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 2026-05-04.
Marriott International, Inc. · Consumer Cyclical
$377.93
-13.8% upside to fair value
Grade D
VS
Netflix, Inc. · Communication Services
$91.02
+95.7% upside to fair value
Grade B
High Quality
QuantHub Verdict
NFLX has more upside to fair value
(+95.7%).
NFLX trades at a lower forward P/E
(28.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MAR |
NFLX |
| Current Price |
$377.93 |
$91.02 |
| Fair Value Estimate |
$325.87 |
$178.10 |
| Upside to Fair Value |
-13.8%
|
+95.7%
|
| Market Cap |
$100.2B |
$383.3B |
| Forward P/E |
39.0x
|
28.7x
|
| EV / EBITDA |
25.3x
|
11.4x
|
| Price / Sales |
3.8x
|
8.2x
|
| Price / FCF |
34.6x
|
32.2x
|
| Revenue Growth YoY |
+4.1%
|
+16.2%
|
| Gross Margin |
21.3%
|
49.0%
|
| Operating Margin |
15.8%
|
29.7%
|
| Return on Equity |
-79.9%
|
49.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.89%
|
3.1%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
Investment Thesis
Marriott International, Inc. operates as the world's largest hospitality company with approximately 9,000 to 9,700 properties across 141 to 143 countries and territories, managing over 30 brands and the largest loyalty program with 203 to 248 million members. The company benefits from a durable competitive moat driven by scale, brand strength, and a growing asset-light credit card royalty busines…
Netflix, Inc. operates a leading global streaming entertainment service with a dominant streaming segment accounting for nearly 100% of its revenue. The company benefits from a high-quality business model characterized by strong revenue growth of 16.2% and earnings growth of 82.8% in the most recent quarter, a robust 49.2% return on equity, and healthy margins with a 29.7% operating margin and 28…
Accumulation Zones
| Metric |
MAR |
NFLX |
| Zone Low |
$244.40 |
$133.57 |
| Zone High |
$276.99 |
$151.38 |
| In Buy Zone? |
No
|
Yes
|