MAR vs NFLX: Which Is the Better Buy?
Side-by-side comparison of Marriott International, Inc. and Netflix, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-20.
Marriott International, Inc. · Consumer Cyclical
$366.24
-3.4% upside to fair value
Med Conviction
Grade C
VS
Netflix, Inc. · Communication Services
$73.68
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
NFLX has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
MAR |
NFLX |
| Current Price |
$366.24 |
$73.68 |
| Fair Value Estimate |
$353.64 |
$106.84 |
| Upside to Fair Value |
-3.4%
|
+45.0%
|
| Market Cap |
$96.6B |
$310.2B |
| Forward P/E |
—
|
23.3x
|
| EV / EBITDA |
23.8x
|
9.2x
|
| Price / Sales |
3.7x
|
6.6x
|
| Price / FCF |
31.6x
|
26.1x
|
| Revenue Growth YoY |
+6.2%
|
+16.2%
|
| Gross Margin |
21.4%
|
49.0%
|
| Operating Margin |
16.0%
|
29.7%
|
| Return on Equity |
-74.1%
|
49.2%
|
| Dividend Yield |
0.75% |
0% |
| FCF Yield |
3.17%
|
3.83%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
Investment Thesis
Marriott International is a global asset-light hotel franchisor, manager and licensor whose high-quality brands, nearly 283 million Bonvoy members, more than 9,900 properties across 146 countries and record 4,107-property development pipeline create meaningful network, distribution and brand advantages. Q1 2026 demonstrated resilient underlying fee economics: adjusted revenue excluding cost-reimb…
Netflix, Inc. operates as a leading global streaming entertainment service, delivering a wide variety of TV series, documentaries, and feature films across multiple genres and languages. The company exhibits high business quality with a durable competitive moat supported by strong brand recognition, intangible assets, and network effects. Its recent financial performance shows robust earnings gro…
Accumulation Zones
| Metric |
MAR |
NFLX |
| Zone Low |
$265.23 |
$80.13 |
| Zone High |
$300.59 |
$90.81 |
| In Buy Zone? |
No
|
Yes
|