CCL vs. DIS
Compare and contrast key facts about Carnival Corporation & Plc (CCL) and The Walt Disney Company (DIS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CCL or DIS.
Key characteristics
| CCL | DIS | |
|---|---|---|
| YTD Return | -6.90% | 0.75% |
| 1Y Return | 10.43% | 8.03% |
| 3Y Return (Ann) | -8.96% | -20.66% |
| 5Y Return (Ann) | -18.99% | -7.84% |
| 10Y Return (Ann) | -6.43% | 0.95% |
| Sharpe Ratio | 0.34 | 0.35 |
| Daily Std Dev | 44.49% | 26.61% |
| Max Drawdown | -90.37% | -85.66% |
| Current Drawdown | -73.93% | -54.80% |
Fundamentals
| CCL | DIS | |
|---|---|---|
| Market Cap | $22.61B | $164.22B |
| EPS | $0.71 | $2.61 |
| PE Ratio | 24.31 | 34.69 |
| PEG Ratio | 1.41 | 0.43 |
| Total Revenue (TTM) | $16.58B | $89.92B |
| Gross Profit (TTM) | $4.20B | $30.53B |
| EBITDA (TTM) | $3.10B | $17.53B |
Correlation
The correlation between CCL and DIS is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
CCL vs. DIS - Performance Comparison
In the year-to-date period, CCL achieves a -6.90% return, which is significantly lower than DIS's 0.75% return. Over the past 10 years, CCL has underperformed DIS with an annualized return of -6.43%, while DIS has yielded a comparatively higher 0.95% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
CCL vs. DIS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Carnival Corporation & Plc (CCL) and The Walt Disney Company (DIS). 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.
Dividends
CCL vs. DIS - Dividend Comparison
CCL has not paid dividends to shareholders, while DIS's dividend yield for the trailing twelve months is around 0.83%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CCL Carnival Corporation & Plc | 0.00% | 0.00% | 0.00% | 0.00% | 2.31% | 3.93% | 3.96% | 2.41% | 2.59% | 2.02% | 2.21% | 2.49% |
DIS The Walt Disney Company | 0.83% | 0.33% | 0.00% | 0.00% | 0.00% | 1.22% | 1.57% | 1.51% | 1.43% | 1.30% | 1.22% | 1.13% |
Drawdowns
CCL vs. DIS - Drawdown Comparison
The maximum CCL drawdown since its inception was -90.37%, which is greater than DIS's maximum drawdown of -85.66%. Use the drawdown chart below to compare losses from any high point for CCL and DIS. For additional features, visit the drawdowns tool.
Volatility
CCL vs. DIS - Volatility Comparison
Carnival Corporation & Plc (CCL) has a higher volatility of 11.95% compared to The Walt Disney Company (DIS) at 5.24%. This indicates that CCL's price experiences larger fluctuations and is considered to be riskier than DIS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
CCL vs. DIS - Financials Comparison
This section allows you to compare key financial metrics between Carnival Corporation & Plc and The Walt Disney Company. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities