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 2026-06-20.
Marriott International, Inc. · Consumer Cyclical
$396.20
-13.1% upside to fair value
Grade D
VS
Netflix, Inc. · Communication Services
$77.38
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
NFLX has more upside to fair value
(+45.0%).
NFLX trades at a lower forward P/E
(24.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MAR |
NFLX |
| Current Price |
$396.20 |
$77.38 |
| Fair Value Estimate |
$344.12 |
$112.20 |
| Upside to Fair Value |
-13.1%
|
+45.0%
|
| Market Cap |
$104.5B |
$325.8B |
| Forward P/E |
41.6x
|
24.5x
|
| EV / EBITDA |
25.5x
|
9.7x
|
| Price / Sales |
3.9x
|
7.0x
|
| Price / FCF |
33.5x
|
27.4x
|
| 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% |
0% |
| FCF Yield |
2.98%
|
3.65%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
Investment Thesis
Marriott International operates as a leading global fee-based, asset-light hotel franchisor and manager with a strong brand portfolio and a durable competitive moat driven by its global scale and loyalty program. The company benefits from high-margin recurring fee revenue, which supports stable cash flow and robust capital returns exceeding $4 billion annually. Despite solid revenue growth of 6.2…
Netflix, Inc. operates a global streaming entertainment platform with a durable competitive moat driven by its massive scale, significant content investment, and advanced technology and data capabilities. The company benefits from strong revenue growth of 16.2% and earnings growth of 82.8% in the most recent quarter, supported by a subscriber base exceeding 300 million and expanding advertising r…
Accumulation Zones
| Metric |
MAR |
NFLX |
| Zone Low |
$258.09 |
$84.15 |
| Zone High |
$292.50 |
$95.37 |
| In Buy Zone? |
No
|
Yes
|