PortfoliosLab logoPortfoliosLab logo
ALGT vs. NCLH
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

ALGT vs. NCLH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Allegiant Travel Company (ALGT) and Norwegian Cruise Line Holdings Ltd. (NCLH). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, ALGT achieves a -3.47% return, which is significantly higher than NCLH's -16.89% return. Over the past 10 years, ALGT has outperformed NCLH with an annualized return of -4.72%, while NCLH has yielded a comparatively lower -8.38% annualized return.


ALGT

1D
-2.15%
1M
-0.87%
YTD
-3.47%
6M
0.09%
1Y
41.30%
3Y*
-7.94%
5Y*
-16.87%
10Y*
-4.72%

NCLH

1D
-1.07%
1M
8.61%
YTD
-16.89%
6M
-2.93%
1Y
-5.16%
3Y*
2.61%
5Y*
-10.70%
10Y*
-8.38%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ALGT vs. NCLH - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ALGT
Allegiant Travel Company
-3.47%-9.40%16.03%23.44%-63.65%-1.16%9.32%76.98%-33.95%-5.16%
NCLH
Norwegian Cruise Line Holdings Ltd.
-16.89%-13.25%28.39%63.73%-40.98%-18.44%-56.46%37.79%-20.39%25.21%

Correlation

The correlation between ALGT and NCLH is 0.59, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.59

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

0.51

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

0.57

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

0.52

Correlation (All Time)
Calculated using the full available price history since Jan 22, 2013

0.47

The correlation between ALGT and NCLH shifts across timeframes, from 0.47 (all time) to 0.59 (1 year), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

ALGT:

$1.50B

NCLH:

$8.65B

EPS

ALGT:

-$1.89

NCLH:

$1.22

PS Ratio

ALGT:

0.56

NCLH:

0.86

PB Ratio

ALGT:

1.37K

NCLH:

3.56

Total Revenue (TTM)

ALGT:

$2.64B

NCLH:

$10.03B

Gross Profit (TTM)

ALGT:

$815.04M

NCLH:

$4.32B

EBITDA (TTM)

ALGT:

$340.03M

NCLH:

$2.38B

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

ALGT vs. NCLH — Risk / Return Rank

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

ALGT
ALGT Risk / Return Rank: 6464
Overall Rank
ALGT Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
ALGT Sortino Ratio Rank: 6666
Sortino Ratio Rank
ALGT Omega Ratio Rank: 6161
Omega Ratio Rank
ALGT Calmar Ratio Rank: 6464
Calmar Ratio Rank
ALGT Martin Ratio Rank: 6565
Martin Ratio Rank

NCLH
NCLH Risk / Return Rank: 3737
Overall Rank
NCLH Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
NCLH Sortino Ratio Rank: 3636
Sortino Ratio Rank
NCLH Omega Ratio Rank: 3636
Omega Ratio Rank
NCLH Calmar Ratio Rank: 3939
Calmar Ratio Rank
NCLH Martin Ratio Rank: 3838
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.

ALGT vs. NCLH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Allegiant Travel Company (ALGT) and Norwegian Cruise Line Holdings Ltd. (NCLH). 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.


ALGTNCLHDifference
Sharpe ratioReturn per unit of total volatility

+0.74

Sortino ratioReturn per unit of downside risk

+1.23

Omega ratioGain probability vs. loss probability

1.16

1.03

+0.13

Calmar ratioReturn relative to maximum drawdown

1.06

-0.11

+1.18

Martin ratioReturn relative to average drawdown

2.50

-0.25

+2.75

ALGT vs. NCLH - Sharpe Ratio Comparison

The current ALGT Sharpe Ratio is 0.64, which is higher than the NCLH Sharpe Ratio of -0.10. The chart below compares the historical Sharpe Ratios of ALGT and NCLH, 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


ALGTNCLHDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.64

-0.10

+0.74

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.31

-0.19

-0.12

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.09

-0.14

+0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.15

-0.04

+0.19

Drawdowns

ALGT vs. NCLH - Drawdown Comparison

The maximum ALGT drawdown since its inception was -86.01%, roughly equal to the maximum NCLH drawdown of -87.81%. Use the drawdown chart below to compare losses from any high point for ALGT and NCLH.


Loading charts...

Drawdown Indicators


ALGTNCLHDifference

Max Drawdown

Largest peak-to-trough decline

-86.01%

-87.81%

+1.80%

Max Drawdown (1Y)

Largest decline over 1 year

-39.13%

-45.10%

+5.97%

Max Drawdown (3Y)

Largest decline over 3 years

-70.95%

-49.12%

-21.83%

Max Drawdown (5Y)

Largest decline over 5 years

-82.17%

-68.05%

-14.12%

Max Drawdown (10Y)

Largest decline over 10 years

-86.01%

-87.25%

+1.24%

Current Drawdown

Current decline from peak

-68.32%

-70.91%

+2.59%

Average Drawdown

Average peak-to-trough decline

-31.68%

-39.96%

+8.28%

Ulcer Index

Depth and duration of drawdowns from previous peaks

16.55%

21.10%

-4.55%

Volatility

ALGT vs. NCLH - Volatility Comparison

Allegiant Travel Company (ALGT) has a higher volatility of 21.43% compared to Norwegian Cruise Line Holdings Ltd. (NCLH) at 14.76%. This indicates that ALGT's price experiences larger fluctuations and is considered to be riskier than NCLH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


ALGTNCLHDifference

Volatility (1M)

Calculated over the trailing 1-month period

21.43%

14.76%

+6.67%

Volatility (6M)

Calculated over the trailing 6-month period

43.09%

42.58%

+0.51%

Volatility (1Y)

Calculated over the trailing 1-year period

64.83%

52.92%

+11.91%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

54.69%

57.63%

-2.94%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

51.27%

62.00%

-10.73%

Dividends

ALGT vs. NCLH - Dividend Comparison

Neither ALGT nor NCLH has paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
ALGT
Allegiant Travel Company
0.00%0.00%1.27%1.45%0.00%0.00%0.37%1.61%2.79%1.81%1.44%1.64%
NCLH
Norwegian Cruise Line Holdings Ltd.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

ALGT vs. NCLH - Financials Comparison

This section allows you to compare key financial metrics between Allegiant Travel Company and Norwegian Cruise Line Holdings Ltd.. 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


0.00500.00M1.00B1.50B2.00B2.50B3.00B20222023202420252026
732.43M
2.33B
(ALGT) Total Revenue
(NCLH) Total Revenue
Values in USD except per share items

ALGT vs. NCLH - Profitability Comparison

The chart below illustrates the profitability comparison between Allegiant Travel Company and Norwegian Cruise Line Holdings Ltd. 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%60.0%20222023202420252026
65.4%
40.9%
Portfolio components
ALGT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Allegiant Travel Company reported a gross profit of 479.13M and revenue of 732.43M. Therefore, the gross margin over that period was 65.4%.

NCLH - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Norwegian Cruise Line Holdings Ltd. reported a gross profit of 953.34M and revenue of 2.33B. Therefore, the gross margin over that period was 40.9%.

ALGT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Allegiant Travel Company reported an operating income of 81.10M and revenue of 732.43M, resulting in an operating margin of 11.1%.

NCLH - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Norwegian Cruise Line Holdings Ltd. reported an operating income of 232.94M and revenue of 2.33B, resulting in an operating margin of 10.0%.

ALGT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Allegiant Travel Company reported a net income of 42.48M and revenue of 732.43M, resulting in a net margin of 5.8%.

NCLH - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Norwegian Cruise Line Holdings Ltd. reported a net income of 104.67M and revenue of 2.33B, resulting in a net margin of 4.5%.


Frequently Asked Questions


ALGT and NCLH have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ALGT has higher volatility (21.43%) compared to NCLH (14.76%). In terms of maximum drawdown, ALGT dropped -86.01% vs NCLH's -87.81%.

ALGT currently has the higher Sharpe Ratio (0.64 vs -0.10), 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 ALGT and NCLH

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