Based on the aggregated intelligence of 125,000-plus investors participating in Motley Fool CAPS, the Fool's free investing community, hotel operator Marriott International
With that in mind, let's take a closer look at Marriott's business, and see what CAPS investors are saying about the stock right now.
Marriott facts
Headquarters (founded) |
Bethesda, Md. (1971) |
Market Cap |
$5.85 billion |
Industry |
Lodging |
TTM Revenue |
$13.18 billion |
Management |
Chairman/CEO J. Willard Marriott Jr. President/COO William Shaw |
Net Income Growth (average, last five years, and TTM) |
19.1% and (25.9%) |
Competitors |
Starwood Hotels & Resorts
Wyndham Worldwide |
CAPS members bearish on MAR also bearish on: |
Carnival
Lennar |
CAPS members bullish on MAR also bullish on: |
Google
Cisco Systems |
Sources: Capital IQ, a division of Standard & Poor's, and Motley Fool CAPS. TTM = trailing 12 months.
Over on CAPS, some 32% of the 97 All-Star members who have rated Marriott believe the stock will underperform the S&P 500 going forward. These bears include srk85 and Zlobster, both of whom are ranked in the top 6% of our community.
Early last month, srk85 noted that Marriott's stock price seemed relatively steep: "Compared to other hotel companies, it's rather expensive. Earnings should decline for the second straight year in 2009."
In a pitch from three days later, Zlobster follows that bearish line of thinking and writes:
bearish on hospitality companies over the next 18-24 months. there has been an overconstruction of hotels corporate lean times (travel will be on top of things to cut back on) = lots of empty rooms. not likely to be able to ramp-down as quickly as some other industries in the coming environment.
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