VCSA - Vacasa, Inc. Stock Price, Fair Value and News

7.89USD+0.39 (+5.20%)Market Closed

Market Summary

USD7.89+0.39

Market Closed

5.20%

VCSA Stock Price

View Fullscreen

VCSA RSI Chart

VCSA Valuation

Market Cap

91.5M

Price/Earnings (Trailing)

-0.17

Price/Sales (Trailing)

0.08

EV/EBITDA

-0.01

Price/Free Cashflow

-1.61

VCSA Price/Sales (Trailing)

VCSA Profitability

Operating Margin

53.52%

EBT Margin

-47.11%

Return on Equity

-403.07%

Return on Assets

-79.61%

Free Cashflow Yield

-62.26%

VCSA Fundamentals

VCSA Revenue

Revenue (TTM)

1.1B

Rev. Growth (Yr)

-18.66%

Rev. Growth (Qtr)

-53.19%

VCSA Earnings

Earnings (TTM)

-528.2M

Earnings Growth (Yr)

74.66%

Earnings Growth (Qtr)

80.99%

Breaking Down VCSA Revenue

Last 7 days

26.6%

Last 30 days

6.3%

Last 90 days

-6.2%

Trailing 12 Months

-53.2%

How does VCSA drawdown profile look like?

VCSA Financial Health

Current Ratio

0.63

VCSA Investor Care

Shares Dilution (1Y)

9.23%

Diluted EPS (TTM)

-24.23

Historical Charts for Stock Metrics

Get all data in R, Python etc through our Historical Stock Data APIs

Net sales

Year	Q1	Q2	Q3	Q4
2023	1.2B	1.2B	1.2B	1.1B
2022	1.0B	1.1B	1.2B	1.2B
2021	591.1M	690.4M	789.7M	889.1M
2020	0	0	0	491.8M
2019	0	0	0	299.3M

Get all data in R, Python etc through our Historical Stock Data APIs

Tracking the Latest Insider Buys and Sells of Vacasa, Inc.

Filter Transactions

Datesorted ascending	Name	Buy/Sell	$ Value	Avg. Price	# Shares	Title
Feb 16, 2024	mossytree inc.	sold	-114,935	9.1948	-12,500	-
Feb 15, 2024	mossytree inc.	sold	-3,515,800	8.52315	-412,500	-
Feb 14, 2024	mossytree inc.	sold	-115,451	9.2361	-12,500	-
Feb 13, 2024	mossytree inc.	sold	-104,507	9.082	-11,507	-
Feb 12, 2024	mossytree inc.	acquired	-	-	550,000	-
Feb 12, 2024	mossytree inc.	sold	-115,724	9.2579	-12,500	-
Feb 09, 2024	mossytree inc.	sold	-66,637	9.0051	-7,400	-
Feb 08, 2024	mossytree inc.	sold	-67,281	9.0921	-7,400	-
Feb 07, 2024	mossytree inc.	sold	-66,984	9.0519	-7,400	-
Feb 06, 2024	mossytree inc.	sold	-66,332	8.9639	-7,400	-

Which funds bought or sold VCSA recently?

View All Details

Datesorted ascending	Fund Name	Type	% Chg	$ Change	$ Held	% Portfolio
Apr 24, 2024	BROWN ADVISORY INC	unchanged	-	-18,466	91,258	-%
Apr 22, 2024	Stonegate Investment Group, LLC	unchanged	-	-34,500	170,500	-%
Mar 22, 2024	PNC Financial Services Group, Inc.	sold off	-100	-231	-	-%
Mar 11, 2024	VANGUARD GROUP INC	new	-	1,966,680	1,966,680	-%
Mar 11, 2024	VANGUARD GROUP INC	sold off	-100	-2,217,750	-	-%
Mar 01, 2024	GOLDMAN SACHS GROUP INC	sold off	-100	-482,556	-	-%
Feb 15, 2024	JANE STREET GROUP, LLC	sold off	-100	-166,416	-	-%
Feb 15, 2024	BARCLAYS PLC	sold off	-100	-5,000	-	-%
Feb 14, 2024	PAR CAPITAL MANAGEMENT INC	sold off	-100	-4,340,470	-	-%
Feb 14, 2024	NEEDHAM INVESTMENT MANAGEMENT LLC	new	-	383,129	383,129	0.05%

Are Funds Buying or Selling VCSA?

Are funds buying VCSA calls or puts?

Calls

Puts

No. of funds holding Calls - Puts

Net Call Options

No. of funds that own VCSA

No. of Funds

Unveiling Vacasa, Inc.'s Major ShareHolders

Date Filed	Name of Filer	Percent of Class	No. of Shares	Form Type
Apr 22, 2024	davidson kempner capital management lp	0.01%	555	SC 13D
Mar 12, 2024	davidson kempner capital management lp	0.01%	555	SC 13G
Feb 14, 2024	adams street partners llc	7.53%	938,225	SC 13G/A
Feb 13, 2024	tpg gp a, llc	4.68%	601,434	SC 13G/A
Feb 09, 2024	slta v (gp), l.l.c.	24.9%	3,101,156	SC 13G/A
Feb 09, 2024	level equity opportunities fund 2015, l.p.	2.9%	371,233	SC 13G/A
Feb 09, 2024	riverwood capital partners ii (parallel-b) l.p.	6.6%	825,103	SC 13G/A
Feb 15, 2023	adams street partners llc	8.0%	18,764,501	SC 13G/A
Feb 14, 2023	altos ventures iv, l.p.	0.0%	0	SC 13G/A
Feb 14, 2023	tpg gp a, llc	4.92%	12,028,693	SC 13G/A

Recent SEC filings of Vacasa, Inc.

View All Filings

Date Filed	Form Type	Document
Apr 25, 2024	8-K	Current Report
Apr 22, 2024	SC 13D	13D - Major Acquisition
Apr 11, 2024	144	Notice of Insider Sale Intent
Apr 10, 2024	144	Notice of Insider Sale Intent
Apr 09, 2024	144	Notice of Insider Sale Intent
Apr 08, 2024	144	Notice of Insider Sale Intent
Apr 08, 2024	ARS	ARS
Apr 08, 2024	DEF 14A	DEF 14A
Apr 08, 2024	DEFA14A	DEFA14A
Apr 03, 2024	4	Insider Trading

Peers (Alternatives to Vacasa, Inc.)

Name	Mkt Capsorted ascending	Revenue	Price %, 1M	Returns, 1Y	P/E	P/S	Rev 1-Yr	Inc 1-Yr
LARGE-CAP
CRM	266.0B	34.9B	-9.03%	39.93%	64.3	7.63	11.18%	1888.46%
UBER	143.4B	37.3B	-11.61%	132.46%	75.97	3.85	16.95%	120.64%
ADSK	46.6B	5.3B	-16.46%	14.68%	50.86	8.72	9.15%	48.14%
ANSS	29.1B	2.3B	-3.99%	6.05%	58.09	12.81	9.90%	-4.45%
ZM	18.6B	4.5B	-6.92%	1.17%	29.26	4.12	3.06%	514.65%
MID-CAP
APPF	8.8B	671.8M	-1.98%	88.41%	114.55	13.04	33.64%	185.98%
LYFT	6.3B	4.4B	-15.97%	60.49%	-18.54	1.43	7.53%	78.52%
AYX	3.4B	970.0M	0.90%	-15.87%	-19.13	3.53	13.46%	43.89%
ALRM	3.3B	881.7M	-9.49%	39.17%	41.01	3.74	4.64%	44.42%
AI	2.8B	296.4M	-16.25%	29.79%	-10.12	9.28	11.14%	-3.59%
AGYS	2.3B	228.1M	0.58%	5.99%	26.01	9.95	18.99%	599.09%
SMALL-CAP
AVID	1.2B	413.5M	0.63%	-1.64%	92.02	2.88	-1.65%	-71.35%
APPS	185.7M	572.4M	-30.27%	-84.96%	-0.94	0.32	-19.38%	-489.49%
ASUR	185.6M	119.1M	-7.97%	-44.92%	-20.14	1.56	24.27%	36.31%
AEYE	167.1M	31.3M	39.41%	131.23%	-28.46	5.34	4.69%	43.72%

Vacasa, Inc. News

Latest updates

Vacasa, Inc. Earnings Report: Key Takeaways & Analysis

Income Statement (Last 12 Months)

Income Statement (Quarterly)
Description	(%) Q/Q	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4	2021Q3	2021Q2	2021Q1	2020Q4	2019Q4
Revenue	-53.2%	177,440,000	379,077,000	304,579,000	256,854,000	218,158,000	412,184,000	310,348,000	247,260,000	192,104,000	329,927,000	237,609,000	129,418,000	-	-
Cost Of Revenue	-32.0%	102,605,000	150,789,000	142,126,000	124,131,000	116,397,000	174,123,000	152,094,000	121,759,000	108,298,000	138,461,000	118,368,000	75,626,000	-	-
Operating Expenses	-67.8%	252,976,000	786,269,000	312,925,000	303,115,000	539,242,000	396,351,000	340,644,000	302,665,000	300,404,000	293,890,000	250,953,000	169,211,000	-	-
S&GA Expenses	-29.4%	40,710,000	57,658,000	56,397,000	57,504,000	50,258,000	75,020,000	62,232,000	59,657,000	73,247,000	49,943,000	39,174,000	25,540,000	-	-
EBITDA Margin	28.7%	-0.45	-0.63	-0.26	-0.25	-0.26	-0.09	-0.08	-0.11	-0.12	-0.07	-0.11	-0.12	-0.14	-0.26
Interest Expenses	2.3%	574,000	561,000	589,000	723,000	619,000	606,000	741,000	610,000	22,504,000	3,313,000	3,075,000	2,831,000	-	-
Income Taxes	271.6%	1,927,000	-1,123,000	419,000	363,000	-51,000	170,000	100,000	803,000	860,000	76,000	-113,000	-39,000	-	-
Earnings Before Taxes	81.5%	-74,593,000	-403,581,000	-5,223,000	-43,249,000	-302,021,000	15,983,000	10,046,000	-55,135,000	-117,321,000	32,880,000	-20,034,000	-49,332,000	-	-
EBT Margin	27.6%	-0.47	-0.65	-0.28	-0.27	-0.28	-0.13	-0.12	-0.16	-0.17	-0.10	-0.15	-0.16	-0.19	-0.28
Net Income	81.0%	-76,520,000	-402,458,000	-5,642,000	-43,612,000	-301,970,000	15,813,000	9,946,000	-55,938,000	-	32,804,000	-19,921,000	-49,293,000	-	-
Net Income Margin	27.4%	-0.47	-0.65	-0.28	-0.27	-0.28	-0.13	-0.14	-0.15	-0.17	-0.10	-0.15	-0.16	-0.19	-0.28
Free Cashflow	71.1%	-81,415,000	-281,697,000	148,644,000	157,492,000	-59,344,000	-345,876,000	206,028,000	138,475,000	-15,232,000	-229,582,000	158,742,000	143,484,000	-40,172,000	-

Balance Sheet

(In Millions)

(*) denotes actual numbers (not divided by Millions)
Balance Sheet														(In Millions)
Description	(%) Q/Q	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4	2021Q3	2021Q2	2021Q1	2020Q4	2019Q4
Assets	-13.3%	664	766	1,530	1,412	1,306	1,640	2,036	1,807	1,637	286	386	487	587	544
Current Assets	-24.6%	266	353	642	509	381	452	851	707	587	1.00	-	-	311	242
Cash Equivalents	-41.8%	88.00	151	281	218	158	151	319	355	354	150	331	290	291	209
Net PPE	-4.6%	57.00	59.00	62.00	64.00	66.00	67.00	68.00	69.00	67.00	63.00	-	-	65.00	71.00
Goodwill	0.0%	172	172	583	583	585	833	830	778	755	710	-	517	121	116
Liabilities	-6.2%	456	486	851	733	586	627	1,045	832	619	562	505	449	392	264
Current Liabilities	-5.7%	423	448	810	685	531	553	969	703	506	2.00	-	-	258	241
Shareholder's Equity	-29.6%	131	186	402	394	413	388	400	-	-751	-	-	-	-576	-
Retained Earnings	-3.6%	-1,240	-1,197	-969	-965	-942	-779	-787	-792	-751	-10.97	-	-	-577	-285
Additional Paid-In Capital	-0.9%	1,373	1,384	1,372	1,361	1,355	1,168	1,188	-	-	578	-	-	-	-
Shares Outstanding	-1.7%	12.00	12.00	12.00	12.00	11.00	11.00	11.00	11.00	11.00	-	50*	-	-	-
Float	-	-	-	98.00	-	-	-	355	-	-	-	-	-	-	-

Cashflow (Last 12 Months)

(In Thousands)

(*) denotes actual numbers (not divided by Thousands)
Cashflow (Quarterly)															(In Thousands)
Description	(%) Q/Q	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4	2021Q3	2021Q2	2021Q1	2020Q4	2020Q3	2019Q4
Cashflow From Operations	71.4%	-80,142	-280,631	150,430	158,636	-58,901	-344,226	208,732	142,488	-13,025	-228,088	160,268	144,110	-	-	-
Share Based Compensation	-11.0%	3,537	3,974	3,890	4,141	5,810	9,376	7,354	11,630	21,705	2,272	2,158	843	-	-	-
Cashflow From Investing	-15.6%	-3,018	-2,610	-3,435	-4,304	-4,702	-11,455	-72,484	-19,534	-42,636	-60,321	-6,080	-5,596	-	-	-
Cashflow From Financing	-7.9%	-4,686	-4,342	-9,821	-9,203	-8,713	-11,561	-10,800	-7,993	289,336	-2,549	-3,100	-4,076	-	-	-

VCSA Income Statement

2023-12-31

Consolidated Statements of Operations - USD ($)
shares in Thousands, $ in Thousands

12 Months Ended

Dec. 31, 2023

Dec. 31, 2022

Dec. 31, 2021

Income Statement [Abstract]

Revenue

$ 1,117,950

$ 1,187,950

$ 889,058

Operating costs and expenses:

Cost of revenue, exclusive of depreciation and amortization shown separately below

519,651

564,373

440,753

Operations and support

245,706

264,068

186,984

Technology and development

60,800

68,344

48,709

Sales and marketing

212,269

247,167

187,904

General and administrative

81,612

107,624

88,835

Depreciation

21,357

21,706

17,110

Amortization of intangible assets

56,890

61,629

44,163

Impairment of long-lived assets

46,000

Impairment of goodwill

411,000

243,991

Total operating costs and expenses

1,655,285

1,578,902

1,014,458

Loss from operations

(537,335)

(390,952)

(125,400)

Interest income

7,021

1,991

Interest expense

(2,447)

(2,576)

(31,723)

Other income, net

6,115

60,410

3,280

Loss before income taxes

(526,646)

(331,127)

(153,807)

Income tax expense

(1,586)

(1,022)

(784)

Net loss

(528,232)

(332,149)

(154,591)

Less: Loss attributable to remeasurement of redeemable convertible preferred units

(426,101)

Net loss including remeasurement of redeemable convertible preferred units

(528,232)

(332,149)

(580,692)

Less: Net loss including remeasurement of redeemable convertible preferred units prior to Reverse Recapitalization

(555,437)

Less: Net loss attributable to redeemable noncontrolling interests

(229,529)

(154,251)

(12,558)

Net loss attributable to Class A Common Stockholders

(298,703)

(177,898)

(12,697)

Net loss attributable to Class A Common Stockholders

$ (298,703)

$ (177,898)

$ (12,697)

Basic net loss per share of Class A Common Stock (in usd per share)

^[1],[2]

$ (24.48)

$ (15.92)

$ (1.18)

Diluted net loss per share of Class A Common Stock (in usd per share)

^[1],[2]

$ (24.48)

$ (15.92)

$ (1.18)

Weighted-average shares of Class A Common Stock used to compute net loss per share, basic (in shares)

^[1],[2]

12,202

11,171

10,739

Weighted-average shares of Class A Common Stock used to compute net loss per share, diluted (in shares)

^[1],[2]

12,202

11,171

10,739

[1]

Basic and diluted net loss per share of Class A Common Stock is applicable only for periods subsequent to December 6, 2021, which is the date of the Reverse Recapitalization (as defined in Note 3, Reverse Recapitalization). Basic and diluted loss per share of Class A Common Stock for the year ended December 31, 2021 represents only the period of December 6, 2021 to December 31, 2022. See also Note 15, Net Loss Per Share

[2]

Weighted-average shares outstanding used in the computation of basic and diluted earnings (loss) per share have been retroactively adjusted to reflect the 1-for-20 Reverse Stock Split that occurred on October 2, 2023. Refer to Note 13 - Equity for additional information.

VCSA Balance Sheet

2023-12-31

Consolidated Balance Sheets - USD ($)
$ in Thousands

Dec. 31, 2023

Dec. 31, 2022

Current assets:

Cash and cash equivalents

$ 88,049

$ 157,810

Restricted cash

137,788

161,850

Accounts receivable, net

14,242

17,204

Prepaid expenses and other current assets

25,766

44,499

Total current assets

265,845

381,363

Property and equipment, net

56,717

65,543

Intangible assets, net

114,464

214,851

Goodwill

171,879

585,205

Other long-term assets

54,643

58,622

Total assets

663,548

1,305,584

Current liabilities:

Accounts payable

30,353

35,383

Funds payable to owners

178,670

228,758

Hospitality and sales taxes payable

45,179

52,217

Deferred revenue

105,217

124,969

Future stay credits

584

3,369

Accrued expenses and other current liabilities

62,820

85,833

Total current liabilities

422,823

530,529

Long-term debt, net of current portion

125

Other long-term liabilities

33,079

54,987

Total liabilities

455,902

585,641

Commitments and contingencies (Note 16)

Redeemable noncontrolling interests

76,593

306,943

Equity:

Additional paid-in capital

1,372,618

1,355,141

Accumulated deficit

(1,240,850)

(942,147)

Accumulated other comprehensive income (loss)

(720)

Total equity

131,053

413,000

Total liabilities, temporary equity, and equity

663,548

1,305,584

Class A Common Stock

Equity:

Common Stock

^[1]

Class B Common Stock

Equity:

Common Stock

^[1]

$ 2

[1]	Common stock shares issued and outstanding have been retroactively adjusted to reflect the 1-for-20 Reverse Stock Split that occurred on October 2, 2023. Refer to Note 13 - Equity for additional information.

About Vacasa, Inc.

Vacasa, Inc. operates vacation rental management platform in North America, Belize, and Costa Rica. The company enables guests to search, discover, and book its properties on Vacasa.com and the Vacasa Guest App. It also provides services to buy and sell vacation homes through its network of real estate agents. The company was founded in 2009 and is headquartered in Portland, Oregon

CEO	Mr. Robert Greyber
WEBSITE	vacasa.com
INDUSTRY	Software - Apps
EMPLOYEES	7900

Vacasa, Inc. Frequently Asked Questions

What is the ticker symbol for Vacasa, Inc.? What does VCSA stand for in stocks?

VCSA is the stock ticker symbol of Vacasa, Inc.. Every public company that trades on a stock exchange gets a ticker symbol.

What is the market capital of Vacasa, Inc. (VCSA)?

As of Fri Apr 26 2024, market cap of Vacasa, Inc. is 91.52 Million. The market capitalization is calculated by multiplying the stock price with the number of shares outstanding.

What is the fair value of VCSA stock?

You can check VCSA's fair value in chart for subscribers.

What is the fair value of VCSA stock?

You can check VCSA's fair value in chart for subscribers. The fair value of Vacasa, Inc. is provided for various growth and macro-economic scenarios from very pessimiatic to very optimistic assumptions. These fair values are estimates from Grufity's Fair Value model based on company's past performance. However, past performance of Vacasa, Inc. is no guarantee of future performance. These fairvalue estimates should only be used as one of the inputs in your stock analysis. We provide model's historical fair value estimates for VCSA so that you know how good or bad the model has been in the past so you can discard it if needed. There are others that provide fair values of stocks such as wallmine, finbox, gurufocus and finviz. Most provide point in time estimates. We provide a history of our models fair value estimates so that you can get a sense of it's usefulness. Otherwise this data point is of little use.

Is Vacasa, Inc. a good stock to buy?

The fair value guage provides a quick view whether VCSA is over valued or under valued. Whether Vacasa, Inc. is cheap or expensive depends on the assumptions which impact Vacasa, Inc.'s fair value. We provide several scenarios of inflation and growth to encompass these range of assumptions for VCSA.

What is Vacasa, Inc.'s Price to Earnings (PE) and Price to sales (PS) ratio?

As of Fri Apr 26 2024, VCSA's PE ratio (Price to Earnings) is -0.17 and Price to Sales (PS) ratio is 0.08. The price to earnings and price to sales ratio are two most important valuation metrics for any company. PE ratio tell us the number of years of earnings investors are ready to pay for owning the company. Historically, S&P500 price to earnings ratio has fallen below 12 during periods of gloom and gone past 30 during periods of euphoria. VCSA PE ratio will change depending on the future growth rate expectations of investors.