(TNL) Travel + Leisure - Ratings and Ratios

Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US8941641024

Timeshares, Exchange, Membership, Resorts, Booking

TNL EPS (Earnings per Share)

EPS (Earnings per Share) of TNL over the last years for every Quarter: "2020-09": 0.83, "2020-12": 0.32, "2021-03": 0.39, "2021-06": 0.88, "2021-09": 1.19, "2021-12": 1.19, "2022-03": 0.69, "2022-06": 1.27, "2022-09": 1.28, "2022-12": 1.3, "2023-03": 0.89, "2023-06": 1.33, "2023-09": 1.54, "2023-12": 1.98, "2024-03": 0.97, "2024-06": 1.52, "2024-09": 1.57, "2024-12": 1.72, "2025-03": 1.11, "2025-06": 1.65, "2025-09": 1.8,

TNL Revenue

Revenue of TNL over the last years for every Quarter: 2020-09: 614, 2020-12: 645, 2021-03: 628, 2021-06: 797, 2021-09: 839, 2021-12: 870, 2022-03: 809, 2022-06: 922, 2022-09: 937, 2022-12: 899, 2023-03: 879, 2023-06: 949, 2023-09: 986, 2023-12: 936, 2024-03: 916, 2024-06: 985, 2024-09: 993, 2024-12: 971, 2025-03: 934, 2025-06: 1018, 2025-09: 511,

Description: TNL Travel + Leisure August 01, 2025

Travel + Leisure Co. (TNL) is a hospitality and travel company operating globally, with a presence in the vacation ownership and travel industries. The company operates through two main segments: Vacation Ownership and Travel and Membership. The Vacation Ownership segment focuses on developing, marketing, and selling vacation ownership interests (VOIs) and providing consumer financing and property management services. The Travel and Membership segment encompasses various travel businesses, including vacation exchange brands, travel technology platforms, and direct-to-consumer rentals, as well as private-label travel booking technology solutions.

Key performance indicators (KPIs) for Travel + Leisure Co. may include metrics such as revenue growth, VOI sales, average annual sales per guest, and the number of subscribers to their travel membership programs. The companys strategic alliance with Hornblower Group, Inc. and its rebranding from Wyndham Destinations, Inc. to Travel + Leisure Co. in 2021 may be seen as efforts to drive growth and expansion. With a market capitalization of over $4 billion, TNLs financial performance is likely to be closely watched by investors.

To evaluate TNLs performance, one may examine its revenue diversification across segments, its ability to generate cash flows from VOI sales and travel bookings, and its return on equity (ROE) compared to industry peers. While TNLs current ROE is negative, it is essential to analyze the underlying drivers and assess whether this is a one-time anomaly or a persistent issue. Other relevant metrics might include the companys debt-to-equity ratio, interest coverage ratio, and operating margins.

From a growth perspective, TNLs focus on travel technology platforms and private-label travel booking solutions may indicate opportunities for expansion into new markets or segments. The companys ability to adapt to changing consumer behaviors and technological advancements in the travel industry will likely be crucial to its long-term success. As the travel industry continues to evolve, TNLs strategic initiatives and financial performance will be closely monitored by investors and analysts.

TNL Stock Overview

Market Cap in USD 4,072m
Sub-Industry Hotels, Resorts & Cruise Lines
IPO / Inception 2006-08-01

TNL Stock Ratings

Growth Rating 66.9%
Fundamental 60.3%
Dividend Rating 65.8%
Return 12m vs S&P 500 11.0%
Analyst Rating 4.17 of 5

TNL Dividends

Dividend Yield 12m 3.45%
Yield on Cost 5y 6.13%
Annual Growth 5y 5.74%
Payout Consistency 97.6%
Payout Ratio 34.7%

TNL Growth Ratios

Growth Correlation 3m 38.6%
Growth Correlation 12m 58.3%
Growth Correlation 5y 17.7%
CAGR 5y 25.57%
CAGR/Max DD 3y (Calmar Ratio) 0.79
CAGR/Mean DD 3y (Pain Ratio) 3.04
Sharpe Ratio 12m 0.41
Alpha 7.72
Beta 1.488
Volatility 33.90%
Current Volume 545.1k
Average Volume 20d 655.6k
Stop Loss 61.2 (-3.1%)
Signal 0.11

Piotroski VR‑10 (Strict, 0-10) 7.0

Net Income (411.0m TTM) > 0 and > 6% of Revenue (6% = 206.0m TTM)
FCFTA 0.12 (>2.0%) and ΔFCFTA 5.23pp (YES ≥ +1.0pp, WARN ≥ +0.5pp)
NWC/Revenue 9.03% (prev 85.38%; Δ -76.35pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp)
CFO/TA 0.14 (>3.0%) and CFO 967.0m > Net Income 411.0m (YES >=105%, WARN >=100%)
Net Debt (3.31b) to EBITDA (859.0m) ratio: 3.86 <= 3.0 (WARN <= 3.5)
Current Ratio 1.23 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active)
Outstanding Shares last Quarter (66.5m) change vs 12m ago -5.27% (target <= -2.0% for YES)
Gross Margin 56.26% (prev 48.75%; Δ 7.51pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0)
Asset Turnover 50.54% (prev 57.18%; Δ -6.64pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0)
Interest Coverage Ratio 3.15 (EBITDA TTM 859.0m / Interest Expense TTM 234.0m) >= 6 (WARN >= 3)

Altman Z'' 2.54

(A) 0.04 = (Total Current Assets 1.68b - Total Current Liabilities 1.37b) / Total Assets 6.89b
(B) 0.36 = Retained Earnings (Balance) 2.51b / Total Assets 6.89b
(C) 0.11 = EBIT TTM 738.0m / Avg Total Assets 6.79b
(D) 0.32 = Book Value of Equity 2.44b / Total Liabilities 7.71b
Total Rating: 2.54 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D)

ValueRay F-Score (Strict, 0-100) 60.32

1. Piotroski 7.0pt = 2.0
2. FCF Yield 10.84% = 5.0
3. FCF Margin 23.33% = 5.83
4. Debt/Equity -4.33 = -2.50
5. Debt/Ebitda 3.86 = -2.48
6. ROIC - WACC (= 4.30)% = 5.38
7. RoE -47.56% = -2.50
8. Rev. Trend -33.03% = -2.48
9. EPS Trend 41.36% = 2.07

What is the price of TNL shares?

As of November 06, 2025, the stock is trading at USD 63.18 with a total of 545,052 shares traded.
Over the past week, the price has changed by -0.94%, over one month by +1.97%, over three months by +7.46% and over the past year by +31.94%.

Is Travel + Leisure a good stock to buy?

Neither. Based on ValueRay´s Fundamental Analyses, Travel + Leisure is currently (November 2025) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 60.32 and therefor a neutral outlook according to the companies health.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of TNL is around 63.92 USD . This means that TNL is currently overvalued and has a potential downside of 1.17%.

Is TNL a buy, sell or hold?

Travel + Leisure has received a consensus analysts rating of 4.17. Therefore, it is recommended to buy TNL.
  • Strong Buy: 6
  • Buy: 3
  • Hold: 2
  • Sell: 1
  • Strong Sell: 0

What are the forecasts/targets for the TNL price?

Issuer Target Up/Down from current
Wallstreet Target Price 74.3 17.6%
Analysts Target Price 74.3 17.6%
ValueRay Target Price 70.1 11%

TNL Fundamental Data Overview November 05, 2025

Market Cap USD = 4.07b (4.07b USD * 1.0 USD.USD)
P/E Trailing = 10.4801
P/E Forward = 9.1659
P/S = 1.0265
Beta = 1.488
Revenue TTM = 3.43b USD
EBIT TTM = 738.0m USD
EBITDA TTM = 859.0m USD
Long Term Debt = 5.57b USD (from longTermDebt, last fiscal year)
Short Term Debt = 603.0m USD (from shortTermDebt, last fiscal year)
Debt = 3.55b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 3.31b USD (from netDebt column, last quarter)
Enterprise Value = 7.39b USD (4.07b + Debt 3.55b - CCE 240.0m)
Interest Coverage Ratio = 3.15 (Ebit TTM 738.0m / Interest Expense TTM 234.0m)
FCF Yield = 10.84% (FCF TTM 801.0m / Enterprise Value 7.39b)
FCF Margin = 23.33% (FCF TTM 801.0m / Revenue TTM 3.43b)
Net Margin = 11.97% (Net Income TTM 411.0m / Revenue TTM 3.43b)
Gross Margin = 56.26% ((Revenue TTM 3.43b - Cost of Revenue TTM 1.50b) / Revenue TTM)
Gross Margin QoQ = 97.46% (prev 49.71%)
Tobins Q-Ratio = 1.07 (Enterprise Value 7.39b / Total Assets 6.89b)
Interest Expense / Debt = 1.69% (Interest Expense 60.0m / Debt 3.55b)
Taxrate = 29.75% (47.0m / 158.0m)
NOPAT = 518.5m (EBIT 738.0m * (1 - 29.75%))
Current Ratio = 1.23 (Total Current Assets 1.68b / Total Current Liabilities 1.37b)
Debt / Equity = -4.33 (negative equity) (Debt 3.55b / totalStockholderEquity, last quarter -821.0m)
Debt / EBITDA = 3.86 (Net Debt 3.31b / EBITDA 859.0m)
Debt / FCF = 4.14 (Net Debt 3.31b / FCF TTM 801.0m)
Total Stockholder Equity = -864.2m (last 4 quarters mean from totalStockholderEquity)
RoA = 5.96% (Net Income 411.0m / Total Assets 6.89b)
RoE = -47.56% (negative equity) (Net Income TTM 411.0m / Total Stockholder Equity -864.2m)
RoCE = 15.68% (EBIT 738.0m / Capital Employed (Equity -864.2m + L.T.Debt 5.57b))
RoIC = 11.00% (NOPAT 518.5m / Invested Capital 4.71b)
WACC = 6.69% (E(4.07b)/V(7.63b) * Re(11.50%) + D(3.55b)/V(7.63b) * Rd(1.69%) * (1-Tc(0.30)))
Discount Rate = 11.50% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -100.0 | Cagr: -4.36%
[DCF Debug] Terminal Value 71.03% ; FCFE base≈651.8m ; Y1≈804.1m ; Y5≈1.37b
Fair Price DCF = 211.1 (DCF Value 13.58b / Shares Outstanding 64.3m; 5y FCF grow 25.0% → 3.0% )
EPS Correlation: 41.36 | EPS CAGR: 12.56% | SUE: 0.26 | # QB: 0
Revenue Correlation: -33.03 | Revenue CAGR: -18.57% | SUE: -4.0 | # QB: 0

Additional Sources for TNL Stock

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