Royal Caribbean Group vs Marriott

Royal Caribbean Group and Marriott International are compared on this page to illuminate business models, financial performance, and market context. The analysis covers strategic approaches, revenue streams, and competitive positioning without recommendations or guarantees, using neutral, accessible language. Educational content, not financial advice.

Royal Caribbean Group and Marriott International are compared on this page to illuminate business models, financial performance, and market context. The analysis covers strategic approaches, revenue s...

Comparison Snapshot

Key Financial Metrics

RCL

Metric

MAR

$78.03B

Market Cap

$85.79B

12.35%

Potential Profit

-5.86%

Buy

Analyst Rating

Buy

Why It's Moving

Royal Caribbean Cruises Emerges as Undervalued Gem Amid Short-Term Dips and Cruise Sector Buzz.

DCF model estimates intrinsic value at $441 per share, implying 37% upside from current levels around $278.
Recent 8.6% weekly decline contrasts with 20.7% annual gains and massive 289.5% five-year returns, highlighting short-term swings.
Cruise sector spotlight on fleet deployments, route growth, and booking patterns supports RCL's 5/6 valuation score and trading below fair P/E ratio.

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

Royal Caribbean Cruises Emerges as Undervalued Gem Amid Short-Term Dips and Cruise Sector Buzz.

DCF model estimates intrinsic value at $441 per share, implying 37% upside from current levels around $278.
Recent 8.6% weekly decline contrasts with 20.7% annual gains and massive 289.5% five-year returns, highlighting short-term swings.
Cruise sector spotlight on fleet deployments, route growth, and booking patterns supports RCL's 5/6 valuation score and trading below fair P/E ratio.

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

Investment Analysis

Royal Caribbean Group

RCL

Pros

Royal Caribbean has a strong competitive position as one of the leading global cruise vacation operators with multiple brands and approximately 58 ships in operation.
The company demonstrates high profitability metrics with a normalized return on equity of over 62% and return on assets around 11.5%.
Royal Caribbean shows potential undervaluation with its discounted cash flow analysis suggesting it might be undervalued by over 40%, offering a possible buying opportunity.

Considerations

The stock price has been volatile recently, experiencing a sharp decline of around 16.8% in the past month and about 10.9% in one week, reflecting market sensitivity to macroeconomic risks.
The company exhibits low liquidity ratios, with a quick ratio below 0.1 and current ratio below 0.2, indicating potential challenges in covering short-term liabilities.
Royal Caribbean faces exposure to rising costs, higher interest rates, and fluctuating consumer sentiment which could impact demand and profitability in the near term.

Marriott

MAR

Pros

Marriott International benefits from strong brand recognition and a diverse portfolio of lodging brands across global markets, supporting steady demand.
The company maintains solid operating performance with efficient asset utilisation and disciplined capital management, contributing to resilience in variable economic conditions.
Marriott’s scale and global footprint provide competitive advantages in negotiating and managing costs, aiding long-term growth prospects.

Considerations

Marriott's stock and valuation are exposed to macroeconomic risks including inflationary pressures and potential softness in global travel demand.
The lodging industry’s cyclicality subjects Marriott to fluctuations linked to economic downturns, affecting occupancy rates and average daily rates.
Ongoing operational execution risks related to integration of acquisitions and shifts in consumer preferences may challenge near-term profit margins.

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About The Companies

Royal Caribbean Group (RCL)

Royal Caribbean Cruises Ltd (RCL) runs one of the world’s largest cruise-ship fleets, operating a portfolio of brands and routes aimed at leisure travellers. Investors should know its revenue combines ticket sales, onboard spending (food, beverages, activities) and ancillary services such as shore excursions; earnings are cyclical and closely tied to discretionary travel demand. The business is capital intensive — new ships require large up-front investment and generate returns over many years — and performance is sensitive to fuel costs, labour, geopolitics and public-health events. The company has significant leverage from fleet financing, so liquidity, debt levels and cash flow trends matter as much as bookings and yields. Competitive positioning, pricing power and itinerary diversification can help, but volatility is common. This information is educational and not personal advice; potential investors should assess risk tolerance, time horizon and consult a financial adviser before deciding.

Marriott (MAR)

Marriott International, Inc. (MAR) is a global hospitality company operating, franchising and licensing a broad portfolio of hotel brands across price points and markets. With a market capitalisation of about $72.9bn, Marriott earns fees and franchise revenues from its managed and franchised properties, complemented by earnings from owned and leased hotels and timeshare operations. Key strengths include its large global footprint and the Marriott Bonvoy loyalty programme, which supports repeat business and pricing power. Investors should note the company’s exposure to travel cycles, economic conditions, currency movements and labour costs, which can make revenue and margins cyclical. Marriott’s relatively asset‑light strategy improves cash generation but depends on franchise growth and brand health. This summary is educational only; it is not personalised investment advice and does not guarantee future returns — hospitality stocks can rise and fall with global travel trends and economic shifts.

Royal Caribbean Group (RCL) Next Earnings Date

Royal Caribbean (RCL) is estimated to report its next earnings on January 29, 2026, before market open. This release will cover the fiscal quarter ending December 2025. While not yet officially confirmed, this date aligns with analyst consensus and the company's historical late-January pattern for Q4 results.

Marriott (MAR) Next Earnings Date

Marriott International (MAR) is expected to report its next earnings on February 10, 2026, covering the Q1 2026 fiscal quarter ending in March 2026. This date aligns with consensus estimates from multiple analyst sources, though minor variations exist around mid-February based on historical patterns. Investors should monitor for official confirmation from the company.

Royal Caribbean Group (RCL) Next Earnings Date

Royal Caribbean (RCL) is estimated to report its next earnings on January 29, 2026, before market open. This release will cover the fiscal quarter ending December 2025. While not yet officially confirmed, this date aligns with analyst consensus and the company's historical late-January pattern for Q4 results.

Marriott (MAR) Next Earnings Date

Marriott International (MAR) is expected to report its next earnings on February 10, 2026, covering the Q1 2026 fiscal quarter ending in March 2026. This date aligns with consensus estimates from multiple analyst sources, though minor variations exist around mid-February based on historical patterns. Investors should monitor for official confirmation from the company.

Which Baskets Do They Appear In?

Travel

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 Basket

Which Baskets Do They Appear In?

Travel

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 Basket

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Comparison Snapshot

Why It's Moving

Royal Caribbean Cruises Emerges as Undervalued Gem Amid Short-Term Dips and Cruise Sector Buzz.

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

Royal Caribbean Cruises Emerges as Undervalued Gem Amid Short-Term Dips and Cruise Sector Buzz.

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