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

$84.99B

Market Cap

$78.68B

-5.04%

Potential Profit

-10.29%

Buy

Analyst Rating

Buy

Why It's Moving

Marriott Shake-Up: Veteran Leaders Retire as Fresh Talent Takes Helm for Global Push.

Retirements of U.S./Canada Group President Liam Brown and another veteran pave the way for Satya Anand to unify leadership across U.S., Canada, and Latin America.
Neal Jones tapped to lead EMEA operations spanning 80 countries and 1,300 properties, leveraging his track record in luxury integrations like Design Hotels.
Federico Greppi heads CALA to accelerate southern hemisphere growth, with all new roles kicking off March 28 for seamless continuity.

Sentiment:

🐃Bullish

Cummins Hits New 52-Week High as Data Center Power Demand Fuels Momentum Amid Truck Slowdown.

Stock soared to $584.70 52-week high on January 21, reflecting optimism despite insider sales totaling 19,330 shares last quarter.
Q3 earnings crushed estimates with EPS of $5.59 beating $4.83 forecasts and revenue of $8.32B topping $7.97B expectations, even as overall sales dipped 1.6% year-over-year.
Power Systems segment thrives on data center backup demand, balancing softer Engine and Components sales hit by lower U.S. and Mexico truck volumes; Raymond James upgraded to Outperform with $585 target.

Sentiment:

🐃Bullish

Marriott Shake-Up: Veteran Leaders Retire as Fresh Talent Takes Helm for Global Push.

Retirements of U.S./Canada Group President Liam Brown and another veteran pave the way for Satya Anand to unify leadership across U.S., Canada, and Latin America.
Neal Jones tapped to lead EMEA operations spanning 80 countries and 1,300 properties, leveraging his track record in luxury integrations like Design Hotels.
Federico Greppi heads CALA to accelerate southern hemisphere growth, with all new roles kicking off March 28 for seamless continuity.

Sentiment:

🐃Bullish

Cummins Hits New 52-Week High as Data Center Power Demand Fuels Momentum Amid Truck Slowdown.

Stock soared to $584.70 52-week high on January 21, reflecting optimism despite insider sales totaling 19,330 shares last quarter.
Q3 earnings crushed estimates with EPS of $5.59 beating $4.83 forecasts and revenue of $8.32B topping $7.97B expectations, even as overall sales dipped 1.6% year-over-year.
Power Systems segment thrives on data center backup demand, balancing softer Engine and Components sales hit by lower U.S. and Mexico truck volumes; Raymond James upgraded to Outperform with $585 target.

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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