Is Marcus Stock a Good Investment?
Marcus Investment Advice | MCS |
- Examine Marcus' financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Marcus' leadership team and their track record. Good management can help Marcus navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Movies & Entertainment space and any emerging trends that could impact Marcus' business and its evolving consumer preferences.
- Compare Marcus' performance and market position to its competitors. Analyze how Marcus is positioned in terms of product offerings, innovation, and market share.
- Check if Marcus pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Marcus' stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Marcus stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Marcus is a good investment.
Sell | Buy |
Hold
Market Performance | Very Weak | Details | |
Volatility | Not too volatile | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Poor | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Marcus Stock
Researching Marcus' stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 79.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 1.1. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Marcus recorded a loss per share of 0.25. The entity last dividend was issued on the 25th of February 2025. The firm had 3:2 split on the 8th of December 1997.
To determine if Marcus is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Marcus' research are outlined below:
| Marcus generated a negative expected return over the last 90 days | |
| Marcus has 249.84 M in debt with debt to equity (D/E) ratio of 1.11, which is OK given its current industry classification. Marcus has a current ratio of 0.51, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Note however, debt could still be an excellent tool for Marcus to invest in growth at high rates of return. | |
| The entity reported the last year's revenue of 735.56 M. Reported Net Loss for the year was (7.79 M) with profit before taxes, overhead, and interest of 287.36 M. | |
| Marcus has a poor financial position based on the latest SEC disclosures | |
| Over 79.0% of Marcus shares are owned by institutional investors | |
| On 17th of March 2025 Marcus paid $ 0.07 per share dividend to its current shareholders | |
| Latest headline from footwearnews.com: Industry Pays Tribute to Burt Tansky, Former CEO of Neiman Marcus Group |
Marcus Quarterly Liabilities And Stockholders Equity |
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Marcus uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Marcus. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Marcus' previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 7th of March 2024 Upcoming Quarterly Report | View | |
| 2nd of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 7th of March 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Marcus' stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Marcus' investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2011-12-15 | 2011-09-30 | 0.09 | 0.1 | 0.01 | 11 | ||
2009-03-19 | 2008-12-31 | 0.05 | 0.06 | 0.01 | 20 | ||
2008-03-19 | 2007-12-31 | 0.05 | 0.06 | 0.01 | 20 | ||
2006-03-21 | 2005-12-31 | 0.09 | 0.1 | 0.01 | 11 | ||
2002-03-21 | 2001-12-31 | 0.04 | 0.05 | 0.01 | 25 | ||
1996-02-28 | 1995-12-31 | 0.1 | 0.09 | -0.01 | 10 | ||
2015-12-17 | 2015-09-30 | 0.2 | 0.18 | -0.02 | 10 | ||
2012-12-20 | 2012-09-30 | 0.15 | 0.17 | 0.02 | 13 |
Marcus Target Price Consensus
Marcus target price is determined by taking all analyst projections and averaging them out. There is no one specific way to measure analysts' performance other than comparing it to past results via a very sophisticated attribution analysis. Marcus' target price projections below should be used in combination with other traditional price prediction techniques such as stock price forecasting, investor sentiment analysis, technical analysis, earnings estimate, and various momentum models.
| 4 | Strong Buy |
Most Marcus analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to help potential investors understand Marcus stock's fair price compared to its market value. Analysts arrive at stock ratings after researching the public financial statements of Marcus, talking to its executives and customers, or listening to those companies' conference calls.
Macroaxis Advice Exposure ValuationMarcus Target Price Projection
Marcus' current and average target prices are 16.23 and 26.00, respectively. The current price of Marcus is the price at which Marcus is currently trading. On the other hand, Marcus' target price is what analysts think the stock is worth or could sell for in the future. The more significant the discrepancy between the two prices, the more it stimulates investors to act.Target Price
Analyst Consensus On Marcus Target Price
Marcus Analyst Ratings
Marcus' analyst stock recommendations are determined by taking an average estimate of all analysts we track and classifying them as Strong Buy, Buy, Hold, Strong Sell, or Sell. Ratings generally communicate what analysts sense about Marcus stock, and they use a lot of effort and time to analyze it and arrive at a rating. That suggests that analyst recommendations are the outcome of an objective and thorough examination of Marcus' financials, market performance, and future outlook by experienced professionals. Marcus' historical ratings below, therefore, can serve as a valuable tool for investors.Know Marcus' Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Marcus is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Marcus backward and forwards among themselves. Marcus' institutional investor refers to the entity that pools money to purchase Marcus' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Morgan Stanley - Brokerage Accounts | 2024-12-31 | 423.3 K | Barclays Plc | 2024-12-31 | 381.2 K | Millennium Management Llc | 2024-12-31 | 353.5 K | Aqr Capital Management Llc | 2024-12-31 | 303 K | Bank Of Montreal | 2024-12-31 | 259.7 K | Bmo Capital Markets Corp. | 2024-12-31 | 259.7 K | Renaissance Technologies Corp | 2024-12-31 | 257.1 K | Marshall Wace Asset Management Ltd | 2024-12-31 | 254.6 K | Bank Of New York Mellon Corp | 2024-12-31 | 246.4 K | Blackrock Inc | 2024-12-31 | 2.6 M | Dimensional Fund Advisors, Inc. | 2024-12-31 | 1.5 M |
Marcus' market capitalization trends
The company currently falls under 'Small-Cap' category with a total capitalization of 522.91 M.Market Cap |
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Marcus' profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | (0.11) | (0.10) | |
| Return On Capital Employed | (0.15) | (0.14) | |
| Return On Assets | (0.10) | (0.09) | |
| Return On Equity | (0.25) | (0.24) |
Determining Marcus' profitability involves analyzing its financial statements and using various financial metrics to determine if Marcus is a good buy. For example, gross profit margin measures Marcus' profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Marcus' profitability and make more informed investment decisions.
Please note, the imprecision that can be found in Marcus' accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Marcus. Check Marcus' Beneish M Score to see the likelihood of Marcus' management manipulating its earnings.
Evaluate Marcus' management efficiency
Marcus has Return on Asset of 0.0126 % which means that on every $100 spent on assets, it made $0.0126 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of (0.0166) %, meaning that it generated no profit with money invested by stockholders. Marcus' management efficiency ratios could be used to measure how well Marcus manages its routine affairs as well as how well it operates its assets and liabilities. Return On Tangible Assets is likely to gain to -0.1 in 2025. Return On Capital Employed is likely to gain to -0.14 in 2025. At this time, Marcus' Other Current Assets are comparatively stable compared to the past year. Intangible Assets is likely to gain to about 12.6 M in 2025, whereas Non Current Assets Total are likely to drop slightly above 689.5 M in 2025.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 16.07 | 8.64 | |
| Tangible Book Value Per Share | 13.41 | 7.96 | |
| Enterprise Value Over EBITDA | (9.33) | (8.87) | |
| Price Book Value Ratio | 0.84 | 1.54 | |
| Enterprise Value Multiple | (9.33) | (8.87) | |
| Price Fair Value | 0.84 | 1.54 | |
| Enterprise Value | 671.5 M | 629.9 M |
Marcus showcases strong leadership that adapts to market changes and drives innovation. Our analysis explores how this adaptability affects the stock's investment appeal.
Basic technical analysis of Marcus Stock
As of the 19th of March, Marcus secures the Mean Deviation of 1.36, standard deviation of 2.04, and Risk Adjusted Performance of (0.16). In connection with fundamental indicators, the technical analysis model lets you check existing technical drivers of Marcus, as well as the relationship between them. Please verify Marcus market risk adjusted performance, information ratio, as well as the relationship between the Information Ratio and skewness to decide if Marcus is priced some-what accurately, providing market reflects its recent price of 16.23 per share. Given that Marcus has information ratio of (0.15), we recommend you to check Marcus's last-minute market performance to make sure the company can sustain itself at a future point.Marcus' insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Marcus insiders, such as employees or executives, is commonly permitted as long as it does not rely on Marcus' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Marcus insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Katherine Gehl over six months ago Acquisition by Katherine Gehl of 1455 shares of Marcus at 14.69 subject to Rule 16b-3 | ||
Chad Paris over six months ago Acquisition by Chad Paris of 19500 shares of Marcus subject to Rule 16b-3 | ||
Stephen Marcus over six months ago Disposition of 11015 shares by Stephen Marcus of Marcus subject to Rule 16b-3 | ||
Diane Gershowitz over a year ago Disposition of 33328 shares by Diane Gershowitz of Marcus subject to Rule 16b-3 | ||
Gregory Marcus over a year ago Disposition of 7898 shares by Gregory Marcus of Marcus at 14.69 subject to Rule 16b-3 |
Marcus' Outstanding Corporate Bonds
Marcus issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Marcus uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Marcus bonds can be classified according to their maturity, which is the date when Marcus has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Understand Marcus' technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Marcus' various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | (0.16) | |||
| Market Risk Adjusted Performance | (0.48) | |||
| Mean Deviation | 1.36 | |||
| Coefficient Of Variation | (522.96) | |||
| Standard Deviation | 2.04 | |||
| Variance | 4.15 | |||
| Information Ratio | (0.15) | |||
| Jensen Alpha | (0.32) | |||
| Total Risk Alpha | (0.19) | |||
| Treynor Ratio | (0.49) | |||
| Maximum Drawdown | 15.15 | |||
| Value At Risk | (2.95) | |||
| Potential Upside | 2.1 | |||
| Skewness | (2.18) | |||
| Kurtosis | 11.1 |
| Risk Adjusted Performance | (0.16) | |||
| Market Risk Adjusted Performance | (0.48) | |||
| Mean Deviation | 1.36 | |||
| Coefficient Of Variation | (522.96) | |||
| Standard Deviation | 2.04 | |||
| Variance | 4.15 | |||
| Information Ratio | (0.15) | |||
| Jensen Alpha | (0.32) | |||
| Total Risk Alpha | (0.19) | |||
| Treynor Ratio | (0.49) | |||
| Maximum Drawdown | 15.15 | |||
| Value At Risk | (2.95) | |||
| Potential Upside | 2.1 | |||
| Skewness | (2.18) | |||
| Kurtosis | 11.1 |
Consider Marcus' intraday indicators
Marcus intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Marcus stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Accumulation Distribution | 4964.54 | |||
| Daily Balance Of Power | (0.73) | |||
| Rate Of Daily Change | 0.99 | |||
| Day Median Price | 16.31 | |||
| Day Typical Price | 16.29 | |||
| Price Action Indicator | (0.20) | |||
| Period Momentum Indicator | (0.24) | |||
| Relative Strength Index | 24.02 |
Marcus Corporate Filings
F4 | 5th of March 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
8K | 27th of February 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
10K | 28th of February 2025 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
| 14th of February 2025 Other Reports | ViewVerify |
Marcus Stock media impact
Far too much social signal, news, headlines, and media speculation about Marcus that are available to investors today. That information is available publicly through Marcus media outlets and privately through word of mouth or via Marcus internal channels. However, regardless of the origin, that massive amount of Marcus data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Marcus news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Marcus relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Marcus' headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Marcus alpha.
Marcus Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Marcus can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Marcus Corporate Directors
| Philip Milstein | Independent Director | Profile | |
| Timothy Hoeksema | Independent Director | Profile | |
| Steven Bartelt | Director Secretary | Profile | |
| Diane Gershowitz | Director | Profile |
Additional Tools for Marcus Stock Analysis
When running Marcus' price analysis, check to measure Marcus' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Marcus is operating at the current time. Most of Marcus' value examination focuses on studying past and present price action to predict the probability of Marcus' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Marcus' price. Additionally, you may evaluate how the addition of Marcus to your portfolios can decrease your overall portfolio volatility.