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1. Company Snapshot

1.a. Company Description

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.

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1.b. Last Insights on VCSA

Here is a 90-word analysis of the positive drivers behind Vacasa, Inc.'s recent stock performance: Vacasa's proposed sale to Casago for $5.02 per share has sparked multiple law firms to investigate potential breaches of fiduciary duty on the part of its directors and management. Several firms, including Halper Sadeh LLC, The Schall Law Firm, and Levi & Korsinsky, LLP, are investigating whether the sale price is fair to shareholders. These investigations may lead to a higher sale price or additional benefits for shareholders, driving positivity around the stock.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Casago Franchise Expands in San Diego With Addition of Former Vacasa Rentals

Aug -18

Source: businesswire.com

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Local Casago Franchisee Expands California Portfolio With Acquisition of Former Vacasa Properties

Jun -27

Source: businesswire.com

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Casago Completes Acquisition of Vacasa

May -01

Source: businesswire.com

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Vacasa Stockholders Approve Merger with Casago

Apr -29

Source: businesswire.com

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ISS and Glass Lewis Recommend Vacasa Shareholders Vote “FOR” Proposed Merger With Casago

Apr -21

Source: businesswire.com

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Vacasa Responds to Revised Unsolicited Proposal from Davidson Kempner Capital Management

Apr -18

Source: businesswire.com

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Vacasa Accepts Revised Acquisition Proposal from Casago at $5.30 Per Share

Mar -17

Source: businesswire.com

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Universal Technical Institute, Inc. Announces Bruce Schuman as Chief Financial Officer

Mar -17

Source: prnewswire.com

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (12.06%)

6. Segments

Vacation Rental Platform

Expected Growth: 12.1%

The vacation rental market is driven by increasing demand for unique travel experiences, growth of online booking platforms, and rising adoption of digital technologies. Vacasa's comprehensive solution for property owners and managers positions it for success in this growing market.

Other

Expected Growth: 10.5%

The growth of Vacasa's miscellaneous revenue streams is driven by increasing demand for property management services and ancillary offerings, such as vacation rental management and concierge services, which cater to the growing short-term rental market.

7. Detailed Products

Vacation Rental Management

Vacasa offers a comprehensive vacation rental management service, providing property owners with a hassle-free solution to manage their properties, including marketing, booking, and guest services.

Property Management

Vacasa's property management services include routine maintenance, repairs, and housekeeping, ensuring that properties are well-maintained and guest-ready.

Dynamic Pricing

Vacasa's dynamic pricing system analyzes market trends and adjusts rental rates in real-time to maximize revenue for property owners.

Guest Services

Vacasa provides a range of guest services, including check-in/check-out, concierge services, and 24/7 support, to ensure a seamless guest experience.

Marketing and Distribution

Vacasa's marketing and distribution services include listing properties on major online travel agencies, search engine optimization, and targeted advertising.

Owner Services

Vacasa provides property owners with a range of services, including owner statements, tax preparation, and insurance services.

8. Vacasa, Inc.'s Porter Forces

Forces Ranking

Threat Of Substitutes

Vacasa's services are unique, but there are substitutes available in the market, such as Airbnb and Booking.com. However, Vacasa's focus on vacation rentals and its proprietary technology give it a competitive edge.

Bargaining Power Of Customers

Vacasa's customers have some bargaining power due to the availability of substitutes, but the company's strong brand and customer loyalty program help to mitigate this power.

Bargaining Power Of Suppliers

Vacasa's suppliers, primarily property owners, have limited bargaining power due to the company's large scale and strong relationships with its suppliers.

Threat Of New Entrants

The threat of new entrants is moderate due to the capital requirements and regulatory hurdles involved in entering the vacation rental market. However, new entrants could potentially disrupt the market with innovative technologies or business models.

Intensity Of Rivalry

The vacation rental market is highly competitive, with many established players and new entrants vying for market share. Vacasa must continue to innovate and differentiate itself to maintain its market position.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 18.20%
Debt Cost 7.65%
Equity Weight 81.80%
Equity Cost 7.65%
WACC 7.65%
Leverage 22.26%

11. Quality Control: Vacasa, Inc. passed 2 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
Vacasa

A-Score: 4.4/10

Value: 7.5

Growth: 3.6

Quality: 3.5

Yield: 0.0

Momentum: 10.0

Volatility: 1.7

1-Year Total Return ->

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Expensify

A-Score: 3.7/10

Value: 8.5

Growth: 2.7

Quality: 3.8

Yield: 0.0

Momentum: 5.0

Volatility: 2.3

1-Year Total Return ->

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Stock-Card
Cerence

A-Score: 3.7/10

Value: 7.0

Growth: 1.1

Quality: 3.8

Yield: 0.0

Momentum: 10.0

Volatility: 0.3

1-Year Total Return ->

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Sprout Social

A-Score: 3.5/10

Value: 6.7

Growth: 6.0

Quality: 4.6

Yield: 0.0

Momentum: 0.0

Volatility: 3.7

1-Year Total Return ->

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Presto Automation

A-Score: 3.2/10

Value: 10.0

Growth: 3.7

Quality: 5.0

Yield: 0.0

Momentum: 0.5

Volatility: 0.0

1-Year Total Return ->

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Upland Software

A-Score: 3.0/10

Value: 7.6

Growth: 3.1

Quality: 2.2

Yield: 0.0

Momentum: 4.0

Volatility: 1.0

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

5.39$

Current Price

5.39$

Potential

-0.00%

Expected Cash-Flows