NASDAQ:MAR

Marriott International Inc. (MAR)

393.61
+2.19 (0.56%)
as of Jun 9, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 9, 2026, 12:00 am

This summary was created by AI, based on 2 opinions in the last 12 months.

Marriott International Inc. has recently received an upgrade, showcasing the resilience of the wealthier consumer segment amidst economic fluctuations. The outlook remains positive for higher-end consumers, particularly with the aid of AI technologies, which are likely to enhance customer experiences and operational efficiencies. The company is characterized by its asset-lite model, positioning it as a permanent compounder in the hospitality sector. Despite the optimistic view, it is noted that past earnings reports have typically led to share price declines, even following favorable results. This historical trend suggests that investors may find favorable buying opportunities if they wait until the day after the company reports earnings, making a cautious approach advisable for potential new investors.

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Consensus
Positive
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Valuation
Fair Value
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Similar
Hilton,HLT
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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