MAR Stock Analysis — Marriott International
Sector: Hospitality
AI Verdict
Marriott trades at 31.1x next year's earnings while analysts expect 21.8% EPS growth, so you're paying up for a global scale and loyalty moat that has delivered, but any stumble could trigger a sharp rerating.
Competitive Moat
Marriott operates the world’s largest hotel portfolio with a powerful loyalty program (Bonvoy) that drives repeat business and gives it pricing power with both travelers and property owners. Its asset-light management and franchise model creates scale advantages and high returns on capital that are difficult for smaller chains to replicate.
Summary
Marriott’s 21.8% forward EPS growth estimate is drawing attention as the company outpaces most of the hospitality sector on profit momentum.
Where It Stands
With a 1-year return of 52.23%, an RSI of 60.3 (neutral but leaning warm), and a forward P/E of 31.1x versus a sector median of 20x, Marriott is trading at a premium on strong recent performance.
Key Metrics
- RSI: 60.3 — Near Overbought
- Trailing P/E: 37.9x
- Forward P/E: 31.1x
- PEG Ratio: 1.77
- Earnings Growth: +0.2%
- Revenue Growth: +0.0%
- Market Cap: $95.6B
- Dividend Yield: 0.01%
- 1-Year Return: 52.23%
- 52-Week High: $380.00
- 52-Week Low: $231.21
Analyst Consensus
16 Buy · 14 Hold · 1 Sell (31 analysts)
Bull Case
Analysts expect 21.8% EPS growth next year, which helps justify the 31.1x forward P/E in a sector where most peers trade closer to 20x.
Bear Case
If the forward P/E compresses from 31.1x to the sector median of 20x, the stock could lose over a third of its value even if earnings hit targets.
Catalyst to Watch
Watch for quarterly updates on loyalty program growth and franchise signings—any slowdown could challenge the premium valuation.