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Travel + Leisure Co (TNL)

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Upturn Advisory Summary
12/05/2025: TNL (2-star) has a low Upturn Star Rating. Not recommended to BUY.
1 Year Target Price $74.33
1 Year Target Price $74.33
| 6 | Strong Buy |
| 3 | Buy |
| 2 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 23.15% | Avg. Invested days 57 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.45B USD | Price to earnings Ratio 11.35 | 1Y Target Price 74.33 |
Price to earnings Ratio 11.35 | 1Y Target Price 74.33 | ||
Volume (30-day avg) 12 | Beta 1.41 | 52 Weeks Range 37.02 - 70.43 | Updated Date 12/6/2025 |
52 Weeks Range 37.02 - 70.43 | Updated Date 12/6/2025 | ||
Dividends yield (FY) 3.19% | Basic EPS (TTM) 6.04 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 10.34% | Operating Margin (TTM) 20.59% |
Management Effectiveness
Return on Assets (TTM) 7.24% | Return on Equity (TTM) - |
Valuation
Trailing PE 11.35 | Forward PE 9.17 | Enterprise Value 9746432379 | Price to Sales(TTM) 1.12 |
Enterprise Value 9746432379 | Price to Sales(TTM) 1.12 | ||
Enterprise Value to Revenue 2.46 | Enterprise Value to EBITDA 10.56 | Shares Outstanding 64328504 | Shares Floating 63052226 |
Shares Outstanding 64328504 | Shares Floating 63052226 | ||
Percent Insiders 4.96 | Percent Institutions 98.01 |
Upturn AI SWOT
Travel + Leisure Co

Company Overview
History and Background
Travel + Leisure Co. (NYSE: TNL) was formerly known as Wyndham Destinations and rebranded to Travel + Leisure Co. in February 2021, following its acquisition of the Travel + Leisure magazine brand from Meredith Corporation. The company was spun off from Wyndham Worldwide Corporation in 2018. It is a global leader in the travel industry, primarily focused on vacation ownership and a branded travel club.
Core Business Areas
- Vacation Club: The core of the company's business involves vacation ownership, where members purchase vacation credits or points that can be used to book stays at a network of resorts. This segment also includes the development and management of vacation ownership properties.
- Travel Brands: This segment encompasses the Travel + Leisure brand itself, including its magazine, website, and related travel content and services. It also includes other travel-related brands that offer club memberships and curated travel experiences.
Leadership and Structure
The company is led by a Board of Directors and an executive management team. Key roles include the Chief Executive Officer, Chief Financial Officer, and heads of various business segments. The organizational structure is designed to manage its diverse portfolio of travel brands and vacation ownership offerings.
Top Products and Market Share
Key Offerings
- Wyndham Vacation Club: This is the flagship vacation ownership product. Members pay an upfront fee and annual dues for access to a portfolio of resorts and travel benefits. Market share data for specific vacation club products is proprietary, but the company is a significant player in the timeshare industry, competing with companies like Marriott Vacations Worldwide and Hilton Grand Vacations.
- Travel + Leisure GO: A travel subscription service offering curated travel deals, planning tools, and access to exclusive experiences, leveraging the media brand's expertise. Competitors include other online travel agencies and subscription-based travel services.
Market Dynamics
Industry Overview
The travel and tourism industry is vast and dynamic, influenced by economic conditions, consumer spending, global events, and technological advancements. The vacation ownership sector focuses on providing flexible and aspirational vacation experiences, while the travel media and services sector caters to a broad audience seeking travel information and booking solutions.
Positioning
Travel + Leisure Co. is positioned as a diversified travel company with a strong foothold in vacation ownership and a growing presence in branded travel services. Its competitive advantage lies in its established brands, extensive resort network, and the synergy between its media and vacation club offerings.
Total Addressable Market (TAM)
The TAM for the global travel and tourism industry is in the trillions of dollars. For vacation ownership, the TAM is in the tens of billions, and for travel media and subscription services, it is also a significant market. Travel + Leisure Co. operates within these segments, aiming to capture a substantial share of its addressable market through its diverse offerings and brand recognition.
Upturn SWOT Analysis
Strengths
- Strong brand recognition, particularly the Travel + Leisure brand.
- Extensive network of resorts and affiliated properties.
- Diversified revenue streams from vacation ownership and travel clubs.
- Loyal customer base within its vacation ownership segment.
- Synergies between its media and travel club businesses.
Weaknesses
- Reliance on consumer discretionary spending, making it susceptible to economic downturns.
- Potential challenges in attracting younger demographics to traditional vacation ownership models.
- Competition from various players in both vacation ownership and online travel sectors.
- Operational complexities associated with managing a large resort portfolio.
Opportunities
- Expansion of subscription-based travel services and digital offerings.
- Leveraging the Travel + Leisure brand for new product development and partnerships.
- Growth in emerging travel markets.
- Enhancing technology and personalization for member experiences.
- Strategic acquisitions to broaden its portfolio.
Threats
- Recessions and economic instability impacting travel spending.
- Increased competition and evolving consumer preferences.
- Negative publicity or travel disruptions (e.g., pandemics, natural disasters).
- Regulatory changes impacting the vacation ownership industry.
- Technological disruptions and the rise of new travel platforms.
Competitors and Market Share
Key Competitors
- Marriott Vacations Worldwide (VAC)
- Hilton Grand Vacations Inc. (HGV)
Competitive Landscape
Travel + Leisure Co. competes in a consolidated vacation ownership market, often differentiated by brand, resort quality, and membership benefits. Its strength lies in the broad appeal of the Travel + Leisure brand and its diverse vacation options. Competitors like Marriott and Hilton benefit from their extensive hotel loyalty programs.
Major Acquisitions
Travel + Leisure Magazine Brand
- Year: 2021
- Acquisition Price (USD millions): 100
- Strategic Rationale: To leverage the strong brand recognition and content of Travel + Leisure magazine to expand into branded travel services, media, and potentially new club offerings, creating a more diversified travel ecosystem.
Growth Trajectory and Initiatives
Historical Growth: The company's growth has been influenced by its spin-off, rebranding, and strategic acquisitions. Past growth would be analyzed through revenue and profit trends. The transition from Wyndham Destinations to Travel + Leisure Co. indicates a strategic pivot towards broader travel services.
Future Projections: Future growth projections are typically provided by financial analysts and are based on market trends, company strategy, and economic outlook. These projections often focus on revenue expansion, margin improvement, and potential new market entries.
Recent Initiatives: Recent initiatives likely include the integration of the Travel + Leisure media brand, development of new subscription services, and enhancements to its vacation club offerings. Focus is on leveraging brand equity and diversifying revenue streams.
Summary
Travel + Leisure Co. (TNL) is a diversified travel company with a strong position in vacation ownership and a growing presence in branded travel services. Its recent rebranding and acquisition of the Travel + Leisure media brand position it for synergistic growth. While it benefits from strong brand equity and a loyal customer base, it faces challenges from economic sensitivity and evolving consumer preferences. The company needs to continue innovating its offerings and effectively integrating its media and vacation club segments to capitalize on future opportunities and mitigate threats.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Investor Relations Reports
- SEC Filings (10-K, 10-Q)
- Financial Data Providers (e.g., Bloomberg, Refinitiv, Yahoo Finance)
- Industry Analysis Reports
Disclaimers:
This JSON output is for informational purposes only and should not be construed as financial advice. Market share data and financial projections are estimates and subject to change. Investors should conduct their own due diligence before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Travel + Leisure Co
Exchange NYSE | Headquaters Orlando, FL, United States | ||
IPO Launch date 2006-08-01 | CEO, President & Director Mr. Michael D. Brown | ||
Sector Consumer Cyclical | Industry Travel Services | Full time employees 19000 | |
Full time employees 19000 | |||
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.

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