Travel + Leisure Co., together with its subsidiaries, provides hospitality services and travel products in the United States and internationally. The company operates in two segments, Vacation Ownership; and Travel and Membership. The Vacation Ownership segment develops, markets, and sells vacation ownership interests (VOIs) to individual consumers, as well as offers consumer financing in connection with the sale of VOIs; and property management services at resorts. The Travel and Membership segment operates various travel businesses, including three vacation exchange brands, travel technology platforms, travel memberships, and direct-to-consumer rentals. This segment also offers private-label travel booking technology solutions. Travel + Leisure Co. has a strategic alliance with Hornblower Group, Inc. The company was formerly known as Wyndham Destinations, Inc. and changed its name to Travel + Leisure Co. in February 2021. Travel + Leisure Co. was founded in 1990 and is headquartered in Orlando, Florida.
Strategic Pivot | Explore TNL's focus on repeat customers, potentially enhancing long-term profitability and market position in the timeshare industry |
Financial Resilience | TNL reaffirms 2025 guidance despite mixed Q2 results, with adjusted EBITDA projected between $955-$985 million |
Market Valuation | Analyst price targets range from $39 to $70, reflecting diverse views on TNL's growth potential and industry positioning |
Industry Dynamics | Delve into the recovering travel sector, with timeshare visitation normalizing and hotel occupancy rates stabilizing around 73% |
Metrics to compare | TNL | Sector Sector - Average of metrics from a broad group of related Consumer Cyclicals sector companies | Relationship RelationshipTNLPeersSector | |
|---|---|---|---|---|
P/E Ratio | 10.9x | 14.2x | 11.1x | |
PEG Ratio | 3.52 | 0.49 | 0.02 | |
Price/Book | −5.4x | 0.8x | 1.4x | |
Price / LTM Sales | 1.1x | 0.9x | 1.0x | |
Upside (Analyst Target) | 13.6% | 19.8% | 23.6% | |
Fair Value Upside | Unlock | 2.2% | 10.6% | Unlock |