OneSpaWorld vs Marriott Vacations Worldwide

This page compares OneSpaWorld and Marriott Vacations Worldwide, examining how each business operates, how performance is measured, and the market context in which they compete. The content is presented in a neutral, accessible way to help readers understand strategy and market dynamics without endorsement. Educational content, not financial advice.

This page compares OneSpaWorld and Marriott Vacations Worldwide, examining how each business operates, how performance is measured, and the market context in which they compete. The content is present...

Comparison Snapshot

Key Financial Metrics

OSW

Metric

VAC

$1.99B

Market Cap

$1.99B

31.19%

Potential Profit

8.39%

Strong Buy

Analyst Rating

Hold

Investment Analysis

OneSpaWorld

OSW

Pros

OneSpaWorld has demonstrated strong profitability with a return on equity above 17% over the past year.
The company benefits from a diversified revenue base across cruise ships and destination resorts globally.
Recent analyst consensus is a strong buy, reflecting confidence in its growth prospects and market position.

Considerations

OneSpaWorld's business is highly sensitive to fluctuations in the cruise and leisure industries, which can be volatile.
The company's valuation is relatively high, with a price-to-earnings ratio above the sector average.
Its operations are concentrated in a single segment, limiting diversification and increasing sector-specific risk.

Marriott Vacations Worldwide

VAC

Pros

Marriott Vacations Worldwide has a strong brand presence and operates in a well-established vacation ownership market.
The company has shown consistent revenue growth, supported by a large global property portfolio.
It maintains a solid balance sheet with manageable debt levels and healthy liquidity ratios.

Considerations

Marriott Vacations is exposed to cyclical downturns in the travel and hospitality sector, affecting demand.
The business faces intense competition from other vacation ownership and rental platforms.
Profit margins have been under pressure due to rising operational costs and marketing expenses.

About The Companies

OneSpaWorld (OSW)

OneSpaWorld Holdings Ltd (OSW) is a provider of spa, salon and wellness services primarily to cruise lines and a growing base of resort and land-based partners. The company operates a network of onboard spa facilities and offers treatment services, retail product sales and training to ship and resort staff. Its revenue mix typically combines service fees, retail margins and management contracts tied to cruise itineraries and occupancy. With a market capitalisation around $2.15 billion, OneSpaWorld can benefit from travel recovery and rising passenger spend, but it remains cyclical and sensitive to cruise industry trends, fuel prices and global travel demand. Investors should consider factors such as contract renewals with major cruise operators, operational scalability, labour and supply costs, and the impact of macroeconomic or health-related disruptions. This summary is educational only and not personalised investment advice; values can fall as well as rise.

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.

Which Baskets Do They Appear In?

Rest & Recharge

Tap into the booming wellness economy with companies revolutionizing how we sleep and relax. These carefully selected stocks represent innovative leaders in sleep technology, relaxation services, and wellness solutions that are responding to our growing desire for better rest and recovery.

Published: June 17, 2025

Explore Basket

Which Baskets Do They Appear In?

Rest & Recharge

Tap into the booming wellness economy with companies revolutionizing how we sleep and relax. These carefully selected stocks represent innovative leaders in sleep technology, relaxation services, and wellness solutions that are responding to our growing desire for better rest and recovery.

Published: June 17, 2025

Explore Basket

Discover More Comparisons

OneSpaWorld vs Polestar

OneSpaWorld vs Cedar Fair

OneSpaWorld vs Sonic Automotive

OneSpaWorld vs Marriott Vacations Worldwide

Comparison Snapshot