The Marcus Corporation

NYSE:MCS Voorraadrapport

Marktkapitalisatie: US$552.2m

Marcus Beheer

Beheer criteriumcontroles 3/4

De CEO Marcus is Greg Marcus, benoemd in Jan2008, heeft een ambtstermijn van 18.33 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 4.84M, bestaande uit 20% salaris en 80% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 3.96% van de aandelen van het bedrijf, ter waarde $ 21.86M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 9 jaar en 17.5 jaar.

Belangrijke informatie

Greg Marcus

Algemeen directeur

US$4.8m

Totale compensatie

Percentage CEO-salaris20.04%
Dienstverband CEO18.3yrs
Eigendom CEO4.0%
Management gemiddelde ambtstermijn9yrs
Gemiddelde ambtstermijn bestuur17.5yrs

Recente managementupdates

Recent updates

Analyse-artikel 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
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
User avatar
Nieuwe analyse 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.
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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
Analyse-artikel 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...
Analyse-artikel 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
Analyse-artikel 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
Analyse-artikel 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...

Analyse CEO-vergoeding

Hoe is Greg Marcus's beloning veranderd ten opzichte van Marcus's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
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

Compensatie versus markt: De totale vergoeding ($USD 4.84M ) Greg } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 2.55M ).

Compensatie versus inkomsten: De vergoeding van Greg is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.


CEO

Greg Marcus (60 yo)

18.3yrs
Tenure
US$4,840,339
Compensatie

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...


Leiderschapsteam

NaamPositieTenureCompensatieEigendom
Gregory Marcus
President18.3yrsUS$4.84m3.96%
$ 21.9m
Chad Paris
CFO & Treasurer4.6yrsUS$1.41m0.23%
$ 1.3m
Thomas Kissinger
Senior EVP32.8yrsUS$1.78m0.67%
$ 3.7m
Michael Evans
President of Marcus Hotels & Resorts division6.3yrsUS$1.46m0.15%
$ 823.0k
Kim Lueck
Chief Information Officer11.7yrsgeen gegevensgeen gegevens
Steven Martin
Chief Human Resources Officer4.2yrsgeen gegevensgeen gegevens
Jeffry Tomachek
President of Marcus Theatresno datageen gegevensgeen gegevens
Steven Bartelt
Director of Legal Affairs & Assistant Secretary12.8yrsgeen gegevensgeen gegevens
9.0yrs
Gemiddelde duur
57yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van MCS is doorgewinterd en ervaren (gemiddelde ambtstermijn van 9 jaar).


Bestuursleden

NaamPositieTenureCompensatieEigendom
Gregory Marcus
President20.6yrsUS$4.84m3.96%
$ 21.9m
Thomas Kissinger
Senior EVP2.8yrsUS$1.78m0.67%
$ 3.7m
Stephen Marcus
Chairman Emeritus3yrsUS$2.09m0.26%
$ 1.4m
Bruce Olson
Director30.1yrsUS$152.19k0.11%
$ 606.5k
Timothy Hoeksema
Independent Director31.3yrsUS$163.69k0.21%
$ 1.2m
Diane Gershowitz
Director41.3yrsUS$152.19k6.81%
$ 37.6m
Philip Milstein
Lead Independent Director30.3yrsUS$162.19k0.29%
$ 1.6m
Allan Selig
Independent Director31.3yrsUS$156.19k0.21%
$ 1.1m
Brian Stark
Independent Director14.3yrsUS$165.69k0.15%
$ 841.3k
Austin Ramirez
Independent Director3.2yrsUS$155.05k0.050%
$ 277.5k
Katherine Gehl
Independent Director11.3yrsUS$163.69k0.13%
$ 702.9k
Paul Leff
Independent Directorless than a yearUS$111.65k0.018%
$ 100.8k
17.5yrs
Gemiddelde duur
72.5yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van MCS zijn ervaren en ervaren (gemiddelde ambtstermijn van 17.5 jaar).


Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/11 21:16
Aandelenkoers aan het einde van de dag2026/05/08 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

The Marcus Corporation wordt gevolgd door 6 analisten. 4 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

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