Hyatt Hotels Corporation (H)vsMarriott International Inc (MAR)
H
Hyatt Hotels Corporation
$196.33
+2.08%
CONSUMER CYCLICAL · Cap: $18.77B
MAR
Marriott International Inc
$384.19
-0.85%
CONSUMER CYCLICAL · Cap: $105.64B
Smart Verdict
WallStSmart Research — data-driven comparison
Marriott International Inc generates 109% more annual revenue ($7.18B vs $3.44B). MAR leads profitability with a 36.0% profit margin vs -1.0%. H appears more attractively valued with a PEG of 0.79. MAR earns a higher WallStSmart Score of 55/100 (C-).
H
Hold48
out of 100
Grade: D+
MAR
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-46.2%
Fair Value
$115.32
Current Price
$196.33
$81.01 premium
Intrinsic value data unavailable for MAR.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 110.5% YoY
Growing faster than its price suggests
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 59.0%
Conservative balance sheet, low leverage
Large-cap with strong market position
Areas to Watch
Elevated debt levels
ROE of -1.1% — below average capital efficiency
Revenue declined 3.5%
Distress zone — elevated risk
Expensive relative to growth rate
1.7% earnings growth
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : H
The strongest argument for H centers on EPS Growth, PEG Ratio. PEG of 0.79 suggests the stock is reasonably priced for its growth.
Bull Case : MAR
The strongest argument for MAR centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 36.0% and operating margin at 59.0%. Revenue growth of 12.6% demonstrates continued momentum.
Bear Case : H
The primary concerns for H are Debt/Equity, Return on Equity, Revenue Growth.
Bear Case : MAR
The primary concerns for MAR are PEG Ratio, EPS Growth, P/E Ratio. A P/E of 42.0x leaves little room for execution misses.
Key Dynamics to Monitor
H profiles as a turnaround stock while MAR is a mature play — different risk/reward profiles.
H carries more volatility with a beta of 1.33 — expect wider price swings.
MAR is growing revenue faster at 12.6% — sustainability is the question.
MAR generates stronger free cash flow (728M), providing more financial flexibility.
Bottom Line
MAR scores higher overall (55/100 vs 48/100), backed by strong 36.0% margins and 12.6% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Hyatt Hotels Corporation
CONSUMER CYCLICAL · LODGING · USA
Hyatt Hotels Corporation is a hotel company in the United States and internationally. The company is headquartered in Chicago, Illinois.
Visit Website →Marriott International Inc
CONSUMER CYCLICAL · LODGING · USA
Marriott International, Inc. is an American multinational company that operates, franchises, and licenses lodging including hotel, residential, and timeshare properties. It is headquartered in Bethesda, Maryland.
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