Loading…
Employees: 8,390
Size Marcus (MCS) is a United States Communication Services company (Movies/Entertainment) with a market value of $813M, the 2384th largest of 3,117 United States companies the cockpit tracks. Shares closed at $26.76 on 6 Nov 2026.
Performance Over six months the shares gained 48.9%, against -4.4% for the median peer and -1.1% for the United States market (cap-weighted) — 2nd highest of 21 in its peer set.
Growth Revenue grew 8.5% over the last twelve months (peer median +3.0%); the operating margin is 5.6% (peer median 6.6%).
Valuation It trades at 30.7× forward earnings against a peer median of 22.1× (6th most expensive of 13).
Price implies For today's price to make sense, revenue must grow about 9% a year for seven years (Req g). Recent delivered growth is +26%, so the hurdle is -17 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 2.2 points below its cost of capital (7.1% WACC).
Short interest Short interest is 4.5% of the free float (15 Oct 2026).
Next results Next results expected around 4 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $817M | $758M | $736M | $730M | $677M |
| Revenue growth | — | +3% | +1% | +8% | — |
| Gross profit | $236M | $207M | $205M | $201M | $172M |
| EBITDA | $116M | $91.9M | $91.0M | $102M | $76.9M |
| Net income | $25.2M | $12.7M | -$7.79M | $14.8M | -$12.0M |
| Free cash flow | $76.9M | $989,000 | $24.7M | $63.9M | $56.4M |
| Capital expenditure | $49.1M | $83.2M | $79.2M | $38.8M | $36.8M |
| Total debt | $321M | $335M | $162M | $379M | $408M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | MCS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -1.5% | +2.4% | 6th lowest of 21 |
| 6-month return | +48.9% | -4.4% | 2nd highest of 21 |
| Distance from 52-week high | -17.5% | -36.4% | 6th highest of 21 |
| Revenue growth (TTM) | +8.5% | +3.0% | 9th highest of 21 |
| Operating margin | 5.6% | 6.6% | 9th lowest of 21 |
| Forward P/E | 30.7× | 22.1× | 6th most expensive of 13 |
| Growth the price implies (Req g, 7 yrs) | 9.2% | 5.4% | 6th most demanding of 14 |
| Growth delivered (Del g) | +26.1% | +25.2% | 6th highest of 14 |
| Hurdle (Req g minus delivered) | -17.0 pp | -22.0 pp | 7th most demanding of 14 |
| ROIC minus cost of capital | -2.2 pp | -0.2 pp | 7th lowest of 19 |
| EV / EBITDA | 9.2× | 10.8× | 7th cheapest of 14 |
| Net debt / EBITDA | 2.2× | 3.7× | 7th least indebted of 15 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Marcus MCS | United States | $813M | +49% | +9% | 6% | 30.7× | 9.2% | +26.1% |
| Omnijoi Media 300528.SZ | China | $820M | -7% | -1% | -26% | n/a | n/a | n/a |
| ProSiebenSat.1 Media PSM.DE | Germany | $830M | -16% | -8% | 6% | 6.9× | -11.8% | -1.9% |
| Zhejiang Sunriver Culture Tourism 600576.SS | China | $838M | -11% | +16% | 17% | 53.0× | n/a | n/a |
| China Television Media 600088.SS | China | $786M | -10% | -3% | 2% | n/a | 31.1% | +5.9% |
| Beijing Baination Pictures 300291.SZ | China | $874M | -2% | +217% | -134% | 32.6× | 24.5% | +1.5% |
| Fuji Kyuko 9010.T | Japan | $887M | +17% | +2% | 16% | 23.9× | 5.0% | +11.9% |
| Juventus Football Club JUVE.MI | Italy | $738M | -22% | -1% | -28% | n/a | n/a | n/a |
| ZEAL Network TIMA.DE | Germany | $969M | -18% | +12% | 27% | 20.3× | -7.5% | +20.2% |
| SJM 0880.HK | Hong Kong | $974M | -49% | -16% | 6% | n/a | n/a | n/a |
| Hollywood Bowl BOWL.L | United Kingdom | $658M | +17% | +9% | 24% | 13.2× | -4.4% | +25.8% |
| JYP Entertainment 035900.KS | South Korea | $1.01B | -34% | +15% | 18% | 13.6× | -17.4% | +41.6% |
| Huayi Brothers Media 300027.SZ | China | $648M | -14% | -24% | -125% | 20.0× | n/a | n/a |
| Six Flags Entertainment FUN | United States | $1.02B | -55% | -3% | 11% | n/a | 5.4% | +76.4% |
| Cineplex CGX.TO | Canada | $641M | +26% | -2% | 9% | 33.9× | 3.2% | +25.2% |
| Shochiku 9601.T | Japan | $1.03B | +14% | +4% | 5% | 44.1× | 13.5% | +13.4% |
| CA Cultural Technology 1566.HK | Hong Kong | $1.03B | +9,743% | -2% | 7% | n/a | n/a | n/a |
| Tips Music TIPSMUSIC.NS | India | $1.04B | +20% | +27% | 67% | 39.6× | 36.6% | +32.9% |
| COVER 5253.T | Japan | $633M | +11% | +4% | 14% | 13.6× | 11.4% | +53.8% |
| Angel Studios ANGX | United States | $633M | +1% | +233% | -30% | n/a | n/a | n/a |
| CJ CGV 079160.KS | South Korea | $629M | +5% | +12% | 5% | n/a | 8.2% | +31.3% |