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 2026-09-17.
Marriott International, Inc. · Consumer Cyclical
$334.97
+20.6% upside to fair value
Med Conviction
Grade C
VS
Microsoft Corporation · Technology
$497.12
+41.3% upside to fair value
High Conviction
Grade A
High Quality
QuantHub Verdict
MSFT has more upside to fair value
(+41.3%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MAR |
MSFT |
| Current Price |
$334.97 |
$497.12 |
| Fair Value Estimate |
$403.81 |
$702.35 |
| Upside to Fair Value |
+20.6%
|
+41.3%
|
| Market Cap |
$87.3B |
$3,691.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
22.2x
|
18.3x
|
| Price / Sales |
3.2x
|
11.1x
|
| Price / FCF |
28.7x
|
55.1x
|
| Revenue Growth YoY |
+4.8%
|
+17.7%
|
| Gross Margin |
20.2%
|
67.9%
|
| Operating Margin |
15.8%
|
46.8%
|
| Return on Equity |
-66.7%
|
33.2%
|
| Dividend Yield |
0.84% |
0.73% |
| FCF Yield |
3.48%
|
1.81%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
Investment Thesis
Marriott International is a global asset-light hotel franchisor and manager whose 10,082-property, 1.814 million-room system, 629,000-room development pipeline, broad brands, and more than 295 million Bonvoy members support durable fee-led economics. Business quality is tempered by cyclicality, competitive owner incentives, and $16.915 billion of debt, while reported ROE is negative 66.7%. In the…
Microsoft is a global infrastructure-software platform spanning Azure, Microsoft 365, security, Dynamics, Windows, GitHub and AI copilots, with high business quality supported by enterprise distribution, explicitly cited switching costs, a $678 billion commercial RPO balance, 67.9% TTM gross margin, 46.8% TTM operating margin, 40.3% TTM net margin and 33.2% ROE. Revenue grew 17.7% and earnings gr…
Accumulation Zones
| Metric |
MAR |
MSFT |
| Zone Low |
$302.86 |
$526.76 |
| Zone High |
$343.24 |
$597.00 |
| In Buy Zone? |
Yes
|
Yes
|