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 2026-09-19.
Marriott International, Inc. · Consumer Cyclical
$334.97
+20.6% upside to fair value
Med Conviction
Grade C
VS
Western Digital Corporation · Technology
$441.36
-16.8% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
MAR has more upside to fair value
(+20.6%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
MAR |
WDC |
| Current Price |
$334.97 |
$441.36 |
| Fair Value Estimate |
$403.81 |
$367.30 |
| Upside to Fair Value |
+20.6%
|
-16.8%
|
| Market Cap |
$87.3B |
$152.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
22.2x
|
17.4x
|
| Price / Sales |
3.2x
|
11.8x
|
| Price / FCF |
28.7x
|
47.3x
|
| Revenue Growth YoY |
+4.8%
|
+43.8%
|
| Gross Margin |
20.2%
|
48.9%
|
| Operating Margin |
15.8%
|
34.9%
|
| Return on Equity |
-66.7%
|
118.6%
|
| Dividend Yield |
0.84% |
0.12% |
| FCF Yield |
3.48%
|
2.12%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
Investment Thesis
Marriott International is a global asset-light hotel franchisor and manager whose 10,082-property, 1.814 million-room system, 629,000-room development pipeline, broad brands, and more than 295 million Bonvoy members support durable fee-led economics. Business quality is tempered by cyclicality, competitive owner incentives, and $16.915 billion of debt, while reported ROE is negative 66.7%. In the…
Western Digital designs and manufactures hard disk drives and flash-based storage for data centers, client devices, and consumer markets, and it is currently enjoying an extraordinary demand surge tied to AI infrastructure buildouts. In the most recent quarter, revenue grew 43.8% year over year and earnings grew 1143.2% year over year, while trailing twelve-month gross margin reached 48.9%, opera…
Accumulation Zones
| Metric |
MAR |
WDC |
| Zone Low |
$302.86 |
$275.48 |
| Zone High |
$343.24 |
$312.20 |
| In Buy Zone? |
Yes
|
No
|