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 2026-09-17.
Marriott International, Inc. · Consumer Cyclical
$334.97
+20.6% upside to fair value
Med Conviction
Grade C
VS
NIKE, Inc. · Consumer Cyclical
$35.78
+9.9% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
MAR has more upside to fair value
(+20.6%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
MAR |
NKE |
| Current Price |
$334.97 |
$35.78 |
| Fair Value Estimate |
$403.81 |
$39.33 |
| Upside to Fair Value |
+20.6%
|
+9.9%
|
| Market Cap |
$87.3B |
$53.0B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
22.2x
|
12.0x
|
| Price / Sales |
3.2x
|
1.1x
|
| Price / FCF |
28.7x
|
24.3x
|
| Revenue Growth YoY |
+4.8%
|
-1.1%
|
| Gross Margin |
20.2%
|
42.9%
|
| Operating Margin |
15.8%
|
8.2%
|
| Return on Equity |
-66.7%
|
22.0%
|
| Dividend Yield |
0.84% |
4.58% |
| FCF Yield |
3.48%
|
4.12%
|
| Analyst Consensus |
Hold
|
Hold
|
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…
NIKE designs, markets and distributes athletic footwear, apparel and equipment through the Nike, Jordan and Converse brands, supported by global athlete marketing, valuable intellectual property and a broad wholesale and owned-digital network. Business quality is medium: its brand moat and 22.0% ROE remain meaningful, but the moat is narrowing amid intense competition, weak direct sales and uneve…
Accumulation Zones
| Metric |
MAR |
NKE |
| Zone Low |
$302.86 |
$29.50 |
| Zone High |
$343.24 |
$33.43 |
| In Buy Zone? |
Yes
|
No
|