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

Correlation

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.


-0.50.00.51.00.8

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.

-20.00%0.00%20.00%40.00%AugustSeptemberOctoberNovemberDecember2025
34.24%
33.07%
CCL
NCLH

Key characteristics

Sharpe Ratio

CCL:

1.17

NCLH:

1.11

Sortino Ratio

CCL:

1.84

NCLH:

1.76

Omega Ratio

CCL:

1.22

NCLH:

1.24

Calmar Ratio

CCL:

0.61

NCLH:

0.71

Martin Ratio

CCL:

4.69

NCLH:

4.13

Ulcer Index

CCL:

10.28%

NCLH:

13.18%

Daily Std Dev

CCL:

41.31%

NCLH:

49.08%

Max Drawdown

CCL:

-90.37%

NCLH:

-87.81%

Current Drawdown

CCL:

-61.34%

NCLH:

-57.59%

Fundamentals

Market Cap

CCL:

$33.48B

NCLH:

$11.89B

EPS

CCL:

$1.44

NCLH:

$1.14

PE Ratio

CCL:

17.78

NCLH:

23.72

PEG Ratio

CCL:

1.41

NCLH:

0.34

Total Revenue (TTM)

CCL:

$22.94B

NCLH:

$7.37B

Gross Profit (TTM)

CCL:

$7.69B

NCLH:

$2.57B

EBITDA (TTM)

CCL:

$5.43B

NCLH:

$1.91B

Returns By Period

In the year-to-date period, CCL achieves a 2.73% return, which is significantly lower than NCLH's 5.09% return. Over the past 10 years, CCL has outperformed NCLH with an annualized return of -4.27%, while NCLH has yielded a comparatively lower -5.13% annualized return.


CCL

YTD

2.73%

1M

-4.48%

6M

34.24%

1Y

53.85%

5Y*

-12.18%

10Y*

-4.27%

NCLH

YTD

5.09%

1M

0.48%

6M

33.07%

1Y

54.69%

5Y*

-14.27%

10Y*

-5.13%

*Annualized

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Risk-Adjusted Performance

CCL vs. NCLH — Risk-Adjusted Performance Rank

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

CCL
The Risk-Adjusted Performance Rank of CCL is 7777
Overall Rank
The Sharpe Ratio Rank of CCL is 8181
Sharpe Ratio Rank
The Sortino Ratio Rank of CCL is 7777
Sortino Ratio Rank
The Omega Ratio Rank of CCL is 7474
Omega Ratio Rank
The Calmar Ratio Rank of CCL is 7171
Calmar Ratio Rank
The Martin Ratio Rank of CCL is 8080
Martin Ratio Rank

NCLH
The Risk-Adjusted Performance Rank of NCLH is 7676
Overall Rank
The Sharpe Ratio Rank of NCLH is 7979
Sharpe Ratio Rank
The Sortino Ratio Rank of NCLH is 7676
Sortino Ratio Rank
The Omega Ratio Rank of NCLH is 7676
Omega Ratio Rank
The Calmar Ratio Rank of NCLH is 7373
Calmar Ratio Rank
The Martin Ratio Rank of NCLH is 7878
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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 1.17, compared to the broader market-2.000.002.004.001.171.11
The chart of Sortino ratio for CCL, currently valued at 1.84, compared to the broader market-4.00-2.000.002.004.006.001.841.76
The chart of Omega ratio for CCL, currently valued at 1.22, compared to the broader market0.501.001.502.001.221.24
The chart of Calmar ratio for CCL, currently valued at 0.61, compared to the broader market0.002.004.006.000.610.71
The chart of Martin ratio for CCL, currently valued at 4.69, compared to the broader market0.0010.0020.0030.004.694.13
CCL
NCLH

The current CCL Sharpe Ratio is 1.17, which is comparable to the NCLH Sharpe Ratio of 1.11. 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-0.500.000.501.001.502.00AugustSeptemberOctoberNovemberDecember2025
1.17
1.11
CCL
NCLH

Dividends

CCL vs. NCLH - Dividend Comparison

Neither CCL nor NCLH has paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
CCL
Carnival Corporation & Plc
0.00%0.00%0.00%0.00%0.00%2.31%3.93%3.96%2.41%2.59%2.02%2.21%
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%-55.00%AugustSeptemberOctoberNovemberDecember2025
-61.34%
-57.59%
CCL
NCLH

Volatility

CCL vs. NCLH - Volatility Comparison

Carnival Corporation & Plc (CCL) has a higher volatility of 10.77% compared to Norwegian Cruise Line Holdings Ltd. (NCLH) at 9.99%. This indicates that CCL'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.


6.00%8.00%10.00%12.00%14.00%16.00%18.00%AugustSeptemberOctoberNovemberDecember2025
10.77%
9.99%
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
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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