MAR vs QCOM: Which Is the Better Buy?
Side-by-side comparison of Marriott International, Inc. and QUALCOMM Incorporated — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-07.
Marriott International, Inc. · Consumer Cyclical
$359.06
-45.0% upside to fair value
Grade D
VS
QUALCOMM Incorporated · Technology
$134.47
+45.0% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
QCOM has more upside to fair value
(+45.0%).
QCOM trades at a lower forward P/E
(26.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MAR |
QCOM |
| Current Price |
$359.06 |
$134.47 |
| Fair Value Estimate |
$197.48 |
$194.98 |
| Upside to Fair Value |
-45.0%
|
+45.0%
|
| Market Cap |
$95.2B |
$143.6B |
| Forward P/E |
37.7x
|
26.8x
|
| EV / EBITDA |
29.5x
|
—
|
| Price / Sales |
4.4x
|
3.2x
|
| Price / FCF |
29.3x
|
11.1x
|
| Revenue Growth YoY |
-71.1%
|
+8.7%
|
| Gross Margin |
6.0%
|
55.1%
|
| Operating Margin |
19.6%
|
27.1%
|
| Return on Equity |
-78.5%
|
21.6%
|
| Dividend Yield |
0% |
— |
| FCF Yield |
3.41%
|
9.0%
|
| Analyst Consensus |
Hold
|
Hold
|
Investment Thesis
Marriott International operates a global fee-driven, asset-light hotel business with a portfolio of over 30 brands and a strong competitive position in the travel lodging industry. The company benefits from a durable competitive moat supported by its brand strength, extensive network, and recurring franchise and management fees. However, recent financials show significant headwinds with a 71.1% y…
Qualcomm Incorporated is a leading semiconductor company specializing in wireless chipsets and IP licensing, with dominant positions in 5G modems via QCT (87% of revenue) and steady QTL royalties. The business excels through a vast patent moat, diversification into automotive and IoT, and robust growth (revenue +13% YoY to $44B in FY2025), but faces risks from Apple modem shifts and China exposur…
Accumulation Zones
| Metric |
MAR |
QCOM |
| Zone Low |
$148.11 |
$146.23 |
| Zone High |
$167.86 |
$165.73 |
| In Buy Zone? |
No
|
Yes
|