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ISIN
US5663301068
CUSIP
566330106
IPO Date
Mar 29, 1990

Highlights

Market Cap
$598.28M
Enterprise Value
$1.21B
EPS (TTM)
$0.46
PE Ratio
42.74
Total Revenue (TTM)
$764.10M
Gross Profit (TTM)
$868.52M
EBITDA (TTM)
$92.46M
Year Range
$12.85 - $20.20
Target Price
$23.00
ROA (TTM)
1.43%
ROE (TTM)
1.43%

Share Price Chart


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The Marcus Corporation

Often compared with MCS:
MCS vs. ACELMCS vs. ROKU

Performance

MCS Performance Chart

The Marcus Corporation (MCS) is up 26.9% since the beginning of the year. At $20 per share, MCS is trading 3.5% below its 52-week high of $20. Investors who bought $1,000 worth of MCS shares 5 years ago would now be looking at an investment worth $943.


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S&P 500 Index

Returns By Period

The Marcus Corporation (MCS) has returned 26.91% so far this year and 12.88% over the past 12 months. Over the last ten years, MCS has returned 1.37% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.


The Marcus Corporation

1D
-2.26%
1M
14.19%
YTD
26.91%
6M
27.48%
1Y
12.88%
3Y*
9.80%
5Y*
-1.16%
10Y*
1.37%

Benchmark (S&P 500 Index)

1D
-0.74%
1M
4.90%
YTD
10.35%
6M
10.28%
1Y
26.52%
3Y*
20.83%
5Y*
12.30%
10Y*
13.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MCS Monthly Returns History

Based on dividend-adjusted daily data since Mar 29, 1990, MCS's average daily return is +0.06%, while the average monthly return is +1.12%. At this rate, an investment would double in approximately 5.2 years.

Historically, 55% of months were positive and 45% were negative. The best month was Nov 2020 with a return of +60.2%, while the worst month was Mar 2020 at -53.9%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 5 months.

On a daily basis, MCS closed higher 46% of trading days. The best single day was Mar 19, 2020 with a return of +42.3%, while the worst single day was Sep 17, 2020 at -34.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-2.71%12.10%2.02%2.62%7.32%3.56%26.91%
2025-6.42%-8.54%-9.00%-2.28%13.77%-8.77%-2.91%-5.20%0.45%-7.16%9.61%-1.21%-26.56%
2024-6.86%8.03%-2.33%-8.56%-18.33%7.47%10.73%12.95%6.50%25.22%20.36%-5.04%50.38%
20235.21%6.27%-0.24%9.50%-12.79%-2.63%5.19%-2.19%2.04%0.26%-10.06%4.82%2.94%
2022-5.66%7.89%-2.64%-11.13%-0.38%-5.74%11.24%-1.78%-13.67%8.28%8.32%-11.39%-18.93%
202130.56%11.59%1.78%-0.15%5.76%0.47%-24.23%-2.92%11.86%6.42%-5.92%2.23%32.49%

Benchmark Metrics

The Marcus Corporation has an annualized alpha of 5.63%, beta of 1.04, and R2 of 0.19 versus S&P 500 Index. Calculated based on daily prices since March 30, 1990.

  • This stock participated in 103.62% of S&P 500 Index downside but only 95.46% of its upside - more exposed to losses than it benefited from rallies.
  • R2 of 0.19 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
5.63%
Beta
1.04
0.19
Upside Capture
95.46%
Downside Capture
103.62%

Return for Risk

Risk / Return Rank

MCS ranks 52 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


MCS Risk / Return Rank: 5252
Overall Rank
MCS Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
MCS Sortino Ratio Rank: 5050
Sortino Ratio Rank
MCS Omega Ratio Rank: 4848
Omega Ratio Rank
MCS Calmar Ratio Rank: 5252
Calmar Ratio Rank
MCS Martin Ratio Rank: 5353
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for The Marcus Corporation (MCS) and compare them to S&P 500 Index.


MCSBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.86

Sortino ratioReturn per unit of downside risk

-2.29

Omega ratioGain probability vs. loss probability

1.09

1.41

-0.31

Calmar ratioReturn relative to maximum drawdown

0.47

2.93

-2.46

Martin ratioReturn relative to average drawdown

1.02

13.52

-12.50

Dividends

Dividend History

The Marcus Corporation provided a 1.64% dividend yield over the last twelve months, with an annual payout of $0.32 per share. The company has been increasing its dividends for 3 consecutive years.


0.00%0.50%1.00%1.50%2.00%$0.00$0.10$0.20$0.30$0.40$0.50$0.6020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.32$0.30$0.28$0.24$0.10$0.00$0.17$0.64$0.60$0.50$0.45$0.41

Dividend yield

1.64%1.93%1.30%1.65%0.69%0.00%1.26%2.01%1.52%1.83%1.43%2.16%

Monthly Dividends

The table displays the monthly dividend distributions for The Marcus Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.08$0.00$0.00$0.00$0.08$0.16
2025$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.30
2024$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.07$0.00$0.00$0.07$0.00$0.28
2023$0.00$0.00$0.05$0.00$0.00$0.05$0.00$0.07$0.00$0.00$0.07$0.00$0.24
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.05$0.00$0.00$0.05$0.00$0.10
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00

Dividend Yield & Payout


Dividend Yield

The Marcus Corporation has a dividend yield of 1.64%, which is quite average when compared to the overall market.

Payout Ratio

The Marcus Corporation has a payout ratio of 49.30%, which is quite average when compared to the overall market. This suggests that The Marcus Corporation strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the The Marcus Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the The Marcus Corporation was 83.85%, occurring on Oct 14, 2020. The portfolio has not yet recovered.

The current The Marcus Corporation drawdown is 52.20%.


Related event

Drawdown

Fall

Recovery

Underwater

2020 bear market2020
-83.85%Oct 2020
1y 8mo
7y 4moJan 2019 - now
Financial crisis2007–2009
-72.88%Mar 2009
2y 2mo5y 4mo
7y 6moDec 2006 - Jul 2014
Dot-com crash2000–2002
-57.79%Mar 2000
2y 5mo4y 4mo
6y 9moOct 1997 - Jul 2004
1990 bear market1990
-42.86%Nov 1990
4mo 7d3mo 15d
7mo 22dJul 1990 - Mar 1991
2018 bear market2018
-29.40%Feb 2018
9mo 16d5mo 18d
1y 2moApr 2017 - Jul 2018

Drawdown Indicators


MCSBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-83.85%

-56.78%

-27.07%

Max Drawdown (1Y)

Largest decline over 1 year

-27.44%

-9.10%

-18.34%

Max Drawdown (3Y)

Largest decline over 3 years

-42.87%

-18.90%

-23.97%

Max Drawdown (5Y)

Largest decline over 5 years

-54.40%

-25.43%

-28.97%

Max Drawdown (10Y)

Largest decline over 10 years

-83.85%

-33.92%

-49.93%

Current Drawdown

Current decline from peak

-52.20%

-0.74%

-51.46%

Average Drawdown

Average peak-to-trough decline

-28.37%

-10.72%

-17.65%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.69%

1.97%

+10.72%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of The Marcus Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how The Marcus Corporation is priced in the market compared to other companies in the Entertainment industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for MCS, comparing it with other companies in the Entertainment industry. Currently, MCS has a P/E ratio of 42.7. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for MCS relative to other companies in the Entertainment industry. Currently, MCS has a P/S ratio of 0.8. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for MCS in comparison with other companies in the Entertainment industry. Currently, MCS has a P/B value of 0.6. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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