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The Marcus CorporationNYSE:MCS Stock Report

Market Cap US$552.8m
Share Price
US$17.97
US$23.75
24.3% undervalued intrinsic discount
1Y8.6%
7D3.8%
Portfolio Value
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The Marcus Corporation

NYSE:MCS Stock Report

Market Cap: US$552.8m

MCS Community Fair Values

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The Marcus Corporation Competitors

Price History & Performance

Summary of share price highs, lows and changes for Marcus
Historical stock prices
Current Share PriceUS$18.29
52 Week HighUS$20.02
52 Week LowUS$12.85
Beta0.53
1 Month Change-0.81%
3 Month Change17.09%
1 Year Change8.61%
3 Year Change14.60%
5 Year Change-5.77%
Change since IPO56.03%

Recent News & Updates

Analysis Article 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

Recent updates

Analysis Article 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
Analysis Article 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...
Analysis Article 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...
Analysis Article 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
New Narrative 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.
Analysis Article 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...
Analysis Article 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...
Analysis Article 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
Analysis Article 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...
Analysis Article 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
Analysis Article 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
Analysis Article 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...

Shareholder Returns

MCSUS EntertainmentUS Market
7D3.8%-1.1%2.1%
1Y8.6%-9.5%30.6%

Return vs Industry: MCS exceeded the US Entertainment industry which returned -8.9% over the past year.

Return vs Market: MCS underperformed the US Market which returned 31% over the past year.

Price Volatility

Is MCS's price volatile compared to industry and market?
MCS volatility
MCS Average Weekly Movement5.1%
Entertainment Industry Average Movement9.0%
Market Average Movement7.2%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

Stable Share Price: MCS has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: MCS's weekly volatility (5%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
19352,349Greg Marcuswww.marcuscorp.com

The Marcus Corporation, together with its subsidiaries, owns and operates movie theatres, and hotels and resorts in the United States. The company operates a family entertainment center and multiscreen motion picture theatres under the Marcus Theatres, Movie Tavern by Marcus, and BistroPlex brand names. It also owns and operates full-service hotels and resorts, as well as manages full-service hotels, resorts, and other properties.

The Marcus Corporation Fundamentals Summary

How do Marcus's earnings and revenue compare to its market cap?
MCS fundamental statistics
Market capUS$552.80m
Earnings (TTM)US$14.15m
Revenue (TTM)US$722.86m
39.7x
P/E Ratio
0.8x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
MCS income statement (TTM)
RevenueUS$722.86m
Cost of RevenueUS$425.99m
Gross ProfitUS$296.87m
Other ExpensesUS$282.71m
EarningsUS$14.15m

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)0.46
Gross Margin41.07%
Net Profit Margin1.96%
Debt/Equity Ratio39.5%

How did MCS perform over the long term?

See historical performance and comparison

Dividends

1.7%
Current Dividend Yield
68%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/07 19:10
End of Day Share Price 2026/05/07 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

The Marcus Corporation is covered by 6 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

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