MAR vs WDC: Which Is the Better Buy?
Side-by-side comparison of Marriott International, Inc. and Western Digital Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-08-06.
Marriott International, Inc. · Consumer Cyclical
$366.24
-3.4% upside to fair value
Med Conviction
Grade C
VS
Western Digital Corporation · Technology
$519.17
-28.7% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
MAR has more upside to fair value
(-3.4%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
MAR |
WDC |
| Current Price |
$366.24 |
$519.17 |
| Fair Value Estimate |
$353.64 |
$370.00 |
| Upside to Fair Value |
-3.4%
|
-28.7%
|
| Market Cap |
$96.6B |
$178.9B |
| Forward P/E |
—
|
27.8x
|
| EV / EBITDA |
23.8x
|
37.3x
|
| Price / Sales |
3.7x
|
13.9x
|
| Price / FCF |
31.6x
|
51.0x
|
| Revenue Growth YoY |
+6.2%
|
+35.7%
|
| Gross Margin |
21.4%
|
48.9%
|
| Operating Margin |
16.0%
|
34.9%
|
| Return on Equity |
-74.1%
|
43.4%
|
| Dividend Yield |
0.75% |
0.1% |
| FCF Yield |
3.17%
|
2.0%
|
| Analyst Consensus |
Hold
|
Buy
|
Investment Thesis
Marriott International is a global asset-light hotel franchisor, manager and licensor whose high-quality brands, nearly 283 million Bonvoy members, more than 9,900 properties across 146 countries and record 4,107-property development pipeline create meaningful network, distribution and brand advantages. Q1 2026 demonstrated resilient underlying fee economics: adjusted revenue excluding cost-reimb…
Western Digital is now a pure-play, duopoly hard-disk-drive manufacturer, having spun off its NAND flash business as SanDisk in February 2025 and sold its remaining SanDisk stake for $3.1 billion in February 2026. It is riding the same AI-storage supercycle as SanDisk and Micron, but from the mass-capacity nearline HDD side: hyperscalers are buying every high-capacity drive WDC can make for AI da…
Accumulation Zones
| Metric |
MAR |
WDC |
| Zone Low |
$265.23 |
$278.00 |
| Zone High |
$300.59 |
$315.00 |
| In Buy Zone? |
No
|
No
|