Cedar Fair vs Marriott Vacations Worldwide

This page compares Cedar Fair and Marriott Vacations Worldwide, outlining their business models, financial performance, and market context in a neutral, accessible way. It examines how each company structures revenue, capital allocation, and operational priorities, without offering advice or forecasts. Educational content, not financial advice.

This page compares Cedar Fair and Marriott Vacations Worldwide, outlining their business models, financial performance, and market context in a neutral, accessible way. It examines how each company st...

Comparison Snapshot

Key Financial Metrics

FUN

Metric

VAC

$1.65B

Market Cap

$1.99B

56.32%

Potential Profit

7.53%

Buy

Analyst Rating

Hold

Investment Analysis

Cedar Fair

FUN

Pros

Cedar Fair LP has a diversified portfolio of amusement parks and water parks, providing multiple revenue streams.
The company maintains a strong brand presence in the North American leisure and entertainment sector.
Analyst price targets suggest significant upside potential, with most ratings being positive.

Considerations

Cedar Fair LP is currently considered overvalued based on key financial metrics such as price to book and EV to EBITDA ratios.
The company has reported negative earnings per share and annual income, indicating profitability challenges.
Stock performance has significantly underperformed the broader market, with high volatility and bearish sentiment.

Marriott Vacations Worldwide

VAC

Pros

Marriott Vacations Worldwide operates a global portfolio of vacation ownership and exchange brands, supporting international revenue diversification.
The company has a strong balance sheet, recently issuing senior notes to strengthen liquidity and fund growth initiatives.
Marriott Vacations benefits from the reputation and scale of the Marriott brand, enhancing customer trust and demand.

Considerations

The vacation ownership sector is highly cyclical and sensitive to economic downturns, affecting consumer spending on leisure.
Marriott Vacations faces intense competition from other vacation ownership and rental platforms, pressuring margins.
Analyst fair value estimates suggest limited upside, with some targets indicating the stock may be near fair value.

About The Companies

Cedar Fair (FUN)

Cedar Fair LP (ticker: FUN) is a North American owner and operator of regional amusement parks, water parks and resort properties, including well-known destinations such as Cedar Point and Canada’s Wonderland. Its revenue mix is primarily admissions, season passes, food & beverage, games and merchandise, with meaningful contribution from in-park hospitality and ancillary services. The business is highly seasonal and sensitive to consumer discretionary spending, weather and local tourism trends, and it requires ongoing capital expenditure to refresh attractions and maintain safety standards. Investors should watch attendance trends, per-capita spending, pricing power and free-cash-flow after capital projects. The partnership structure and capital intensity can influence returns and risk; leverage levels and interest-rate exposure matter for valuation. This summary is educational only and not personalised investment advice — values can rise or fall and past performance is not a reliable guide to future results. Consider suitability, diversification and your time horizon before acting.

Marriott Vacations Worldwide (VAC)

Marriott Vacations Worldwide Corp is a global company focused on the holiday industry. It develops, markets, and manages vacation ownership properties and resorts under several well-known brands, including Marriott Vacation Club, Sheraton Vacation Club, Westin Vacation Club, and The Ritz-Carlton Club. The business operates in two main segments. The first, 'Vacation Ownership', involves selling interests in its portfolio of high-quality resorts. The second, 'Exchange & Third-Party Management', includes providing an exchange network for members to swap their holiday time and managing properties for others. This dual approach allows the company to tap into different aspects of the travel and leisure market. For potential investors, it's an opportunity to engage with the hospitality sector, but it's important to remember that the value of any investment can go down as well as up, and returns are not guaranteed. The company's performance can be influenced by consumer travel spending.

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Comparison Snapshot