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 $100.6B against $15.9B — 6.3× the size. Marriott International, Inc. trades at the lower P/E: 40.1× against 197×. Hyatt Hotels Corporation grew revenue faster over the last twelve months: 5.85% against 4.72%. Marriott International, Inc. has the higher net margin (9.62% vs 1.10%) and the higher return on invested capital (22.3% vs 3.70%). Both pay a dividend; Marriott International, Inc. yields more (0.72% vs 0.35%). Across the 21 metrics below, Marriott International, Inc. leads on 11 and Hyatt Hotels Corporation on 10.

Valuation

Metric H MAR Lodging median
P/E 196.94 40.09 30.03
P/S 2.23 3.81 2.83
P/B 4.41 n/m 6.99
Price to free cash flow 8.33 36.61 15.37
EV/EBITDA 23.09 23.99 13.36
EV/Sales 2.75 4.42 3.34
Earnings yield 0.51% 2.49% 2.49%
Free cash flow yield 12.01% 2.73% 5.69%

Profitability

Metric H MAR Lodging median
Gross margin 18.61% 20.08% 35.16%
Operating margin 6.04% 15.80% 15.80%
Net margin 1.10% 9.62% 9.62%
Free cash flow margin 26.82% 10.72% 10.30%
Return on equity 2.10% (69.09%) 1.31%
Return on assets 0.53% 9.33% 1.57%
Return on invested capital 3.70% 22.27% 3.70%

Growth

Metric H MAR Lodging median
Revenue growth (TTM) 5.85% 4.72% 5.85%
EPS growth (last fiscal year) (104.35%) 14.17% 26.49%
Revenue growth, 5-year CAGR 28.01% 19.89% 17.51%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric H MAR Lodging median
Debt to equity 1.18 (3.74) 0.00
Current ratio 0.62 0.53 0.99
Net debt to EBITDA 4.44 3.34 3.33

Dividend

Metric H MAR Lodging median
Dividend yield 0.35% 0.72% 0.89%
Payout ratio 0.73 0.29 0.37

Size

Metric H MAR Lodging median
Market cap 15.94b 100.58b 4.81b

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