Marriott vs Hilton

Marriott International, Inc. and Hilton Worldwide Holdings Inc. are compared on this page to provide a clear view of their business models, financial performance, and market context. This neutral overview aims to help readers understand the similarities and differences without making predictions or recommendations. Educational content, not financial advice.

Marriott International, Inc. and Hilton Worldwide Holdings Inc. are compared on this page to provide a clear view of their business models, financial performance, and market context. This neutral over...

Comparison Snapshot

Key Financial Metrics

MAR

Metric

HLT

$89.43B

Market Cap

$73.07B

-10.54%

Potential Profit

-8.32%

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

HLT Faces Analyst Warning of -7% Downside Despite Recent Bullish Upgrades and Earnings Anticipation

Multiple analysts like Goldman Sachs, TD Cowen, and JPMorgan recently raised targets to around $330, signaling confidence in Hilton's growth trajectory and repurchase plans.
Board boosted the stock buyback program by $3.5 billion to $4.6 billion total, underscoring faith in long-term value amid expectations of $11 billion in repurchases over four years.
Earnings preview points to 17.6% EPS growth to $2.07 and 7.3% revenue rise to $2.99 billion, with a positive Earnings ESP suggesting a likely beat that could counter downside fears.

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

HLT Faces Analyst Warning of -7% Downside Despite Recent Bullish Upgrades and Earnings Anticipation

Multiple analysts like Goldman Sachs, TD Cowen, and JPMorgan recently raised targets to around $330, signaling confidence in Hilton's growth trajectory and repurchase plans.
Board boosted the stock buyback program by $3.5 billion to $4.6 billion total, underscoring faith in long-term value amid expectations of $11 billion in repurchases over four years.
Earnings preview points to 17.6% EPS growth to $2.07 and 7.3% revenue rise to $2.99 billion, with a positive Earnings ESP suggesting a likely beat that could counter downside fears.

Sentiment:

🌋Volatile

Investment Analysis

Marriott

MAR

Pros

Marriott has a broad geographic presence and is expanding across various price points including new midscale and extended-stay brands.
The company shows a relatively lower forward P/E ratio compared to Hilton, indicating potentially better valuation metrics.
Marriott has demonstrated solid earnings performance with shareholder-friendly capital allocation and ongoing brand development.

Considerations

Marriott’s share price growth over the past year (+3%) has underperformed Hilton’s, indicating weaker recent market momentum.
The company has a higher beta, suggesting more volatility relative to Hilton and potentially greater market risk.
Marriott’s drawdown since inception is larger than Hilton’s, pointing to historically higher downside exposure.

Hilton

HLT

Pros

Hilton has delivered stronger share price growth (+12%) over the past 12 months compared to Marriott.
The company shows robust revenue growth expectations, with a projected EPS growth of about 10.5% for 2025.
Hilton’s maximum historical drawdown is less severe than Marriott’s, indicating more resilience during market downturns.

Considerations

Hilton trades at a higher P/E and PEG ratio than Marriott, potentially reflecting a more expensive valuation.
Recent mixed sentiment has been caused by insider selling and a significant state investor reducing their position.
Hilton’s price to sales and enterprise value multiples are higher, suggesting it may be more costly relative to its sales.

Related Market Insights

Lagos Property Boom: Why Global Giants Are Betting Big

Lagos's property boom attracts global giants. Invest in Nigeria's urban growth via international hospitality & infrastructure firms. Explore this Neme on Nemo.