WallStSmart

Ford Motor Company (F)vsMarriot Vacations Worldwide (VAC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Ford Motor Company generates 5538% more annual revenue ($187.97B vs $3.33B). F leads profitability with a -3.9% profit margin vs -10.3%. VAC appears more attractively valued with a PEG of 1.48. F earns a higher WallStSmart Score of 48/100 (D+).

F

Hold

48

out of 100

Grade: D+

Growth: 6.0Profit: 3.0Value: 3.0Quality: 3.0
Piotroski: 2/9Altman Z: 0.76

VAC

Hold

47

out of 100

Grade: D+

Growth: 3.3Profit: 3.5Value: 7.0Quality: 5.5
Piotroski: 4/9Altman Z: 1.12
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

FSignificantly Overvalued (-17.0%)

Margin of Safety

-17.0%

Fair Value

$12.08

Current Price

$13.98

$1.90 premium

UndervaluedFair: $12.08Overvalued
VACUndervalued (+40.1%)

Margin of Safety

+40.1%

Fair Value

$92.67

Current Price

$123.47

$30.80 discount

UndervaluedFair: $92.67Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

F3 strengths · Avg: 9.7/10
Price/BookValuation
1.5x10/10

Reasonable price relative to book value

EPS GrowthGrowth
430.8%10/10

Earnings expanding 430.8% YoY

Market CapQuality
$56.78B9/10

Large-cap with strong market position

VAC1 strengths · Avg: 8.0/10
Price/BookValuation
2.1x8/10

Reasonable price relative to book value

Areas to Watch

F4 concerns · Avg: 2.5/10
Operating MarginProfitability
1.9%3/10

Operating margin of 1.9%

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
8.482/10

Expensive relative to growth rate

Return on EquityProfitability
-16.3%2/10

ROE of -16.3% — below average capital efficiency

VAC4 concerns · Avg: 2.5/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

Return on EquityProfitability
-17.2%2/10

ROE of -17.2% — below average capital efficiency

EPS GrowthGrowth
-56.1%2/10

Earnings declined 56.1%

Free Cash FlowQuality
$-12.00M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : F

The strongest argument for F centers on Price/Book, EPS Growth, Market Cap.

Bull Case : VAC

The strongest argument for VAC centers on Price/Book. PEG of 1.48 suggests the stock is reasonably priced for its growth.

Bear Case : F

The primary concerns for F are Operating Margin, Piotroski F-Score, PEG Ratio. Debt-to-equity of 4.20 is elevated, increasing financial risk.

Bear Case : VAC

The primary concerns for VAC are Revenue Growth, Return on Equity, EPS Growth. Debt-to-equity of 2.83 is elevated, increasing financial risk.

Key Dynamics to Monitor

F carries more volatility with a beta of 1.85 — expect wider price swings.

VAC is growing revenue faster at 0.0% — sustainability is the question.

VAC generates stronger free cash flow (-12M), providing more financial flexibility.

Monitor AUTO MANUFACTURERS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

F scores higher overall (48/100 vs 47/100). VAC offers better value entry with a 40.1% margin of safety. Both earn "Hold" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Ford Motor Company

CONSUMER CYCLICAL · AUTO MANUFACTURERS · USA

Ford Motor Company, commonly known as Ford, is an American multinational automaker that has its main headquarters in Dearborn, Michigan.

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Marriot Vacations Worldwide

CONSUMER CYCLICAL · RESORTS & CASINOS · USA

Marriott Vacations Worldwide Corporation, a vacation company, develops, markets, sells and manages vacation ownership and related products. The company is headquartered in Orlando, Florida.

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