TNL official logo TNL
TNL 2-star rating from Upturn Advisory
Travel + Leisure Co (TNL) company logo

Travel + Leisure Co (TNL)

Travel + Leisure Co (TNL) 2-star rating from Upturn Advisory
$68.53
Last Close (24-hour delay)
Profit since last BUY38.87%
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BUY since 145 days
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Upturn Advisory Summary

12/05/2025: TNL (2-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

Upturn 2 star rating for performance

Below Average Performance

These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.

Number of Analysts

3 star rating from financial analysts

12 Analysts rated it

Moderately tracked stock, growing coverage, gaining market and investor attention.

1 Year Target Price $74.33

1 Year Target Price $74.33

Analysts Price Target For last 52 week
$74.33 Target price
52w Low $37.02
Current$68.53
52w High $70.43

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 star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 3.0
Stock Returns Performance Upturn Returns Performance icon 3.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 12/05/2025

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

Icon representing Upturn AI-generated SWOT analysis summary Upturn AI SWOT

Travel + Leisure Co

Travel + Leisure Co(TNL) company logo displayed in Upturn AI summary

Company Overview

Company history and background logo 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.

Company business area logo 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 logo 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

Product Key Offerings logo 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 logo 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 competitor logo 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.

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

Information icon warning about Upturn AI Fundamental Rating based on potentially old data Fundamental Rating based on AI could be based on old data.

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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.