PortfoliosLab logoPortfoliosLab logo
CUK vs. CCL
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

CUK vs. CCL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Carnival Corporation & Plc (CUK) and Carnival Corporation & Plc (CCL). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, CUK achieves a -9.01% return, which is significantly lower than CCL's -7.83% return. Over the past 10 years, CUK has underperformed CCL with an annualized return of -4.76%, while CCL has yielded a comparatively higher -3.84% annualized return.


CUK

1D
0.00%
1M
6.56%
YTD
-9.01%
6M
16.25%
1Y
28.60%
3Y*
42.64%
5Y*
3.60%
10Y*
-4.76%

CCL

1D
2.50%
1M
8.73%
YTD
-7.83%
6M
9.02%
1Y
18.13%
3Y*
31.78%
5Y*
-1.62%
10Y*
-3.84%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CUK vs. CCL - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CUK
Carnival Corporation & Plc
-9.01%34.74%33.51%134.49%-61.11%-1.33%-60.61%3.06%-24.18%32.81%
CCL
Carnival Corporation & Plc
-7.83%22.55%34.41%130.02%-59.94%-7.11%-56.89%7.37%-23.40%30.76%

Correlation

The correlation between CUK and CCL is 0.95, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.95

Correlation (3Y)
Calculated over the trailing 3-year period

0.98

Correlation (5Y)
Calculated over the trailing 5-year period

0.98

Correlation (10Y)
Calculated over the trailing 10-year period

0.98

Correlation (All Time)
Calculated using the full available price history since Oct 24, 2000

0.90

The correlation between CUK and CCL has been stable across timeframes, ranging from 0.90 to 0.98 - a consistent structural relationship.

Fundamentals

Market Cap

CUK:

$38.24B

CCL:

$38.77B

EPS

CUK:

$2.21

CCL:

$2.21

PE Ratio

CUK:

12.41

CCL:

12.58

PS Ratio

CUK:

1.42

CCL:

1.44

PB Ratio

CUK:

2.93

CCL:

2.97

Total Revenue (TTM)

CUK:

$26.98B

CCL:

$26.98B

Gross Profit (TTM)

CUK:

$10.13B

CCL:

$10.13B

EBITDA (TTM)

CUK:

$7.23B

CCL:

$7.23B

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

CUK vs. CCL — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CUK
CUK Risk / Return Rank: 7373
Overall Rank
CUK Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
CUK Sortino Ratio Rank: 7474
Sortino Ratio Rank
CUK Omega Ratio Rank: 7171
Omega Ratio Rank
CUK Calmar Ratio Rank: 7474
Calmar Ratio Rank
CUK Martin Ratio Rank: 7272
Martin Ratio Rank

CCL
CCL Risk / Return Rank: 5454
Overall Rank
CCL Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
CCL Sortino Ratio Rank: 5353
Sortino Ratio Rank
CCL Omega Ratio Rank: 5151
Omega Ratio Rank
CCL Calmar Ratio Rank: 5656
Calmar Ratio Rank
CCL Martin Ratio Rank: 5555
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.

CUK vs. CCL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Carnival Corporation & Plc (CUK) and Carnival Corporation & Plc (CCL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


CUKCCLDifference
Sharpe ratioReturn per unit of total volatility

+0.75

Sortino ratioReturn per unit of downside risk

+1.02

Omega ratioGain probability vs. loss probability

1.23

1.11

+0.13

Calmar ratioReturn relative to maximum drawdown

1.87

0.62

+1.25

Martin ratioReturn relative to average drawdown

4.28

1.27

+3.01

CUK vs. CCL - Sharpe Ratio Comparison

The current CUK Sharpe Ratio is 1.14, which is higher than the CCL Sharpe Ratio of 0.39. The chart below compares the historical Sharpe Ratios of CUK and CCL, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


CUKCCLDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.14

0.39

+0.75

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.07

-0.03

+0.09

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.08

-0.07

-0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.10

0.17

-0.08

Drawdowns

CUK vs. CCL - Drawdown Comparison

The maximum CUK drawdown since its inception was -91.43%, roughly equal to the maximum CCL drawdown of -90.37%. Use the drawdown chart below to compare losses from any high point for CUK and CCL.


Loading charts...

Drawdown Indicators


CUKCCLDifference

Max Drawdown

Largest peak-to-trough decline

-91.43%

-90.37%

-1.06%

Max Drawdown (1Y)

Largest decline over 1 year

-28.85%

-29.30%

+0.45%

Max Drawdown (3Y)

Largest decline over 3 years

-43.10%

-42.85%

-0.25%

Max Drawdown (5Y)

Largest decline over 5 years

-78.96%

-79.47%

+0.51%

Max Drawdown (10Y)

Largest decline over 10 years

-91.43%

-90.37%

-1.06%

Current Drawdown

Current decline from peak

-58.08%

-57.49%

-0.59%

Average Drawdown

Average peak-to-trough decline

-32.70%

-28.56%

-4.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.57%

14.28%

-1.71%

Volatility

CUK vs. CCL - Volatility Comparison

Carnival Corporation & Plc (CUK) and Carnival Corporation & Plc (CCL) have volatilities of 14.78% and 14.89%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


CUKCCLDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.78%

14.89%

-0.11%

Volatility (6M)

Calculated over the trailing 6-month period

38.57%

37.60%

+0.97%

Volatility (1Y)

Calculated over the trailing 1-year period

47.34%

46.49%

+0.85%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

55.15%

55.39%

-0.24%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

57.23%

57.54%

-0.31%

Dividends

CUK vs. CCL - Dividend Comparison

CUK's dividend yield for the trailing twelve months is around 0.55%, less than CCL's 1.08% yield.


PositionTTM20252024202320222021202020192018201720162015
CCL
Carnival Corporation & Plc
1.08%0.00%0.00%0.00%0.00%0.00%2.31%3.93%3.96%2.41%2.59%2.02%
CUK
Carnival Corporation & Plc
0.55%0.00%0.00%0.00%0.00%0.00%2.67%4.15%4.00%2.41%2.64%1.93%

Financials

CUK vs. CCL - Financials Comparison

This section allows you to compare key financial metrics between Carnival Corporation & Plc and Carnival Corporation & Plc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.002.00B4.00B6.00B8.00BJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
6.17B
6.17B
(CUK) Total Revenue
(CCL) Total Revenue
Values in USD except per share items

CUK vs. CCL - Profitability Comparison

The chart below illustrates the profitability comparison between Carnival Corporation & Plc and Carnival Corporation & Plc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-40.0%-20.0%0.0%20.0%40.0%JulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
36.1%
36.1%
Portfolio components
CUK - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Carnival Corporation & Plc reported a gross profit of 2.23B and revenue of 6.17B. Therefore, the gross margin over that period was 36.1%.

CCL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Carnival Corporation & Plc reported a gross profit of 2.23B and revenue of 6.17B. Therefore, the gross margin over that period was 36.1%.

CUK - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Carnival Corporation & Plc reported an operating income of 607.00M and revenue of 6.17B, resulting in an operating margin of 9.9%.

CCL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Carnival Corporation & Plc reported an operating income of 607.00M and revenue of 6.17B, resulting in an operating margin of 9.9%.

CUK - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Carnival Corporation & Plc reported a net income of 258.00M and revenue of 6.17B, resulting in a net margin of 4.2%.

CCL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Carnival Corporation & Plc reported a net income of 258.00M and revenue of 6.17B, resulting in a net margin of 4.2%.


Frequently Asked Questions


With a correlation of 0.95, CUK and CCL move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

CCL has higher volatility (14.89%) compared to CUK (14.78%). In terms of maximum drawdown, CUK dropped -91.43% vs CCL's -90.37%.

CUK currently has the higher Sharpe Ratio (1.14 vs 0.39), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for CUK and CCL

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer