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 2026-05-07.
Marriott International, Inc. · Consumer Cyclical
$359.06
-45.0% upside to fair value
Grade D
VS
Microsoft Corporation · Technology
$429.25
-1.3% upside to fair value
Grade B
High Quality
QuantHub Verdict
MSFT has more upside to fair value
(-1.3%).
MSFT trades at a lower forward P/E
(26.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MAR |
MSFT |
| Current Price |
$359.06 |
$429.25 |
| Fair Value Estimate |
$197.48 |
$423.82 |
| Upside to Fair Value |
-45.0%
|
-1.3%
|
| Market Cap |
$95.2B |
$3,187.4B |
| Forward P/E |
37.7x
|
26.8x
|
| EV / EBITDA |
29.5x
|
17.2x
|
| Price / Sales |
4.4x
|
10.4x
|
| Price / FCF |
29.3x
|
41.2x
|
| Revenue Growth YoY |
-71.1%
|
+16.7%
|
| Gross Margin |
6.0%
|
68.6%
|
| Operating Margin |
19.6%
|
46.7%
|
| Return on Equity |
-78.5%
|
33.6%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.41%
|
2.43%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
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…
Microsoft Corporation is a leading technology company specializing in software infrastructure, cloud computing, and productivity solutions. The company benefits from a high-quality business model characterized by durable competitive moats including strong switching costs and intangible assets such as its brand and cloud infrastructure. Under CEO Satya Nadella's leadership since 2014, Microsoft ha…
Accumulation Zones
| Metric |
MAR |
MSFT |
| Zone Low |
$148.11 |
$317.87 |
| Zone High |
$167.86 |
$360.25 |
| In Buy Zone? |
No
|
No
|