MAR Stock Analysis — Marriott International
Sector: Hospitality
AI Verdict
Marriott trades at 30.1x next year's earnings—paying a premium the numbers don't yet support unless its loyalty-driven moat keeps travel demand and pricing power strong.
Competitive Moat
Marriott operates a massive global hotel franchise network with powerful loyalty programs, making it costly for frequent travelers and property owners to switch. Its scale enables favorable supplier contracts and brand recognition that smaller competitors struggle to match.
Summary
Marriott's 30.1x forward P/E and 21.9% expected EPS growth put it in the spotlight as travel rebounds.
Where It Stands
With a 36.16% 1-year return, RSI at 42.1 (cooling), and a forward P/E of 30.1x versus a 20x consumer sector median, the stock is expensive for its group but has delivered.
Key Metrics
- RSI: 42.1 — Neutral
- Trailing P/E: 36.7x
- Forward P/E: 30.1x
- PEG Ratio: 1.68
- Earnings Growth: +0.2%
- Revenue Growth: +0.0%
- Market Cap: $92.3B
- Dividend Yield: 0.01%
- 1-Year Return: 36.16%
- 52-Week High: $410.98
- 52-Week Low: $256.49
Analyst Consensus
16 Buy · 14 Hold · 1 Sell (31 analysts)
Bull Case
Forward EPS is expected to grow 21.9% while the forward P/E falls to 30.1x, so you're paying up for real earnings momentum.
Bear Case
If the forward P/E compresses to the sector median of 20x, the stock would lose roughly a third of its value from here.
Catalyst to Watch
Quarterly earnings beats or misses that shift the 21.9% EPS growth consensus will drive the next move.