Marriott International 경영진
경영진 기준 점검 3/4
Marriott International CEO는 Tony Capuano, Feb2021 에 임명되었습니다 의 임기는 5.25 년입니다. 총 연간 보상은 $22.97M, 6.1% 급여 및 93.9% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $40.82M 가치에 해당하는 회사 주식의 0.044% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 4.6 년과 8.4 년입니다.
핵심 정보
Tony Capuano
최고경영자
US$23.0m
총 보수
| CEO 급여 비율 | 6.09% |
| CEO 재임 기간 | 5.3yrs |
| CEO 지분 보유율 | 0.04% |
| 경영진 평균 재임 기간 | 4.6yrs |
| 이사회 평균 재임 기간 | 8.4yrs |
최근 경영진 업데이트
Recent updates
Seeking Alpha • May 07
Marriott International: Its Upside Has Already Traveled Too Long, Too Far
Summary Marriott International demonstrates robust growth and margin expansion, driven by strategic pricing, brand strength, and a resilient travel market. Q1 2026 revenue grew 6.2% YoY to $6.65B, with operating margin rising to 16.0%, reflecting effective cost management and global expansion. Despite strong fundamentals, MAR appears fully priced; technicals signal waning optimism and increased selling pressures after recent overbuying. I maintain a hold rating on MAR, citing high valuation, potential downside risks, and early bearish technical signals despite continued operational strength. Read the full article on Seeking Alpha
내러티브 업데이트 • Apr 27
MAR: Future Outlook Will Balance Share Repurchases With Expanding Luxury Wellness Platform
Analysts have lifted their price target for Marriott International to $371.88 from $356.92, citing updated assumptions for long term revenue growth, profit margins and future P/E. These factors feed into a refreshed fair value view.내러티브 업데이트 • Apr 10
MAR: Future Outlook Will Balance Buybacks With Expanding Luxury Wellness Resort Platform
Analysts have nudged their fair value estimate for Marriott International slightly higher from $356.12 to $356.92, reflecting updated views on revenue growth, profit margins, and forward P/E assumptions. What's in the News Marriott plans a joint venture with the Leali family to bring luxury wellness brand Lefay into its portfolio, with Lefay positioned as the first brand in the group focused exclusively on luxury wellness hospitality, including two existing Italian resorts and a pipeline of three additional properties in Tuscany, Southern Italy, and the Swiss Alps (Key Developments).내러티브 업데이트 • Mar 26
MAR: Future Outlook Will Balance Ongoing Buybacks With Expanding Luxury Resort Footprint
Analysts have nudged their fair value estimate for Marriott International slightly higher from $354.84 to $356.12, reflecting updated assumptions around the discount rate, long term profit margin expectations, and a modestly higher future P/E multiple. What's in the News Marriott signed an agreement with Kemmons Wilson Hospitality Partners to bring The Resort at Kapalua Bay, a luxury oceanfront property on Maui's northwest coast, into its luxury portfolio, with Marriott management effective March 14, 2026 (Key Developments).내러티브 업데이트 • Mar 12
MAR: Future Outlook Will Balance Buybacks With Expanding Midscale And Resort Footprint
Analysts have nudged their price target for Marriott International higher to $354.84 from $353.76, reflecting updated assumptions around revenue growth, profit margins and future P/E expectations. What's in the News Several banks, including Scotia Capital (USA) Inc., HSBC Securities (USA) Inc., BofA Securities, Inc., U.S. Bancorp Investments, Inc., J.P. Morgan Securities LLC, Wells Fargo Securities, LLC, and Truist Securities, Inc., have been added as co lead underwriters for Marriott International, Inc.'s US$594.462m fixed income offering (Key Developments).내러티브 업데이트 • Feb 24
MAR: Future Outlook Will Balance Midscale Expansion, Buybacks And Measured Room Growth
Analysts have raised their price target for Marriott International to $353.76 from $321.48, citing updated assumptions around revenue growth, margins and future P/E expectations that together support a higher estimated fair value for the shares. What's in the News Marriott International has appointed multiple firms, including BofA Securities, U.S. Bancorp Investments, Wells Fargo Securities, HSBC Securities, Scotia Capital, J.P. Morgan Securities, and Truist Securities, as co lead underwriters for a $594.462 million fixed income offering, expanding the banking group supporting its debt issuance.
새 내러티브 • Feb 23
Asset-Light but Valuation-Heavy: A Fundamental Breakdown of Marriott ($MAR)
1. Business Model (How Marriott makes money) Marriott’s actual business is not about owning or building hotels; it acts as a global brand and technology platform that leverages an "Asset-Light" strategy.분석 기사 • Feb 13
Marriott International, Inc. Just Missed Earnings - But Analysts Have Updated Their Models
Investors in Marriott International, Inc. ( NASDAQ:MAR ) had a good week, as its shares rose 8.8% to close at US$355...내러티브 업데이트 • Feb 10
MAR: Future Outlook Will Balance Midscale Expansion, New Brands And Moderate Room Growth
Analysts now set a higher fair value estimate for Marriott International, lifting it by about US$6 to US$321.48, citing updated assumptions around the discount rate, long term revenue growth, profit margin profile and future P/E expectations. What's in the News Marriott reached 100 signed agreements for City Express by Marriott properties in the U.S. and Canada, with six hotels open in 2025 and four more expected by year end, highlighting ongoing build out of its midscale offering.내러티브 업데이트 • Jan 26
MAR: Future Outlook Will Balance Midscale Expansion, Brand Extensions And Moderate Room Growth
Analysts have lifted their implied price outlook for Marriott International from about US$302 to roughly US$316, citing updated assumptions for discount rates, revenue growth, profit margins, and a higher future P/E multiple. What's in the News Marriott has reached 100 signed agreements for City Express by Marriott properties in the U.S. and Canada, with six locations already open in 2025 and four more expected by year end, expanding its midscale presence across leisure and airport adjacent markets such as Kissimmee, Dulles, Amarillo, Sandusky, and Carson City (Key Developments).내러티브 업데이트 • Jan 11
MAR: Future Outlook Will Balance Midscale Expansion, Brand Extensions And Moderate Room Growth
Analysts have nudged their fair value estimate for Marriott International up from US$294.48 to US$301.76, citing updated assumptions around revenue growth, profit margins and forward P/E expectations. What's in the News Marriott has reached 100 signed agreements for City Express by Marriott properties across the U.S. and Canada, with six hotels already open in 2025 and four more expected by year end.내러티브 업데이트 • Dec 25
MAR: Future Outlook Will Balance New Hotel Expansion And Moderate Room Growth
Analysts have nudged their price target on Marriott International modestly higher, citing a slightly improved fair value estimate of around $294.50 per share. This revision is supported by incremental increases in projected revenue growth and future valuation multiples, which more than offset minor adjustments to discount rate and profit margin assumptions.내러티브 업데이트 • Dec 11
MAR: Future Outlook Will Balance New Series Brand Expansion And Steady Buybacks
Analysts have nudged their fair value estimate for Marriott International slightly higher, from approximately $291.92 to $292.12 per share. This reflects modestly increased confidence in the company’s long term earnings power despite a marginally higher discount rate.내러티브 업데이트 • Nov 27
MAR: Future Outlook Will Weigh Steady Profits Against New Market Expansion
Analysts have slightly increased their price target for Marriott International from $289.79 to $291.92, citing modest improvements in profit margin and a lower discount rate that supports long-term valuation. What's in the News Marriott launches Series by Marriott in India, adding 26 eco-sensitive hotels under The Fern Hotels & Resorts banner.내러티브 업데이트 • Nov 12
MAR: Future Expansion and Stable Profit Outlook Signal Balanced Opportunity Ahead
Analysts have raised their fair value target for Marriott International from $285.29 to $289.79 per share. They cited modest improvements in profit margin outlook and a lower discount rate as key factors behind the adjustment.내러티브 업데이트 • Sep 18
APAC And EMEA Expansion Will Shape Future Hospitality Trends
Marriott International's consensus analyst price target saw a slight increase to $285.29, as future P/E and discount rate metrics remained largely stable, supporting a minor upward valuation revision. What's in the News Marriott and Noble Investment Group continue rapid expansion of the StudioRes extended-stay brand, marking their 10th joint groundbreaking and maintaining a pipeline of over 50 projects, with about half under construction.분석 기사 • Sep 09
Is It Time To Consider Buying Marriott International, Inc. (NASDAQ:MAR)?
Marriott International, Inc. ( NASDAQ:MAR ) received a lot of attention from a substantial price movement on the...분석 기사 • Jul 30
Estimating The Fair Value Of Marriott International, Inc. (NASDAQ:MAR)
Key Insights Marriott International's estimated fair value is US$262 based on 2 Stage Free Cash Flow to Equity Marriott...분석 기사 • May 20
Marriott International's (NASDAQ:MAR) Upcoming Dividend Will Be Larger Than Last Year's
The board of Marriott International, Inc. ( NASDAQ:MAR ) has announced that it will be increasing its dividend by 6.3...Seeking Alpha • Mar 25
Holding On To Marriott Hotels As 2025 Recession Risk Paints Mixed Picture
Summary Marriott International gets its prior hotel rating from 2023 reaffirmed again, agreeing with the Seeking Alpha quant system rating but more cautious than analysts. The company is a leader among global hotel companies, with a diversified brand portfolio, and a rooms growth pipeline that could benefit from positive macro demand forecasts. Although having a strong profit margin in its sector, it is lagging in cashflow growth and also is very indebted with a negative equity. Although data and sentiments are mixed, there is increased recession risk in 2025 as per major financial websites, a potential downside for the travel sector. Read the full article on Seeking AlphaSeeking Alpha • Jan 23
Marriott International: When Fundamentals And Technicals Agree
Summary Marriott International, Inc. is a buy due to its market dominance, strategic business diversification, and strong liquidity. MAR's Q3 FY24 performance showed stable topline growth with a 6.6% YoY increase, driven by franchise fees and strategic pricing amid market recovery. Marriott's liquidity remains robust with stable borrowings and a high FCF/Sales Ratio of 41%, ensuring efficient revenue management and expansion returns. Despite limited growth potential, Marriott's strategic focus on a franchised-based model offers flexibility and stability, making it a good buy at the current price. The DCF Model and technical analysis agree and support its upside potential. Read the full article on Seeking AlphaSeeking Alpha • Jan 16
Marriott International Vs. InterContinental Hotels Group: Which High-Margin Hotel Stock Is The Better Buy?
Summary Hotel chains are under-considered investments for most investors, despite their strong historical and financial performance. Marriott and IHG Group are leading hotel operators with robust profit margins and growth prospects, but we think IHG is the better buy. MAR boasts higher profitability, but IHG's potential for margin improvement and a strong pipeline makes it a compelling investment with more room for appreciation. Both companies face some risks, but IHG's top and bottom line growth potential make it appear attractive in today's market. Read the full article on Seeking AlphaSeeking Alpha • Nov 30
Marriott International: A High-Expectation Investment
Summary Marriott International stock has been on a good run over the past year, outperforming the S&P 500. Marriott's underlying fee business is attractive. Given strong unit and revPAR growth, it is also performing quite well right now. That said, the stock trades on a circa 19x EV/EBITDA multiple and for 31x consensus EPS. Assumptions needed to justify this look quite aggressive. Read the full article on Seeking AlphaSeeking Alpha • Oct 22
Marriott International: The Right Time Will Come But It Is Not Now
Summary In 2Q24, Marriott International reported $6.4 billion in revenues, a 6% year-on-year growth, with a 4.9% increase in global RevPAR. Industry outlook remains strong despite slowdown in the United States. MAR expects global RevPAR to grow between 3% to 4% for the year. Concerns surrounding China is overblown. China's economy showed signs of bottoming out and is poised for a recovery. Valuation analysis suggests that MAR is overpriced and has an implied share price of $106.75, exhibiting a poor risk to reward profile. Read the full article on Seeking AlphaSeeking Alpha • Aug 07
Marriott International: Pressure On Daily Rate Growth, China Weakness Concerning
Summary Marriott International has seen a plateau in average daily rate ("ADR") growth across major hotel brands. Performance across the Greater China market has been sluggish. I rate Marriott International as a Hold at this time. Read the full article on Seeking AlphaCEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$3b |
| Dec 31 2025 | US$23m | US$1m | US$3b |
| Sep 30 2025 | n/a | n/a | US$3b |
| Jun 30 2025 | n/a | n/a | US$2b |
| Mar 31 2025 | n/a | n/a | US$2b |
| Dec 31 2024 | US$22m | US$1m | US$2b |
| Sep 30 2024 | n/a | n/a | US$3b |
| Jun 30 2024 | n/a | n/a | US$3b |
| Mar 31 2024 | n/a | n/a | US$3b |
| Dec 31 2023 | US$23m | US$1m | US$3b |
| Sep 30 2023 | n/a | n/a | US$3b |
| Jun 30 2023 | n/a | n/a | US$3b |
| Mar 31 2023 | n/a | n/a | US$3b |
| Dec 31 2022 | US$19m | US$1m | US$2b |
| Sep 30 2022 | n/a | n/a | US$2b |
| Jun 30 2022 | n/a | n/a | US$2b |
| Mar 31 2022 | n/a | n/a | US$1b |
| Dec 31 2021 | US$18m | US$1m | US$1b |
| Sep 30 2021 | n/a | n/a | US$467m |
| Jun 30 2021 | n/a | n/a | US$347m |
| Mar 31 2021 | n/a | n/a | -US$309m |
| Dec 31 2020 | US$4m | US$597k | -US$267m |
| Sep 30 2020 | n/a | n/a | US$176m |
| Jun 30 2020 | n/a | n/a | US$463m |
| Mar 31 2020 | n/a | n/a | US$929m |
| Dec 31 2019 | US$6m | US$850k | US$1b |
보상 대 시장: Tony의 총 보수(USD22.97M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.79M)보다 높습니다.
보상과 수익: Tony의 보상은 지난 1년 동안 회사 실적과 일치했습니다.
CEO
Tony Capuano (59 yo)
5.3yrs
재임 기간
US$22,970,926
보수
Mr. Anthony G. Capuano, Jr., also known as Tony, serves as President of Marriott International, Inc. since February 24, 2023. He serves as an Independent Director of McDonald's Corporation since October 01...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| President | 5.3yrs | US$22.97m | 0.044% $ 40.8m | |
| Executive VP & General Counsel | 8.6yrs | US$4.75m | 0.011% $ 10.7m | |
| Chief Human Resources Officer & Executive VP of Global Operations Services | 4.6yrs | US$5.41m | 0.010% $ 9.8m | |
| Advisor | less than a year | US$5.42m | 0.0042% $ 3.9m | |
| Executive VP & CFO | less than a year | 데이터 없음 | 0.0029% $ 2.7m | |
| Chief Global Operations Officer | no data | 데이터 없음 | 데이터 없음 | |
| Controller & Chief Accounting Officer | 5.8yrs | 데이터 없음 | 0.0024% $ 2.3m | |
| Executive VP and Chief Revenue & Technology Officer | 3.3yrs | 데이터 없음 | 0.0031% $ 2.9m | |
| Senior Vice President of Investor Relations | no data | 데이터 없음 | 데이터 없음 | |
| Executive VP and Chief Global Communications & Public Affairs Officer | 10.7yrs | 데이터 없음 | 데이터 없음 | |
| Director of Sales & Marketing | 1yr | 데이터 없음 | 데이터 없음 | |
| Senior VP & Deputy General Counsel | no data | 데이터 없음 | 데이터 없음 |
4.6yrs
평균 재임 기간
59yo
평균 나이
경험이 풍부한 관리: MAR의 경영진은 경험이 있음으로 간주됩니다(평균 재임 4.6 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| President | 5.3yrs | US$22.97m | 0.044% $ 40.8m | |
| Chairman Emeritus | 4yrs | 데이터 없음 | 2.17% $ 2.0b | |
| Independent Director | 9.7yrs | US$407.48k | 0.0034% $ 3.2m | |
| Independent Director | 21.9yrs | US$385.11k | 0.00042% $ 391.1k | |
| Independent Director | 11yrs | US$363.65k | 0.0017% $ 1.6m | |
| Chairman of the Board | 5.2yrs | US$2.17m | 0.60% $ 560.6m | |
| Independent Director | 4.2yrs | US$394.82k | 0.0015% $ 1.4m | |
| Non-Executive Chairman of Africa Development | 12.1yrs | 데이터 없음 | 데이터 없음 | |
| Lead Independent Director | 13yrs | US$440.25k | 0.0076% $ 7.0m | |
| Independent Director | 7.2yrs | US$391.92k | 0.00076% $ 707.8k | |
| Director | 11.9yrs | US$359.67k | 0.44% $ 408.3m | |
| Independent Director | 5.2yrs | US$355.20k | 0.0020% $ 1.8m |
8.4yrs
평균 재임 기간
68yo
평균 나이
경험이 풍부한 이사회: MAR의 이사회는 경험이 있음으로 간주됩니다(평균 재임 8.4 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/11 21:52 |
| 종가 | 2026/05/11 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Marriott International, Inc.는 50명의 분석가가 다루고 있습니다. 이 중 20명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| John Staszak | Argus Research Company |
| Michael Bellisario | Baird |
| Felicia Kantor Hendrix | Barclays |