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ISIN
LR0008862868
CUSIP
V7780T103
IPO Date
Apr 28, 1993

Highlights

Market Cap
$83.84B
Enterprise Value
$106.64B
EPS (TTM)
$16.41
PE Ratio
18.85
PEG Ratio
0.87
Total Revenue (TTM)
$18.39B
Gross Profit (TTM)
$8.68B
EBITDA (TTM)
$7.13B
Year Range
$232.10 - $366.50
Target Price
$359.58
ROA (TTM)
10.68%
ROE (TTM)
45.71%

Share Price Chart


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Performance

RCL Performance Chart

Royal Caribbean Cruises Ltd. (RCL) is up 12.1% since the beginning of the year. At $309 per share, RCL is trading 15.6% below its 52-week high of $367. Investors who bought $1,000 worth of RCL shares 5 years ago would now be looking at an investment worth $3,692.


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S&P 500 Index

Returns By Period

Royal Caribbean Cruises Ltd. (RCL) has returned 12.08% so far this year and 15.51% over the past 12 months. Looking at the last ten years, RCL has achieved an annualized return of 17.37%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.


Royal Caribbean Cruises Ltd.

1D
-1.01%
1M
21.42%
YTD
12.08%
6M
4.31%
1Y
15.51%
3Y*
48.11%
5Y*
29.85%
10Y*
17.37%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

RCL Monthly Returns History

Based on dividend-adjusted daily data since Apr 28, 1993, RCL's average daily return is +0.09%, while the average monthly return is +2.05%. At this rate, an investment would double in approximately 2.8 years.

Historically, 59% of months were positive and 41% were negative. The best month was Apr 2009 with a return of +83.9%, while the worst month was Mar 2020 at -59.6%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 9 months.

On a daily basis, RCL closed higher 49% of trading days. The best single day was Nov 9, 2020 with a return of +28.8%, while the worst single day was Sep 17, 2001 at -39.8%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202616.40%-4.22%-11.03%-4.15%7.91%9.25%12.08%
202515.57%-7.69%-16.23%4.61%19.57%22.20%1.51%14.27%-10.64%-11.36%-7.17%5.12%22.46%
2024-1.54%-3.25%12.70%0.45%5.77%7.96%-1.70%5.04%7.99%16.35%18.27%-5.26%78.98%
202331.38%8.78%-7.56%0.20%23.75%28.12%5.18%-9.32%-6.87%-8.04%26.83%20.50%161.97%
20221.18%3.74%3.79%-7.22%-25.29%-39.88%10.89%5.53%-7.22%40.84%12.27%-17.52%-35.72%
2021-12.97%43.49%-8.21%1.57%7.27%-8.57%-9.86%7.62%7.52%-5.08%-17.30%10.14%2.96%

Benchmark Metrics

Royal Caribbean Cruises Ltd. has an annualized alpha of 9.19%, beta of 1.45, and R2 of 0.31 versus S&P 500 Index. Calculated based on daily prices since April 28, 1993.

  • This stock captured 211.16% of S&P 500 Index gains and 163.34% of its losses - amplifying both gains and losses, but participating more in upside than downside.
  • R2 of 0.31 means the benchmark explains less than half of this stock's behavior - treat beta with caution or consider switching to a more representative benchmark.

Alpha
9.19%
Beta
1.45
0.31
Upside Capture
211.16%
Downside Capture
163.34%

Return for Risk

Risk / Return Rank

RCL 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.


RCL Risk / Return Rank: 5252
Overall Rank
RCL Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
RCL Sortino Ratio Rank: 5353
Sortino Ratio Rank
RCL Omega Ratio Rank: 4949
Omega Ratio Rank
RCL Calmar Ratio Rank: 5353
Calmar Ratio Rank
RCL Martin Ratio Rank: 5151
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 Royal Caribbean Cruises Ltd. (RCL) 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.


RCLBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.70

Sortino ratioReturn per unit of downside risk

-1.89

Omega ratioGain probability vs. loss probability

1.10

1.37

-0.27

Calmar ratioReturn relative to maximum drawdown

0.48

2.78

-2.30

Martin ratioReturn relative to average drawdown

0.81

12.44

-11.63

Dividends

Dividend History

Royal Caribbean Cruises Ltd. provided a 1.62% dividend yield over the last twelve months, with an annual payout of $5.00 per share.


0.00%0.50%1.00%1.50%2.00%2.50%$0.00$0.50$1.00$1.50$2.00$2.50$3.00$3.5020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$5.00$3.50$0.95$0.00$0.00$0.00$0.78$2.96$2.60$2.16$1.71$1.35

Dividend yield

1.62%1.25%0.41%0.00%0.00%0.00%1.04%2.22%2.66%1.81%2.08%1.33%

Monthly Dividends

The table displays the monthly dividend distributions for Royal Caribbean Cruises Ltd.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$1.50$0.00$0.00$1.50$3.00
2025$0.00$0.00$0.75$0.00$0.00$0.75$0.00$0.00$1.00$0.00$0.00$1.00$3.50
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.40$0.00$0.00$0.55$0.95
2023$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
2022$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
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

Royal Caribbean Cruises Ltd. has a dividend yield of 1.62%, which is quite average when compared to the overall market.

Payout Ratio

Royal Caribbean Cruises Ltd. has a payout ratio of 8.61%, which is below the market average. This means Royal Caribbean Cruises Ltd. returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

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 Royal Caribbean Cruises 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 Royal Caribbean Cruises Ltd. was 89.49%, occurring on Mar 2, 2009. Recovery took 1238 trading sessions.

The current Royal Caribbean Cruises Ltd. drawdown is 13.99%.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-89.49%Mar 2009
4y 2mo4y 11mo
9y 1moDec 2004 - Jan 2014
Dot-com crash2000–2002
-84.44%Oct 2001
1y 11mo3y 1mo
5y 21dNov 1999 - Dec 2004
COVID crash2020
-83.30%Mar 2020
1mo 27d4y 3d
4y 2moJan 2020 - Mar 2024
1998 bear market1998
-58.65%Oct 1998
2mo 19d8mo 5d
10mo 24dJul 1998 - Jun 1999
2016 bear market2016
-35.62%Sep 2016
8mo 23d6mo 10d
1y 2moDec 2015 - Mar 2017

Drawdown Indicators


RCLBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-89.49%

-56.78%

-32.71%

Max Drawdown (1Y)

Largest decline over 1 year

-32.36%

-9.10%

-23.26%

Max Drawdown (3Y)

Largest decline over 3 years

-35.02%

-18.90%

-16.12%

Max Drawdown (5Y)

Largest decline over 5 years

-67.64%

-25.43%

-42.21%

Max Drawdown (10Y)

Largest decline over 10 years

-83.30%

-33.92%

-49.38%

Current Drawdown

Current decline from peak

-13.99%

-1.80%

-12.19%

Average Drawdown

Average peak-to-trough decline

-27.76%

-10.71%

-17.05%

Ulcer Index

Depth and duration of drawdowns from previous peaks

19.25%

2.03%

+17.22%

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 Royal Caribbean Cruises Ltd. 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 Royal Caribbean Cruises 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 RCL, comparing it with other companies in the Travel Services industry. Currently, RCL has a P/E ratio of 18.9. 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 RCL compared to other companies in the Travel Services industry. RCL currently has a PEG ratio of 0.9. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for RCL relative to other companies in the Travel Services industry. Currently, RCL has a P/S ratio of 4.6. 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 RCL in comparison with other companies in the Travel Services industry. Currently, RCL has a P/B value of 8.5. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

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
Portfolio Analyzer

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