Travel + Leisure Co. (TNL)
NYSEConsumer DiscretionaryTravel ServicesSnapshot 2026-07-31
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Create your account →NYSEConsumer DiscretionaryTravel ServicesSnapshot 2026-07-31
Reading TNL? Create a free portfolio, then add this holding for ongoing Reports and tracking. Track it in a free portfolio. No credit card.
Create your account →Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Consumer Discretionary is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Management is running behind on a stated commitment.
View ThesisRevenue is growing steadily — about 5% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 18%.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskTNL's growth depends on its ability to maintain steady revenue growth. Revenue grew 4% year over year, but the latest quarter missed expectations. It trades at 10.8 times P/E, below the peer median of 17.7 times. This suggests the price reflects less growth than expected. A specific risk is that management is behind on commitments, which could hurt credibility. Peer multiples imply a price about 53% below where it trades. This read is provisional.
Trailing returns as of 2026-07-31. TNL is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 12 analysts currently covering TNL (as of Jul 2026).
Based on 4 Wall Street analysts offering 12-month price targets for TNL in the last 4 months.
A consensus fair price across our valuation methods, at three horizons. As of 2026-08-01. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No fair value published
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
This applies to all three horizons. The trailing multiples, peer comparison, and quality and trajectory reads on this page are unaffected. Names move in and out of this state day to day as the methods converge or diverge. Method agreement on this name is low.
Around the middle on quality vs scored peers
A price-focused, side-by-side fair-value read versus Hotels, Resorts & Cruise Lines — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Advances: Expand Multi-Brand Strategy
Management's presentation supports multi-brand strategy growth.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-07-31. EPS is implied from price ÷ P/E. Not investment advice.
Current $76.02
The last 12 months of price, then the range of analyst 12-month targets from today’s $76.02.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Upgrade indicates positive market sentiment and valuation.
Advances: Expand Multi-Brand Strategy
Expansion and debt issuance align with growth objectives.