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![]() Marriott International Inc.MAR US · Consumer Discretionary · USD Current price$338.92as of Sep 21, 2026 Summary
Analyst consensusStrong Buy 1Buy 12Hold 13Sell 1Strong Sell 125 analysts 3-year price (USD)Factor profileMulti-factor score 50 / 100 Market data
Business descriptionMarriott International is a leading global hotel operating company with a portfolio of 9,707 properties and 1,756,421 rooms. Approximately 60% of its system is located in the U.S. (6,360 properties, 1,065,108 rooms), providing broad exposure to urban and gateway markets. Competitive moatLeading scale and a massive loyalty program (Marriott Bonvoy) provide significant distribution power. Broad urban exposure, particularly in gateway cities like New York City, Miami, and Los Angeles, positions the company to capture high-value event-driven demand. Recent developments
Investment risks / red flags
Financials
Classification
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Last updated: Aug 10, 2026
Current price: $338.92 · Sep 21, 2026· USD
CFRA Ratingbuy
TBI Multi Score50
Theme Exposure
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Factor Profile (Spider Chart)
TBI ModelPrice Chart (TradingView)
Symbol: MARBusiness description
Marriott International is a leading global hotel operating company with a portfolio of 9,707 properties and 1,756,421 rooms. Approximately 60% of its system is located in the U.S. (6,360 properties, 1,065,108 rooms), providing broad exposure to urban and gateway markets.
Competitive moat
Leading scale and a massive loyalty program (Marriott Bonvoy) provide significant distribution power. Broad urban exposure, particularly in gateway cities like New York City, Miami, and Los Angeles, positions the company to capture high-value event-driven demand.
Recent developments
- World Cup Pricing Tailwinds: Early data from the 2026 FIFA World Cup shows host-city hotels (including MAR's urban properties) are successfully driving Revenue per available room (RevPAR) through aggressive room rate hikes. Host-market ADR growth averaged 9.4% in early June 2026.
- Unit Growth Acceleration: Strengthening RevPAR trends and accelerating unit growth support a premium valuation compared to historical averages.
Investment risks / red flags
- Loyalty Program Friction: Recent backlash from hotel owners over the Marriott Bonvoy revenue split could pressure owner relations.
- Economic Sensitivity: Vulnerable to broader macroeconomic headwinds affecting discretionary travel and corporate convention spending.
Market Data
Source: mkts.io · Sep 21, 2026, 12:00 UTC
Key Metrics
P/E (TTM)35.08
P/E (Fwd)25.76
Dividend0.86%
Beta1.10
52W High$410.98
52W Low$256.76
Analyst Consensus
12
13
Strong Buy1Buy12Hold13Sell1Strong Sell125 analysts
Consensus Target$380.80
+12.4% upside
Calendar Events
Next EarningsNov 3, 2026
Ex-DividendAug 20, 2026
Dividend DateSep 30, 2026
Financials
Revenue$7.38B
Rev Growth11.10%
Earnings Growth4.30%
Gross Margin79.24%
Op Margin65.28%
Profit Margin35.03%
EBITDA$4.81B
ROA9.76%
Rev/Share$27.59
Total Cash$462.00M
Total Debt$17.77B
Free Cash Flow$2.06B
Op Cash Flow$3.73B
Current Ratio0.54
Forward Estimates
| Period | EPS Est | Rev Est |
|---|---|---|
| 0q | 2.83 | $6.92B |
| +1q | 3.03 | $7.10B |
| 0y | 11.72 | $27.78B |
| +1y | 13.16 | $29.48B |
Earnings
Quarterly EPS
3Q2025
Est: 2.392.47Beat
4Q2025
Est: 2.622.58Miss
1Q2026
Est: 2.552.72Beat
2Q2026
Est: 3.083.19Beat
Annual
2022
Rev $20.77BEarn $2.36B
2023
Rev $23.71BEarn $3.08B
2024
Rev $25.10BEarn $2.38B
2025
Rev $26.19BEarn $2.60B
Rating Changes
| Date | Firm | Action | To |
|---|---|---|---|
| Sep 10, 2026 | Truist Securities | main | Hold |
| Sep 2, 2026 | Wolfe Research | init | Peer Perform |
| Aug 20, 2026 | UBS | main | Neutral |
| Aug 12, 2026 | CICC | init | Outperform |
| Aug 5, 2026 | Macquarie | main | Neutral |
| Aug 4, 2026 | Mizuho | main | Neutral |
