Marriott vs Cummins

This page compares Marriott International, Inc. and Cummins Inc., presenting their business models, financial performance, and market context in clear, neutral terms. It aims to be accessible to a broad audience, avoiding hype or speculation while focusing on foundational information. Educational content, not financial advice.

This page compares Marriott International, Inc. and Cummins Inc., presenting their business models, financial performance, and market context in clear, neutral terms. It aims to be accessible to a bro...

Comparison Snapshot

Key Financial Metrics

MAR

Metric

CMI

$85.68B

Market Cap

$82.15B

-6.56%

Potential Profit

-14.98%

Buy

Analyst Rating

Buy

Why It's Moving

Marriott Powers Ahead as Baird Lifts Price Target Amid Robust Expansion Momentum

Baird raised its price target on MAR to $325 from $290 on February 2, maintaining a neutral rating, signaling sustained faith in operational strength.
Named #1 in Hotels, Casinos & Resorts on Fortune's World's Most Admired Companies list on January 22, highlighting Marriott's leadership and people-focused initiatives.
Announced leadership realignment effective March 28 with key executives taking U.S./Canada/CALA, EMEA, and CALA roles to sharpen regional strategies.

Sentiment:

🐃Bullish

Cummins gears up for pivotal Q4 earnings as analysts hike targets amid mixed segment outlooks.

Wells Fargo raised its price target to $630 from $599 with an 'overweight' rating last week, joining Truist ($653) and Citi ($630) in boosting expectations.
Consensus points to Power Systems net sales jumping 14.5% year-over-year to $2 billion, while Distribution edges up 3%, highlighting resilient demand in key areas.
Upcoming earnings carry a Zacks Rank #3 (Hold) with a slight Earnings ESP miss, but CMI's history of beating estimates by 20% on average keeps investors optimistic.

Sentiment:

🐃Bullish

Marriott Powers Ahead as Baird Lifts Price Target Amid Robust Expansion Momentum

Baird raised its price target on MAR to $325 from $290 on February 2, maintaining a neutral rating, signaling sustained faith in operational strength.
Named #1 in Hotels, Casinos & Resorts on Fortune's World's Most Admired Companies list on January 22, highlighting Marriott's leadership and people-focused initiatives.
Announced leadership realignment effective March 28 with key executives taking U.S./Canada/CALA, EMEA, and CALA roles to sharpen regional strategies.

Sentiment:

🐃Bullish

Cummins gears up for pivotal Q4 earnings as analysts hike targets amid mixed segment outlooks.

Wells Fargo raised its price target to $630 from $599 with an 'overweight' rating last week, joining Truist ($653) and Citi ($630) in boosting expectations.
Consensus points to Power Systems net sales jumping 14.5% year-over-year to $2 billion, while Distribution edges up 3%, highlighting resilient demand in key areas.
Upcoming earnings carry a Zacks Rank #3 (Hold) with a slight Earnings ESP miss, but CMI's history of beating estimates by 20% on average keeps investors optimistic.

Sentiment:

🐃Bullish

Investment Analysis

Marriott

MAR

Pros

Marriott maintains a strong global footprint with a record development pipeline of nearly 3,900 properties and over 596,000 rooms.
The company reported solid third-quarter 2025 adjusted EBITDA of $1.35 billion and added 17,900 net rooms, reflecting ongoing expansion.
Marriott returned approximately $3.1 billion to shareholders through dividends and share repurchases year-to-date through October 2025.

Considerations

RevPAR growth in the third quarter was modest at 0.5% worldwide, with a slight decline in the U.S. and Canada markets.
The stock has shown notable volatility over the past year, with a 52-week range between $205.40 and $307.52, which may concern risk-averse investors.
Analyst consensus is mixed, with a majority rating the stock as a hold and only a moderate upside projected for the next 12 months.

Cummins

CMI

Pros

Cummins maintains a robust market capitalisation above $60 billion, reflecting its scale and global presence in the engine and power solutions sector.
The company has demonstrated resilience in cyclical markets, benefiting from diversified end markets including industrial, commercial, and off-highway segments.
Cummins continues to invest in alternative fuel and electrification technologies, positioning itself for long-term sustainability and regulatory shifts.

Considerations

The company faces exposure to global economic cycles, with demand for engines and power systems sensitive to industrial activity and commodity prices.
Recent share price performance has been volatile, with a 52-week range between $260.02 and $449.21, reflecting sector and macroeconomic uncertainty.
Cummins operates in a highly competitive industry, facing pressure from both traditional rivals and new entrants in the electrification space.

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