NASDAQ:MAR

Marriott International Inc. (MAR)

352.53
-2.05 (0.58%)
as of Aug 13, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconAug 13, 2026, 12:00 am

This summary was created by AI, based on 4 opinions in the last 12 months.

Marriott International Inc. is viewed positively by experts, with a strong outlook for growth driven by global travel demand, projected to increase by approximately 15% annually. The company has a substantial expansion plan, with 618,000 new rooms expected to come online. Many analysts describe Marriott as a 'permanent compounder'—a term that indicates stable, reliable earnings that are expected to continue in the mid-teens for the foreseeable future. However, there are concerns regarding its current valuation, as it is perceived to be slightly expensive at a PE ratio of 30, coupled with a free cash flow yield of 3.5%. Most recommendations suggest buying the stock on dips, ensuring an opportunity to capitalize on its historical recovery patterns.

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Consensus
Bullish
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Valuation
Overvalued
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Similar
Hilton,HLT
BUY
The market prefers Growth at a Reasonable Price (GARP) stock as rates rise and tech is unfashionable. The PEG ratio is a key metric. These shares pay big dividends or buyback shares. It hasn't yet returned to pre-Covid levels, but it had a great last quarter. They've been adding capacity, so they're bullish and they face the travel reopening. They halted their dividend in 2020, but will very like reinstate it this year. It trades under 30x earnings, but this enjoys a strong earnings growth rebound.
BUY
Play consumer discretionary through travel? He owns little travel, but there is a lot of pent-up demand. Lots of runway. He owns Marriott, but Carnival is an opportunity.
BUY ON WEAKNESS
If the Omicron variant does not slow down the economy and the market snaps back, then buy... Wait for the first Omicron case in the US to buy a good entry point.
DON'T BUY
impact of business travel on the hotel and travel space She sees the same question with airlines and reopening stocks--when will business travel come back? All the growth to return to pre-pandemic levels was automatically priced in as soon as the economy started to open. The risk/reward profile gives her pause. Yes, summer travel is returning, but business travel will take a while to come back. Also, the Delta variant is starting to gain traction in the U.S.; some places are thinking of reinstating mask laws. If so, hotels will get hurt first.
WAIT
A tough one. The ex-CEO was great, so he wants to see a couple of good quarters under the new CEO. He can't recommend MAR until then.
COMMENT

It reports Monday. Expedia today said that pleasure trips are rising, but business trips still lag. Will be interested to see what MAR says.

BUY
The best hotel to play for the coming economic reopening. The CEO who recently passed away last week did a great job advancing the company. The stock didn't skip a beat with his passing. Still has a strong management team and culture. It's primed to rally with the reopening.
BUY
Return to pre-Covid levels? Yes, and maybe higher. They've had a strong balance sheet throughout the pandemic.
COMMENT

A small Short for him because of a combination of its slightly poor momentum and fairly high valuation. 14X EBITDA, and trades 21X PE. Doesn’t have a ton of yield support.

HOLD
Has had tremendous performance. Not currently a “Buy”. He bought it because it was a market leading company with a high dividend yield.
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