Marcus (MCS)


Market Price (7/22/2026): $23.64 | Market Cap: $725.3 MilSector: Communication Services | Industry: Movies & Entertainment

Marcus (MCS)


Market Price (7/22/2026): $23.64
Market Cap: $725.3 Mil
Sector: Communication Services
Industry: Movies & Entertainment

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 14%

Attractive yield
FCF Yield is 5.2%

Low stock price volatility
Vol 12M is 35%

Megatrend and thematic drivers
Megatrends include Experience Economy & Premiumization. Themes include Out-of-Home Entertainment, and Premium Hospitality.

Trading close to highs
Dist 52W High is -5.0%, Dist 3Y High is -5.0%

Weak multi-year price returns
3Y Excs Rtn is -1.6%

Expensive valuation multiples
P/EPrice/Earnings or Price/(Net Income) is 51x

Key risks
MCS key risks include [1] profitability challenges and financial instability, Show more.

0 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 14%
1 Attractive yield
FCF Yield is 5.2%
2 Low stock price volatility
Vol 12M is 35%
3 Megatrend and thematic drivers
Megatrends include Experience Economy & Premiumization. Themes include Out-of-Home Entertainment, and Premium Hospitality.
4 Trading close to highs
Dist 52W High is -5.0%, Dist 3Y High is -5.0%
5 Weak multi-year price returns
3Y Excs Rtn is -1.6%
6 Expensive valuation multiples
P/EPrice/Earnings or Price/(Net Income) is 51x
7 Key risks
MCS key risks include [1] profitability challenges and financial instability, Show more.

MCS in ETFs

Weight = MCS's share of each fund

VTI0.00%
ITOT0.00%
IWM0.02%
AVUV0.08%
IWO0.02%
VTWO0.02%
IWN0.01%
DFAS0.01%
+2 more covered ETFs

Valuation & Metrics

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Updated on 7/17/2026

Marcus (MCS) stock has gained about 40% since 3/31/2026 because of the following key factors:

1. Strong Fiscal Q1 2026 Earnings Beat. The Marcus Corporation reported better-than-expected results for fiscal Q1 2026, which ended March 31, 2026. The company posted an Earnings Per Share (EPS) of -$0.51, surpassing the consensus estimate of -$0.54 by $0.03. Total quarterly revenue reached $154.4 million, exceeding the analyst consensus of $148.78 million, representing a 3.8% increase from fiscal Q1 2025.

2. Robust Performance in Marcus Theatres Division. The theatre division significantly outperformed expectations, driven by a strong film slate including "Project Hail Mary," "The Super Mario Galaxy Movie," and "Toy Story 5." This led to a 6.4% increase in theatre revenues and a 117.1% surge in Adjusted EBITDA for the Marcus Theatres division in fiscal Q1 2026 compared to the prior year, despite five fewer operating days. This momentum continued, with Marcus Theatres recording its highest June revenue of all time, contributing to an 11.2% year-over-year increase in the domestic box office to $2.934 billion.

Show more
Updated on 7/17/2026

Marcus (MCS) stock has gained about 40% since 3/31/2026 because of the following key factors:

1. Strong Fiscal Q1 2026 Earnings Beat. The Marcus Corporation reported better-than-expected results for fiscal Q1 2026, which ended March 31, 2026. The company posted an Earnings Per Share (EPS) of -$0.51, surpassing the consensus estimate of -$0.54 by $0.03. Total quarterly revenue reached $154.4 million, exceeding the analyst consensus of $148.78 million, representing a 3.8% increase from fiscal Q1 2025.

2. Robust Performance in Marcus Theatres Division. The theatre division significantly outperformed expectations, driven by a strong film slate including "Project Hail Mary," "The Super Mario Galaxy Movie," and "Toy Story 5." This led to a 6.4% increase in theatre revenues and a 117.1% surge in Adjusted EBITDA for the Marcus Theatres division in fiscal Q1 2026 compared to the prior year, despite five fewer operating days. This momentum continued, with Marcus Theatres recording its highest June revenue of all time, contributing to an 11.2% year-over-year increase in the domestic box office to $2.934 billion.

3. Outperformance and Operational Improvements in Marcus Hotels & Resorts. The Hotels & Resorts division demonstrated strong performance, with Revenue Per Available Room (RevPAR) increasing 13.7% in fiscal Q1 2026 compared to the prior year period. The division significantly outperformed the industry by 9.8 percentage points, partly benefiting from the Hilton Milwaukee being fully operational after undergoing renovations in the previous fiscal year.

4. Positive Analyst Sentiment and Upgraded Outlook. Benchmark reiterated a "Buy" rating on Marcus Corporation stock and raised its fiscal Q2 2026 revenue estimates to $216.5 million, surpassing the consensus of $209.4 million, due to stronger-than-expected industry box office performance. Additionally, InvestingPro noted that the stock is undervalued, assigning a fair value of $23.16 and highlighting a low PEG ratio of 0.22, indicating strong potential relative to near-term earnings growth.

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Stock Movement Drivers

Fundamental Drivers

The 38.3% change in MCS stock from 3/31/2026 to 7/21/2026 was primarily driven by a 24.1% change in the company's P/E Multiple.
(LTM values as of)33120267212026Change
Stock Price ($)17.1023.6538.3%
Change Contribution By: 
Total Revenues ($ Mil)7587640.7%
Net Income Margin (%)1.7%1.9%10.7%
P/E Multiple41.351.324.1%
Shares Outstanding (Mil)31310.0%
Cumulative Contribution38.3%

LTM = Last Twelve Months as of date shown

Market Drivers

3/31/2026 to 7/21/2026
ReturnCorrelation
MCS38.3% 
Market (SPY)15.1%-6.4%
Sector (XLC)-0.7%0.8%

Fundamental Drivers

The 53.9% change in MCS stock from 12/31/2025 to 7/21/2026 was primarily driven by a 80.7% change in the company's Net Income Margin (%).
(LTM values as of)123120257212026Change
Stock Price ($)15.3723.6553.9%
Change Contribution By: 
Total Revenues ($ Mil)7537641.4%
Net Income Margin (%)1.0%1.9%80.7%
P/E Multiple61.851.3-17.1%
Shares Outstanding (Mil)31311.2%
Cumulative Contribution53.9%

LTM = Last Twelve Months as of date shown

Market Drivers

12/31/2025 to 7/21/2026
ReturnCorrelation
MCS53.9% 
Market (SPY)10.0%9.2%
Sector (XLC)-6.2%13.1%

Fundamental Drivers

The 43.1% change in MCS stock from 6/30/2025 to 7/21/2026 was primarily driven by a 35.6% change in the company's P/S Multiple.
(LTM values as of)63020257212026Change
Stock Price ($)16.5323.6543.1%
Change Contribution By: 
Total Revenues ($ Mil)7467642.5%
P/S Multiple0.70.935.6%
Shares Outstanding (Mil)32313.0%
Cumulative Contribution43.1%

LTM = Last Twelve Months as of date shown

Market Drivers

6/30/2025 to 7/21/2026
ReturnCorrelation
MCS43.1% 
Market (SPY)22.1%15.4%
Sector (XLC)2.4%20.3%

Fundamental Drivers

The 68.7% change in MCS stock from 6/30/2023 to 7/21/2026 was primarily driven by a 49.6% change in the company's P/S Multiple.
(LTM values as of)63020237212026Change
Stock Price ($)14.0223.6568.7%
Change Contribution By: 
Total Revenues ($ Mil)6977649.6%
P/S Multiple0.60.949.6%
Shares Outstanding (Mil)32312.9%
Cumulative Contribution68.7%

LTM = Last Twelve Months as of date shown

Market Drivers

6/30/2023 to 7/21/2026
ReturnCorrelation
MCS68.7% 
Market (SPY)74.8%28.0%
Sector (XLC)74.4%25.9%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
MCS Return32%-19%3%50%-27%55%89%
Peers Return37%-38%52%47%39%-12%131%
S&P 500 Return27%-19%24%23%16%9%98%

Monthly Win Rates [3]
MCS Win Rate67%33%58%58%25%86% 
Peers Win Rate60%40%53%65%67%34% 
S&P 500 Win Rate75%42%67%75%67%43% 

Max Drawdowns [4]
MCS Max Drawdown-39%-28%-21%-32%-41%-13% 
Peers Max Drawdown-25%-49%-32%-21%-33%-31% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: ALLY, SOFI, COF, SYF, AXP.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 7/21/2026 (YTD)

How Low Can It Go

EventMCSS&P 500
2025 US Tariff Shock
  % Loss-29.7%-18.8%
  % Gain to Breakeven42.3%23.1%
  Time to Breakeven428 days79 days
2022 Inflation Shock & Fed Tightening
  % Loss-24.7%-24.5%
  % Gain to Breakeven32.8%32.4%
  Time to Breakeven891 days427 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-11.4%-19.2%
  % Gain to Breakeven12.8%23.8%
  Time to Breakeven15 days105 days
2014-2016 Oil Price Collapse
  % Loss-18.5%-6.8%
  % Gain to Breakeven22.7%7.3%
  Time to Breakeven64 days15 days
2011 US Debt Ceiling Crisis & European Contagion
  % Loss-20.2%-17.9%
  % Gain to Breakeven25.3%21.8%
  Time to Breakeven10 days123 days
2010 Eurozone Sovereign Debt Crisis / Flash Crash
  % Loss-35.6%-15.4%
  % Gain to Breakeven55.3%18.2%
  Time to Breakeven148 days125 days

Compare to ALLY, SOFI, COF, SYF, AXP

In The Past

Marcus's stock fell -29.7% during the 2025 US Tariff Shock. Such a loss loss requires a 42.3% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

EventMCSS&P 500
2025 US Tariff Shock
  % Loss-29.7%-18.8%
  % Gain to Breakeven42.3%23.1%
  Time to Breakeven428 days79 days
2022 Inflation Shock & Fed Tightening
  % Loss-24.7%-24.5%
  % Gain to Breakeven32.8%32.4%
  Time to Breakeven891 days427 days
2011 US Debt Ceiling Crisis & European Contagion
  % Loss-20.2%-17.9%
  % Gain to Breakeven25.3%21.8%
  Time to Breakeven10 days123 days
2010 Eurozone Sovereign Debt Crisis / Flash Crash
  % Loss-35.6%-15.4%
  % Gain to Breakeven55.3%18.2%
  Time to Breakeven148 days125 days
2008-2009 Global Financial Crisis
  % Loss-58.7%-53.4%
  % Gain to Breakeven142.3%114.4%
  Time to Breakeven1425 days1085 days

Compare to ALLY, SOFI, COF, SYF, AXP

In The Past

Marcus's stock fell -29.7% during the 2025 US Tariff Shock. Such a loss loss requires a 42.3% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Marcus (MCS)

The Marcus Corporation (MCS) is a diversified entertainment and hospitality company operating across the United States. Its business is strategically divided into two primary segments: an extensive network of movie theatres and a portfolio of hotels and resorts. This dual operational focus allows Marcus to serve a broad range of consumers seeking entertainment and accommodation services.

Within its Theatres segment, Marcus owns and operates multiscreen motion picture theatres under well-known brands such as Marcus Theatres, Movie Tavern by Marcus, and BistroPlex, which often integrate dining options with the cinematic experience. This segment also includes Funset Boulevard, a family entertainment center. As of December 2021, the company's theatre operations comprised 1,064 screens across 85 locations in 17 states, primarily catering to the general public seeking out-of-home entertainment and leisure activities.

The Hotels and Resorts segment involves both owning and operating full-service hotels and resorts, as well as providing comprehensive management services for third-party owned properties. Additionally, Marcus offers hospitality management services for vacation ownership developments. With 8 wholly-owned or majority-owned hotels and resorts and management contracts for 11 other properties, this segment serves a diverse clientele, including leisure and business travelers, as well as property owners requiring expert hospitality management.

AI Analysis | Feedback

Here are a few analogies to describe The Marcus Corporation (MCS):

  • A regional version of AMC Entertainment meets a smaller-scale Marriott International.
  • Imagine if AMC Entertainment also owned and managed hotels, operating similarly to a regional Hyatt Hotels.

AI Analysis | Feedback

  • Movie Exhibition: The operation of multiscreen motion picture theatres showing films to the public.
  • Family Entertainment Centers: The operation of entertainment facilities offering various activities beyond movies.
  • Hotel and Resort Ownership and Operation: The ownership and direct management of full-service hotels and resorts.
  • Hotel and Resort Management Services: The provision of management services for full-service hotels, resorts, and other properties on behalf of third parties, including specific hospitality services for vacation ownership developments.

AI Analysis | Feedback

The Marcus Corporation (MCS) primarily serves individual consumers through its movie theaters and hotels/resorts, but also has a significant business-to-business component through its hospitality management services.

Its major customer categories are:

  1. Moviegoers: Individuals who purchase tickets to attend movies at Marcus Theatres, Movie Tavern by Marcus, and BistroPlex brands, as well as visitors to Funset Boulevard, a family entertainment center.
  2. Hotel and Resort Guests: Individuals and groups who book stays, events, and other services at Marcus Corporation's wholly-owned, majority-owned, and managed full-service hotels and resorts.
  3. Third-party Property Owners and Developers: Businesses or entities that contract Marcus Corporation for hospitality management services for their hotels, resorts, and vacation ownership developments.

AI Analysis | Feedback

  • The Walt Disney Company (DIS)
  • Warner Bros. Discovery (WBD)
  • Paramount Global (PARA)
  • Comcast Corporation (CMCSA)
  • Sony Group Corporation (SONY)
  • Lions Gate Entertainment Corp. (LGF.A, LGF.B)

AI Analysis | Feedback

Gregory S. Marcus, Chairman, President and Chief Executive Officer

Gregory S. Marcus has been president of The Marcus Corporation since January 2008, chief executive officer since January 2009, and chairman of the board since May 2023. He joined the company in March 1992. He is the third generation of the Marcus family to lead the company, which was founded by his grandfather, Ben Marcus, in 1935. Mr. Marcus is also a Partner and Board Member at Marquee Capital, a platform for hospitality and real estate investing.

Chad M. Paris, Chief Financial Officer and Treasurer

Chad M. Paris was promoted to chief financial officer and treasurer of The Marcus Corporation on May 15, 2022. He joined the company in October 2021 as corporate controller and treasurer. Before joining The Marcus Corporation, Mr. Paris served as senior vice president and chief financial officer at Jason Group, Inc. (formerly Jason Industries, Inc.), a global manufacturing company, starting in August 2017. He also held various other leadership roles in corporate and business unit finance at Jason Group, Inc. Earlier in his career, Mr. Paris worked as an audit senior manager for Deloitte & Touche LLP.

Thomas F. Kissinger, Senior Executive Vice President, General Counsel and Secretary

Thomas F. Kissinger has served as senior executive vice president, general counsel, and secretary of The Marcus Corporation since August 2013. He joined the company in August 1993 as secretary and director of legal affairs, eventually becoming general counsel and secretary in August 1995. Prior to his time at The Marcus Corporation, he was an associate with the law firm of Foley & Lardner LLP for five years. He also previously served as interim president of Marcus Hotels & Resorts.

Michael Evans, President, Marcus Hotels & Resorts

Michael Evans became the President of Marcus Hotels & Resorts in January 2020. Before joining, he founded Apex Capital Ventures LLC in 2017, a real estate company focused on the development and acquisition of hotels, resorts, and branded residences, where he served as CEO. He also previously held the position of Chief Operating Officer for MGM Hospitality, a division of MGM Resorts International.

Mark A. Gramz, President, Marcus Theatres

Mark A. Gramz was promoted to President of Marcus Theatres on October 1, 2022. He began his career with the company in 1971 as a part-time associate while in high school. Over his tenure, he has held various roles, including general manager, district manager for the Milwaukee metro area, vice president of operations for southern Wisconsin, and senior vice president of operations.

AI Analysis | Feedback

The Marcus Corporation (MCS) faces several key risks primarily stemming from the evolving entertainment landscape and the inherent sensitivities of the hospitality industry.

The most significant risk to The Marcus Corporation's business is the **declining theatrical attendance and intense competition from home entertainment, particularly streaming services.** The rise of streaming platforms has fundamentally altered how audiences consume films, leading to a notable shift away from traditional movie theaters. Consumers increasingly prefer the convenience and affordability of watching movies and shows from home, impacting ticket sales and revenue for theater operators like Marcus Theatres. This trend is exacerbated by movie studios' changing release strategies, with some films becoming available on streaming platforms simultaneously with or shortly after their theatrical release, further reducing the urgency for audiences to visit cinemas. In the third quarter of fiscal 2025, Marcus Theatres experienced a 16.6% revenue decline, largely attributed to a weaker film slate, highlighting the segment's vulnerability to content availability and audience preference.

Another crucial risk is the **sensitivity to economic conditions and consumer discretionary spending.** Both the movie theater and hotel segments of The Marcus Corporation's business rely heavily on consumers' willingness to spend on non-essential goods and services. Economic downturns, recessions, or inflationary pressures can lead individuals and businesses to reduce discretionary expenditures on entertainment and travel, directly impacting the company's revenue across both divisions. The hospitality industry, in particular, is highly susceptible to economic fluctuations, with decreased consumer spending on dining out, leisure activities, and hotel stays. The company itself acknowledges that economic downturns pose a risk to discretionary spending in its entertainment and hospitality operations.

Finally, The Marcus Corporation faces **intense competition within the hospitality industry.** The hotel and resorts segment operates in a notoriously competitive market, facing pressure from other traditional hotel chains, independent hotels, and alternative accommodation platforms such as Airbnb. This heightened competition makes it challenging to attract and retain guests, as customers can easily compare prices, amenities, and offerings. Additionally, the hospitality sector is grappling with challenges such as rising operational costs, labor shortages, and evolving customer expectations for technology and personalized experiences, which further intensify competitive pressures.

AI Analysis | Feedback

The acceleration of major film studios' strategies to release new movies directly to streaming platforms or with significantly shortened theatrical exclusivity windows, diminishing the unique appeal and revenue potential of the traditional cinema experience.

AI Analysis | Feedback

The addressable markets for The Marcus Corporation's main products and services in the United States are as follows:

Movie Theatres: The U.S. movie theatre market is anticipated to be USD 20.11 billion in 2026.

Hotels and Resorts: The U.S. hotels market size was estimated at USD 263.21 billion in 2024 and is projected to grow to USD 395.69 billion by 2030, at a compound annual growth rate of 7.1% from 2025.

AI Analysis | Feedback

For The Marcus Corporation (MCS), the following are expected drivers of future revenue growth over the next 2-3 years:

  • Enhanced Cinema Experience and Premium Offerings: Investments in state-of-the-art cinematic technologies, such as heated DreamLounger recliner seats, ScreenX, 4DX, and UltraScreen DLX auditoriums, are expected to drive higher per-capita spending and attract more patrons seeking differentiated experiences. The company also implements strategic pricing actions, including ticket price optimization and revised promotions, to maximize admissions revenue. Furthermore, expanding in-lobby dining and concession services, with plans to add more concession stands, aims to boost per-customer spending in theatres.
  • Strategic Hotel Renovations and Property Enhancements: Significant capital investments in renovating existing hotel properties, such as the Hilton Milwaukee and The Pfister Hotel, are designed to enhance the guest experience, improve competitive standing, attract increased leisure demand, and command higher average daily rates (ADR). These renovations are also directly linked to securing more group bookings, which are projected to increase.
  • Customer Loyalty and Engagement Programs: The launch and expansion of loyalty initiatives, such as the Marcus Movie Club in late 2024, are aimed at fostering recurring customer engagement and loyalty. These subscription services offer benefits like monthly movie credits and food and beverage discounts, which are designed to increase the frequency of visits and boost concession spending across the theatre segment.
  • Optimistic Film Slate and Strategic Pricing in Theatres: Management has expressed optimism for the 2026 film slate, anticipating a stronger mix of "tent-pole" films that are expected to drive attendance. Coupled with ongoing strategic pricing actions and ticket price optimization, a favorable film lineup will directly contribute to increased theatre admissions revenue.
  • Expansion of Hotel Portfolio through Acquisitions and Group Bookings: Marcus Hotels & Resorts is strategically expanding its portfolio through joint acquisitions and management contracts, as exemplified by the March 2024 joint acquisition of the Loews Minneapolis Hotel (rebranded as The Lofton Hotel). Additionally, the company is focused on securing more group bookings for its hotels, which is a key driver for revenue growth within the hospitality segment. The booking pace for fiscal years 2025 and 2026 indicates a positive trend in this area.

AI Analysis | Feedback

Share Repurchases

  • The Marcus Corporation authorized a new stock repurchase plan for 4,000,000 shares in October 2025.
  • The company repurchased approximately 1.1 million shares for $18.0 million in cash during the full fiscal year 2025.
  • Since resuming share repurchases in the third quarter of fiscal 2024, cumulative buybacks totaled over 1.8 million shares for approximately $28 million in capital returned to shareholders.

Outbound Investments

  • In December 2021, Marcus Hotels & Resorts formed a joint venture with Searchlight Capital Partners to acquire and manage the Kimpton Hotel Monaco Pittsburgh.
  • In March 2024, the company formed a joint venture with Hempel Real Estate and Robinson Park to acquire the Loews Minneapolis Hotel, which it manages and is converting to a Tapestry Collection by Hilton.
  • The company plans to seek opportunities to invest in new hotels and increase the number of rooms under management, including through acting as an investment fund sponsor or joint venture partner.

Capital Expenditures

  • Total capital expenditures for fiscal year 2025 were $83.2 million, with a significant portion dedicated to hotel renovations, including projects at the Hilton Milwaukee and Grand Geneva Resort & Spa.
  • For fiscal year 2024, capital expenditures were $79.2 million, which included approximately $48.9 million in the hotels and resorts division focusing on renovations at The Pfister Hotel, Grand Geneva Resort & Spa, and the Hilton Milwaukee.
  • Projected capital expenditures for fiscal year 2026 are between $50 million and $55 million, with approximately $25 million to $30 million allocated for hotels and $20 million to $25 million for theaters.

Better Bets vs. Marcus (MCS)

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

MCSALLYSOFICOFSYFAXPMedian
NameMarcus Ally Fin.SoFi Tec.Capital .Synchron.American. 
Mkt Price23.6544.4317.64206.2272.21350.7958.32
Mkt Cap0.713.822.5128.424.7240.323.6
Rev LTM7649,3683,94258,66514,96174,17112,164
Op Inc LTM24-----24
FCF LTM37-1-6,34527,2919,83414,3244,936
FCF 3Y Avg28765-4,25721,8079,53016,1775,147
CFO LTM1044,160-6,07929,0749,83417,4686,997
CFO 3Y Avg944,251-4,06423,1619,53018,4066,890

Growth & Margins

MCSALLYSOFICOFSYFAXPMedian
NameMarcus Ally Fin.SoFi Tec.Capital .Synchron.American. 
Rev Chg LTM2.5%10.8%40.9%47.6%-0.6%10.5%10.7%
Rev Chg 3Y Avg3.1%0.7%32.1%20.3%7.6%10.2%8.9%
Rev Chg Q3.8%34.1%42.6%52.3%-0.5%11.4%22.8%
QoQ Delta Rev Chg LTM0.7%6.8%9.1%9.8%-0.1%2.7%4.8%
Op Inc Chg LTM33.1%-----33.1%
Op Inc Chg 3Y Avg16.8%-----16.8%
Op Mgn LTM3.2%-----3.2%
Op Mgn 3Y Avg3.1%-----3.1%
QoQ Delta Op Mgn LTM0.3%-----0.3%
CFO/Rev LTM13.7%44.4%-154.2%49.6%65.7%23.6%34.0%
CFO/Rev 3Y Avg12.7%47.8%-137.4%51.6%64.7%27.6%37.7%
FCF/Rev LTM4.9%-0.0%-161.0%46.5%65.7%19.3%12.1%
FCF/Rev 3Y Avg3.8%8.7%-143.8%48.6%64.7%24.4%16.5%

Valuation

MCSALLYSOFICOFSYFAXPMedian
NameMarcus Ally Fin.SoFi Tec.Capital .Synchron.American. 
Mkt Cap0.713.822.5128.424.7240.323.6
P/S0.91.55.72.21.73.21.9
P/Op Inc29.9-----29.9
P/EBIT34.3-----34.3
P/E51.39.939.039.86.921.430.2
P/CFO7.03.3-3.74.42.513.83.9
Total Yield3.2%12.9%2.6%3.9%16.3%5.6%4.8%
Dividend Yield1.3%2.8%0.0%1.4%1.8%1.0%1.3%
FCF Yield 3Y Avg6.1%6.3%-35.2%27.2%40.9%8.3%7.3%
D/E0.51.50.10.40.70.30.4
Net D/E0.5-0.6-0.2-0.2-0.30.0-0.2

Returns

MCSALLYSOFICOFSYFAXPMedian
NameMarcus Ally Fin.SoFi Tec.Capital .Synchron.American. 
1M Rtn-0.8%-2.3%-1.5%2.3%-4.1%4.1%-1.2%
3M Rtn28.5%-2.1%-6.3%2.3%-6.6%6.7%0.1%
6M Rtn53.2%6.2%-30.8%-9.1%-4.3%0.2%-2.1%
12M Rtn36.0%17.8%-16.6%-3.1%5.7%17.0%11.4%
3Y Rtn67.8%71.1%87.1%87.3%122.0%113.4%87.2%
1M Excs Rtn-1.0%-2.4%-1.6%2.2%-4.2%4.0%-1.3%
3M Excs Rtn17.7%-9.0%-15.2%-4.9%-13.4%1.0%-7.0%
6M Excs Rtn43.4%-4.9%-40.7%-21.3%-17.4%-11.5%-14.4%
12M Excs Rtn16.0%-4.5%-38.4%-23.4%-14.4%-4.1%-9.5%
3Y Excs Rtn-1.6%12.0%27.6%27.3%53.9%42.8%27.5%

Comparison Analyses

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Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Theatres463448458408271
Hotels/Resorts295288271269187
Corporate Items  000
Total758735730677458


Operating Income by Segment
$ Mil20252024202320222021
Theatres2922368-28
Hotels/Resorts141818196
Corporate Items-27-24-20-19-20
Total1716348-41


Assets by Segment
$ Mil20252024202320222021
Theatres606643696751821
Hotels/Resorts334311281278306
Corporate Items7490883662
Total1,0151,0451,0651,0651,188


Price Behavior

Price Behavior
Market Price$23.65 
Market Cap ($ Bil)0.7 
First Trading Date03/29/1990 
Distance from 52W High-5.0% 
   50 Days200 Days
DMA Price$21.02$17.12
DMA Trendupup
Distance from DMA12.5%38.1%
 3M1YR
Volatility39.6%35.6%
Downside Capture-118.5914.22
Upside Capture22.7847.19
Correlation (SPY)-17.6%15.3%
MCS Betas & Captures as of 6/30/2026

 1M2M3M6M1Y3Y
Beta-0.69-0.47-0.010.310.490.61
Up Beta-1.16-0.460.220.430.660.72
Down Beta-0.95-0.84-1.22-0.030.630.76
Up Capture87%75%83%79%44%21%
Bmk +ve Days11244067140429
Stock +ve Days12213469130374
Down Capture-173%-156%-60%-11%23%66%
Bmk -ve Days10172358112321
Stock -ve Days8192754118363

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with MCS
MCS35.4%35.5%0.91-
Sector ETF (XLC)4.7%14.0%0.0920.1%
Equity (SPY)20.3%12.6%1.1915.0%
Gold (GLD)21.6%28.1%0.69-8.4%
Commodities (DBC)31.4%19.1%1.30-14.3%
Real Estate (VNQ)15.0%14.0%0.7624.4%
Bitcoin (BTCUSD)-44.6%42.9%-1.259.9%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with MCS
MCS7.4%32.0%0.27-
Sector ETF (XLC)7.1%20.8%0.2633.9%
Equity (SPY)12.9%17.1%0.5836.2%
Gold (GLD)17.3%18.4%0.76-0.4%
Commodities (DBC)8.9%19.5%0.357.4%
Real Estate (VNQ)2.9%18.9%0.0532.7%
Bitcoin (BTCUSD)14.9%53.4%0.4616.1%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with MCS
MCS2.3%44.7%0.21-
Sector ETF (XLC)9.0%22.1%0.4634.6%
Equity (SPY)15.2%17.9%0.7239.6%
Gold (GLD)11.2%16.1%0.57-3.8%
Commodities (DBC)7.2%17.9%0.3216.0%
Real Estate (VNQ)5.1%20.7%0.2141.7%
Bitcoin (BTCUSD)58.7%66.2%0.9913.1%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date6302026
Short Interest: Shares Quantity0.7 Mil
Short Interest: % Change Since 615202615.7%
Average Daily Volume0.4 Mil
Days-to-Cover Short Interest1.6 days
Basic Shares Quantity30.7 Mil
Short % of Basic Shares2.3%

Returns Analyses

Earnings Returns History

Updated 6/3/2026
Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
4/30/2026-7.2%-5.2%-0.4%
2/26/20263.4%10.1%7.2%
10/31/20258.8%14.1%17.5%
8/1/2025-9.2%-7.8%-5.2%
5/6/2025-1.3%4.0%4.5%
2/27/2025-11.2%-18.8%-17.8%
10/31/20249.9%30.4%32.3%
8/1/20240.4%-0.1%12.6%
...
SUMMARY STATS   
# Positive10119
# Negative141315
Median Positive2.7%8.3%15.0%
Median Negative-3.2%-3.0%-3.1%
Max Positive9.9%40.7%71.0%
Max Negative-11.2%-18.8%-18.8%
Collapse to Preview
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
4/30/2026-7.2%-5.2%-0.4%
2/26/20263.4%10.1%7.2%
10/31/20258.8%14.1%17.5%
8/1/2025-9.2%-7.8%-5.2%
5/6/2025-1.3%4.0%4.5%
2/27/2025-11.2%-18.8%-17.8%
10/31/20249.9%30.4%32.3%
8/1/20240.4%-0.1%12.6%
5/2/2024-8.1%-14.8%-18.8%
2/29/2024-0.8%-3.0%-3.1%
11/1/2023-1.5%-1.7%-10.1%
8/2/20232.1%4.6%-0.9%
5/4/2023-3.4%-9.0%-10.6%
3/2/2023-4.1%-1.9%-0.8%
11/3/2022-0.2%2.3%13.1%
8/3/20221.8%6.1%-3.6%
5/5/2022-2.8%-8.5%-1.8%
3/3/20220.6%-0.2%-0.8%
11/3/20212.0%8.3%-9.4%
8/4/2021-3.0%-1.6%-0.3%
5/5/2021-3.9%-2.1%15.0%
3/4/2021-0.1%10.2%-1.0%
11/3/20204.0%40.7%71.0%
8/4/20204.4%2.7%18.1%
SUMMARY STATS   
# Positive10119
# Negative141315
Median Positive2.7%8.3%15.0%
Median Negative-3.2%-3.0%-3.1%
Max Positive9.9%40.7%71.0%
Max Negative-11.2%-18.8%-18.8%

SEC Filings

Expand for More
Report DateFiling DateFiling
03/31/202604/30/202610-Q
12/31/202502/27/202610-K
09/30/202510/31/202510-Q
06/30/202508/01/202510-Q
03/31/202505/07/202510-Q
12/31/202402/28/202510-K
09/30/202410/31/202410-Q
06/30/202408/01/202410-Q
03/31/202405/02/202410-Q
12/31/202303/01/202410-K
09/30/202311/02/202310-Q
06/30/202308/03/202310-Q
03/31/202305/04/202310-Q
12/31/202203/02/202310-K
09/30/202211/03/202210-Q
06/30/202208/05/202210-Q
Collapse to Preview
Report DateFiling DateFiling
03/31/202604/30/202610-Q
12/31/202502/27/202610-K
09/30/202510/31/202510-Q
06/30/202508/01/202510-Q
03/31/202505/07/202510-Q
12/31/202402/28/202510-K
09/30/202410/31/202410-Q
06/30/202408/01/202410-Q
03/31/202405/02/202410-Q
12/31/202303/01/202410-K
09/30/202311/02/202310-Q
06/30/202308/03/202310-Q
03/31/202305/04/202310-Q
12/31/202203/02/202310-K
09/30/202211/03/202210-Q
06/30/202208/05/202210-Q
03/31/202205/06/202210-Q
12/31/202103/03/202210-K
09/30/202111/08/202110-Q
06/30/202108/10/202110-Q
03/31/202105/11/202110-Q
12/31/202003/05/202110-K
09/30/202011/03/202010-Q
06/30/202008/04/202010-Q
03/31/202005/12/202010-Q
12/31/201902/24/202010-K
09/30/201911/05/201910-Q
06/30/201908/06/201910-Q

Insider Activity

Updated 6/29/2026
Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Evans, Michael ReadePres., Marcus Hotels & ResortsDirectSell417202619.047,671146,087872,230Form
2Evans, Michael ReadePres., Marcus Hotels & ResortsDirectSell324202615.9437597852,069Form
3Kissinger, Thomas FSr Exec VP, Gen Counsel & SecyDirectSell310202617.3225,000433,0003,458,804Form
4Gershowitz, Diane M DirectBuy30420260.0033,915  Form
5Marcus, Gregory SPresident and CEODirectSell30420260.0033,915  Form
Collapse to Preview
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Evans, Michael ReadePres., Marcus Hotels & ResortsDirectSell417202619.047,671146,087872,230Form
2Evans, Michael ReadePres., Marcus Hotels & ResortsDirectSell324202615.9437597852,069Form
3Kissinger, Thomas FSr Exec VP, Gen Counsel & SecyDirectSell310202617.3225,000433,0003,458,804Form
4Gershowitz, Diane M DirectBuy30420260.0033,915  Form
5Marcus, Gregory SPresident and CEODirectSell30420260.0033,915  Form
6Marcus, Gregory SPresident and CEODirectSell91820250.005,846  Form
7Gershowitz, Diane M DirectBuy91820250.005,846  Form
8Evans, Michael ReadePres., Marcus Hotels & Resorts401(k) PlanSell62420258.26935  Form
9Gramz, Mark APres., Marcus Theatres Corp*401(k) PlanSell62420258.335,139  Form

Industry Resources

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Movies & Entertainment Resources
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IndieWire
Screen Daily
Core Cache Last Updated: 7/21/2026