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CCL vs. NCLH
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Performance

CCL vs. NCLH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Carnival Corporation & Plc (CCL) and Norwegian Cruise Line Holdings Ltd. (NCLH). The values are adjusted to include any dividend payments, if applicable.

-60.00%-40.00%-20.00%0.00%20.00%JuneJulyAugustSeptemberOctoberNovember
-20.20%
8.35%
CCL
NCLH

Returns By Period

The year-to-date returns for both stocks are quite close, with CCL having a 34.30% return and NCLH slightly lower at 34.03%. Over the past 10 years, CCL has outperformed NCLH with an annualized return of -3.61%, while NCLH has yielded a comparatively lower -4.42% annualized return.


CCL

YTD

34.30%

1M

19.08%

6M

64.57%

1Y

72.80%

5Y (annualized)

-10.78%

10Y (annualized)

-3.61%

NCLH

YTD

34.03%

1M

14.79%

6M

67.87%

1Y

86.66%

5Y (annualized)

-13.06%

10Y (annualized)

-4.42%

Fundamentals


CCLNCLH
Market Cap$33.65B$11.45B
EPS$1.17$1.14
PE Ratio21.4422.84
PEG Ratio1.410.33
Total Revenue (TTM)$24.48B$9.36B
Gross Profit (TTM)$7.80B$3.65B
EBITDA (TTM)$5.84B$2.22B

Key characteristics


CCLNCLH
Sharpe Ratio1.691.70
Sortino Ratio2.362.33
Omega Ratio1.291.32
Calmar Ratio0.911.12
Martin Ratio4.945.89
Ulcer Index14.60%14.72%
Daily Std Dev42.61%50.87%
Max Drawdown-90.37%-87.81%
Current Drawdown-62.40%-57.87%

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Correlation

-0.50.00.51.00.8

The correlation between CCL and NCLH is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Risk-Adjusted Performance

CCL vs. NCLH - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Carnival Corporation & Plc (CCL) 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.


Sharpe ratio
The chart of Sharpe ratio for CCL, currently valued at 1.69, compared to the broader market-4.00-2.000.002.004.001.691.70
The chart of Sortino ratio for CCL, currently valued at 2.36, compared to the broader market-4.00-2.000.002.004.002.362.33
The chart of Omega ratio for CCL, currently valued at 1.29, compared to the broader market0.501.001.502.001.291.32
The chart of Calmar ratio for CCL, currently valued at 0.91, compared to the broader market0.002.004.006.000.911.12
The chart of Martin ratio for CCL, currently valued at 4.94, compared to the broader market0.0010.0020.0030.004.945.89
CCL
NCLH

The current CCL Sharpe Ratio is 1.69, which is comparable to the NCLH Sharpe Ratio of 1.70. The chart below compares the historical Sharpe Ratios of CCL and NCLH, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.00JuneJulyAugustSeptemberOctoberNovember
1.69
1.70
CCL
NCLH

Dividends

CCL vs. NCLH - Dividend Comparison

Neither CCL nor NCLH has paid dividends to shareholders.


TTM20232022202120202019201820172016201520142013
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%
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%

Drawdowns

CCL vs. NCLH - Drawdown Comparison

The maximum CCL drawdown since its inception was -90.37%, roughly equal to the maximum NCLH drawdown of -87.81%. Use the drawdown chart below to compare losses from any high point for CCL and NCLH. For additional features, visit the drawdowns tool.


-80.00%-75.00%-70.00%-65.00%-60.00%JuneJulyAugustSeptemberOctoberNovember
-62.40%
-57.87%
CCL
NCLH

Volatility

CCL vs. NCLH - Volatility Comparison

The current volatility for Carnival Corporation & Plc (CCL) is 10.16%, while Norwegian Cruise Line Holdings Ltd. (NCLH) has a volatility of 11.70%. This indicates that CCL experiences smaller price fluctuations and is considered to be less risky than NCLH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


8.00%10.00%12.00%14.00%16.00%18.00%20.00%JuneJulyAugustSeptemberOctoberNovember
10.16%
11.70%
CCL
NCLH

Financials

CCL vs. NCLH - Financials Comparison

This section allows you to compare key financial metrics between Carnival Corporation & Plc 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


Values in USD except per share items