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Verdict
Quantitative factor alignment verified for current market regime.
Quant Score
Rank
#694
Positioning
Market Dominance
Services
Entertainment
$486M
Gregory S. Marcus
Marcus Corporation owns and operates movie theatres, hotels and resorts in the United States. The Theatres segment owns or operated 1,064 screens at 85 movie theatre locations in 17 states. The Hotels and Resorts segment owns and manages full-service hotels, resorts, and other properties. The Marcus Corporation was founded in 1935 and is headquartered in Milwaukee, Wisconsin.
Headcount
7.5K
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Dates updated upon official exchange announcement.
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X-AXIS: EV/EBITDA (LOWER = CHEAPER) | Y-AXIS: ROE (HIGHER = ELITE) | RED CIRCLE = MCS ANALYSIS TARGET
| Stock | Rating | Score▼ | Quality | Value | Momentum | P/E | EV/EBITDA | ROE | ROA | Gross Mgn | Op Mgn | Net Mgn | Rev Growth | Div Yield | D/E | Mkt Cap | AUDIT |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
$YALA Yalla Group Ltd | 75 | 89 | 99 | 80 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$GRVY GRAVITY Co., Ltd. | 75 | 82 | 96 | 71 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$ISSC INNOVATIVE SOLUTIONS & SUPPORT INC | 73 | 81 | 88 | 94 | 25.0x | 14.1x | 17.1% | 10.3% | 35.5% | 14.6% | 10.1% | 105.2% | 0.0% | 41.0x | $244M | VS | |
$AER AerCap Holdings N.V. | 72 | 60 | 87 | 84 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$HCSG HEALTHCARE SERVICES GROUP INC | 72 | 74 | 88 | 88 | 7.1x | 6.1x | 28.9% | 20.8% | 20.8% | 9.9% | 9.3% | 8.5% | 0.0% | 1.0x | $1.2B | VS | |
$LQDT LIQUIDITY SERVICES INC | 72 | 90 | 88 | 68 | 24.9x | 14.3x | 14.1% | 8.3% | 45.7% | 8.5% | 6.2% | 28.1% | 0.0% | 0.0x | $736M | VS | |
$TRTNpA Triton International Ltd | 71 | 70 | 89 | 70 | - | 1.7x | 0.0% | - | 97.4% | 58.0% | 37.4% | - | 8.8% | 264.0x | $2.5B | VS | |
$EDU New Oriental Education & Technology Group Inc. | 71 | 83 | 52 | 77 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$NTES NetEase, Inc. | 71 | 88 | 93 | 68 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$UTI UNIVERSAL TECHNICAL INSTITUTE INC | 70 | 86 | 86 | 72 | 43.2x | 16.0x | 15.3% | 5.8% | 100.0% | 6.9% | 5.2% | 15.1% | 0.0% | 24.0x | $1.8B | VS | |
$MCS MARCUS CORP | 60 | 57 | 83 | 56 | 16.8x | 5.7x | 6.6% | 3.0% | 48.0% | 4.4% | 2.5% | 19.4% | 1.9% | 36.0x | $486M | ||
| SECTOR BENCH | - | - | - | - | - | 23.7x | 11.7x | 5.7% | 2.4% | 64.6% | 4.5% | 2.8% | 8.6% | 0.0% | 0.3x | - | REF |
MARCUS CORP (MCS) receives a "Hold" rating with a composite score of 60.0/100. It ranks #694 out of 7,333 stocks in our coverage universe and carries a 3-star rating. Ratings are driven by a 6-factor quantitative model measuring quality, value, momentum, investment, stability, and short interest.
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HQ Base
Milwaukee, Wisconsin
In-line with peers — no strong momentum signal
Trading at a discount to fundamentals — favorable entry valuation
Average quality profile
Low volatility — smoother ride and historically better risk-adjusted returns
Moderate investment profile
Mid-range overall rating
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Relative valuation derived from Services sector benchmarks. Model weights: EV/EBITDA (40%), P/B (35%), P/S (25%). Re-calculated daily.
Projection based on user-defined inputs. Re-calculated daily against current market data.
Reverse DCF Framework — Mauboussin Methodology
Institutional-grade Reverse DCF analysis. This model identifies the growth hurdles embedded in current market prices. When implied growth is significantly lower than historical or projected rates, a margin of safety may exist. Re-audited daily.
No analyst ratings for MCS.
View All Ratings| Factor | Global | Sector | Tilt |
|---|---|---|---|
| PROFITABILITY | 57 | 70 | -13DRAG |
| MOMENTUM | 56 | 57 | -1NEUTRAL |
| VALUATION | 83 | 92 | -9DRAG |
| INVESTMENT | 47 | 83 | -36DRAG |
| STABILITY | 78 | 85 | -7DRAG |
| SHORT INT | 46 | 44 | +2NEUTRAL |
Global = full universe. Sector = relative to industry peers. Positive tilt indicates idiosyncratic strength.
ROIC 8.8% vs WACC 7.6% (spread +1.2%)
GM 48% vs sector 65%, OM 4% vs sector 5%
Capital turnover 1.36x
Rev growth 19%, 10yr history
Interest coverage 8.2x, Net debt/EBITDA 3.9x
Composite assessment of profitability, capital efficiency, and financial strength. Top-tier entities demonstrate sustainable cash flow generation and elite competitive moats.
Profit generated per dollar of shareholder equity
Efficiency of asset utilization
Pricing power and cost efficiency
Core business profitability
Bottom-line profitability
The Quality factor evaluates the persistence and magnitude of realized cash flows. Companies with scores >70 exhibit superior pricing power and structural financial resilience through diverse economic regimes.
Our uncertainty rating tracks the predictability of future cash flows and potential for permanent capital loss. Moderate visibility with standard industry cyclicality.
We rate MARCUS CORP (MCS) as a Hold with a composite score of 60.0/100 at a current price of $15.68. The stock presents a mixed quantitative picture — neither compelling enough to warrant new accumulation nor weak enough to justify selling.
MARCUS CORP holds a top-quartile position (#0 of 50) within the Services sector, based on our composite quantitative scoring across quality, value, momentum, and stability factors. The composite score of 60.0/100 places it at rank #694 in our full universe.
No Moat
Low
Standard
Undervalued
Gross margins of 48% signal strong pricing power.
Value factor score of 83 suggests attractive pricing.
Stable competitive position in a defensive sector.
Vulnerability to macroeconomic shocks and interest rate volatility.
MARCUS CORP represents a hold based on multi-factor quantitative performance.
Our model assigns MARCUS CORP a Hold rating, with a composite score of 60.0/100 and 3 out of 5 stars. Ranked #694 of 7,333 stocks, MCS presents a mixed quantitative picture — neither compelling enough to initiate new positions nor weak enough to warrant selling. Investors already holding may consider maintaining their position while monitoring for changes in the factor profile.
With a quality score of 57/100, MCS shows adequate but unremarkable business quality. The company reports a return on equity of 6.6% (sector avg: 5.7%), gross margins of 48.0% (sector avg: 64.6%), net margins of 2.5% (sector avg: 2.8%). This suggests the company generates acceptable returns but may lack the competitive positioning or operational efficiency to stand out from peers.
MCS carries a solid value score of 83/100, pointing to an attractively priced stock relative to peers. Key valuation metrics include a P/E ratio of 16.75x, an EV/EBITDA of 5.65x, a P/B ratio of 1.11x. This score suggests reasonable compensation for the risks involved, with potential upside if the market recognizes the stock's underlying worth.
With an investment score of 47/100, MCS exhibits moderate growth-oriented spending. Key growth metrics include revenue growth of 19.4% vs. a sector average of 8.6% and a return on assets of 3.0% (sector: 2.4%). The company appears to be balancing growth investments with capital returns, though the pace of investment may not be enough to accelerate top-line growth meaningfully.
MCS demonstrates moderate momentum with a score of 56/100, suggesting a neutral price trend without strong directional conviction. Revenue growth stands at 19.4% year-over-year, while a beta of 0.91 reflects its sensitivity to broader market moves. Moderate momentum may indicate the stock is consolidating or transitioning between trends, warranting close monitoring of upcoming catalysts.
MCS shows good financial stability with a score of 78/100. Key stability metrics include a beta of 0.91 and a debt-to-equity ratio of 36.00x (sector avg: 0.3x). This suggests manageable leverage and moderate price volatility, making it appropriate for investors seeking a balance between growth potential and capital preservation.
The short interest score of 46/100 for MCS suggests somewhat elevated bearish positioning by institutional traders. Specific risk factors include elevated leverage (D/E: 36.00x), small-cap liquidity risk. With a $486M market cap (small-cap), MARCUS CORP may experience above-average volatility. Investors should consider whether the short thesis has merit or if it creates a potential short-squeeze opportunity.
MCS offers a modest dividend yield of 1.9%. While the income contribution is relatively small, even a small dividend signals management's commitment to shareholder returns and can serve as a signal of financial discipline.
MARCUS CORP is a small-cap company in the Services sector, ranked #0 of 50 in its sector (100th percentile) and #694 of 7,333 overall (91st percentile). Key comparisons include ROE of 6.6% exceeding the 5.7% sector median and operating margins of 4.4% below the 4.5% sector average. This top-quartile standing reflects exceptional competitive strength relative to Services peers.
While MCS currently exhibits a HOLD profile, superior opportunities exist within the SERVICES sector. Our model identifies several "Strong Buy" candidates with higher quality scores and more attractive valuations among direct industry competitors.
View Top Services Alpha →Quant Factor Profile
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Short Int. (46) is the limiting factor — improvement here would lift the composite score most.
EV/EBITDA 52% BELOW SECTOR MEDIAN (FAVORABLE)
ROE 15% ABOVE SECTOR MEDIAN (FAVORABLE)
Gross Margin 26% BELOW SECTOR MEDIAN
Above 50MA
37.18%
Net New Highs
+51081

Marcus (MCS) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Marcus (MCS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

AMC Entertainment Holdings, Inc. (AMC) has seen a significant rally in its share price over the past three months, outperforming its industry peers. The company has benefited from increased attendance, diverse film options, and strong consumer spending on premium offerings. However, the company faces risks related to the successful release and reception of upcoming films, as well as operational challenges and broader economic uncertainties.

The heavy selling pressure might have exhausted for Marcus (MCS) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.

While the top- and bottom-line numbers for Marcus (MCS) give a sense of how the business performed in the quarter ended March 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.