MAR vs SMCI: Which Is the Better Buy?
Side-by-side comparison of Marriott International, Inc. and Super Micro Computer, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
Marriott International, Inc. · Consumer Cyclical
$334.97
+20.6% upside to fair value
Med Conviction
Grade C
VS
Super Micro Computer, Inc. · Technology
$43.26
-4.2% 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 |
SMCI |
| Current Price |
$334.97 |
$43.26 |
| Fair Value Estimate |
$403.81 |
$41.44 |
| Upside to Fair Value |
+20.6%
|
-4.2%
|
| Market Cap |
$87.3B |
$28.0B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
22.2x
|
8.9x
|
| Price / Sales |
3.2x
|
0.7x
|
| Price / FCF |
28.7x
|
—
|
| Revenue Growth YoY |
+4.8%
|
+93.2%
|
| Gross Margin |
20.2%
|
10.8%
|
| Operating Margin |
15.8%
|
7.1%
|
| Return on Equity |
-66.7%
|
25.1%
|
| Dividend Yield |
0.84% |
0% |
| FCF Yield |
3.48%
|
—
|
| 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…
Super Micro Computer designs and sells modular, open-standard server and storage systems, with a growing franchise in liquid- and air-cooled AI racks such as the NVIDIA Vera Rubin NVL72, sold through direct, distribution and OEM channels to data center, cloud, AI, 5G and edge customers. The business quality is mixed: revenue grew 93.2% year over year and earnings grew 503.7% in the most recent qu…
Accumulation Zones
| Metric |
MAR |
SMCI |
| Zone Low |
$302.86 |
$31.08 |
| Zone High |
$343.24 |
$35.22 |
| In Buy Zone? |
Yes
|
No
|