Marriott Vacations Worldwide (NYSE:VAC – Get Free Report) and DoorDash (NASDAQ:DASH – Get Free Report) are both consumer discretionary companies, but which is the superior investment? We will contrast the two companies based on the strength of their analyst recommendations, profitability, risk, institutional ownership, dividends, valuation and earnings.
Profitability
This table compares Marriott Vacations Worldwide and DoorDash’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| Marriott Vacations Worldwide | -6.47% | 12.27% | 2.68% |
| DoorDash | 5.29% | 8.48% | 4.37% |
Insider & Institutional Ownership
89.5% of Marriott Vacations Worldwide shares are owned by institutional investors. Comparatively, 90.6% of DoorDash shares are owned by institutional investors. 13.3% of Marriott Vacations Worldwide shares are owned by insiders. Comparatively, 44.9% of DoorDash shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.
Earnings and Valuation
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Marriott Vacations Worldwide | $5.03 billion | 0.71 | -$308.00 million | ($9.74) | -10.74 |
| DoorDash | $13.72 billion | 5.91 | $935.00 million | $1.91 | 97.96 |
DoorDash has higher revenue and earnings than Marriott Vacations Worldwide. Marriott Vacations Worldwide is trading at a lower price-to-earnings ratio than DoorDash, indicating that it is currently the more affordable of the two stocks.
Analyst Recommendations
This is a breakdown of current ratings and price targets for Marriott Vacations Worldwide and DoorDash, as provided by MarketBeat.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Marriott Vacations Worldwide | 3 | 2 | 7 | 1 | 2.46 |
| DoorDash | 1 | 8 | 26 | 1 | 2.75 |
Marriott Vacations Worldwide presently has a consensus target price of $106.27, suggesting a potential upside of 1.61%. DoorDash has a consensus target price of $257.47, suggesting a potential upside of 37.61%. Given DoorDash’s stronger consensus rating and higher probable upside, analysts clearly believe DoorDash is more favorable than Marriott Vacations Worldwide.
Risk & Volatility
Marriott Vacations Worldwide has a beta of 1.24, indicating that its share price is 24% more volatile than the S&P 500. Comparatively, DoorDash has a beta of 1.79, indicating that its share price is 79% more volatile than the S&P 500.
Summary
DoorDash beats Marriott Vacations Worldwide on 13 of the 14 factors compared between the two stocks.
About Marriott Vacations Worldwide
Marriott Vacations Worldwide Corporation, a vacation company, develops, markets, sells, and manages vacation ownership and related businesses, products, and services in the United States and internationally. It operates through two segments, Vacation Ownership and Exchange & Third-Party Management. The company manages vacation ownership and related products under the Marriott Vacation Club, Grand Residences by Marriott, Sheraton Vacation Club, Westin Vacation Club, Hyatt Vacation Club, and Marriott Vacation Club Pulse brands. It develops, markets, and sells vacation ownership and related products under The Ritz-Carlton Destination Club brand; and holds right to develop, market, and sell ownership residential products under The Ritz-Carlton Residences brand. In addition, the company offers exchange networks and membership programs, as well as provision of management services to other resorts and lodging properties through Interval International, and Aqua-Aston business brands. Further, it provides financing consumer purchases of vacation ownership products, and renting vacation ownership inventory. The company sells its upscale tier vacation ownership products primarily through a network of resort-based sales centers and off-site sales locations. The company was founded in 1984 and is headquartered in Orlando, Florida.
About DoorDash
DoorDash, Inc., together with its subsidiaries, operates a commerce platform that connects merchants, consumers, and independent contractors in the United States and internationally. The company operates DoorDash Marketplace and Wolt Marketplace, which provide various services, such as customer acquisition, demand generation, order fulfillment, merchandising, payment processing, and customer support. It also offers membership products, including DashPass and Wolt+; DoorDash Drive and Wolt Drive, which are white-label delivery fulfillment services that enable merchants that have generated consumer demand through their channels to fulfill demand using its platform; DoorDash Storefront that enables merchants to offer consumers on-demand access to e-commerce; and Bbot, which offers merchants digital ordering and payment solutions for in-store and online channels. In addition, the company enables merchants to advertise and promote on its platform to acquire consumers. The company was formerly known as Palo Alto Delivery Inc. and changed its name to DoorDash, Inc. in 2015. DoorDash, Inc. was founded in 2013 and is headquartered in San Francisco, California.
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