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Company Analysis

Marriott International MAR

A comprehensive view of key metrics, scores, and financial health for Marriott International

Overview of Marriott International, Inc.

MAR NMS
Consumer Cyclical Lodging Framework: General Corporate Large Cap
Marriott International, Inc. (MAR), is a Large Cap company, in the Lodging industry, last closed at $416.30, about 71.9% overvalued vs fair value, +48.1% 1Y return, ranked 262/548 in sector.
Metrics P/E 32.6× Rev Growth 4.3% ROE -76.9% Gross Margin 19.9% Div Yield 0.86%
USD 416.30
4.26%
(Delayed)
• Vol 90d: 25.9%
52-Week Range
Market Cap
$108.56B
Enterprise Value
$125.01B
Overall Score
View breakdown
Overall
Growth
Weak
Profitability
Fair
Health
Weak
Efficiency
Fair
Valuation
Good
Growth
Weak
Profitability
Fair
Health
Weak
Efficiency
Fair
Valuation
Good
Completeness: 100%
Confidence: 96%
Updated: Oct 31
Top Beats

Quick Facts

Website https://www.marriott.com
HQ Bethesda, MD
Employees 414,000
Fiscal year Dec 31

Next Events

Earnings Nov 2 Call: Nov 2

Fair Value Snapshot

Bear Base Bull
$99
$117
$135
Current: $416.30 -72% vs base

Engine Room Money Flow™

Large Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$26.2B
4.3%%
Gross Profit
$5.2B
5%%
Operating Income
$4.1B
9.9%%
Net Income
$2.6B
9.5%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio FY2025
100.3%
Excellent

Operating Cash Flow / Net Income

FCF / Net Income - measures how well earnings convert to cash

Locked Metric
-
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$4.0B
154.1% of FCF

Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
2
Active Leaks
1/2
Improving
0
High Impact
1
Critical
Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Marriott International's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
50
/100
Moderate
Scores based on quantitative metrics and qualitative factors
Full moat analysis

Key strengths

  • Margins Stable Across Cycles Operating margin volatility is low (stability score 0.92), demonstrating pricing resilience across cycles.
  • ROIC Sustainably Above Peers ROIC at 72.7th percentile exceeds peers and WACC, demonstrating superior capital allocation.

Key risks

  • Scale Without Profitability Despite scale, profitability lags peers (score 0.27), suggesting limited competitive advantage.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Moderate
67
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Signals, strengths and risks for Pricing Power

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Signals, strengths and risks for Cost Advantage

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Signals, strengths and risks for Customer Stickiness

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Signals, strengths and risks for Capital Efficiency

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Signals, strengths and risks for Resilience

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Signals, strengths and risks for Scale & Market Position

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

vs Industry Peers 89% Coverage
Trade-Off Triangle Visualization A ternary plot showing MAR's balance between Growth (33.7%), Profitability (43.6%), and Safety (22.7%). Growth 34% Safety 23% Profitability 44%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

58th percentile vs peers
59
Key Signals
Revenue CAGR 3Y 8.0% 67p Rev Growth YoY 4.3% 52p EPS Growth YoY 14.2% 55p EPS CAGR 3Y 9.5% 62p TSR 12.2% 60p
Strengths
  • Superior capital returns - 2 return metrics above peer median
  • ROIC in top 20% of peers (25.7%, 92th percentile)
  • Operating Margin in top 20% of peers (15.8%, 83th percentile)
  • EBIT Margin in top 20% of peers (16.1%, 82th percentile)
Risks

No significant risks identified for this axis.

Profitability

76th percentile vs peers
76
Key Signals
Strengths
Risks
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Safety

39th percentile vs peers
40
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for Marriott International.

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$117.13
- - -
-71.9% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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