Marriott vs Coupang

This page compares Marriott International, Inc. and Coupang, LLC to illuminate how their business models, financial performance, and market context differ. It presents neutral, accessible information about each company's strategic approach, competitive position, and growth considerations for readers. Educational content, not financial advice.

This page compares Marriott International, Inc. and Coupang, LLC to illuminate how their business models, financial performance, and market context differ. It presents neutral, accessible information ...

Comparison Snapshot

Key Financial Metrics

MAR

Metric

CPNG

$89.43B

Market Cap

$32.37B

-10.54%

Potential Profit

98.27%

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

CPNG Plunges to 52-Week Low Amid Data Breach Fallout and Investor Jitters

Data breach scrutiny escalates with class action alerts on February 5-6, urging investors impacted between May and December 2025 to join by February 17, highlighting disclosure delay concerns.
Stock tumbled 8.1% to $17.49 on February 5, capping a tough 30-day 29% drop and underperforming the broader retail sector's gains.
Analysts spotlight intact growth engine—18-20% revenue surges and Taiwan's triple-digit expansion—yet warn of regulatory overhangs pressuring short-term earnings.

Sentiment:

🐻Bearish

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

CPNG Plunges to 52-Week Low Amid Data Breach Fallout and Investor Jitters

Data breach scrutiny escalates with class action alerts on February 5-6, urging investors impacted between May and December 2025 to join by February 17, highlighting disclosure delay concerns.
Stock tumbled 8.1% to $17.49 on February 5, capping a tough 30-day 29% drop and underperforming the broader retail sector's gains.
Analysts spotlight intact growth engine—18-20% revenue surges and Taiwan's triple-digit expansion—yet warn of regulatory overhangs pressuring short-term earnings.

Sentiment:

🐻Bearish

Investment Analysis

Marriott

MAR

Pros

Marriott is a global leader with a diverse portfolio of well-known hotel brands across various service and price levels, supporting broad market appeal.
The company has demonstrated earnings growth with adjusted EPS expected to increase about 7.3% in 2025 and further growth anticipated in 2026.
Marriott has a strong development pipeline with nearly 3,900 properties and over 596,000 rooms in the pipeline, supporting future growth opportunities.

Considerations

Shares have underperformed relative to the S&P 500 and the consumer discretionary sector over the past 12 months, reflecting some investor caution.
Revenue growth has been uneven geographically, with a slight decline in U.S. and Canada room revenue offsetting international gains recently.
Stock price forecasts indicate a potential near-term decline of around 5-6% by year-end 2025, highlighting possible valuation pressure or market uncertainty.

Coupang

CPNG

Pros

Coupang is one of South Korea's leading e-commerce platforms with significant market share and a strong domestic customer base.
The company’s continued technological investments and logistics infrastructure support its competitive edge in fast delivery and customer satisfaction.
Coupang benefits from the growing South Korean e-commerce market, offering substantial growth potential as digital adoption increases.

Considerations

Coupang's stock has shown recent volatility including sharp price declines, reflecting market sensitivity to earnings and growth execution risks.
The company operates primarily in South Korea, exposing it to concentrated geographic and regulatory risks.
Profitability remains challenged due to ongoing investments in logistics and technology, constraining free cash flow and increasing reliance on capital markets.

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