AYTU vs. CCL

Last updated Jun 9, 2026

AYTU (Aytu BioPharma, Inc.) and CCL (Carnival Corporation & Plc) are both stocks. AYTU operates in Drug Manufacturers - Specialty & Generic (Healthcare), while CCL operates in Travel Services (Consumer Cyclical). Over the past 5 years, AYTU returned -53.73%/yr vs -2.16%/yr for CCL. At a 0.15 correlation, their price movements are largely independent.

Performance

AYTU vs. CCL - Performance Comparison

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

Returns By Period

In the year-to-date period, AYTU achieves a -11.92% return, which is significantly lower than CCL's -10.61% return.

AYTU

• 1D: 1.78%
• 1M: -8.40%
• YTD: -11.92%
• 6M: 2.23%
• 1Y: 14.50%
• 3Y*: 12.70%
• 5Y*: -53.73%
• 10Y*: —

CCL

• 1D: -1.46%
• 1M: 3.02%
• YTD: -10.61%
• 6M: 4.96%
• 1Y: 12.44%
• 3Y*: 27.77%
• 5Y*: -2.16%
• 10Y*: -4.15%

*Multi-year figures are annualized to reflect compound growth (CAGR)

AYTU vs. CCL - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
AYTU Aytu BioPharma, Inc.	-11.92%	52.94%	-40.14%	-24.87%	-86.00%	-77.42%	-38.35%	22.41%	-98.22%	-88.85%
CCL Carnival Corporation & Plc	-10.61%	22.55%	34.41%	130.02%	-59.94%	-7.11%	-56.89%	7.37%	-23.40%	22.73%

Correlation

The correlation between AYTU and CCL is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.26
Correlation (3Y) Calculated over the trailing 3-year period	0.12
Correlation (5Y) Calculated over the trailing 5-year period	0.22
Correlation (All Time) Calculated using the full available price history since Feb 2, 2017	0.15

The correlation between AYTU and CCL shifts across timeframes, from 0.12 (3 years) to 0.26 (1 year), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap AYTU : $24.07M CCL : $37.60B
EPS AYTU : -$2.91 CCL : $2.21
PS Ratio AYTU : 0.47 CCL : 1.40
PB Ratio AYTU : 0.68 CCL : 2.89
Total Revenue (TTM) AYTU : $56.60M CCL : $26.98B
Gross Profit (TTM) AYTU : $36.14M CCL : $10.13B
EBITDA (TTM) AYTU : -$27.34M CCL : $7.23B

Return for Risk

AYTU vs. CCL — Risk / Return Rank

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

AYTU

AYTU Risk / Return Rank: 51
AYTU Sharpe Ratio Rank: 52
AYTU Sortino Ratio Rank: 49
AYTU Omega Ratio Rank: 49
AYTU Calmar Ratio Rank: 52
AYTU Martin Ratio Rank: 53

CCL

CCL Risk / Return Rank: 51
CCL Sharpe Ratio Rank: 52
CCL Sortino Ratio Rank: 50
CCL Omega Ratio Rank: 47
CCL Calmar Ratio Rank: 52
CCL Martin Ratio Rank: 52

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.

AYTU vs. CCL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Aytu BioPharma, Inc. (AYTU) 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.

	AYTU	CCL	Difference
Sharpe ratio: Return per unit of total volatility	0.27	0.27	0.00
Sortino ratio: Return per unit of downside risk	0.75	0.76	-0.01
Omega ratio: Gain probability vs. loss probability	1.10	1.09	+0.01
Calmar ratio: Return relative to maximum drawdown	0.41	0.43	-0.02
Martin ratio: Return relative to average drawdown	0.97	0.87	+0.11
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

AYTU vs. CCL - Sharpe Ratio Comparison

The current AYTU Sharpe Ratio is 0.27, which is comparable to the CCL Sharpe Ratio of 0.27. The chart below compares the historical Sharpe Ratios of AYTU 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.

Sharpe Ratios by Period

	AYTU	CCL	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.27	0.27	0.00
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.63	-0.04	-0.59
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	-0.07	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.36	0.17	-0.53

Drawdowns

AYTU vs. CCL - Drawdown Comparison

The maximum AYTU drawdown since its inception was -100.00%, which is greater than CCL's maximum drawdown of -90.37%. Use the drawdown chart below to compare losses from any high point for AYTU and CCL.

Drawdown Indicators

	AYTU	CCL	Difference
Max Drawdown Largest peak-to-trough decline	-100.00%	-90.37%	-9.63%
Max Drawdown (1Y) Largest decline over 1 year	-35.47%	-29.30%	-6.17%
Max Drawdown (3Y) Largest decline over 3 years	-70.24%	-42.85%	-27.39%
Max Drawdown (5Y) Largest decline over 5 years	-99.12%	-78.68%	-20.44%
Max Drawdown (10Y) Largest decline over 10 years	—	-90.37%	—
Current Drawdown Current decline from peak	-100.00%	-58.77%	-41.23%
Average Drawdown Average peak-to-trough decline	-95.15%	-28.57%	-66.58%
Ulcer Index Depth and duration of drawdowns from previous peaks	14.92%	14.38%	+0.54%

Volatility

AYTU vs. CCL - Volatility Comparison

Aytu BioPharma, Inc. (AYTU) and Carnival Corporation & Plc (CCL) have volatilities of 14.09% and 13.45%, 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.

Volatility by Period

	AYTU	CCL	Difference
Volatility (1M) Calculated over the trailing 1-month period	14.09%	13.45%	+0.64%
Volatility (6M) Calculated over the trailing 6-month period	33.39%	37.65%	-4.26%
Volatility (1Y) Calculated over the trailing 1-year period	55.06%	46.62%	+8.44%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	85.66%	55.40%	+30.26%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	188.20%	57.57%	+130.63%

Dividends

AYTU vs. CCL - Dividend Comparison

AYTU has not paid dividends to shareholders, while CCL's dividend yield for the trailing twelve months is around 1.11%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AYTU Aytu BioPharma, Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
CCL Carnival Corporation & Plc	1.11%	0.00%	0.00%	0.00%	0.00%	0.00%	2.31%	3.93%	3.96%	2.41%	2.59%	2.02%

Financials

AYTU vs. CCL - Profitability Comparison

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

AYTU - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Aytu BioPharma, Inc. reported a gross profit of 7.60M and revenue of 12.41M. Therefore, the gross margin over that period was 61.2%.

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%.

AYTU - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Aytu BioPharma, Inc. reported an operating income of -4.06M and revenue of 12.41M, resulting in an operating margin of -32.8%.

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%.

AYTU - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Aytu BioPharma, Inc. reported a net income of -5.62M and revenue of 12.41M, resulting in a net margin of -45.3%.

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

Can I hold both AYTU and CCL in my portfolio?

AYTU and CCL have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, AYTU or CCL?

AYTU has higher volatility (14.09%) compared to CCL (13.45%). In terms of maximum drawdown, AYTU dropped -100.00% vs CCL's -90.37%.

Which has better risk-adjusted returns?

CCL currently has the higher Sharpe Ratio (0.27 vs 0.27), 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.