MarriottHilton
Live Report · Updated 7 August 2026

Marriott vs Hilton

Global hospitality company with strong loyalty program vs Global hotel company earning fees from partners. Which is the better buy for your portfolio in August 2026? Plain-English answer below.

Marriott built the world's largest hotel loyalty ecosystem while running an asset-light franchise model, and Hilton followed nearly the same playbook with impressive execution. Both companies converte...

Why It’s Moving

Marriott

Marriott slips as valuation worries and owner pushback keep analysts cautious

  • Analysts flagged valuation pressure: Marriott is trading at a richer multiple than many peers, which makes the stock more sensitive to any slowdown in travel demand or fee growth.
  • Recent commentary points to owner pushback on fees, suggesting Marriott may have less room to expand margins if franchise partners resist higher charges.
  • A fresh Baird forecast cut on August 4 kept the stock under a neutral view, reinforcing the idea that Wall Street sees limited room for upside after the recent run-up.
Sentiment:
🐻Bearish
Hilton

Hilton faces modest downside pressure as analysts flag a tighter risk-reward setup.

  • Recent analyst sentiment is leaning cautious, with at least one major firm’s maintained neutral stance implying roughly 6% downside, which suggests the market is already pricing in a lot of Hilton’s recovery and leaves less room for disappointment.
  • Consensus estimates remain mixed rather than bearish, but the spread between higher and lower targets shows analysts are split on how much further hotel demand and rate strength can support the shares.
  • The stock is being treated more as a valuation-and-expectations story than a fresh news catalyst, so any sign of softer travel demand, margin pressure, or slower RevPAR growth could weigh on sentiment quickly.
Sentiment:
🐻Bearish

Investment Analysis

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.

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.

Marriott (MAR) Next Earnings Date

Marriott International (MAR) is set to report its next earnings on Monday, August 3, 2026, before the market opens. The release will cover second-quarter 2026 results. This timing is consistent with the company’s typical early-August reporting pattern.

Hilton (HLT) Next Earnings Date

Hilton Worldwide Holdings (HLT) is expected to report its next earnings on July 28, 2026. The report will cover Q2 2026 results. Some calendars allow a one- to two-day window around that date, but July 28 is the currently confirmed scheduled release date.

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Frequently asked questions

MAR
MAR$353.91
vs
HLT
HLT$317.60
Buy MAR