The Marcus Corporation

Report azionario NYSE:MCS

Capitalizzazione di mercato: US$571.5m

Marcus Gestione

Criteri Gestione verificati 3/4

Marcus Il CEO è Greg Marcus, nominato in Jan2008, e ha un mandato di 18.33 anni. la retribuzione annua totale è $ 4.84M, composta da 20% di stipendio e 80% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 3.96% delle azioni della società, per un valore di $ 22.63M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 9 anni e 17.5 anni.

Informazioni chiave

Greg Marcus

Amministratore delegato

US$4.8m

Compenso totale

Percentuale dello stipendio del CEO20.04%
Mandato del CEO18.3yrs
Proprietà del CEO4.0%
Durata media del management9yrs
Durata media del Consiglio di amministrazione17.5yrs

Aggiornamenti recenti sulla gestione

Recent updates

Articolo di analisi May 09

Marcus' (NYSE:MCS) Earnings Are Of Questionable Quality

Investors were disappointed with The Marcus Corporation's ( NYSE:MCS ) earnings, despite the strong profit numbers. We...
Seeking Alpha May 05

The Marcus Corporation: Strong Theatres Offset Hotel Weakness, 25% Upside Remains

Summary Marcus Corporation (MCS) delivered a strong Q1 double-beat, with revenue of $154.4M and EPS of -$0.51, outperforming expectations despite seasonality and fewer working days. MCS Theatres division outpaced national box office growth, with Q1 adjusted EBITDA margin rising to 8.6–14%, driven by higher ticket prices and strong family movie attendance. Hotels division saw RevPAR growth from occupancy gains but suffered EBITDA margin compression due to weaker F&B and ancillary revenues, raising concerns about pricing power. I maintain a Buy rating on MCS, targeting $20–$23.50 per share, with a projected total return exceeding 25% as strong theatre performance offsets hotel headwinds. Read the full article on Seeking Alpha
Articolo di analisi Nov 07

Shareholders Will Be Pleased With The Quality of Marcus' (NYSE:MCS) Earnings

The Marcus Corporation's ( NYSE:MCS ) strong earnings report was rewarded with a positive stock price move. Our...
Articolo di analisi Oct 11

Investors Don't See Light At End Of The Marcus Corporation's (NYSE:MCS) Tunnel

You may think that with a price-to-sales (or "P/S") ratio of 0.6x The Marcus Corporation ( NYSE:MCS ) is a stock worth...
Articolo di analisi Jul 31

Be Wary Of Marcus (NYSE:MCS) And Its Returns On Capital

When we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...
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Nuova narrazione May 29

Premium Cinema Experiences And Hotel Renovations Will Expand Experiential Markets

Enhanced cinema experiences, hotel renovations, and digital upgrades are driving increased guest spend, repeat attendance, and operational efficiency, supporting revenue and net margin growth.
Articolo di analisi May 28

The Marcus Corporation's (NYSE:MCS) Intrinsic Value Is Potentially 59% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, Marcus fair value estimate is US$29.75 Marcus' US$18.71 share...
Articolo di analisi Mar 14

The Marcus Corporation's (NYSE:MCS) 26% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/SRatio

The Marcus Corporation ( NYSE:MCS ) shareholders that were waiting for something to happen have been dealt a blow with...
Articolo di analisi Feb 16

Marcus' (NYSE:MCS) Dividend Will Be $0.07

The board of The Marcus Corporation ( NYSE:MCS ) has announced that it will pay a dividend of $0.07 per share on the...
Seeking Alpha Jan 29

Marcus Corporation: A Niche Player Navigating A Competitive Market

Summary MCS operates as a smaller player in the cinema industry, focused mainly in the Midwest, while rivals AMC and Cinemark dominate with larger networks and wider reach. The company's hotels and resorts provide alternative revenue, but growth relies heavily on seasonal events like the Republican National Convention to boost demand. MCS has consistent top-line growth and its 2024 net loss was driven by a non-recurring, debt conversion expense that ultimately benefits shareholders by avoiding share dilution. The company is cash-rich, with manageable debt, working capital is negative but aligns with industry trends, but free cash flow is stagnant. MCS raises ticket prices and offers premium experiences, but its competitive market makes the sustainability of this strategy uncertain without greater market dominance. Read the full article on Seeking Alpha
Articolo di analisi Nov 02

The Marcus Corporation's (NYSE:MCS) P/S Is Still On The Mark Following 28% Share Price Bounce

The Marcus Corporation ( NYSE:MCS ) shares have continued their recent momentum with a 28% gain in the last month...
Articolo di analisi Nov 01

Here's Why Marcus (NYSE:MCS) Has A Meaningful Debt Burden

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha May 24

Marcus Corporation: No Catalyst To Unlock Real Estate Value; Maintain Hold

Summary The Marcus Corporation's stock has fallen by 30% since the last analysis, reaching a level last seen during the COVID-19 pandemic. The company's real estate assets are undervalued by the market, estimated to be worth $15 per share. However, there are no catalysts in sight to unlock the value of the real estate assets. Investors will likely have to wait until 2025 when a better film slate will likely improve sentiment towards the sector. Read the full article on Seeking Alpha
Articolo di analisi May 03

At US$12.05, Is The Marcus Corporation (NYSE:MCS) Worth Looking At Closely?

While The Marcus Corporation ( NYSE:MCS ) might not have the largest market cap around , it received a lot of attention...
Seeking Alpha Nov 05

Marcus Corporation: Theatre Attendance Still Below 2019 Levels

Summary The Marcus Corporation's stock price has remained stagnant over the past year, reflecting concerns about the future of movie theatre attendance. My prediction that movie attendance will not return to pre-COVID levels has been proven correct and implies lower profits for The Marcus's movie theatres. Shares are trading at an expensive 43.7x 2023 P/E. Balance against poor profitability is MCS' real estate holdings. However, surfacing value is not straightforward given the tough commercial real estate environment. Read the full article on Seeking Alpha
Articolo di analisi Aug 07

Marcus' (NYSE:MCS) Shareholders Will Receive A Bigger Dividend Than Last Year

The board of The Marcus Corporation ( NYSE:MCS ) has announced that the dividend on 15th of September will be increased...

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Greg Marcus rispetto agli utili di Marcus?
DataCompenso totaleStipendioUtili della società
Mar 31 2026n/an/a

US$14m

Dec 31 2025US$5mUS$970k

US$13m

Sep 30 2025n/an/a

US$8m

Jun 30 2025n/an/a

US$15m

Mar 31 2025n/an/a

-US$13m

Dec 26 2024US$7mUS$950k

-US$8m

Sep 26 2024n/an/a

-US$10m

Jun 27 2024n/an/a

-US$21m

Mar 28 2024n/an/a

US$12m

Dec 28 2023US$5mUS$950k

US$15m

Sep 28 2023n/an/a

US$7m

Jun 29 2023n/an/a

-US$2m

Mar 30 2023n/an/a

-US$7m

Dec 29 2022US$4mUS$942k

-US$12m

Sep 29 2022n/an/a

US$4m

Jun 30 2022n/an/a

US$2m

Mar 31 2022n/an/a

-US$30m

Dec 30 2021US$4mUS$875k

-US$43m

Sep 30 2021n/an/a

-US$89m

Jul 01 2021n/an/a

-US$130m

Apr 01 2021n/an/a

-US$134m

Dec 31 2020US$5mUS$466k

-US$125m

Sep 24 2020n/an/a

-US$78m

Jun 25 2020n/an/a

-US$24m

Mar 26 2020n/an/a

US$21m

Dec 26 2019US$5mUS$834k

US$42m

Compensazione vs Mercato: La retribuzione totale di Greg ($USD 4.84M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 2.64M ).

Compensazione vs guadagni: La retribuzione di Greg è stata coerente con le performance aziendali dell'ultimo anno.


AMMINISTRATORE DELEGATO

Greg Marcus (60 yo)

18.3yrs
Mandato
US$4,840,339
Compensazione

Mr. Gregory S. Marcus, J.D., also known as Greg, serves as Board of Directors at Marcus Investment LLC. He is President of The Marcus Corporation since January 08, 2008 and serves as its Chief Executive Of...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Gregory Marcus
President18.3yrsUS$4.84m3.96%
$ 22.6m
Chad Paris
CFO & Treasurer4.6yrsUS$1.41m0.23%
$ 1.3m
Thomas Kissinger
Senior EVP32.8yrsUS$1.78m0.67%
$ 3.8m
Michael Evans
President of Marcus Hotels & Resorts division6.3yrsUS$1.46m0.15%
$ 851.9k
Kim Lueck
Chief Information Officer11.7yrsNessun datoNessun dato
Steven Martin
Chief Human Resources Officer4.2yrsNessun datoNessun dato
Jeffry Tomachek
President of Marcus Theatresno dataNessun datoNessun dato
Steven Bartelt
Director of Legal Affairs & Assistant Secretary12.8yrsNessun datoNessun dato
9.0yrs
Durata media
57yo
Età media

Gestione esperta: Il team dirigenziale di MCS è esperto e expertise (durata media dell'incarico 9 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Gregory Marcus
President20.6yrsUS$4.84m3.96%
$ 22.6m
Thomas Kissinger
Senior EVP2.8yrsUS$1.78m0.67%
$ 3.8m
Stephen Marcus
Chairman Emeritus3yrsUS$2.09m0.26%
$ 1.5m
Bruce Olson
Director30.1yrsUS$152.19k0.11%
$ 627.8k
Timothy Hoeksema
Independent Director31.3yrsUS$163.69k0.21%
$ 1.2m
Diane Gershowitz
Director41.3yrsUS$152.19k6.81%
$ 38.9m
Philip Milstein
Lead Independent Director30.3yrsUS$162.19k0.29%
$ 1.6m
Allan Selig
Independent Director31.3yrsUS$156.19k0.21%
$ 1.2m
Brian Stark
Independent Director14.3yrsUS$165.69k0.16%
$ 896.6k
Austin Ramirez
Independent Director3.2yrsUS$155.05k0.055%
$ 313.2k
Katherine Gehl
Independent Director11.3yrsUS$163.69k0.13%
$ 753.4k
Paul Leff
Independent Directorless than a yearUS$111.65k0.022%
$ 124.6k
17.5yrs
Durata media
72.5yo
Età media

Consiglio di amministrazione esperto: Il consiglio di amministrazione di MCS è composto da personale esperto e esperto (durata media dell'incarico 17.5 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/27 23:29
Prezzo dell'azione a fine giornata2026/05/27 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

The Marcus Corporation è coperta da 6 analisti. 4 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
David LoebBaird
Patrick ShollBarrington Research Associates, Inc.
Michael HickeyBenchmark Company