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 2026-05-07.
Marriott International, Inc. · Consumer Cyclical
$359.06
-45.0% upside to fair value
Grade D
VS
UnitedHealth Group Incorporated · Healthcare
$353.52
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
UNH has more upside to fair value
(+45.0%).
UNH trades at a lower forward P/E
(26.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MAR |
UNH |
| Current Price |
$359.06 |
$353.52 |
| Fair Value Estimate |
$197.48 |
$512.60 |
| Upside to Fair Value |
-45.0%
|
+45.0%
|
| Market Cap |
$95.2B |
$320.9B |
| Forward P/E |
37.7x
|
26.7x
|
| EV / EBITDA |
29.5x
|
16.1x
|
| Price / Sales |
4.4x
|
0.7x
|
| Price / FCF |
29.3x
|
16.3x
|
| Revenue Growth YoY |
-71.1%
|
+2.0%
|
| Gross Margin |
6.0%
|
18.8%
|
| Operating Margin |
19.6%
|
4.2%
|
| Return on Equity |
-78.5%
|
12.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.41%
|
6.13%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
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…
UnitedHealth Group Incorporated operates as a leading healthcare company with two main platforms: UnitedHealthcare, providing health benefits coverage, and Optum, offering information and technology services. The company benefits from a durable competitive moat due to its scale, integrated platforms, and broad market reach serving over 170 million consumers. Despite strong revenue growth of 12% y…
Accumulation Zones
| Metric |
MAR |
UNH |
| Zone Low |
$148.11 |
$384.45 |
| Zone High |
$167.86 |
$435.71 |
| In Buy Zone? |
No
|
Yes
|