NYSEConsumer DiscretionaryResorts & CasinosSnapshot 2026-07-31
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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.
Primary pillar broken — Achieve adjusted EPS of $7.05-$7.80 in 2026: adjusted EPS $1.24 (Q1 FY26) vs target $7.05-$7.80 (FY26).
View ThesisRevenue growth is slowing — up about 2% over the past year and decelerating.
View GrowthMiddle-of-the-pack quality for its industry.
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 ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 42% in its worst 12-month stretch.
View RiskVAC needs to increase contract sales to $1,815-$1,885 million in 2026 to justify its price. Recent financial performance dropped from the top half to the bottom half of its industry. Revenue growth is modest, and the last quarter missed expectations. It trades at 16× P/E, below the 18× peer median, indicating modest expectations. The next-quarter miss probability is 56%, which is elevated risk. Peer multiples imply a price roughly in line with where it trades; this read is provisional.
Trailing returns as of 2026-07-31. VAC is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 11 analysts currently covering VAC (as of Jul 2026).
Based on 6 Wall Street analysts offering 12-month price targets for VAC in the last 4 months.
A consensus fair price across 8 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.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Hotels, Resorts & Cruise Lines — fair value, gap to price, and forward P/E.
Advances: Achieve adjusted EPS of $7.05-$7.80 in 2026
Raising guidance supports EPS growth objective.
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 $97.51
The last 12 months of price, then the range of analyst 12-month targets from today’s $97.51.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Bottom 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
