Open contest
16 companies value 265 bn revenue 76 bn margin 8.6% free cash flow 9.2 bn avg. score 4.6
MAR holds 38.4% of the group's value, 1.3x the runner-up
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | MAR | Marriott International United States · score 5.1 | 38% | 102 bn | 27 bn | 9.6% | 3.0 bn | 2.9% | 0.7% | Franchising and management of Marriott hotels · World's largest hotel company; an asset-light brand model | |
| 2 | HLT | Hilton Worldwide United States · score 3.9 | 29% | 78 bn | 12 bn | 13.2% | 2.0 bn | 2.6% | 0.2% | Hilton hotels: franchising and management of 9,158 properties · 2nd largest; the best unit growth in the sector | |
| 3 | IHG | InterContinental Hotels United Kingdom · score 4.7 | 10% | 26 bn | 5.2 bn | 14.6% | 0.9 bn | 3.3% | 1.0% | Hotel franchising and management: Holiday Inn and InterContinental · Asset-light model with midscale and upscale brands | |
| 4 | H | Hyatt Hotels United States · score 3.1 | 6% | 16 bn | 7.2 bn | 1.1% | 0.3 bn | 1.6% | 0.3% | Hyatt hotels: ownership, management and franchising · Focused on luxury hotels and all-inclusive resorts | |
| 5 | HTHT | H World Group Ltd China · score 8.2 | 5% | 14 bn | 3.9 bn | 18.9% | 1.2 bn | 8.4% | 4.8% | Chain of economy and midscale hotels in China · China — revenue of $3.9bn | |
| 6 | WH | Wyndham Hotels & Resorts United States · score 5.8 | 2% | 5.7 bn | 1.4 bn | 14.5% | 0.3 bn | 5.7% | 2.3% | Franchising of economy and midscale hotels · World's largest hotel company by number of hotels, almost entirely franchised | |
| 7 | CHH | Choice Hotels United States · score 4.9 | 2% | 4.9 bn | 1.6 bn | 20.3% | 0.1 bn | 3.1% | 1.1% | Franchising of economy hotels in 50 countries · Economy and midscale chain, 100% franchised | |
| 8 | ATAT | Atour Lifestyle Holdings Ltd China · score 7.6 | 2% | 4.5 bn | 1.4 bn | 16.6% | 0.3 bn | 6.0% | 2.4% | Lifestyle hotel chain in China · China — revenue of $1.4bn | |
| 9 | TNL | Travel & Leisure Co. United States · score 4.6 | 2% | 4.0 bn | 4.1 bn | 5.8% | 0.4 bn | 11.1% | 3.7% | Timeshares, vacations and travel · Florida — revenue of $4.1bn | |
| 10 | VAC | MARRIOTT VACATIONS WORLDWIDE Corp United States · score 2.9 | 1% | 3.8 bn | 5.2 bn | -6.5% | 0.1 bn | 2.6% | 2.9% | Timeshares, vacation exchange and resort management · Florida — revenue of $5.2bn | |
| 11 | HGV | Hilton Grand Vacations Inc. United States · score 5.1 | 1% | 2.7 bn | 5.3 bn | 2.9% | 0.4 bn | 15.1% | — | Timeshares: resort development, sales and operation · Florida — revenue of $5.3bn | |
| 12 | TH | Target Hospitality Corp. United States · score 5.4 | 1% | 1.5 bn | 0.3 bn | -10.8% | 0.2 bn | 11.1% | 0.0% | Modular lodging for workforce and government · Texas — revenue of $347m | |
| 13 | HBNB | Hotel101 Global Holdings Corp. Singapore · score 0.0 | 0% | 1.1 bn | 0.1 bn | -35.2% | -0.0 bn | -4.0% | — | Hotel101 hotels with standardized rooms sold to investors and managed by the company, in Spain and Japan · Singapore — revenue of $76m | |
| 14 | CVEO | Civeo Corp United States · score 3.0 | 0% | 0.3 bn | 0.7 bn | -1.9% | 0.0 bn | 5.7% | — | Lodging and catering for remote workforces in Australia and Canada · Texas — revenue of $685m | |
| 15 | GHG | GreenTree Hospitality Group Ltd. China · score 5.2 | 0% | 0.1 bn | 0.2 bn | 15.2% | 0.0 bn | 3.0% | 6.5% | GreenTree budget hotel chain in China · China — revenue of $157m | |
| 16 | MRNO | Murano Global Investments Plc United Kingdom · score 3.7 | 0% | 0.0 bn | 0.1 bn | -24.8% | 0.0 bn | 23.0% | — | Hotels and tourism real estate in Mexico · United Kingdom — revenue of $62m |
Other industries in the same sector
- Sector overview
- Online retail and marketplaces 36 companies
- Automakers 6 companies
- Restaurants 35 companies
- Home improvement retail 4 companies
- Online travel and booking 14 companies
- Apparel and off-price retail 23 companies
- Consumer electronics 15 companies
- Cruise lines 5 companies
- Auto parts retail 7 companies
- Homebuilders 16 companies
- Athletic apparel and brands 12 companies
- Branded apparel and accessories 30 companies
and 36 industries more
- Used car retail 5 companies
- Luxury goods 2 companies
- Casinos and resorts 15 companies
- Private education 39 companies
- Resale and handmade marketplaces 7 companies
- Electric vehicles (new entrants) 19 companies
- Casual dining restaurants 13 companies
- Home and decor retail 9 companies
- Beauty retail 7 companies
- Auto dealerships 9 companies
- Online sports betting 10 companies
- Electronics retail 3 companies
- Home appliances 10 companies
- Online classifieds 10 companies
- Car rental 5 companies
- Home and pool distribution 4 companies
- Recreational vehicles and boating 16 companies
- Toys and board games 8 companies
- Gyms and fitness 6 companies
- Sporting goods retail 4 companies
- Outdoor gear and apparel 12 companies
- Pizza and fast delivery 4 companies
- Mattresses and bedding 3 companies
- Grocery delivery 2 companies
- Leisure and entertainment 11 companies
- Movie theaters 5 companies
- Flooring and surfaces 3 companies
- Manufactured housing 4 companies
- Department stores 2 companies
- Automotive services 6 companies
- Education and consumer services 9 companies
- Jewelry retail 5 companies
- Residential furniture 8 companies
- Specialty retail (diversified) 12 companies
- Theme parks 3 companies
- EV charging 10 companies
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.