MAR (MAR) Stock Analysis
Verdict: HOLD
Asset-light fees and loyalty dominance are fighting a losing battle against premium valuations and cooling global RevPAR growth.
Investment score: 58/100
Marriott is currently overvalued relative to its growth profile and peers, despite strong operational efficiency. The model views the recent revenue miss as a signal of cyclical peaking.
Peers
| Peer | P/E | P/B | P/S | EV/EBITDA | ROIC % | Net margin % |
|---|---|---|---|---|---|---|
| BKNG | 25.27 | -17.45 | 5.39 | 16.00 | — | 0.22 |
| ABNB | 36.56 | 11.80 | 7.07 | 28.32 | — | 0.20 |
| RCL | 19.91 | 8.51 | 4.65 | 15.18 | — | 0.24 |
| HLT | 45.69 | -11.32 | 5.67 | 27.08 | — | 0.13 |
| CCL | 12.44 | 3.06 | 1.44 | 8.84 | — | 0.11 |