Análisis Argos
MAR
MARCara
Marriott International, Inc. · Consumer Cyclical
US$ 372.95
precio al 2026-07-04
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
55/100
LA RESPUESTA
El mercado le pide crezca 31.6% al año — más de lo que ha demostrado (9.1%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Las ganancias crecieron 10% el último año.
Retorno sobre el capital alto (25%).
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Venta significativa de insiders en el último trimestre.
!Balance frágil: la deuda pesa sobre el negocio.
!Crecimiento estancado o en baja.
VALOR1/6FUTURO2/6PASADO5/6SALUD2/6DIVIDENDO4/6
El Iris de calidad
VALOR1/6FUTURO2/6PASADO5/6SALUD2/6DIVIDENDO4/6
ValorCotiza por encima de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance razonable
DividendoDevuelve capital al accionista
Score Argos55de 100Cara
Ingresos4%
US$ 26.2 B
Margen operativo5%
15.8%
Flujo de caja libre30%
US$ 2.6 B
Deuda neta
US$ 16.7 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 98.3B
P/E37.8x
EV/EBITDA25.9x
FCF yield2.7%
ROIC24.5%
Margen operativo15.8%
Crecim. ingresos+4.3%/año
Piotroski F7/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

prnewswire.com · 1 jul
Beyond The Gen Z Myth: Four Distinct Luxury Mindsets Reshaping Travel in Asia Pacific
New research by the Luxury Group by Marriott International challenges assumptions about Gen Z travelers, uncovering diverse motivations and definitions of luxury travel. SINGAPORE, July 1, 2026 /PRNewswire/ -- As Gen Z rises as a defining force in luxury travel, one long-held assumption no longer holds: there is no single Gen Z traveler.
prnewswire.com · 1 jul
An Iconic Pairing: Marriott International and The Coca‑Cola Company Come Together in Strategic Beverage Agreement
BETHESDA, Md. and ATLANTA, July 1, 2026 /PRNewswire/ -- Marriott International, Inc. (NASDAQ: MAR) and The Coca‑Cola Company (NYSE: KO) today announced a global agreement that will expand choice and elevate the guest experience across Marriott's portfolio, bringing The Coca‑Cola Company's brands to hotels around the world.
youtube.com · 23 jun
Marriott's biggest bet isn't hotels
For years, hotel loyalty programs were about free rooms. Not anymore.
gurufocus.com · 22 jun
Marriott International Inc (MAR) Shares Fall 3.0% -- GF Value Says Still Overvalued
On June 22, 2026, Marriott International Inc (MAR) shares fell 3.0% to $384.19, continuing a downward trend, with the stock now approximately 4.1% lower over th
globenewswire.com · 22 jun
Novo Nordisk A/S - share repurchase programme
Bagsværd, Denmark, 22 June 2026 – On 6 May 2026, Novo Nordisk initiated a share repurchase programme in accordance with Article 5 of Regulation No 596/2014 of the European Parliament and Council of 16 April 2014 (MAR) and the Commission Delegated Regulation (EU) 2016/1052 of 8 March 2016 (the "Safe Harbour Rules"). This programme is part of the overall share repurchase programme of up to DKK 15 billion to be executed during a 12-month period beginning 4 February 2026.
prnewswire.com · 17 jun
Design Hotels Announces Addition of Multi-Property Portfolio with Renowned Independent Hospitality Brand, Palisociety
Two pioneers of design-led hospitality with a shared commitment to individuality come together in Design Hotels' largest single portfolio addition to date. BERLIN, June 17, 2026 /PRNewswire/ -- Design Hotels today announced a landmark portfolio expansion with Palisociety, the Los Angeles-based independent hospitality brand known for its design-forward hotels in key U.S. markets.
prnewswire.com · 16 jun
Marriott International Introduces Ask Bonvoy™ a New AI-Powered Search Experience Transforming Travel Exploration
Marriott International launches Ask Bonvoy, a new conversational, natural language search experience designed to help Marriott Bonvoy members more intuitively explore the Marriott Bonvoy portfolio of approximately 10,000 properties in 146 countries and territories. Ask Bonvoy is launching in beta and will initially be available in U.S. English on Marriott.com and in the iOS and Android Marriott Bonvoy mobile apps to a subset of Marriott Bonvoy members and users who sign up for Marriott Bonvoy.
wsj.com · 16 jun
Hotel Owners Are Rebelling Against Marriott's Loyalty Program
Owners representing nearly 1,000 hotels demand Marriott revise the rules of its popular Bonvoy program.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.