Marriott International, Inc. - Ordinary Shares - Class A

Marriott International, Inc. - Ordinary Shares - Class A

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Market Cap$99.04B
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Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Marriott International, Inc. - Ordinary Shares - Class AMarriott International, Inc. - Ordinary Shares - Class A390.73%-63%3.8-4

Earnings Call Q1 2026

May 6, 2026 - AI Summary

Q1 results strong; RevPAR +4.2% and guidance raised - Global RevPAR +4.2% YoY in Q1; U.S./Canada +4% and strength broad-based across chain scales. - Segment highlights: Leisure RevPAR +6% globally, Group RevPAR +5%, Business transient RevPAR +1% globally (U.S./Canada BT +2%). - Q1 performance above the top end of guidance, supporting a raised full-year global RevPAR outlook of +2% to +3% (from prior guidance).
Development momentum remains very strong (growth outlook reaffirmed) - Record Q1 global signings, with net rooms growth +4.5% over the trailing 12 months through March. - Pipeline record: ~618,000 rooms (+5% YoY), with 43% under construction (including pending conversions). - Conversions remain a key engine: >35% of signings and >40% of openings in the quarter are conversion-related. - Management reaffirms net rooms growth guidance of 4.5%–5% for the year (assumes 1%–1.5% deletions).
Regional outlook: Middle East is the main drag; China up; APAC mixed; World Cup tailwind - Middle East (largest near-term risk): - Guidance embeds expected Middle East impact of ~100–125 bps on full-year global RevPAR growth. - March was extremely weak (Middle East RevPAR -30% YoY in March). Middle East disruption is expected to continue through year-end. - Management expects the worst quarter to be Q2: about a ~50% reduction in RevPAR in Q2, then sequential improvement into Q3/Q4 (still below normal). - EMEA overall: lowering EMEA outlook due to Middle East declines (though Europe expected resilient; conflict impact described as relatively contained outside the immediate region). - China: full-year expected low single-digit RevPAR growth (raised guidance; Q1 RevPAR up nearly 6%, driven by leisure). - APAC: slight caution—lower than previously anticipated growth due to softer long-haul demand in certain connectivity-dependent markets; expects pick-up in the back half. - World Cup: still expected to add ~30–35 bps to global RevPAR growth (investor-facing confidence despite headlines about softer demand/cancellations).

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$382.72

Target Price by Analysts

1.6% upsideMarriott International Target Price DetailsTarget Price
$154.19

Current Fair Value

59.1% downside

Overvalued by 59.1% based on the discounted cash flow analysis.

Share Statistics

Market cap$99.04 Billion
Enterprise Value$115.12 Billion
Dividend Yield$2.74 (0.73%)
Earnings per Share$9.52
Beta1.11
Outstanding Shares268,500,000

Return

Return on Equity-63.15%ROE
Return on Assets9.28%
Return on Invested Capital22.26%

Valuation & Multiples

P/E Ratio39.03P/E Ratio
PEG-1526.69PEG
Price to Sales3.84Price to Sales
Price to Book Ratio-23.55Price to Book Ratio
Enterprise Value to Revenue4.33
Enterprise Value to EBIT26.73
Enterprise Value to Net Income44
Total Debt to Enterprise0.14
Debt to Equity-4.04Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 6, 2026
EPS Estimate
$2.56
Average shareholder expectation
Revenue Estimate
$6.59 B
Average shareholder expectation

Next Earnings Call

Expected Date
August 4, 2026
EPS Estimate
$3.06
Average shareholder expectation
Revenue Estimate
$7.17 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.4088▼ 2.67%
Total Calls4,574,537▼ 4.62%
Total Puts1,870,091▼ 10.47%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %58.58%▼ 1.78%
Total Invested$51.22B▲ 0.75%
Investors Holding1,684▲ 61.00%

ESG Score

No data

About Marriott International, Inc.

144,000 employees
CEO: Arne Sorenson

Marriott International, Inc. is based in Bethesda, Maryland, USA, and encompasses a portfolio of more than 7,500 properties under 30 leading brands spanning 132 countries and territories. Marriott operates and franchises hotels and licen...

Relevant Senate Committees

Joint Committee on Taxation

This committee provides critical analysis and revenue estimates for all tax legislation, directly influencing corporate tax structures and capital investment incentives that profoundly affect Marriott's financial performance and strategic planning.

Finance

This powerful committee controls taxation and trade policy, directly impacting Marriott's profitability through corporate tax rates, and influencing international business and travel conditions through trade agreements and tariffs.

Health, Education, Labor, and Pensions

Marriott is a major employer, making labor laws (minimum wage, unionization, benefits) a direct and significant factor in its operational costs and workforce management, which this committee directly regulates.

Banking, Housing, and Urban Affairs

Marriott is heavily invested in real estate (hotel properties, vacation ownership). This committee's regulation of financial systems, housing, and urban development directly impacts financing for new properties, real estate values, and the broader economic environment for hospitality investment.

Commerce, Science, and Transportation

This committee's jurisdiction over interstate commerce, FAA (air travel), FTC (consumer protection, advertising), and telecommunications directly impacts key aspects of Marriott's business, including travel infrastructure, marketing, and customer data handling.

Foreign Relations

Marriott operates in 132 countries; U.S. foreign policy, sanctions, and international relations directly influence global travel patterns, tourism, and the business environment for its extensive international operations.