MAR vs MSFT: Which Is the Better Buy?
Side-by-side comparison of Marriott International, Inc. and Microsoft Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-18.
Marriott International, Inc. · Consumer Cyclical
$377.93
-16.6% upside to fair value
Grade D
VS
Microsoft Corporation · Technology
$372.20
+32.4% upside to fair value
High Conviction
Grade A
QuantHub Verdict
MSFT has more upside to fair value
(+32.4%).
MSFT trades at a lower forward P/E
(22.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MAR |
MSFT |
| Current Price |
$377.93 |
$372.20 |
| Fair Value Estimate |
$315.15 |
$493.00 |
| Upside to Fair Value |
-16.6%
|
+32.4%
|
| Market Cap |
$100.2B |
$2,763.6B |
| Forward P/E |
39.0x
|
22.0x
|
| EV / EBITDA |
25.3x
|
17.5x
|
| Price / Sales |
3.8x
|
9.1x
|
| Price / FCF |
34.6x
|
35.8x
|
| Revenue Growth YoY |
+3.1%
|
+14.9%
|
| Gross Margin |
21.3%
|
68.8%
|
| Operating Margin |
15.8%
|
45.6%
|
| Return on Equity |
-79.9%
|
29.6%
|
| Dividend Yield |
0% |
0.94% |
| FCF Yield |
2.89%
|
2.8%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
Investment Thesis
Marriott International operates the world's largest hospitality portfolio with approximately 8,900 to 9,000 properties across 141 countries and over 30 brands, supported by the largest loyalty program with 203 to 210 million members. The company benefits from a durable competitive moat driven by scale, brand strength, and network effects. However, despite steady revenue growth of 3.1% year-over-y…
Microsoft is the world's largest software company, operating a three-pillar empire across cloud (Azure), productivity (Office 365/Teams), and personal computing (Windows/Xbox). Azure is the second-largest cloud platform globally with 24% market share and growing at 38-39% in constant currency, while Microsoft Cloud revenue crossed $168.9B in FY2025. The stock has dropped 33% from its highs to $37…
Accumulation Zones
| Metric |
MAR |
MSFT |
| Zone Low |
$236.36 |
$370.00 |
| Zone High |
$267.88 |
$419.00 |
| In Buy Zone? |
No
|
Yes
|