Travel + Leisure vs Rush Enterprises

Travel + Leisure Co and Rush Enterprises Inc are compared here, focusing on their business models, financial performance, and market context in a neutral, accessible way. Educational content, not financial advice.

Travel + Leisure Co and Rush Enterprises Inc are compared here, focusing on their business models, financial performance, and market context in a neutral, accessible way. Educational content, not fina...

Comparison Snapshot

Key Financial Metrics

TNL

Metric

RUSHA

$4.51B

Market Cap

$4.80B

9.53%

Potential Profit

-8.32%

Buy

Analyst Rating

Strong Buy

Investment Analysis

Travel + Leisure

TNL

Pros

Consistent revenue growth with a 3% year-over-year increase to $1.02 billion in Q2 2025 and a 6% rise in Vacation Ownership revenue in Q3 2025.
Strong profitability demonstrated by a 9% rise in adjusted EPS to $1.65 and adjusted EBITDA exceeding guidance at $266 million in Q3 2025.
Solid cash flow generation with $326 million adjusted free cash flow over nine months and active shareholder returns totaling over $106 million.

Considerations

Stock trades near fair value, providing limited valuation upside despite positive fundamentals.
Exposure to leisure travel industry cyclicality and macroeconomic sensitivity could impact demand during downturns.
Mid-term technical indicators show potential volatility with mixed short-term moving average signals and volume declines.

Rush Enterprises

RUSHA

Pros

Market-leading position as the only publicly traded standalone commercial truck dealer in North America with 120 retail locations.
Stable revenue base from heavy-duty and medium-duty truck sales and services totaling a multi-billion dollar market cap.
Moderate profit margin near 4% with a strong diluted EPS of 3.72 indicating operational profitability.

Considerations

Revenue and earnings growth have contracted year-over-year by 1% and 5%, respectively, signaling recent performance challenges.
Relatively low profit margin combined with exposure to cyclical commercial vehicle demand may increase earnings volatility.
Stock price trading near its 52-week high but below recent peak, suggesting limited near-term price appreciation potential.

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About The Companies

Travel + Leisure (TNL)

Travel + Leisure Co (TNL) is a leisure-focused company that combines vacation ownership, membership services and travel-related experiences under a recognised consumer brand. With a market capitalisation around $3.94bn, its revenue mix typically includes resort sales, membership fees, exchange services and licensing of the Travel + Leisure name. Investors should understand the business is cyclical—demand tracks consumer travel sentiment, disposable income and broader economic conditions. The company has sought to grow recurring revenue through memberships and brand-led travel offerings, while managing capital intensity associated with resort operations. Key metrics to watch are cash flow from operations, membership sales and leverage levels, as high interest rates can amplify financing costs. For longer-term investors, the brand licence and membership base can offer steady cash conversion, but returns are not guaranteed and value can fall as well as rise. This is general educational information, not personal financial advice; suitability depends on individual circumstances.

Rush Enterprises (RUSHA)

Rush Enterprises Inc (RUSHA) is a US-based dealer group focused on commercial vehicles with a market capitalisation of about $4.1 billion. The company sells new and used commercial trucks, buses and vocational vehicles and earns recurring revenue from parts, maintenance, body-shop services and finance/insurance offerings. Investors often watch Rush for its scale in a fragmented sector and for relatively stable aftermarket income that can offset some cyclicality in new-vehicle sales. Important considerations include sensitivity to economic cycles (freight, construction and municipal budgets), exposure to interest-rate changes that affect fleet financing, fluctuations in used-vehicle values, and supply-chain or labour constraints. Key metrics to monitor are same-dealership sales, parts & service margins, inventory turnover and free cash flow. This summary is educational and not personal financial advice — values can rise or fall, and past performance is not a guarantee of future returns. Consider your circumstances or a regulated adviser before acting.

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Comparison Snapshot