Marriott International Class A Common Stock

Marriott operates 1.8 million rooms across roughly 30 brands. At the end of 2025, luxury represented roughly 10% of total rooms, premium was 42%, select service...

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Marriott International Class A Common Stock
MAR HOTELS & MOTELS · Market Cap: $86B
$334.69 ▲ +1.71%
+$5.62 today · as of 12 Sep 2026
52 S.I.F.T
S.I.F.T.™ Analysis
Red
Caution – significant pillar weakness detected.
Last updated: 12 Sep 2026 · Confidence: 55%
Pillar Breakdown
🛡 Safety 40
Balance sheet or moat concerns are weighing on the score.
💰 Income 60
High cyclicality and lack of recurring revenue are limiting stability.
📊 Fundamentals 45
Strong growth but valuation is elevated.
⏱ Time 65
Shorter track record or weaker tailwinds.
🧠 Munger Reality Filter AVOID

Strong brand portfolio and asset-light (99% managed/franchised) model provide a solid competitive moat, though offset by high leverage and cyclical exposure.

Strengths: Scale with 1.8M rooms across 30 brands and asset-light fee model, Diversified brand mix from luxury to select-service, Established time_in_market score of 65
Risks: High debt_to_cfo ratio of 8.75 indicating elevated leverage, Low safety (40) and fundamentals (45) pillar scores, Heavy North America concentration (61%) and cyclical hotel demand
📈 Price History

Business Overview

Marriott operates 1.8 million rooms across roughly 30 brands. At the end of 2025, luxury represented roughly 10% of total rooms, premium was 42%, select service was 46%, and midscale was 2%. Marriott, Courtyard, and Sheraton are the largest brands, while Autograph, Tribute, Moxy, Aloft, and Element are newer lifestyle brands. Managed and franchised represented 99% of total rooms as of Dec. 31, 2025. North America makes up 61% of total rooms. Managed, franchise, and incentive fees represent the vast majority of revenue and profitability for the company.
Key Metrics
ROE (10yr)
9.2%
Debt / CFO
N/A
Div. Yield
0.00%
FCF Growth
0.0%

Financial Details

Recent Quarters
Quarter Revenue Gross Profit EPS
No quarterly data available.
Segment Breakdown
Data Center 56%
Client 28%
Gaming 9%
Embedded 7%

Management

Leadership Summary
  • Experienced lodging executives with deep Marriott tenure and operational expertise.
  • Focus on portfolio expansion, loyalty program growth, and digital transformation.
  • Demonstrated resilience through pandemic recovery with strong balance sheet management.
  • Emphasis on sustainability and owner relationships to drive long-term franchise value.
Track Record

Led Marriott through post-pandemic recovery with record system-wide RevPAR and net rooms growth; maintained investment-grade credit rating and returned capital via dividends and buybacks.

Recent Commentary

“In Q2 2024 earnings, Capuano highlighted continued demand strength in North America and international markets, while noting cautious optimism on group bookings and cost discipline.”

Analyst Reviews & Risks

Wall Street Consensus
4.6
out of 5 (Strong Buy)
Average Target: $485.00
Key Investment Risks
  • High debt_to_cfo ratio of 8.75 indicating elevated leverage
  • Low safety (40) and fundamentals (45) pillar scores
  • Heavy North America concentration (61%) and cyclical hotel demand
Ownership & Sentiment

Institutional Ownership: N/A%

Short Interest: N/A%

AI Investment Thesis
  • Diversified global brand portfolio spanning luxury to select-service hotels drives resilient revenue across economic cycles.
  • Marriott Bonvoy loyalty program with over 200 million members supports high repeat bookings and ancillary revenue.
  • Post-pandemic travel recovery and pent-up demand position the company for sustained occupancy and ADR growth.
  • Asset-light franchise and management model generates high-margin, recurring fee income with limited capital intensity.
  • Strong balance sheet and history of returning capital via dividends and buybacks appeal to income-focused investors.
Key Catalysts & Risks
Catalysts
  • Accelerated international travel rebound, particularly in Asia-Pacific markets
  • Potential accretive acquisitions or brand expansions in emerging segments
  • Favorable Q4 earnings driven by holiday and group demand surge
Risks
  • Macroeconomic slowdown or recession curbing discretionary travel spending
  • Geopolitical tensions or health crises disrupting global tourism flows
  • Increased competition from alternative lodging platforms and rising labor costs
Peer Comparison
Company P/E Rev Growth Gross Margin ROE Debt/Equity
NVDA N/A N/A% N/A% 60.22% 0.68
INTC N/A N/A% N/A% -5.53% 6.65
AVGO N/A N/A% N/A% 16.36% 2.72
AMD N/A N/A% N/A% 7.62% 1.83
  • ...

    Investors

    0
  • Ticker

    MAR
  • ...

    Sector

    HOTELS & MOTELS
  • Current Price

    $334.69
  • S.I.F.T. Score

    52
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