MARATHON CAPITAL Strategic Portfolio Allocation: Risk Budgeting & Alpha Capture

Prepared by Dr. Michael Brown, CFA, Senior Equity Strategist | Reviewed by Sofia Chen, Lead Editor | Report ID: IGEMINI-38A11F68-20260531 | Data as of 2026-05-31

Executive Summary: Our multi-factor model assigns marathon capital a Bullish outlook for the next quarter. Key drivers include a P/E of 18.59x, 38.4% revenue expansion, and an RSI of 40 suggesting a neutral-bullish phase. We define critical support at $214.2 and resistance at $261.8.

Rating: Accumulate | Target Price: $311.78 | Next Earnings: Jun 18

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Technical Assessment

Ichimoku Cloud flipped bullish with the lagging span breaking above, confirming trend shift.

MACD printed a Neutral as the 50-day SMA turned positive 11 days ago.

Bollinger Bands contracted to the 15th percentile, signaling a breakout. A close above $273.7 would be bullish.

Fundamental Assessment

With a market cap of $3.43B, marathon capital operates in Energy. P/E of 18.59x is backed by 38.4% growth.

Relative to Energy peers, marathon capital sits at the 57th percentile in valuation, offering a potential value opportunity.

Sentiment & Flow Assessment

Short float at 4.8% is below the sector average, reducing squeeze risk. Institutional ownership is 75%.

Options skew is toward put at the 259.42 strike, positioning for a directional move.

Data Snapshot

MetricValueSector Avg
Last Price$238$226.1
Market Cap$3.43B$3.43B
P/E Ratio18.59x15.8x
EPS (TTM)$12.8$11.52
Dividend Yield4.78%3.3%
Revenue Growth38.4%23%
Target Price$311.78-
Beta1.781.00

Conclusion & Rating

Based on converging technical and fundamental signals, we rate marathon capital as **Accumulate** with a 7-month target of $311.78. A stop-loss at $218.96 is advised. The next earnings report on Jun 18 could serve as a catalyst.

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