The Marcus Corporation

NYSE:MCS 株式レポート

時価総額:US$689.5m

Marcus 過去の業績

過去 基準チェック /36

Marcusは、平均年間73.6%の収益成長を遂げていますが、 Entertainment業界の収益は、年間 成長しています。収益は、平均年間26.1% 15.4%収益成長率で 成長しています。 Marcusの自己資本利益率は3.2%であり、純利益率は2%です。

主要情報

73.55%

収益成長率

73.89%

EPS成長率

Entertainment 業界の成長18.06%
収益成長率15.40%
株主資本利益率3.21%
ネット・マージン1.96%
前回の決算情報31 Mar 2026

最近の業績更新

分析記事 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...
分析記事 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...

Recent updates

分析記事 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
分析記事 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...
分析記事 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...
分析記事 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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新しいナラティブ 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.
分析記事 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...
分析記事 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...
分析記事 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
分析記事 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...
分析記事 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
分析記事 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
分析記事 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...

収支内訳

Marcus の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

NYSE:MCS 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 26723141470
31 Dec 25718131460
30 Sep 2571281450
30 Jun 25735151450
31 Mar 25705-131440
26 Dec 24695-81410
26 Sep 24670-101390
27 Jun 24647-211350
28 Mar 24679121310
28 Dec 23692151290
28 Sep 2369371290
29 Jun 23669-21300
30 Mar 23662-71280
29 Dec 22644-121270
29 Sep 2265241240
30 Jun 2261821190
31 Mar 22517-301150
30 Dec 21439-431080
30 Sep 21311-89990
01 Jul 21200-130910
01 Apr 21117-134840
31 Dec 20220-125910
24 Sep 20385-781040
25 Jun 20558-241150
26 Mar 20773211280
26 Dec 19784421250
26 Sep 19753431210
27 Jun 19710451130
28 Mar 19674451100
27 Dec 18673531080
27 Sep 18664791040
28 Jun 18657741060
29 Mar 18625651030
28 Dec 17623651040
28 Sep 17600391030
29 Jun 1759143990
30 Mar 1757342950
29 Dec 1654138920
29 Sep 1657146980
30 Jun 1656043970
31 Mar 1656343960
31 Dec 1555640960
26 Nov 1550526890
27 Aug 1550526880

質の高い収益: MCSは 高品質の収益 を持っています。

利益率の向上: MCS過去に利益を上げました。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: MCS過去 5 年間で収益を上げており、収益は年間73.6%増加しています。

成長の加速: MCSは昨年収益を上げたため、収益成長率を 5 年間の平均と比較することは困難です。

収益対業界: MCS昨年収益を上げたため、昨年の収益成長をEntertainment業界 ( -0.3% ) と比較することは困難です。


株主資本利益率

高いROE: MCSの 自己資本利益率 ( 3.2% ) は 低い とみなされます。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/14 03:08
終値2026/06/12 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

The Marcus Corporation 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。6

アナリスト機関
David LoebBaird
Patrick ShollBarrington Research Associates, Inc.
Michael HickeyBenchmark Company