Marriott vs Warner Bros. Discovery

This page compares Marriott and Warner Bros. Discovery, outlining how their business models, financial performance, and market context differ. It provides neutral explanations of revenue streams, cost structures, and strategic positions to help readers understand each company. The content is designed for educational purposes and comparison. Educational content, not financial advice.

This page compares Marriott and Warner Bros. Discovery, outlining how their business models, financial performance, and market context differ. It provides neutral explanations of revenue streams, cost...

Comparison Snapshot

Key Financial Metrics

MAR

Metric

WBD

$89.43B

Market Cap

$67.81B

-10.54%

Potential Profit

-3.57%

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

WBD Faces -2% Downside Pressure as Stock Dips Amid Insider Selling and Mixed Analyst Signals

Insiders dumped 267,116 shares in the past 90 days, including CFO Gunnar Wiedenfels offloading 242,994 at $29.50, signaling potential caution at current levels.
Atlantic Union Bankshares boosted its WBD stake by 2,124% in Q3 to 45,153 shares worth $882K, highlighting some institutional confidence despite the pullback.
Stock trades at a lofty forward P/E of 119.65 versus industry average of 13.35, amplifying downside risk if upcoming earnings of $0.08/share fail to impress.

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

WBD Faces -2% Downside Pressure as Stock Dips Amid Insider Selling and Mixed Analyst Signals

Insiders dumped 267,116 shares in the past 90 days, including CFO Gunnar Wiedenfels offloading 242,994 at $29.50, signaling potential caution at current levels.
Atlantic Union Bankshares boosted its WBD stake by 2,124% in Q3 to 45,153 shares worth $882K, highlighting some institutional confidence despite the pullback.
Stock trades at a lofty forward P/E of 119.65 versus industry average of 13.35, amplifying downside risk if upcoming earnings of $0.08/share fail to impress.

Sentiment:

🐻Bearish

Investment Analysis

Marriott

MAR

Pros

Marriott International reported continuing global revenue per available room (RevPAR) growth, with 2.6% increase in international markets in Q3 2025.
The company has a strong development pipeline with approximately 3,900 properties totaling over 596,000 rooms, supporting future growth.
Marriott returned over $3.1 billion to shareholders in 2025 year-to-date through dividends and share repurchases, demonstrating shareholder value focus.

Considerations

Marriott's U.S. and Canada markets saw a 0.4% decline in RevPAR in Q3 2025, indicating regional pressure in a key market.
Stock price forecasts suggest a potential decline of around 5.9% by December 2025, reflecting cautious market sentiment.
Analyst consensus shows mostly moderate buy or hold ratings, with a price target marginally above current trading levels, indicating limited near-term upside.

Warner Bros. Discovery

WBD

Pros

Warner Bros. Discovery holds a diverse entertainment portfolio, enhancing its competitive position in content creation and distribution.
The company provides regular updates on financial performance and strategic plans, supporting transparency for investors.
Presence in subscription and advertising revenue streams offers multiple growth avenues in the evolving media landscape.

Considerations

Warner Bros. Discovery reported a net loss of $148 million in Q3 2025, highlighting ongoing profitability challenges.
The company missed revenue, subscriber, and EBITDA targets in the most recent quarter, signaling execution and operational risks.
Stock price has remained relatively flat around the low $20s in recent months, indicating market uncertainty on near-term prospects.

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