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CCL vs. SWBI
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

CCL vs. SWBI - Performance Comparison

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

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CCL vs. SWBI - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CCL
Carnival Corporation & Plc
-14.87%22.55%34.41%130.02%-59.94%-7.11%-56.89%7.37%-23.40%30.76%
SWBI
Smith & Wesson Brands, Inc.
46.55%3.12%-22.59%62.17%-49.58%1.64%150.33%-27.84%0.16%-39.09%

Fundamentals

Market Cap

CCL:

$36.02B

SWBI:

$642.34M

EPS

CCL:

$2.21

SWBI:

$0.27

PE Ratio

CCL:

11.69

SWBI:

53.23

PS Ratio

CCL:

1.34

SWBI:

1.31

PB Ratio

CCL:

2.76

SWBI:

1.77

Total Revenue (TTM)

CCL:

$26.98B

SWBI:

$486.22M

Gross Profit (TTM)

CCL:

$10.13B

SWBI:

$128.56M

EBITDA (TTM)

CCL:

$7.23B

SWBI:

$21.91M

Returns By Period

In the year-to-date period, CCL achieves a -14.87% return, which is significantly lower than SWBI's 46.55% return. Over the past 10 years, CCL has underperformed SWBI with an annualized return of -5.62%, while SWBI has yielded a comparatively higher -2.04% annualized return.


CCL

1D
8.01%
1M
-17.97%
YTD
-14.87%
6M
-10.07%
1Y
33.13%
3Y*
36.83%
5Y*
-0.65%
10Y*
-5.62%

SWBI

1D
-0.42%
1M
21.55%
YTD
46.55%
6M
48.98%
1Y
61.69%
3Y*
9.85%
5Y*
-1.07%
10Y*
-2.04%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

CCL vs. SWBI — Risk / Return Rank

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

CCL
CCL Risk / Return Rank: 6464
Overall Rank
CCL Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
CCL Sortino Ratio Rank: 6363
Sortino Ratio Rank
CCL Omega Ratio Rank: 6262
Omega Ratio Rank
CCL Calmar Ratio Rank: 6565
Calmar Ratio Rank
CCL Martin Ratio Rank: 6666
Martin Ratio Rank

SWBI
SWBI Risk / Return Rank: 8181
Overall Rank
SWBI Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
SWBI Sortino Ratio Rank: 8181
Sortino Ratio Rank
SWBI Omega Ratio Rank: 8686
Omega Ratio Rank
SWBI Calmar Ratio Rank: 7979
Calmar Ratio Rank
SWBI Martin Ratio Rank: 7777
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.

CCL vs. SWBI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Carnival Corporation & Plc (CCL) and Smith & Wesson Brands, Inc. (SWBI). 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.


CCLSWBIDifference

Sharpe ratio

Return per unit of total volatility

0.66

1.34

-0.67

Sortino ratio

Return per unit of downside risk

1.27

2.15

-0.88

Omega ratio

Gain probability vs. loss probability

1.17

1.34

-0.17

Calmar ratio

Return relative to maximum drawdown

1.05

2.20

-1.15

Martin ratio

Return relative to average drawdown

2.66

4.76

-2.10

CCL vs. SWBI - Sharpe Ratio Comparison

The current CCL Sharpe Ratio is 0.66, which is lower than the SWBI Sharpe Ratio of 1.34. The chart below compares the historical Sharpe Ratios of CCL and SWBI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


CCLSWBIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.66

1.34

-0.67

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.01

-0.02

+0.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.10

-0.04

-0.06

Sharpe Ratio (All Time)

Calculated using the full available price history

0.17

0.16

+0.01

Correlation

The correlation between CCL and SWBI is 0.20, 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.


Dividends

CCL vs. SWBI - Dividend Comparison

CCL's dividend yield for the trailing twelve months is around 0.58%, less than SWBI's 3.63% yield.


TTM20252024202320222021202020192018201720162015
CCL
Carnival Corporation & Plc
0.58%0.00%0.00%0.00%0.00%0.00%2.31%3.93%3.96%2.41%2.59%2.02%
SWBI
Smith & Wesson Brands, Inc.
3.63%5.27%5.05%3.39%4.38%1.63%0.56%0.00%0.00%0.00%0.00%0.00%

Drawdowns

CCL vs. SWBI - Drawdown Comparison

The maximum CCL drawdown since its inception was -90.37%, smaller than the maximum SWBI drawdown of -96.15%. Use the drawdown chart below to compare losses from any high point for CCL and SWBI.


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Drawdown Indicators


CCLSWBIDifference

Max Drawdown

Largest peak-to-trough decline

-90.37%

-96.15%

+5.78%

Max Drawdown (1Y)

Largest decline over 1 year

-29.30%

-27.81%

-1.49%

Max Drawdown (5Y)

Largest decline over 5 years

-79.62%

-75.38%

-4.24%

Max Drawdown (10Y)

Largest decline over 10 years

-90.37%

-81.49%

-8.88%

Current Drawdown

Current decline from peak

-60.74%

-51.50%

-9.24%

Average Drawdown

Average peak-to-trough decline

-28.41%

-49.48%

+21.07%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.59%

12.84%

-1.25%

Volatility

CCL vs. SWBI - Volatility Comparison

The current volatility for Carnival Corporation & Plc (CCL) is 16.87%, while Smith & Wesson Brands, Inc. (SWBI) has a volatility of 18.34%. This indicates that CCL experiences smaller price fluctuations and is considered to be less risky than SWBI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CCLSWBIDifference

Volatility (1M)

Calculated over the trailing 1-month period

16.87%

18.34%

-1.47%

Volatility (6M)

Calculated over the trailing 6-month period

34.83%

33.43%

+1.40%

Volatility (1Y)

Calculated over the trailing 1-year period

50.11%

46.41%

+3.70%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

55.00%

48.05%

+6.95%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

57.15%

52.12%

+5.03%

Financials

CCL vs. SWBI - Financials Comparison

This section allows you to compare key financial metrics between Carnival Corporation & Plc and Smith & Wesson Brands, Inc.. 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


0.002.00B4.00B6.00B8.00B20222023202420252026
6.17B
135.71M
(CCL) Total Revenue
(SWBI) Total Revenue
Values in USD except per share items

CCL vs. SWBI - Profitability Comparison

The chart below illustrates the profitability comparison between Carnival Corporation & Plc and Smith & Wesson Brands, Inc. 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%20222023202420252026
36.1%
26.2%
Portfolio components
CCL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 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%.

SWBI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Smith & Wesson Brands, Inc. reported a gross profit of 35.59M and revenue of 135.71M. Therefore, the gross margin over that period was 26.2%.

CCL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Carnival Corporation & Plc reported an operating income of 607.00M and revenue of 6.17B, resulting in an operating margin of 9.9%.

SWBI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Smith & Wesson Brands, Inc. reported an operating income of 6.71M and revenue of 135.71M, resulting in an operating margin of 5.0%.

CCL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Carnival Corporation & Plc reported a net income of 258.00M and revenue of 6.17B, resulting in a net margin of 4.2%.

SWBI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Smith & Wesson Brands, Inc. reported a net income of 3.75M and revenue of 135.71M, resulting in a net margin of 2.8%.