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ABNB vs MAR

ABNB
Airbnb, Inc.
NEUTRAL
Price
$126.28
Market Cap
$75.71B
Sector
Consumer Cyclical
AI Confidence
80%
MAR
Marriott International, Inc.
NEUTRAL
Price
$285.72
Market Cap
$77.13B
Sector
Consumer Cyclical
AI Confidence
72%

Valuation

P/E Ratio
ABNB
31.34
MAR
30.11
Forward P/E
ABNB
21.86
MAR
26.95
P/B Ratio
ABNB
9.27
MAR
-24.68
P/S Ratio
ABNB
6.18
MAR
11.22
EV/EBITDA
ABNB
25.99
MAR
20.19

Profitability

Gross Margin
ABNB
82.96%
MAR
81.55%
Operating Margin
ABNB
9.68%
MAR
65.93%
Profit Margin
ABNB
20.51%
MAR
37.98%
ROE
ABNB
30.23%
MAR
--
ROA
ABNB
7.37%
MAR
9.64%

Growth

Revenue Growth
ABNB
12.0%
MAR
5.6%
Earnings Growth
ABNB
-23.7%
MAR
29.0%

Financial Health

Debt/Equity
ABNB
0.28
MAR
--
Current Ratio
ABNB
1.38
MAR
0.47
Quick Ratio
ABNB
0.82
MAR
0.43

Dividends

Dividend Yield
ABNB
--
MAR
0.94%
Payout Ratio
ABNB
0.0%
MAR
27.43%

AI Verdict

ABNB NEUTRAL

ABNB shows neutral fundamentals based on deterministic rules. Financial strength is stable (F-Score 4/9). Mixed signals with both opportunities and risks present.

Strengths
Strong profitability (20.5% margin)
Low debt with D/E ratio of 0.28
Strong ROE of 30.2%
Risks
High valuation with P/E of 31.3
Premium vs Graham Number ($35.14)
MAR NEUTRAL

Marriott International trades at a premium valuation with strong historical profitability and consistent earnings beats, supported by resilient cash flow generation and a disciplined capital return policy. However, near-term earnings growth has decelerated, with Q/Q EPS declining 6.8%, while insider selling worth $28.75M over the past six months raises caution. The stock's price momentum has lagged over the past year (+2.3%) despite solid long-term returns (+138.8% over 5Y), and its negative Price/Book ratio due to accumulated deficits undermines traditional valuation frameworks. Relative to Consumer Cyclical peers, MAR exhibits superior margins and lower leverage but trades at a steep P/E of 30x versus sector average of 61.5x, reflecting quality yet limited upside per analyst target of $290.08.

Strengths
Exceptional profitability with operating margin of 65.93% and gross margin of 81.55%, significantly above sector average profit margin of 8.54%
Consistent earnings outperformance: 21 beats in last 25 quarters, including 3 of last 4 quarters above estimates
Strong free cash flow conversion implied by high operating margin and low capex business model (asset-light franchising)
Risks
Negative Price/Book ratio (-24.68) indicating accumulated equity deficits, raising structural balance sheet concerns
Decelerating earnings growth: Q/Q EPS down 6.8% despite YoY increase of 19.3%, signaling near-term headwinds
Elevated P/E of 30.1x vs sector average of 61.5x, but unattractive on growth-adjusted basis given moderate 5.6% revenue growth

Compare Another Pair

ABNB vs MAR: Head-to-Head Comparison

This page compares Airbnb, Inc. (ABNB) and Marriott International, Inc. (MAR) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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