MAR vs UNH: Which Is the Better Buy?
Side-by-side comparison of Marriott International, Inc. and UnitedHealth Group Incorporated — 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
UnitedHealth Group Incorporated · Healthcare
$304.33
+41.3% upside to fair value
Med Conviction
Grade B+
QuantHub Verdict
UNH has more upside to fair value
(+41.3%).
UNH trades at a lower forward P/E
(15.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MAR |
UNH |
| Current Price |
$377.93 |
$304.33 |
| Fair Value Estimate |
$315.15 |
$430.00 |
| Upside to Fair Value |
-16.6%
|
+41.3%
|
| Market Cap |
$100.2B |
$276.2B |
| Forward P/E |
39.0x
|
15.1x
|
| EV / EBITDA |
25.3x
|
14.3x
|
| Price / Sales |
3.8x
|
0.6x
|
| Price / FCF |
34.6x
|
17.2x
|
| Revenue Growth YoY |
+3.1%
|
+11.8%
|
| Gross Margin |
21.3%
|
18.5%
|
| Operating Margin |
15.8%
|
4.2%
|
| Return on Equity |
-79.9%
|
12.7%
|
| Dividend Yield |
0% |
2.9% |
| FCF Yield |
2.89%
|
5.82%
|
| 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…
UnitedHealth Group is the world's largest diversified healthcare company, combining the dominant US health insurer UnitedHealthcare with the high-margin Optum services platform spanning care delivery, pharmacy benefits, and data analytics. The stock has fallen roughly 49% from its 2024 peak of $596, driven by elevated medical costs, DOJ antitrust scrutiny, CEO transitions (Brian Thompson's murder…
Accumulation Zones
| Metric |
MAR |
UNH |
| Zone Low |
$236.36 |
$280.00 |
| Zone High |
$267.88 |
$340.00 |
| In Buy Zone? |
No
|
Yes
|