Marcus Corporation (The) MCS

28.09 (0.17) (0.60%) as of 25 Sep
Market cap
$851.6M
P/E
39.6×
Growth Flags show if company had growth for consecutive years,
Insider Buys alert about insiders buying in the last 12 month

Insider Decisions

Total sells 1.96
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — 1 — — — — — —
Sell — — — — — 3 1 — — — — 1
Insider Ownership 28.19%

Capital & Financial Ratios

Market Cap 851.58
Revenue 789.80
Net Income 22.68
Free Cash Flow 67.49
Net Debt 125.63
Current Ratio 0.44
Debt/Equity 0.34
P/E ratio 39.56
P/S ratio 1.09
P/B ratio 1.89
Past 5Y EPS Growth (27.96%)
This Y EPS Growth 83.74%
Next Y EPS Growth 23.01%
Next 5Y EPS Growth 40.21%
in millions of $

Dividends

Payout Ratio 0.33
Annual Dividend Rate 0.28
Annual Dividend Yield 1.71%
total individual payouts
2028 Powerpack
2027 Powerpack
2026 0.32
0.08
0.08
0.09
2025 0.30
0.07
0.07
0.08
0.08
2024 0.28
0.07
0.07
0.07
0.07
2023 0.24
0.05
0.05
0.07
0.07
2022 0.10
0.05
0.05
2021 Powerpack
2020 0.17
0.17
2019 0.64
0.16
0.16
0.16
0.16
2018 0.60
0.15
0.15
0.15
0.15
2017 0.50
0.13
0.13
0.13
0.13
2016 0.45
0.11
0.11
0.11
0.11
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 60 45 27 31
Receivables 20 21 19 20
Inventory — — — —
Other 22 26 19 21
102 92 65 72
2023 2024 2025 Q'26
Payables 37 51 45 43
ST’ Debt 10 10 — —
Other — — — 83
164 177 163 165
in millions of $

Compound Annual Growth

10y 5y 3y
Sales 4.51% 26.12% 3.84%
Cash Flow 0.46% 0.00% (3.33%)
Earnings (6.17%) 0.00% 0.00%
Book Value 2.26% (1.72%) 0.03%

Revenue

Mar Jun Sep Dec Year
’26 154 232 — — —
’25 149 206 210 193 758
’24 139 176 233 188 736
’23 152 207 209 162 730
’22 132 199 184 163 677
’21 51 93 146 169 458
’20 159 8 34 37 238
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 (15) 54 — — —
’25 (35) 32 39 49 84
’24 (15) 36 30 53 104
’23 (8) 55 21 34 103
’22 6 49 5 33 93
’21 (13) 3 12 44 46
’20 (17) (38) (26) 12 (69)
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 (22) 44 — — —
’25 (58) 15 19 26 2
’24 (31) 16 12 30 28
’23 (17) 48 11 25 68
’22 3 40 (6) 23 61
’21 (10) (1) 14 49 51
’20 (27) (43) (28) 12 (85)
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 (0.51) 0.51 — — —
’25 (0.54) 0.23 0.52 0.19 0.41
’24 (0.38) (0.64) 0.73 0.03 (0.25)
’23 (0.31) 0.35 0.32 (0.05) 0.36
’22 (0.48) 0.24 0.10 (0.30) (0.39)
’21 (0.93) (0.76) 0.06 0.18 (1.42)
’20 (0.64) (0.89) (1.30) (1.29) (4.13)
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

1.4
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
17.44 23.85 23.55 30.46 6.84 12.30 13.41 13.69 9.56 12.85

Analyst estimates 2026–2028

Powerpack
Low Price
32.15 34.90 44.61 45.82 33.96 24.71 19.24 18.05 23.16 22.38
High Price
7,900 7,800 8,000 10,500 4,200 7,500 8,050 7,780 8,550 8,390
Employees
0 0 0 0 0 0 0 0 0 0
Revenue/Emp
574 654 707 821 238 458 677 730 736 758
Revenue
49.70% 47.89% 48.35% 44.67% 28.75% 44.19% 42.96% 44.40% 44.57% 44.05%
Gross Margin
61 68 67 54 (196) (59) (2) 22 (10) 9
EBT
10.54% 10.42% 9.42% 6.63% (82.38%) (12.87%) (0.29%) 2.97% (1.39%) 1.15%
EBT Margin
38 64 53 42 (125) (43) (9) 15 (8) 13
Net Income
42 52 62 73 77 74 69 69 69 71
Depreciation
20.85 23.52 25.16 26.78 7.66 14.61 21.51 23.05 23.07 24.34
Revenue/Sh
1.36 2.29 1.86 1.35 (4.13) (1.42) (0.39) 0.46 (0.25) 0.41
Earnings/Sh
3.00 3.92 4.89 4.62 (2.21) 1.47 2.96 3.24 3.26 2.70
Cash Flow/Sh
(2.98) (3.97) (2.08) (2.09) (0.54) 0.16 (1.02) (1.09) (2.39) (2.64)
Capex/Sh
0.02 (0.04) 2.81 2.53 (2.75) 1.64 1.94 2.15 0.87 0.06
Free CF/Sh
14.22 16.02 17.44 20.27 16.07 14.46 14.51 14.88 14.58 14.68
Book Value/Sh
28 28 28 31 31 31 31 32 32 31
Shares
23.24 12.18 21.24 23.53 0.00 0.00 0.00 46.74 0.00 38.78
PE Ratio
1.52 1.19 1.57 1.19 1.76 1.22 0.67 0.63 0.93 0.64
PS Ratio
2.22 1.74 2.27 1.57 0.84 1.23 0.99 0.97 1.47 1.06
PB Ratio
2.04 1.66 1.91 1.44 3.01 1.78 0.92 0.80 1.10 0.84
EV/Sales
1,923.47 (871.93) 17.11 15.31 (8.37) 15.90 10.18 8.54 29.10 343.02
EV/FCF
83 109 137 141 (69) 46 93 103 104 84
Op' Cash Flow
(82) (110) (59) (64) (17) 5 (32) (35) (76) (82)
Capex
1 (1) 79 77 (85) 51 61 68 28 2
FCF
(95) (83) (80) (96) (150) (113) (92) (63) (85) (99)
Working Cap'
309 330 261 237 311 280 195 183 170 167
Total Debt
301 309 239 212 296 256 171 123 125 141
Net Debt
392 445 490 621 499 454 457 471 465 457
Sh' Equity
4.42% 6.74% 5.32% 3.58% (9.55%) (3.54%) (1.06%) 1.39% (0.74%) 1.23%
ROA
6.45% 6.40% 7.13% 5.12% (14.02%) (3.65%) 0.83% 3.57% 1.71% 1.78%
ROIC
10.01% 15.53% 11.42% 7.56% (22.29%) (9.09%) (2.63%) 3.19% (1.66%) 2.75%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Marcus Corporation (The) (MCS) key facts

  • Marcus Corporation (The) (MCS) is an Entertainment company in the Communication Services sector, listed on the New York Stock Exchange.
  • Marcus Corporation (The)’s revenue for fiscal 2025 (year ended December 2025) was $758.5 million, up 3.11% from fiscal 2024.
  • As of September 25, 2026, MCS traded at $28.09, a market capitalization of $851.6 million.
  • Marcus Corporation (The) pays an annual dividend of $0.28 per share, a yield of 1.71%, with a payout ratio of 33.3%.
  • Return on equity was 2.75% and debt-to-equity 0.34.

Source: company filings (standardised) and stockrow calculations.

Marcus Corporation (The) (MCS) Latest News

News by impact score

Fine-tune

24 Sep

3

AMC Entertainment is pursuing revenue diversification beyond tickets to lift per-patron spending. In Q2 2026, food, beverage and merchandise revenue rose 15.3% YoY, while other revenues grew 16.1%. Food-and-beverage revenue per patron and total revenue per patron reached record levels in both the U.S. and international markets. Movie-themed merchandise is a key growth driver, with projected combined U.S. and European revenues exceeding $100 million in 2026; popcorn containers have boosted F&B spend. Premium formats—IMAX, Dolby, and XL screens—command ticket premiums and accounted for a small share of screens yet a large share of box-office. The company notes it cannot discuss future pricing strategies. AMC’s stock has surged recently; its forward P/S is about 0.45, versus industry 2.49. The article also notes potential competitive dynamics with peers like Marcus and Cinemark, with varying growth trajectories. The sustainability of per-patron gains remains uncertain as attendance normalizes. AMC's revenue diversification could moderately affect Marcus through competitive pressure and shifts in investor sentiment.

21 Sep

3

Life Time Group Holdings (LTH) outperforms the Consumer Discretionary sector with 53.3% year-to-date gains versus a sector loss of 14.1%. Marcus Corporation (MCS) is even stronger at 78.5% YTD. Both carry a Zacks Rank of #1 (Strong Buy). LTH and Marcus belong to the Leisure and Recreation Services industry, which on average is down 11.3% YTD. LTH’s full-year earnings estimate rose 7.7% in the last quarter, while Marcus’ current-year EPS estimate has surged 64.2% over the past three months. The piece advises investors to continue tracking both names as leaders in the space, highlighting renewed earnings optimism and relative strength. Significant positive sentiment from rising EPS estimates and outperformance, but no fundamental strategic changes are described.

9 Sep

3

AMC's 1.1 million A-List members may increase cinema visits and guest spending at its theaters, creating competitive pressure on rival chains including Marcus Corporation. AMC A-List growth directly influences competitive positioning and market share for Marcus theater operations.

8 Sep

3

Marcus Theatres achieved the highest summer revenue of all time and set multiple new records. Record seasonal revenue signals improved performance that may lift near-term sentiment without fundamentally shifting long-term trajectory.

3 Aug

3

Marcus Corporation posted Q2 earnings above estimates while revenues missed targets. RevPAR increased during the quarter. Earnings beat paired with revenue miss and RevPAR gain signals moderate effects on near-term sentiment without major trajectory shifts.

31 Jul

3

Wedbush Securities states Marcus Corporation benefits from consistent, family-focused theatrical slate. Positive Wedbush note on Marcus content strategy may moderately lift near-term sentiment and positioning.

3 transcript

Marcus Corporation held its Q2 earnings call, providing updates on financial performance and operations. Q2 earnings details can moderately affect investor views of Marcus Corporation's financial health and outlook.

30 Jul

4 transcript

Marcus Corp reported record post-pandemic EBITDA for Q2 2026 along with strong results in its earnings call. Record EBITDA directly lifts financial outlook and investor sentiment for Marcus Corp.

3

Marcus (MCS) Q2 earnings are compared to estimates with focus on key metrics. Q2 earnings versus estimates can shift investor views on financial performance and near-term stock movement.

3

Marcus Corporation reported its second quarter fiscal 2026 results. Quarterly earnings updates can shift near-term investor sentiment and stock performance without altering long-term strategy.

21 Jul

3

AMC Q2 earnings and revenues beat estimates on higher attendance, pushing its stock higher. AMC beat signals theater-sector attendance recovery that can shift competitive dynamics and near-term sentiment for peer MCS.

16 Jul

3

Question raised on buy, sell or hold decision for AMC stock ahead of Q2 earnings release. Pre-earnings stock advice can moderately sway short-term trading sentiment and price action.

2 Jul

3

Marcus (MCS) stock shows movement with indications of a potentially sustainable trend. Sustainable trend in MCS stock points to moderate influence on future market performance.

30 Jun

3

B. Riley states June domestic box office results are likely to produce the strongest second quarter since COVID-19. Stronger box office directly lifts theater revenues and near-term results for MCS.

1 Jun

3

B. Riley states domestic box office will sustain momentum after beating May forecasts, supporting revenue growth for theater operators including Marcus Corporation. Analyst note on box office recovery can lift near-term revenue outlook for Marcus theater chain.

7 May

3

Marcus Corporation (NYSE:MCS) delivered impressive earnings, but deeper issues suggest they fail to capture the full picture of the company's challenges and future prospects. Impressive earnings highlight short-term strength but mask underlying concerns that could moderately impact financial trajectory and investor sentiment.

1 May

3

Marcus Corporation (MCS) released highlights from its Q1 earnings call, covering financial results, operational updates, and forward-looking statements. Q1 earnings highlights impact financial performance and investor sentiment moderately but face balance from market factors.

30 Apr

4

The Marcus Corporation released a summary of its Q1 2026 earnings call, detailing financial results, operational updates, and future outlook for MCS. Q1 2026 earnings call summary reveals financial performance and strategic insights significantly impacting MCS's market trajectory and investor sentiment.

4

Marcus Corporation reported first quarter fiscal 2026 results, detailing financial performance across its theater and hospitality segments. Quarterly earnings releases significantly affect financial performance, stock price, and investor expectations for the company.

3

Marcus Corporation (MCS) Q1 earnings analyzed with key metrics compared to estimates. Q1 earnings metrics versus estimates moderately influence financial performance and investor sentiment.

3

Marcus Corporation (MCS) reported a first-quarter net loss but beat revenue estimates. Q1 loss despite revenue beat reflects mixed financial results expected to moderately affect short-term market performance and investor sentiment.

23 Apr

3

UNITE HERE Local 1 released a report investigating Marcus Corporation's related party transactions. Union probe into related party transactions raises governance concerns that could moderately impact investor sentiment and financial scrutiny.

3

Analysts expect Marcus Corporation (MCS) to surpass earnings estimates, prompting consideration of buying the stock ahead of the report. Expected earnings beat could noticeably influence MCS financial performance perception and short-term stock sentiment.

6 Apr

3

Marcus Theatres achieved its highest grossing five-day Easter weekend on record. Record Easter weekend box office performance signals robust theatre attendance and revenue growth, moderately boosting financial outlook and investor sentiment.

16 Mar

4

McChip provides an update on its planned 2025 dispositions, detailing asset sales strategy for Marcus Corporation (MCS). 2025 dispositions involve major strategic asset sales that could significantly reshape MCS's balance sheet and future performance.

2 Mar

4

The Marcus Corporation (MCS) reported improved profitability for fiscal 2025. Improved profitability signals stronger financial health and positive trajectory for MCS's future performance.

28 Feb

4

Marcus Corporation's Q4 earnings call highlights key financial results, operational updates, and forward guidance for the company. Q4 earnings highlights disclose financial performance and strategic outlook, significantly influencing investor sentiment and market trajectory.

26 Feb

4

Marcus Corp (MCS) Q4 2025 earnings call highlights revenue growth driven by strategic pricing amid operational improvements. Revenue growth and strategic pricing represent major positive shifts in financial performance and competitive positioning.

4

The Marcus Corporation released Q4 2025 earnings call summary detailing financial results, operational updates, and future outlook for its theaters and hotels divisions. Q4 earnings call summary reveals financial performance and guidance directly impacting stock price and investor confidence.

4

Marcus Corporation (MCS) reported Q4 earnings, analyzing key metrics for insights into financial performance. Q4 earnings reports reveal critical financial metrics that significantly influence stock trajectory and investor sentiment.

stockrow.com/MCS · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com