Added to YB: 2025-06-11
Pitch date: 2025-06-09
MCS [bullish]
The Marcus Corporation
-6.65%
current return
Author Info
Inflexio Research looks for special situation & long-term micro-cap plays in the US & Canada. Sign up for the newsletter.
Company Info
The Marcus Corporation, together with its subsidiaries, owns and operates movie theatres, and hotels and resorts in the United States.
Market Cap
$477.9M
Pitch Price
$17.27
Price Target
28.00 (+74%)
Dividend
2.06%
EV/EBITDA
7.31
P/E
63.43
EV/Sales
1.14
Sector
Entertainment
Category
value
Quick Pitch: Marcus Corp. (NYSE:MCS)
MCS: Undervalued theater/hotel operator with real estate covering 90% of market cap at cost. 60% upside on box office recovery (2025 +24% YTD, Q2 +60% YoY), 20-30% upside to near-term estimates. Management buying back shares aggressively. $155M EBITDA potential by 2026 (vs $108M est). FCF improving as capex normalizes. Trades at discount vs peers despite better balance sheet & shareholder returns.
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