- ISIN
- BMG667211046
- CUSIP
- G66721104
- Sector
- Consumer Cyclical
- Industry
- Travel Services
- IPO Date
- Jan 18, 2013
Highlights
- Market Cap
- $8.51B
- Enterprise Value
- $24.47B
- EPS (TTM)
- $1.61
- PE Ratio
- 11.49
- PEG Ratio
- 0.16
- Total Revenue (TTM)
- $10.15B
- Gross Profit (TTM)
- $4.31B
- EBITDA (TTM)
- $1.92B
- Year Range
- $14.53 - $27.18
- Target Price
- $21.33
- ROA (TTM)
- 3.17%
- ROE (TTM)
- 29.57%
- Avg. Volume (1M)
- 15M
- Avg. Volume Value (1M)
- $285.79M
Share Price Chart
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Performance
NCLH Performance Chart
Norwegian Cruise Line Holdings Ltd. (NCLH) is down 17.0% since the beginning of the year. At $19 per share, NCLH is trading 31.8% below its 52-week high of $27. Investors who bought $1,000 worth of NCLH shares 5 years ago would now be looking at an investment worth $771.
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Returns By Period
Norwegian Cruise Line Holdings Ltd. (NCLH) has returned -16.98% so far this year and -24.37% over the past 12 months. Over the last ten years, NCLH has returned -7.35% per year, falling short of the S&P 500 Index benchmark, which averaged 13.26% annually.
Norwegian Cruise Line Holdings Ltd.
- 1D
- -1.01%
- 1M
- -6.32%
- 6M
- -15.62%
- YTD
- -16.98%
- 1Y
- -24.37%
- 3Y*
- -1.53%
- 5Y*
- -5.07%
- 10Y*
- -7.35%
- ALL TIME*
- -2.22%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
NCLH Monthly Returns History
Based on dividend-adjusted daily data since Jan 18, 2013, NCLH's average daily return is +0.05%, while the average monthly return is +1.01%. At this rate, an investment would double in approximately 5.7 years.
Historically, 53% of months were positive and 47% were negative. The best month was Apr 2020 with a return of +49.6%, while the worst month was Mar 2020 at -70.6%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 4 months.
On a daily basis, NCLH closed higher 50% of trading days. The best single day was Mar 24, 2020 with a return of +42.2%, while the worst single day was Mar 12, 2020 at -35.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.61% | 12.89% | -24.57% | -2.78% | 0.88% | 15.10% | -12.22% | -16.98% | |||||
| 2025 | 10.18% | -19.86% | -16.55% | -15.45% | 10.11% | 14.90% | 26.04% | -2.82% | -0.85% | -8.97% | -17.66% | 20.91% | -13.25% |
| 2024 | -11.18% | 8.93% | 7.94% | -9.60% | -12.26% | 13.19% | -1.92% | -2.93% | 14.65% | 23.55% | 6.12% | -4.31% | 28.39% |
| 2023 | 24.26% | -2.56% | -9.24% | -0.74% | 11.24% | 46.60% | 1.38% | -24.92% | -0.54% | -17.48% | 12.28% | 31.24% | 63.73% |
| 2022 | 0.43% | -6.43% | 12.26% | -8.46% | -20.07% | -30.54% | 9.26% | 7.65% | -13.15% | 48.68% | -2.66% | -25.55% | -40.98% |
| 2021 | -10.93% | 30.51% | -6.66% | 12.54% | 2.74% | -7.81% | -18.29% | 7.53% | 3.37% | -3.71% | -24.14% | 6.30% | -18.44% |
Benchmark Metrics
Norwegian Cruise Line Holdings Ltd. has an annualized alpha of -8.91%, beta of 1.69, and R2 of 0.26 versus S&P 500 Index. Calculated based on daily prices since January 18, 2013.
- This stock participated in 188.36% of S&P 500 Index downside but only 129.55% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.26 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
- -8.91%
- Beta
- 1.69
- R²
- 0.26
- Upside Capture
- 129.55%
- Downside Capture
- 188.36%
Return for Risk
Risk / Return Rank
NCLH ranks 20 for risk / return — above 20% of stocks peers on PortfoliosLab. Its historical combined result is below the peer median.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Norwegian Cruise Line Holdings Ltd. (NCLH) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| NCLH | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.93 | ||
| Sortino ratioReturn per unit of downside risk | -2.45 | ||
| Omega ratioGain probability vs. loss probability | 0.94 | 1.25 | -0.31 |
| Calmar ratioReturn relative to maximum drawdown | -0.61 | 2.00 | -2.62 |
| Martin ratioReturn relative to average drawdown | -1.18 | 8.49 | -9.67 |
Dividends
Dividend History
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 Norwegian Cruise Line Holdings Ltd.. 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 Norwegian Cruise Line Holdings Ltd. was 87.81%, occurring on Mar 18, 2020. The portfolio has not yet recovered.
The current Norwegian Cruise Line Holdings Ltd. drawdown is 70.94%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-87.81%Mar 2020 | 4y 4mo | — | 10y 9moNov 2015 - now | COVID crash2020 |
-19.67%Apr 2014 | 2mo 28d | 4mo 20d | 7mo 18dJan 2014 - Sep 2014 | — |
-16.00%Oct 2014 | 1mo 12d | 15d | 1mo 27dSep 2014 - Oct 2014 | — |
-12.22%Aug 2015 | 22d | 2mo 2d | 2mo 24dAug 2015 - Oct 2015 | — |
-12.07%Jun 2013 | 27d | 1mo 20d | 2mo 17dMay 2013 - Aug 2013 | — |
Drawdown Indicators
| NCLH | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -87.81% | -56.78% | -31.03% |
Max Drawdown (1Y)Largest decline over 1 year | -45.10% | -9.10% | -36.00% |
Max Drawdown (3Y)Largest decline over 3 years | -49.12% | -18.90% | -30.22% |
Max Drawdown (5Y)Largest decline over 5 years | -64.11% | -25.43% | -38.68% |
Max Drawdown (10Y)Largest decline over 10 years | -87.25% | -33.92% | -53.33% |
Current DrawdownCurrent decline from peak | -70.94% | -1.58% | -69.36% |
Average DrawdownAverage peak-to-trough decline | -40.26% | -10.70% | -29.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 23.41% | 2.14% | +21.27% |
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 Norwegian Cruise Line Holdings Ltd. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Norwegian Cruise Line Holdings Ltd. is priced in the market compared to other companies in the Travel Services 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 NCLH, comparing it with other companies in the Travel Services industry. Currently, NCLH has a P/E ratio of 11.5. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for NCLH compared to other companies in the Travel Services industry. NCLH currently has a PEG ratio of 0.2. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for NCLH relative to other companies in the Travel Services industry. Currently, NCLH has a P/S ratio of 0.9. 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 NCLH in comparison with other companies in the Travel Services industry. Currently, NCLH has a P/B value of 3.4. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
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 | — |
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