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...
Why It's Moving
Marriott Shares Slide Amid Pullback, But Travel Fever Signals Undervalued Opportunity
- Recent 7-day price decline of 6.42% prompts valuation check, revealing 2% undervaluation and strong diversification into luxury offerings and capital-light revenue like branded residences.[1]
- Marriott Bonvoy survey on Dec 9 reveals 91% of Americans intend to travel in 2026, turning New Year's resolutions into bookings and boosting outlook for occupancy and revenue.[2]
- Long-term momentum intact with 85.61% 3-year shareholder return, though macro uncertainty and premium 29.5x earnings multiple temper short-term gains.[1]
Hilton refinances debt with $1B notes issuance, steadying its balance sheet amid flat RevPAR outlook.
- Issued $1B 5.5% senior notes on Dec 10, redeeming costlier 5.75% 2028 notes on Dec 11 to lower interest expenses and extend maturities.
- Q3 net unit growth hit 6.5% with 23,200 new rooms added, bolstering a record 515,400-room pipeline up 5% year-over-year.
- Full-year RevPAR outlook flat to +1%, with $3.3B capital return planned including share repurchases, underscoring operational discipline.
Marriott Shares Slide Amid Pullback, But Travel Fever Signals Undervalued Opportunity
- Recent 7-day price decline of 6.42% prompts valuation check, revealing 2% undervaluation and strong diversification into luxury offerings and capital-light revenue like branded residences.[1]
- Marriott Bonvoy survey on Dec 9 reveals 91% of Americans intend to travel in 2026, turning New Year's resolutions into bookings and boosting outlook for occupancy and revenue.[2]
- Long-term momentum intact with 85.61% 3-year shareholder return, though macro uncertainty and premium 29.5x earnings multiple temper short-term gains.[1]
Hilton refinances debt with $1B notes issuance, steadying its balance sheet amid flat RevPAR outlook.
- Issued $1B 5.5% senior notes on Dec 10, redeeming costlier 5.75% 2028 notes on Dec 11 to lower interest expenses and extend maturities.
- Q3 net unit growth hit 6.5% with 23,200 new rooms added, bolstering a record 515,400-room pipeline up 5% year-over-year.
- Full-year RevPAR outlook flat to +1%, with $3.3B capital return planned including share repurchases, underscoring operational discipline.
Which Baskets Do They Appear In?
Lagos Property: Infrastructure Risks & Opportunities
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Published: September 19, 2025
Explore BasketHigh-Touch Concierge
Discover companies that have perfected the art of elite, personalized service for wealthy clients. These carefully selected stocks represent businesses with strong customer loyalty, impressive pricing power, and resilient revenue streams even during economic downturns.
Published: June 17, 2025
Explore BasketTravel
Investment opportunities already packed for you. This carefully curated collection of travel stocks represents companies poised to capitalize on the industry's post-pandemic revival. Selected by professional analysts for their recovery potential and growth opportunities.
Published: May 23, 2025
Explore BasketWhich Baskets Do They Appear In?
Lagos Property: Infrastructure Risks & Opportunities
Lagos is experiencing a major real estate boom, driven by rapid urbanization and a growing population, creating significant economic opportunities. This basket offers potential exposure to this trend through global companies involved in property development, short-term rentals, and infrastructure.
Published: September 19, 2025
Explore BasketHigh-Touch Concierge
Discover companies that have perfected the art of elite, personalized service for wealthy clients. These carefully selected stocks represent businesses with strong customer loyalty, impressive pricing power, and resilient revenue streams even during economic downturns.
Published: June 17, 2025
Explore BasketTravel
Investment opportunities already packed for you. This carefully curated collection of travel stocks represents companies poised to capitalize on the industry's post-pandemic revival. Selected by professional analysts for their recovery potential and growth opportunities.
Published: May 23, 2025
Explore BasketInvestment 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.
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