Hyatt Hotels Corporation (H) vs Marriott International, Inc. (MAR)

Hyatt Hotels Corporation and Marriott International, Inc. are both Lodging companies. Marriott International, Inc. is the larger, with a market value of $107.5B against $17.2B — 6.3× the size. Marriott International, Inc. trades at the lower P/E: 41.5× against 93.0×. Marriott International, Inc. grew revenue faster over the last twelve months: 5.77% against 2.82%. Marriott International, Inc. has the higher net margin (9.68% vs 2.62%) and the higher return on invested capital (24.0% vs 4.50%). Both pay a dividend; Marriott International, Inc. yields more (0.67% vs 0.33%). Across the 21 metrics below, Marriott International, Inc. leads on 12 and Hyatt Hotels Corporation on 9.

Valuation

Metric H MAR Lodging median
P/E 92.97 41.52 30.87
P/S 2.43 3.97 3.00
P/B 4.94 n/m 7.53
Price to free cash flow 9.47 31.13 15.79
EV/EBITDA 22.57 24.67 15.56
EV/Sales 2.99 4.56 3.54
Earnings yield 1.08% 2.41% 2.77%
Free cash flow yield 10.56% 3.21% 5.70%

Profitability

Metric H MAR Lodging median
Gross margin 19.52% 20.22% 37.02%
Operating margin 7.54% 15.84% 15.95%
Net margin 2.62% 9.68% 11.14%
Free cash flow margin 25.70% 13.06% 9.93%
Return on equity 5.09% (64.68%) 3.20%
Return on assets 1.26% 9.50% 3.11%
Return on invested capital 4.50% 24.01% 6.46%

Growth

Metric H MAR Lodging median
Revenue growth (TTM) 2.82% 5.77% 6.96%
EPS growth (last fiscal year) (104.35%) 14.17% 24.99%
Revenue growth, 5-year CAGR 28.01% 19.89% 18.28%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric H MAR Lodging median
Debt to equity 1.26 (3.31) 0.09
Current ratio 0.63 0.53 1.03
Net debt to EBITDA 4.44 3.34 3.33

Dividend

Metric H MAR Lodging median
Dividend yield 0.33% 0.67% 0.83%
Payout ratio 0.31 0.28 0.30

Size

Metric H MAR Lodging median
Market cap 17.16b 107.45b 5.62b

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