Marcus Stock Analysis

MCS Stock  USD 15.52  0.40  2.65%   
The modest gains experienced by current holders of Marcus may encourage private investors to take a closer look at the firm as it is trading at a share price of 15.52 on very low momentum in trading volume. The company management teams have been quite successful in maneuvering the stock at opportune times to take advantage of all market conditions in February. The stock standard deviation of daily returns for 90 days investing horizon is currently 1.7. The below-average Stock volatility is a good sign for longer-term investment options and for buy-and-hold investors.
Check out Correlation Analysis. For more information on how to buy Marcus Stock please use our How to Invest in Marcus guide.
The main objective of Marcus stock analysis is to determine its intrinsic value, which is an estimate of what Marcus is worth, separate from its market price. There are two main types of Marcus' stock analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic factors that affect Marcus' performance, such as revenue growth, earnings, and financial stability. Technical analysis, on the other hand, focuses on the price and volume data of Marcus' stock to identify patterns and trends that may indicate its future price movements.
The Marcus stock is traded in the USA on New York Stock Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. Marcus is usually not traded on Thanksgiving Day, Christmas Day, Christmas Day ( substitute day ), New Year 's Monday, Dr . Martin Luther King Jr 's Birthday, Washington 's Birthday, Good Friday, Memorial Day, Juneteenth Holiday, Independence Day, Labour Day. Marcus Stock trading window is adjusted to America/New York timezone. Here, you can get updates on important government artifacts, including earning estimates, SEC corporate filings, announcements, and Marcus' ongoing operational relationships across important fundamental and technical indicators.

Marcus Stock Analysis Notes

About 97.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 1.08. 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 0.4. The entity last dividend was issued on the 10th of March 2023. The firm had 3:2 split on the 8th of December 1997. The Marcus Corporation, together with its subsidiaries, owns and operates movie theatres, and hotels and resorts in the United States. The company was founded in 1935 and is headquartered in Milwaukee, Wisconsin. Marcus Corp operates under Entertainment classification in the United States and is traded on New York Stock Exchange. It employs 2925 people. To find out more about Marcus contact Rolando Rodriguez at 414 905 1000 or learn more at

Marcus Quarterly Cost of Revenue

104.34 Million

Marcus Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Marcus' investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Marcus or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
The company has 170 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.
The entity reported the last year's revenue of 677.39 M. Reported Net Loss for the year was (9.1 M) with profit before taxes, overhead, and interest of 257.39 M.
Over 97.0% of Marcus shares are owned by institutional investors
On 20th of March 2023 Marcus paid $ 0.05 per share dividend to its current shareholders
Latest headline from The Pfister Hotel Names Nicole Acosta as Its Next Artist in Residence

Marcus Upcoming and Recent Events

Earnings reports are used by Marcus to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: 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.
4th of May 2023
Upcoming Quarterly Report
2nd of August 2023
Next Financial Report
31st of March 2023
Next Fiscal Quarter End
7th of March 2024
Next Fiscal Year End
31st of December 2022
Last Quarter Report
31st of December 2022
Last Financial Announcement

Marcus SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. Marcus prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that Marcus investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial Marcus specific information freely available to individual and institutional investors to make a timely investment decision.
8th of March 2023
Unclassified Corporate Event
7th of March 2023
Financial Statements and Exhibits. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
2nd of March 2023
Financial Statements and Exhibits. Results of Operations and Financial Condition
10th of February 2023
Unclassified Corporate Event
9th of February 2023
Unclassified Corporate Event
7th of February 2023
Unclassified Corporate Event
23rd of January 2023
Unclassified Corporate Event
3rd of November 2022
Financial Statements and Exhibits. Results of Operations and Financial Condition

Marcus Thematic Classifications

In addition to having Marcus stock in your portfolios, you can 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 favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
Entertainment Idea
USA Equities from Entertainment industry as classified by Fama & French

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 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.
Last TransactionTypeSharesValue
Blackrock Inc2022-12-31Common Shares4.2 M60.5 M
Vanguard Group Inc2022-12-31Common Shares1.7 M25.1 M
Dimensional Fund Advisors Lp2022-12-31Common Shares1.7 M24.1 M
Searchlight Capital Partners Lp2022-12-31Common Shares1.2 M16.7 M
Corre Partners Management Llc2022-12-31Common SharesM14.8 M
Jpmorgan Chase Co2022-12-31Common Shares901.2 K13 M
State Street Corp2022-12-31Common Shares875.5 K12.6 M
Fmr Llc2022-12-31Common Shares777.2 K11.2 M
Victory Capital Management Inc2022-12-31Common Shares765 K11 M
Gamco Investors Inc Et Al 12022-12-31Common Shares756 K10.9 M
Bank Of Montreal2022-12-31Common Shares736.1 K10.6 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 Market Capitalization

The company currently falls under 'Small-Cap' category with a total capitalization of 489.36 M. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Marcus's market, we take the total number of its shares issued and multiply it by Marcus's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.

Marcus Profitablity

Marcus' profitability indicators refer to fundamental financial ratios that showcase Marcus' ability to generate income relative to its revenue or operating costs. If, let's say, Marcus is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Marcus' executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Marcus' profitability requires more research than a typical breakdown of Marcus' financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Net Profit Margin of (0.02) %, which means that it does not effectively control expenditures or properly executes on its pricing strategies. This is way below average. In the same way, it shows Net Operating Margin of 0.01 %, which entails that for every 100 dollars of revenue, it generated $0.01 of operating income.
Last ReportedProjected for 2023
Return on Investment(21.33) (21.89) 
Return on Average Assets(0.09) (0.09) 
Return on Average Equity(0.23) (0.23) 
Return on Invested Capital(0.11) (0.12) 
Return on Sales(0.76) (0.78) 

Management Efficiency

Return on Investment is likely to drop to -21.89 in 2023. Return on Average Assets is likely to drop to -0.09 in 2023. Marcus Current Assets are comparatively stable at the moment as compared to the past year. Marcus reported Current Assets of 67.82 Million in 2022. Tax Assets is likely to gain to about 34.7 M in 2023, whereas Assets Non Current are likely to drop slightly above 1.2 B in 2023. 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.
Last ReportedProjected for 2023
Book Value per Share 16.05  16.88 
Enterprise Value over EBIT(5.00) (5.13) 
Enterprise Value over EBITDA(9.38) (9.63) 
Price to Book Value 0.84  1.06 
Tangible Assets Book Value per Share 37.95  38.40 
Enterprise Value979.6 M1.1 B
Tangible Asset Value1.2 B1.2 B
The analysis of Marcus' management efficiency is an essential part of evaluating and assessing the financial and operational performance of the entity. It is also vital to analyze Marcus' future growth prospects and the overall market conditions to determine the value and potential of its stock. The analysis involves studying a range of financial metrics such as revenue, earnings, profit margins, cash flow, debt, market share, and external factors such as economic trends, industry outlook, competition, and government regulations. The goal of Marcus Stock analysis is to determine whether it is undervalued, fairly valued, or overvalued and to make informed investment decisions.
Long Term Debt Total
170 M
Non Current Liabilities Total
452.1 M
Forward Dividend Yield
Short Long Term Debt Total
452.2 M
Forward Dividend Rate

Technical Drivers

As of the 26th of March, Marcus secures the Mean Deviation of 1.35, downside deviation of 1.74, and Risk Adjusted Performance of 0.043. In connection with fundamental indicators, the technical analysis model lets you check existing technical drivers of Marcus, as well as the relationship between them. Strictly speaking, you can use this information to find out if the firm will indeed mirror its model of past prices, or the prices will eventually revert. We were able to break down nineteen technical drivers for Marcus, which can be compared to its peers in the industry. Please verify Marcus variance, value at risk, as well as the relationship between the Value At Risk and skewness to decide if Marcus is priced some-what accurately, providing market reflects its recent price of 15.52 per share. Given that Marcus has jensen alpha of 0.0825, we recommend you to check Marcus's last-minute market performance to make sure the company can sustain itself at a future point.

Marcus Price Movement Analysis

The output start index for this execution was twelve with a total number of output elements of fourty-nine. The Double Exponential Moving Average indicator was developed by Patrick Mulloy. It consists of a single exponential moving average and a double exponential moving average. This indicator is more responsive to Marcus changes than the simple moving average.

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.
Brian Stark over two months ago
Acquisition by Brian Stark of 2986 shares of Marcus subject to Rule 16b-3
Thomas Kissinger over six months ago
Marcus Corp exotic insider transaction detected
Gregory Marcus over six months ago
Marcus Corp exotic insider transaction detected
Timothy Hoeksema over six months ago
Marcus Corp exotic insider transaction detected
Chad Paris over six months ago
Marcus Corp exotic insider transaction detected
Allan Selig over six months ago
Marcus Corp exotic insider transaction detected
Timothy Hoeksema over six months ago
Marcus Corp exotic insider transaction detected
Bruce Olson over six months ago
Marcus Corp exotic insider transaction detected
Thomas Kissinger over six months ago
Marcus Corp exotic insider transaction detected
Gregory Marcus over a year ago
Marcus Corp exotic insider transaction detected
Diane Gershowitz over a year ago
Marcus Corp exotic insider transaction detected
Brian Stark over a year ago
Marcus Corp exotic insider transaction detected

Marcus Technical and Predictive Indicators

Marcus Forecast Models

Marcus time-series forecasting models is one of many Marcus' stock analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Marcus' historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

About Marcus Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how Marcus prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Marcus shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual Stock such as Marcus. By using and applying Marcus Stock analysis, traders can create a robust methodology for identifying Marcus entry and exit points for their positions.
Last ReportedProjected for 2023
Operating Margin(75.07) (77.04) 
EBITDA Margin(0.44) (0.45) 
Gross Margin 0.21  0.29 
Profit Margin(0.53) (0.54) 

Current Marcus Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Marcus analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Marcus analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
21.0Strong Buy3Odds
Marcus current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most Marcus analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand Marcus stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of Marcus, talking to its executives and customers, or listening to Marcus conference calls.
Marcus Analyst Advice Details

Marcus Stock Analysis Indicators

Marcus stock analysis indicators help investors evaluate how Marcus stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Marcus shares will generate the highest return on investment. By understating and applying Marcus stock analysis, traders can identify Marcus position entry and exit signals to maximize returns.
Begin Period Cash Flow24.1 M
Common Stock Shares Outstanding31.4 M
Total Stockholder Equity456.1 M
Total Cashflows From Investing Activities-346 K
Tax Provision7.1 M
Quarterly Earnings Growth Y O Y0.446
Property Plant And Equipment Net910.7 M
Retained Earnings274.3 M
Cash And Short Term Investments21.7 M
Retained Earnings Total Equity274.3 M
Cash21.7 M
Accounts Payable32.2 M
Net Debt430.5 M
50 Day M A15.4164
Total Current Liabilities156.4 M
Other Operating Expenses669.1 M
Non Current Assets TotalB
Forward Price Earnings161.2903
Common Stock Total Equity31.6 M
Non Currrent Assets Other5.9 M
Stock Based Compensation8.2 M
Check out Correlation Analysis. 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 Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.

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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 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
Dividend Share
Earnings Share
Revenue Per Share
Quarterly Revenue Growth
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 Marcus value 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.