MarriottGeneral Motors

Marriott vs General Motors

Marriott International, Inc. and General Motors Co. are the subjects of this STOCK vs STOCK page. This comparison covers business models, financial performance, and market context to explain how the t...

Why It's Moving

Marriott

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
General Motors

GM Stock Warning: Why Analysts See -14% Downside Risk

  • Valuation gap looms large: One analysis estimates GM's fair value at $41.79 versus $86.29 current price, implying over 50% downside due to hefty EV investments yet to yield returns.
  • Earnings guidance trails expectations: GM's FY2026 EPS outlook of $9.75-$10.50 falls short of analysts' $11.44 forecast, signaling softer profitability amid revenue dips.
  • EV strategy weighs on margins: Ongoing losses from excess EV capacity and slow demand persist into 2026, even as cost cuts aim to lift North America margins to 8-10%.
Sentiment:
🐻Bearish

Investment Analysis

Pros

  • Marriott International has a strong global presence with a record development pipeline of approximately 3,900 properties and 596,000 rooms as of Q3 2025.
  • The company showed modest revenue per available room (RevPAR) growth internationally at 2.6% worldwide in Q3 2025, supporting ongoing demand in global markets.
  • Marriott maintains solid profitability with Q3 2025 net income of $728 million and returned $3.1 billion to shareholders through dividends and share repurchases year-to-date.

Considerations

  • U.S. and Canada RevPAR declined by 0.4% in Q3 2025, indicating weakness in the key North American market.
  • Marriott’s stock price is forecasted to decline nearly 6% by December 2025, signaling potential short-term valuation pressure.
  • The company’s price-to-earnings ratio of approximately 30 is relatively high compared to some industry peers, suggesting valuation risk if growth slows.

Pros

  • General Motors (GM) benefits from its leading position in the electric vehicle market with ongoing investments in EV technology and production capacity.
  • GM has a strong balance sheet and ample liquidity to fund growth initiatives and manage cyclical market fluctuations effectively.
  • The company has demonstrated growth in key markets and segments, including increased sales of high-margin trucks and SUVs, which support profitability.

Considerations

  • GM remains exposed to supply chain challenges and semiconductor shortages that could disrupt production and sales.
  • The automotive industry’s cyclicality and commodity price fluctuations, such as steel and battery materials, pose ongoing cost pressures on GM.
  • Execution risks persist as GM ramps up new EV models and navigates intensifying competition from legacy automakers and new entrants.

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Marriott (MAR) Next Earnings Date

Marriott International will report its fourth quarter 2025 earnings on February 10, 2026, at approximately 7:00 a.m. ET. The earnings report will cover the company's final quarter of 2025, providing results for the period ending December 31, 2025. Analysts are currently forecasting earnings per share between $2.64 and $2.73 for this period. This represents the company's next scheduled earnings announcement following its most recent report in November 2025.

General Motors (GM) Next Earnings Date

General Motors (GM) reported its Q4 2025 earnings on January 27, 2026. The next earnings release, covering Q1 2026, is expected around late April 2026, consistent with historical patterns such as April 23-29 in prior years. Investors should monitor for official confirmation as dates may adjust slightly.

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