VAC vs HLT

For growth investors, Hilton Worldwide Holdings Inc.

(HLT) is the stronger pick with 7. 7% revenue growth year-over-year, versus 1. 3% for Marriott Vacations Worldwide Corporation (VAC). Hilton Worldwide Holdings Inc. (HLT) offers the better valuation at 52. 3x trailing P/E (35. 0x forward), making it the more compelling value choice. Analysts rate Marriott Vacations Worldwide Corporation (VAC) a "Buy" — based on 18 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On forward P/E, Marriott Vacations Worldwide Corporation is actually cheaper at 10.

5x — notably different from the trailing picture, reflecting expected earnings growth.

Over the past 5 years, Hilton Worldwide Holdings Inc.

(HLT) delivered a total return of +161. 5%, compared to -48. 8% for Marriott Vacations Worldwide Corporation (VAC). Over 10 years, the gap is even starker: HLT returned +608. 0% versus VAC's +61. 5%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Hilton Worldwide Holdings Inc.

(HLT) is the lower-risk stock at 0. 93β versus Marriott Vacations Worldwide Corporation's 1. 83β — meaning VAC is approximately 96% more volatile than HLT relative to the S&P 500.

By revenue growth (latest reported year), Hilton Worldwide Holdings Inc.

(HLT) is pulling ahead at 7. 7% versus 1. 3% for Marriott Vacations Worldwide Corporation (VAC). On earnings-per-share growth, the picture is similar: Hilton Worldwide Holdings Inc. grew EPS -0. 3% year-over-year, compared to -257. 4% for Marriott Vacations Worldwide Corporation. Over a 3-year CAGR, HLT leads at 11. 1% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Hilton Worldwide Holdings Inc.

(HLT) is the more profitable company, earning 12. 1% net margin versus -6. 1% for Marriott Vacations Worldwide Corporation — meaning it keeps 12. 1% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: HLT leads at 22. 4% versus 11. 0% for VAC. At the gross margin level — before operating expenses — HLT leads at 41. 1%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

On forward earnings alone, Marriott Vacations Worldwide Corporation (VAC) trades at 10.

5x forward P/E versus 35. 0x for Hilton Worldwide Holdings Inc. — 24. 5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for VAC: 10. 2% to $85. 00.

All stocks in this comparison pay dividends.

Marriott Vacations Worldwide Corporation (VAC) offers the highest yield at 4. 1%, versus 0. 2% for Hilton Worldwide Holdings Inc. (HLT).

For long-horizon retirement investors, Hilton Worldwide Holdings Inc.

(HLT) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 93), +608. 0% 10Y return). Marriott Vacations Worldwide Corporation (VAC) carries a higher beta of 1. 83 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (HLT: +608. 0%, VAC: +61. 5%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

Both stocks operate in the Consumer Cyclical sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: VAC is a small-cap income-oriented stock; HLT is a mid-cap quality compounder stock. VAC pays a dividend while HLT does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.