Marriott vs Carvana

Marriott vs Carvana: This page compares business models, financial performance, and market context for Marriott and Carvana, offering neutral information on strategy, operations, and industry position for readers seeking an informed view. Educational content, not financial advice.

Marriott vs Carvana: This page compares business models, financial performance, and market context for Marriott and Carvana, offering neutral information on strategy, operations, and industry position...

Comparison Snapshot

Key Financial Metrics

MAR

Metric

CVNA

$89.43B

Market Cap

$87.82B

-10.54%

Potential Profit

10.72%

Buy

Analyst Rating

Buy

Why It's Moving

MAR Stock Warning: Why Analysts See -8% Downside Risk

Analysts project Q4 EPS of $2.64, a 7.8% YoY rise, fueled by solid momentum in APEC and EMEA regions from improving cross-border travel and ADR growth.
Recent recognition as Fortune's #1 in Hotels, Casinos & Resorts underscores Marriott's brand strength, alongside 4.3% net room growth and a 610,000-room pipeline.
Despite consensus Moderate Buy ratings, lower price targets around $240 signal downside risk from a P/E/G ratio of 2.57, suggesting the stock may be pricey relative to growth.

Sentiment:

🐻Bearish

Carvana Stock Tumbles on Short-Seller Allegations, but Analysts Push Targets Higher Amid Operational Strength.

Short report from Gotham alleged $1B accounting risks linked to DriveTime and GoFi, driving shares from $474 to a low of $375 and fueling bearish options activity.
Q3 earnings showcased record revenue acceleration, $4B gross profit at 21% margins, and $1B EBITDA, underscoring reconditioning efficiency and logistics gains.
JPMorgan hiked target to $510 (Overweight), Wells Fargo to $525, signaling confidence in 30%+ growth and 10% margins despite the noise.

Sentiment:

🌋Volatile

MAR Stock Warning: Why Analysts See -8% Downside Risk

Analysts project Q4 EPS of $2.64, a 7.8% YoY rise, fueled by solid momentum in APEC and EMEA regions from improving cross-border travel and ADR growth.
Recent recognition as Fortune's #1 in Hotels, Casinos & Resorts underscores Marriott's brand strength, alongside 4.3% net room growth and a 610,000-room pipeline.
Despite consensus Moderate Buy ratings, lower price targets around $240 signal downside risk from a P/E/G ratio of 2.57, suggesting the stock may be pricey relative to growth.

Sentiment:

🐻Bearish

Carvana Stock Tumbles on Short-Seller Allegations, but Analysts Push Targets Higher Amid Operational Strength.

Short report from Gotham alleged $1B accounting risks linked to DriveTime and GoFi, driving shares from $474 to a low of $375 and fueling bearish options activity.
Q3 earnings showcased record revenue acceleration, $4B gross profit at 21% margins, and $1B EBITDA, underscoring reconditioning efficiency and logistics gains.
JPMorgan hiked target to $510 (Overweight), Wells Fargo to $525, signaling confidence in 30%+ growth and 10% margins despite the noise.

Sentiment:

🌋Volatile

Investment Analysis

Marriott

MAR

Pros

Marriott's Q3 2025 earnings exceeded expectations, with adjusted EPS of $2.47 and revenue above forecasts, reflecting strong operational performance.
The company maintains high gross profit margins of 81.69% and reported a 10% increase in adjusted EBITDA to $1.35 billion, indicating robust profitability.
Marriott Bonvoy membership grew 18% year-on-year, and the development pipeline reached a record 3,900 properties, supporting future growth.

Considerations

RevPAR in the U.S. & Canada declined 0.4% in Q3 2025, suggesting ongoing challenges in the domestic market despite international growth.
Incentive management fees fell 7% in the quarter, reflecting potential volatility in certain revenue streams tied to property performance.
The stock trades at a forward P/E ratio above 25, which may limit upside if earnings growth slows or macroeconomic conditions worsen.

Carvana

CVNA

Pros

Carvana has expanded its used vehicle inventory and digital platform, enabling rapid scaling and improved customer reach in the online auto retail sector.
The company has streamlined operations and reduced costs, leading to improved gross margins and a path toward sustainable profitability.
Carvana's asset-light model and focus on technology-driven sales processes provide a competitive edge in a fragmented industry.

Considerations

Carvana remains sensitive to fluctuations in used car prices and consumer credit conditions, which can impact margins and demand.
The company has faced regulatory scrutiny and operational challenges, including past inventory management issues and customer service complaints.
Carvana's balance sheet carries significant debt, and cash flow volatility could constrain investment or growth during economic downturns.

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