MAR vs V: Which Is the Better Buy?
Side-by-side comparison of Marriott International, Inc. and Visa Inc. — 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
Visa Inc. · Financial Services
$304.36
+45.0% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
V has more upside to fair value
(+45.0%).
V trades at a lower forward P/E
(23.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MAR |
V |
| Current Price |
$359.06 |
$304.36 |
| Fair Value Estimate |
$197.48 |
$441.32 |
| Upside to Fair Value |
-45.0%
|
+45.0%
|
| Market Cap |
$95.2B |
$586.8B |
| Forward P/E |
37.7x
|
23.7x
|
| EV / EBITDA |
29.5x
|
22.3x
|
| Price / Sales |
4.4x
|
14.2x
|
| Price / FCF |
29.3x
|
25.6x
|
| Revenue Growth YoY |
-71.1%
|
+11.3%
|
| Gross Margin |
6.0%
|
81.08%
|
| Operating Margin |
19.6%
|
59.18%
|
| Return on Equity |
-78.5%
|
54.22%
|
| Dividend Yield |
0% |
0.83% |
| FCF Yield |
3.41%
|
3.91%
|
| 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…
Visa is the world's dominant payment network with $40B in net revenue (FY2025), 50%+ net margins, and a capital-light toll-booth model processing $14.2T in annual payment volume across 257.5B transactions. The business compounds at 10-12% revenue CAGR with operating leverage pushing EPS growth to 12-15% over a cycle, funded by $21.6B in annual free cash flow against only $1.5B in capex. At 28.0x …
Accumulation Zones
| Metric |
MAR |
V |
| Zone Low |
$148.11 |
$330.99 |
| Zone High |
$167.86 |
$375.12 |
| In Buy Zone? |
No
|
Yes
|