MarriottGeneral Motors

Marriott vs General Motors

Marriott International, Inc. and General Motors Co. are the subjects of this STOCK vs STOCK page. This comparison covers business models, financial performance, and market context to explain how the t...

Why It's Moving

Marriott

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]
Sentiment:
βš–οΈNeutral
General Motors

GM Slashes 2025 Guidance by Billions Amid Trump Tariff Onslaught

  • Adjusted EBIT guidance cut to $10-12.5 billion from $13.7-15.7 billion, underscoring tariffs' drag on profitability while Q1 results showed 17% U.S. sales growth and 94% EV surge.
  • Plans to offset 30% of tariff exposure by ramping up 50,000 extra full-size trucks yearly at Indiana plant and boosting U.S. battery assembly, with over 80% supply chain already USMCA compliant.
  • Added $500 million Q2 charge for recalling 600,000 SUVs and trucks over engine woes, as Barra signals no immediate price hikes and focus on U.S. reinvestment.
Sentiment:
🐻Bearish

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Investment Analysis

Pros

  • Marriott International has a strong global presence with a record development pipeline of approximately 3,900 properties and 596,000 rooms as of Q3 2025.
  • The company showed modest revenue per available room (RevPAR) growth internationally at 2.6% worldwide in Q3 2025, supporting ongoing demand in global markets.
  • Marriott maintains solid profitability with Q3 2025 net income of $728 million and returned $3.1 billion to shareholders through dividends and share repurchases year-to-date.

Considerations

  • U.S. and Canada RevPAR declined by 0.4% in Q3 2025, indicating weakness in the key North American market.
  • Marriott’s stock price is forecasted to decline nearly 6% by December 2025, signaling potential short-term valuation pressure.
  • The company’s price-to-earnings ratio of approximately 30 is relatively high compared to some industry peers, suggesting valuation risk if growth slows.

Pros

  • General Motors (GM) benefits from its leading position in the electric vehicle market with ongoing investments in EV technology and production capacity.
  • GM has a strong balance sheet and ample liquidity to fund growth initiatives and manage cyclical market fluctuations effectively.
  • The company has demonstrated growth in key markets and segments, including increased sales of high-margin trucks and SUVs, which support profitability.

Considerations

  • GM remains exposed to supply chain challenges and semiconductor shortages that could disrupt production and sales.
  • The automotive industry’s cyclicality and commodity price fluctuations, such as steel and battery materials, pose ongoing cost pressures on GM.
  • Execution risks persist as GM ramps up new EV models and navigates intensifying competition from legacy automakers and new entrants.

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