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 2026-04-18.
Marriott International, Inc. · Consumer Cyclical
$377.93
-16.6% upside to fair value
Grade D
VS
Visa Inc. · Financial Services
$304.36
+37.7% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
V has more upside to fair value
(+37.7%).
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 |
$377.93 |
$304.36 |
| Fair Value Estimate |
$315.15 |
$419.00 |
| Upside to Fair Value |
-16.6%
|
+37.7%
|
| Market Cap |
$100.2B |
$586.8B |
| Forward P/E |
39.0x
|
23.7x
|
| EV / EBITDA |
25.3x
|
22.3x
|
| Price / Sales |
3.8x
|
14.2x
|
| Price / FCF |
34.6x
|
25.6x
|
| Revenue Growth YoY |
+3.1%
|
+11.3%
|
| Gross Margin |
21.3%
|
81.08%
|
| Operating Margin |
15.8%
|
59.18%
|
| Return on Equity |
-79.9%
|
54.22%
|
| Dividend Yield |
0% |
0.83% |
| FCF Yield |
2.89%
|
3.91%
|
| Analyst Consensus |
Hold
|
Strong 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…
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 |
$236.36 |
$265.00 |
| Zone High |
$267.88 |
$300.00 |
| In Buy Zone? |
No
|
No
|