MAR vs ORCL: Which Is the Better Buy?

Side-by-side comparison of Marriott International, Inc. and Oracle Corporation β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-07-20.
Marriott International, Inc. Β· Consumer Cyclical
$366.24
-3.4% upside to fair value
Med Conviction Grade C
VS
Oracle Corporation Β· Technology
$184.31
+14.0% upside to fair value
Grade C High Quality
QuantHub Verdict
ORCL has more upside to fair value (+14.0%). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric MAR ORCL
Current Price $366.24 $184.31
Fair Value Estimate $353.64 $210.13
Upside to Fair Value -3.4% +14.0%
Market Cap $96.6B $530.1B
Forward P/E β€” 31.0x
EV / EBITDA 23.8x 20.4x
Price / Sales 3.7x 7.9x
Price / FCF 31.6x -22.4x
Revenue Growth YoY +6.2% +20.6%
Gross Margin 21.4% 65.8%
Operating Margin 16.0% 30.8%
Return on Equity -74.1% 50.4%
Dividend Yield 0.75% 0%
FCF Yield 3.17% β€”
Analyst Consensus Hold Strong Buy
Investment Thesis
MAR β€” Marriott International, Inc.
Marriott International is a global asset-light hotel franchisor, manager and licensor whose high-quality brands, nearly 283 million Bonvoy members, more than 9,900 properties across 146 countries and record 4,107-property development pipeline create meaningful network, distribution and brand advantages. Q1 2026 demonstrated resilient underlying fee economics: adjusted revenue excluding cost-reimb…
ORCL β€” Oracle Corporation
Oracle Corporation is a leading enterprise software and cloud infrastructure provider with a durable competitive moat driven by its extensive software portfolio, strong cloud growth, and stable leadership. The company reported $57.4 billion in revenue for fiscal 2025, growing 8% year-over-year, with cloud services and license support growing 12%. Oracle's cloud infrastructure (OCI) is a key growt…
Accumulation Zones
Metric MAR ORCL
Zone Low $265.23 $157.60
Zone High $300.59 $178.61
In Buy Zone? No No
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