SMA vs VAC
SMA: A top-10 U.S. self-storage REIT owning 177 properties while managing an additional 273 third-party properties through an expanding managed platform. VAC: Global vacation ownership company operating iconic hospitality brands (Marriott, Sheraton, Westin, Hyatt, Ritz-Carlton) with exchange services and property management operations.
Side-by-side fundamentals
| Metric | SMA | VAC | Edge |
|---|---|---|---|
| Price as of 2026-07-22 close | $34.30 | $97.00 | |
| Market cap as of 2026-07-23 | $2.0B | $3.4B | |
| P/E as of 2026-07-23 | 156.78 | n/a | |
| PEG as of 2026-07-23 | n/a | 1.88 | |
| Net margin as of 2026-07-23 | +4.4% | -6.7% | SMA higher |
| Gross margin as of 2026-07-23 | +61.6% | +49.4% | SMA higher |
| Operating margin as of 2026-07-23 | +19.1% | -4.3% | SMA higher |
| ROE as of 2026-07-23 | +1.1% | -15.3% | SMA higher |
| ROA as of 2026-07-23 | +0.5% | -3.5% | SMA higher |
| Debt / equity as of 2026-07-23 | 0.94 | 2.80 | SMA lower |
| Revenue growth (YoY) as of 2026-07-23 | n/a | +2.4% | |
| Revenue CAGR (3y) SEC XBRL | +9.8% | +2.6% | SMA higher |
| Dividend yield as of 2026-07-23 | +4.6% | +3.3% | SMA higher |
| Dividend streak (yrs) SEC XBRL | 3 | 5 | VAC higher |
| Beta as of 2026-07-23 | 0.90 | 1.25 | |
| 1-year return as of 2026-07-22 close | -7.4% | +18.9% | VAC higher |
Fundamentals: Finnhub, as of 2026-07-23. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-22.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.