Marcus Stock Buy Hold or Sell Recommendation

MCS Stock  USD 14.16  0.15  1.07%   
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Marcus is 'Hold'. Macroaxis provides Marcus buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding Marcus positions. The advice algorithm takes into account all of Marcus' available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Marcus' buy or sell advice are summarized below:
Real Value
17.55
Target Price
21
Hype Value
14.15
Market Value
14.16
Naive Value
14.38
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Marcus given historical horizon and risk tolerance towards Marcus. When Macroaxis issues a 'buy' or 'sell' recommendation for Marcus, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Marcus Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
For more information on how to buy Marcus Stock please use our How to Invest in Marcus guide.
In addition, we conduct extensive research on individual companies such as Marcus and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards Marcus. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators.

Execute Marcus Buy or Sell Advice

The Marcus recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Marcus. Macroaxis does not own or have any residual interests in Marcus or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Marcus' advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell MarcusBuy Marcus
Hold

Market Performance

Very WeakDetails

Volatility

Very steadyDetails

Hype Condition

Low keyDetails

Current Valuation

UndervaluedDetails

Odds Of Distress

Below AverageDetails

Economic Sensitivity

Follows the market closelyDetails

Investor Sentiment

AlarmedDetails

Analyst Consensus

Strong BuyDetails

Financial Strenth (F Score)

HealthyDetails

Financial Leverage

InapplicableDetails

Reporting Quality (M-Score)

Possible ManipulatorDetails
For the selected time horizon Marcus has a Risk Adjusted Performance of (0.02), Jensen Alpha of (0.16), Total Risk Alpha of (0.30) and Treynor Ratio of (0.07)
Our investment recommendation tool can cross-verify current analyst consensus on Marcus and to analyze the entity potential to grow in the current economic cycle. To make sure Marcus is not overpriced, please verify all Marcus fundamentals, including its cash flow from operations, working capital, and the relationship between the cash per share and number of employees . Given that Marcus has a price to book of 0.94 X, we recommend you to check Marcus market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your last-minute risk tolerance and investing horizon.

Marcus Trading Alerts and Improvement Suggestions

Marcus generated a negative expected return over the last 90 days
The company has 379.06 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. Debt can assist Marcus until it has trouble settling it off, either with new capital or with free cash flow. So, Marcus' shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Marcus sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Marcus to invest in growth at high rates of return. When we think about Marcus' use of debt, we should always consider it together with cash and equity.
Over 94.0% of Marcus shares are owned by institutional investors
On 15th of March 2024 Marcus paid $ 0.07 per share dividend to its current shareholders
Latest headline from news.google.com: Marcus Millichap, Inc. Stock Holdings Increased by Reinhart Partners LLC. - MarketBeat

Marcus Returns Distribution Density

The distribution of Marcus' historical returns is an attempt to chart the uncertainty of Marcus' future price movements. The chart of the probability distribution of Marcus daily returns describes the distribution of returns around its average expected value. We use Marcus price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Marcus returns is essential to provide solid investment advice for Marcus.
Mean Return
-0.05
Value At Risk
-1.88
Potential Upside
1.65
Standard Deviation
1.09
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Marcus historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Marcus Stock 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 originates 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
Fmr Inc2023-12-31
784.7 K
Orbis Allan Gray Ltd2023-12-31
781 K
Amvescap Plc.2023-12-31
698.3 K
Morgan Stanley - Brokerage Accounts2023-12-31
616 K
Lazard Asset Management Llc2023-12-31
602 K
Kitzinger Lautmann Capital Mgmt Inc2023-12-31
565 K
Renaissance Technologies Corp2023-12-31
504 K
Geode Capital Management, Llc2023-12-31
494.5 K
Millennium Management Llc2023-12-31
471.6 K
Blackrock Inc2023-12-31
4.2 M
Dimensional Fund Advisors, Inc.2023-12-31
1.9 M
Note, although Marcus' institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Marcus Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Marcus or Entertainment sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Marcus' price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Marcus stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over NYSE Composite
-0.16
β
Beta against NYSE Composite0.82
σ
Overall volatility
1.12
Ir
Information ratio -0.17

Marcus Volatility Alert

Marcus exhibits very low volatility with skewness of 0.11 and kurtosis of -0.3. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Marcus' stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Marcus' stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

Marcus Fundamentals Vs Peers

Comparing Marcus' fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Marcus' direct or indirect competition across all of the common fundamentals between Marcus and the related equities. This way, we can detect undervalued stocks with similar characteristics as Marcus or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Marcus' fundamental indicators could also be used in its relative valuation, which is a method of valuing Marcus by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Marcus to competition
FundamentalsMarcusPeer Average
Return On Equity0.0319-0.31
Return On Asset0.0195-0.14
Profit Margin0.02 %(1.27) %
Operating Margin0.01 %(5.51) %
Current Valuation762.53 M16.62 B
Shares Outstanding24.71 M571.82 M
Shares Owned By Insiders5.81 %10.09 %
Shares Owned By Institutions94.19 %39.21 %
Number Of Shares Shorted4.88 M4.71 M
Price To Earning21.73 X28.72 X
Price To Book0.94 X9.51 X
Price To Sales0.64 X11.42 X
Revenue729.58 M9.43 B
Gross Profit257.39 M27.38 B
EBITDA102.29 M3.9 B
Net Income14.79 M570.98 M
Cash And Equivalents21.7 M2.7 B
Cash Per Share1.95 X5.01 X
Total Debt379.06 M5.32 B
Debt To Equity1.11 %48.70 %
Current Ratio0.52 X2.16 X
Book Value Per Share14.85 X1.93 K
Cash Flow From Operations102.63 M971.22 M
Short Ratio8.95 X4.00 X
Earnings Per Share0.46 X3.12 X
Price To Earnings To Growth7.18 X4.89 X
Target Price19.67
Number Of Employees2.8 K18.84 K
Beta1.47-0.15
Market Capitalization444.43 M19.03 B
Total Asset1.07 B29.47 B
Retained Earnings281.6 M9.33 B
Working Capital(62.71 M)1.48 B
Note: Disposition of 33328 shares by Diane Gershowitz of Marcus subject to Rule 16b-3 [view details]

Marcus Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Marcus . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Marcus Buy or Sell Advice

When is the right time to buy or sell Marcus? Buying financial instruments such as Marcus Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
 2021 2022 2023 2024 (projected)
Short and Long Term Debt Total515.1M407.8M379.1M261.5M
Total Assets1.2B1.1B1.1B725.7M

Use Investing Ideas to Build Portfolios

In addition to having Marcus in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Healthcare Thematic Idea Now

Healthcare
Healthcare Theme
Companies that provide healthcare goods and services including hospitals, health maintenance organizations, HMOs, or medical aid manufacturers. The Healthcare theme has 20 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Healthcare Theme or any other thematic opportunities.
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When determining whether Marcus is a strong investment it is important to analyze Marcus' competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Marcus' future performance. For an informed investment choice regarding Marcus Stock, refer to the following important reports:
Check out Marcus Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
For more information on how to buy Marcus Stock please use our How to Invest in Marcus guide.
Note that the Marcus information on this page should be used as a complementary analysis to other Marcus' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.

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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.
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Is Marcus' industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Marcus. If investors know Marcus will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Marcus listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
2.695
Dividend Share
0.24
Earnings Share
0.46
Revenue Per Share
21.864
Quarterly Revenue Growth
(0.01)
The market value of Marcus is measured differently than its book value, which is the value of Marcus that is recorded on the company's balance sheet. Investors also form their own opinion of Marcus' value that differs from its market value or its book value, called intrinsic value, which is Marcus' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Marcus' market value can be influenced by many factors that don't directly affect Marcus' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Marcus' value and its price as these two are different measures arrived at by different means. Investors typically determine if Marcus is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Marcus' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.