MAR vs NKE: Which Is the Better Buy?
Side-by-side comparison of Marriott International, Inc. and NIKE, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-18.
Marriott International, Inc. · Consumer Cyclical
$377.93
-16.6% upside to fair value
Grade D
VS
NIKE, Inc. · Consumer Cyclical
$42.62
+45.5% upside to fair value
Med Conviction
Grade B+
QuantHub Verdict
NKE has more upside to fair value
(+45.5%).
NKE trades at a lower forward P/E
(27.9x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MAR |
NKE |
| Current Price |
$377.93 |
$42.62 |
| Fair Value Estimate |
$315.15 |
$62.00 |
| Upside to Fair Value |
-16.6%
|
+45.5%
|
| Market Cap |
$100.2B |
$63.0B |
| Forward P/E |
39.0x
|
27.9x
|
| EV / EBITDA |
25.3x
|
20.7x
|
| Price / Sales |
3.8x
|
1.4x
|
| Price / FCF |
34.6x
|
19.4x
|
| Revenue Growth YoY |
+3.1%
|
-9.8%
|
| Gross Margin |
21.3%
|
42.7%
|
| Operating Margin |
15.8%
|
8.0%
|
| Return on Equity |
-79.9%
|
24.4%
|
| Dividend Yield |
0% |
3.8% |
| FCF Yield |
2.89%
|
5.2%
|
| Analyst Consensus |
Hold
|
Buy
|
Investment Thesis
Marriott International operates the world's largest hospitality portfolio with approximately 8,900 to 9,000 properties across 141 countries and over 30 brands, supported by the largest loyalty program with 203 to 210 million members. The company benefits from a durable competitive moat driven by scale, brand strength, and network effects. However, despite steady revenue growth of 3.1% year-over-y…
Nike is the world's largest athletic footwear and apparel company with $46.3B in FY2025 revenue, operating across 190+ countries with the Nike, Jordan, and Converse brands. The stock trades near its 9-year low at $42.62 after an 11% single-day crash following a Q3 FY2026 earnings report that showed 35% net income decline and weak Q4 guidance calling for a further 2-4% revenue decline. FY2025 reve…
Accumulation Zones
| Metric |
MAR |
NKE |
| Zone Low |
$236.36 |
$44.00 |
| Zone High |
$267.88 |
$50.00 |
| In Buy Zone? |
No
|
Yes
|