Opinions Jason Mann
Marriott International Inc.MARCOMMENTSep 02, 2016
$70.96
Stock price when the opinion was issued
$374.43
As of Jul 24, 2026. Market Open.
lodging
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BUY
The market prefers Growth at a Reasonable Price (GARP) stock as rates rise and tech is unfashionable. The PEG ratio is a key metric. These shares pay big dividends or buyback shares. It hasn't yet returned to pre-Covid levels, but it had a great last quarter. They've been adding capacity, so they're bullish and they face the travel reopening. They halted their dividend in 2020, but will very like reinstate it this year. It trades under 30x earnings, but this enjoys a strong earnings growth rebound.
DON'T BUY
impact of business travel on the hotel and travel space She sees the same question with airlines and reopening stocks--when will business travel come back? All the growth to return to pre-pandemic levels was automatically priced in as soon as the economy started to open. The risk/reward profile gives her pause. Yes, summer travel is returning, but business travel will take a while to come back. Also, the Delta variant is starting to gain traction in the U.S.; some places are thinking of reinstating mask laws. If so, hotels will get hurt first.
A small Short for him because of a combination of its slightly poor momentum and fairly high valuation. 14X EBITDA, and trades 21X PE. Doesn’t have a ton of yield support.