of premium vacation ownership brands operated by Marriott Vacations Worldwide, today launched Inner Circle presented by Aflac, a new owner-exclusive experiences platform offering access to private concerts, culinary programming, sporting events and curated travel moments across sought-after destinations. As travelers increasingly prioritize experiences and meaningful access, Inner Circle reflects growing demand for entert.
youtube.com · 23 jun
Energy Fuels CEO on VAC acquisition: Transformational for us and sets us apart from the competition
Ross Bhappu, Energy Fuels CEO, joins 'Power Lunch' to discuss the company's latest acquisition, the products the company helps with and much more.
prnewswire.com · 23 jun
Energy Fuels Announces Definitive Agreement to Acquire VAC for $1.9 Billion Equity Value
Acquisition creates unique, fully integrated mine-to-magnet rare earth platform Positions the Combined Company to Capitalize on Surging Demand for Rare Earth Magnets across North America and Europe >$2 Billion Annual Permanent Magnet Potential Customer Pipeline Revenue Across Auto, Defense, Robotics, and Data Center Sectors Expected to be Immediately Accretive to Energy Fuels' Cash Flow and Margin Profile Links VAC's Established Permanent Magnet Business with Energy Fuels' Growing Rare Earth Mining, Processing and Refining Platform Company is Pursuing Various Funding Opportunities, including Government Programs, to Complement its Growth Strategy, and Recently Announced a $725 Million Conditional Loan from U.S. Office of Strategic Capital DENVER and HANAU, Germany, June 23, 2026 /PRNewswire/ - Energy Fuels Inc. (NYSE American: UUUU) (TSX: EFR) today announced a definitive agreement to acquire 100% of Vacuumschmelze GmbH & Co. KG, Ara VAC TopCo US LLC, and their respective consolidated subsidiaries (collectively, "VAC") from Ara Partners for a total cash-and-stock consideration of approximately $1.9 billion based on Energy Fuels' closing share price of $16.12 as of June 22, 2026, creating a fully integrated platform to strengthen global critical rare earth element ("REE") supply chains. VAC is a leading advanced magnetics company with over 100 years of production expertise, more than 400 patents, over 1,000 customers, and operating magnet production facilities in North America, Europe and Asia, including a state-of-the-art facility in Sumter, South Carolina, with capacity to produce 2,000 tonnes per annum ("tpa") of permanent magnets, scalable to 12,000 tpa (the "Sumter Facility").
zacks.com · 4 jun
Marriott Vacations Worldwide (VAC) Up 9.3% Since Last Earnings Report: Can It Continue?
Marriott Vacations Worldwide (VAC) reported earnings 30 days ago. What's next for the stock?
seekingalpha.com · 2 jun
Marriott Vacations Worldwide Corporation (VAC) Presents at 4th Annual Morgan Stanley Travel & Leisure Conference Transcript
Marriott Vacations Worldwide Corporation (VAC) Presents at 4th Annual Morgan Stanley Travel & Leisure Conference Transcript
247wallst.com · 1 jun
Here Are Monday’s Top Wall Street Analyst Research Calls: Accenture, Caesars Entertainment, Carnival, Dell Technologies, IBM, Kohl’s, Microsoft, Zscaler, and More
Pre-Market Stock Futures: Futures are trading higher to start a new trading week and a new month after what was an incredible May, and anybody who followed "Sell in May and Go Away" is having total seller's remorse. All the major indices, except the Russell 2000, finished the day higher, helping them reach all-time highs,... Here Are Monday's Top Wall Street Analyst Research Calls: Accenture, Caesars Entertainment, Carnival, Dell Technologies, IBM, Kohl's, Microsoft, Zscaler, and More
fool.com · 20 may
Is Marriott Stock a Buy After GMT Capital Initiated a Position Worth Over $66 Million?
This hospitality firm runs 120+ upscale vacation properties worldwide, leveraging exclusive brands and recurring fee-based revenue.
gurufocus.com · 18 may
Marriott Vacations Worldwide to Participate at the Morgan Stanley Travel & Leisure Conference
Marriott Vacations Worldwide (NYSE: VAC) announced today that Mike Flaskey, President and Chief Operating Officer and Jason Marino, Executive Vice President an

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.