The Marcus Corporation
MCS
NYSE·Communication Services·Entertainment·Mkt cap $841.3M
$27.27
▼ -1.09%
P/E
37.36
Mkt Cap
$841.3M
52-Wk Range
$12.85–$32.42
52-Week Range
$12.85 - $32.42
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 71.4% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
5 reasons
- Established brand portfolio with 87+ years of industry experience and customer loyalty
- Diversified revenue streams across theatres, hotels, and management services reducing sector-specific risk
- Multi-brand strategy (Marcus Theatres, Movie Tavern, BistroPlex) targeting different customer segments and price points
- Geographic diversification across 17 states with 85 theatre locations and 19 hotel properties
- Premium theatre concepts with dining and entertainment integration differentiating from competitors
Bear Case
2 risks
- Low volatility (beta 0.5).
- Premium valuation to Video Streaming peers
Growth
Stable outlook
Post-pandemic recovery in theatrical exhibition and leisure travel demand
Value
Premium valuation to Video Streaming peers
Momentum
Hot
+34.0% over 3m
Quality
Excellent
Strong fundamentals
Dividend
Modest
1.21% yield
Smart-money signal
Who's buying MCS right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 30, 2026
JUL 30, 2026
Reported EPS of $0.51 vs $0.35 consensus (+44.7% surprise). Revenue of $231.7M vs $217.7M expected (+6.4%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+44.7%
Revenue trend · last 8Q
—
+17%
+7%
+17%
-10%
+3%
+4%
+12%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$232.7M
$188.3M
$148.8M
$206.0M
$210.2M
$193.5M
$154.4M
$231.7M
Margins · last 8Q
Gross
41.2%
Operating
11.7%
Profit
6.8%
Wall Street consensus
3 analysts · 100% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
100%
Hold
0%
Sell
0%
Median Price Target
—
Latest: Wedbush · Jul 31, 2026
vs Industry
How MCS stacks vs Entertainment
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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