VCSA — Stock Film
STOCK FILMSCENE 1/11VCSA · $5.39
Stock Expert AI presents
VCSA
Vacasa, Inc
~4 min film100% real numbers0 jargon
WHAT DOES THIS COMPANY DO?
Vacasa, Inc. A quick introduction.

On the stock market since 2021, it operates in the world of technology. It has 4,300 employees. Now — the numbers.

on the stock market since 2021
4,300 employees
$123.3M market value
Revenue last year:
$0
The loss that same year:
$0
For every $1 it earns, the company spends $1.1.

The company closed last year at a loss: costs ran above sales. The picture changes only if spending is reined in.

WHERE DOES THE MONEY COME FROM?
98%Vacation Rental Platform
Vacation Rental Platform 98%Service, Other 2%
98% of all revenue comes from a single line: Vacation Rental Platform.

That much dependence is a risk in itself: if this one line weakens, the whole company feels it directly.

THE SALES TREND
Sales are growing overall, with a pause along the way.

Average growth of 17% a year over the last 4 years. Red columns mark years that ended in a loss.

$491.8M
2020
$889.1M
2021
$1.2B
2022
$1.1B
2023
$910.5M
2024
In the vault right now:
$0
DEBT: $145.8M
At this pace, that money lasts less than a year.

Before the clock runs out, either sales must climb sharply or new money must come in. This is the most critical line in the whole picture.

Every quarter, analysts set a profit bar.
How many of the last 8 did the company clear?
6 / 8
EXPECTATIONS MET OR BEATEN
6
Aug 2023
Nov 2023
Feb 2024
May 2024
Aug 2024
Nov 2024
Mar 2025
May 2025
6 TIMES IN THE LAST 8 QUARTERS
A mixed scorecard.
THE FIVE-YEAR JOURNEY
A long and steep decline.

An investor who bought at the very peak is down 97% today. The business is the same; what changed most is the price — and the expectations — the market pins on it.

THE BRIGHT SIDE

Nothing in the current numbers stands out as a strong positive. That, by itself, is worth knowing.

1
THE RISKS · 1/3
The losses continue

A loss of $95.2M against $910.5M in annual sales. And on top of that, sales fell from the year before.

2
THE RISKS · 2/3
The cash has a countdown

At the current pace of spending, the cash lasts less than a year. After that, the company needs to find new money.

3
THE RISKS · 3/3
The price sits above analysts’ target

The stock trades 41% above the average analyst price target.

FINALE · THE GRADE
D
0 / 100 · MoonshotScore

On our five-subject report card, VCSA sits behind the class. A low grade doesn’t mean “doomed” — it means “big claim, small proof.”

The takeaway: VCSA has solid sales but closed last year at a loss. The road back to profit runs through spending discipline.

What would you like to do next?
Open the stock page →
This was a film — not investment advice.
Data: FMP & company filings
Aug 21, 2026 · stockexpertai.com · Stock Film