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 2026-09-17.
Marriott International, Inc. · Consumer Cyclical
$334.97
+20.6% upside to fair value
Med Conviction
Grade C
VS
Netflix, Inc. · Communication Services
$76.41
+44.0% upside to fair value
High Conviction
Grade A
High Quality
QuantHub Verdict
NFLX has more upside to fair value
(+44.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
MAR |
NFLX |
| Current Price |
$334.97 |
$76.41 |
| Fair Value Estimate |
$403.81 |
$110.00 |
| Upside to Fair Value |
+20.6%
|
+44.0%
|
| Market Cap |
$87.3B |
$318.2B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
22.2x
|
10.6x
|
| Price / Sales |
3.2x
|
6.6x
|
| Price / FCF |
28.7x
|
29.1x
|
| Revenue Growth YoY |
+4.8%
|
+13.4%
|
| Gross Margin |
20.2%
|
49.1%
|
| Operating Margin |
15.8%
|
29.7%
|
| Return on Equity |
-66.7%
|
48.0%
|
| Dividend Yield |
0.84% |
0% |
| FCF Yield |
3.48%
|
3.44%
|
| 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…
Netflix is a global subscription and advertising-supported entertainment platform with a high-quality brand, content engine, recommendation technology and distribution scale, evidenced by more than 97 billion viewing hours in the first half of 2026 and an audience approaching one billion people. Fundamentals remain strong: revenue grew 13.4% year over year in the most recent quarter, TTM gross, o…
Accumulation Zones
| Metric |
MAR |
NFLX |
| Zone Low |
$302.86 |
$82.50 |
| Zone High |
$343.24 |
$93.50 |
| In Buy Zone? |
Yes
|
Yes
|