MAR vs MS: Which Is the Better Buy?
Side-by-side comparison of Marriott International, Inc. and Morgan Stanley — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-07.
Marriott International, Inc. · Consumer Cyclical
$359.06
-45.0% upside to fair value
Grade D
VS
Morgan Stanley · Financial Services
$189.30
+45.0% upside to fair value
Grade C
High Quality
QuantHub Verdict
MS has more upside to fair value
(+45.0%).
MS trades at a lower forward P/E
(16.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MAR |
MS |
| Current Price |
$359.06 |
$189.30 |
| Fair Value Estimate |
$197.48 |
$274.49 |
| Upside to Fair Value |
-45.0%
|
+45.0%
|
| Market Cap |
$95.2B |
$300.6B |
| Forward P/E |
37.7x
|
16.4x
|
| EV / EBITDA |
29.5x
|
24.4x
|
| Price / Sales |
4.4x
|
2.5x
|
| Price / FCF |
29.3x
|
-16.8x
|
| Revenue Growth YoY |
-71.1%
|
+18.8%
|
| Gross Margin |
6.0%
|
58.0%
|
| Operating Margin |
19.6%
|
19.5%
|
| Return on Equity |
-78.5%
|
16.7%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.41%
|
—
|
| Analyst Consensus |
Hold
|
Hold
|
Investment Thesis
Marriott International operates a global fee-driven, asset-light hotel business with a portfolio of over 30 brands and a strong competitive position in the travel lodging industry. The company benefits from a durable competitive moat supported by its brand strength, extensive network, and recurring franchise and management fees. However, recent financials show significant headwinds with a 71.1% y…
Morgan Stanley is a leading global financial services firm operating in Institutional Securities, Wealth Management, and Investment Management. The company benefits from a durable competitive moat supported by its systemically important status, diversified revenue streams, and strong management with a 36-year veteran CEO. Despite solid fundamentals including 14.2% revenue growth in 2025 and 16.7%…
Accumulation Zones
| Metric |
MAR |
MS |
| Zone Low |
$148.11 |
$205.87 |
| Zone High |
$167.86 |
$233.32 |
| In Buy Zone? |
No
|
Yes
|