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

Correlation

The correlation between CUK and CCL is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.0
Correlation: 0.5

Performance

CUK vs. CCL - Performance Comparison

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

20.00%40.00%60.00%80.00%100.00%120.00%140.00%NovemberDecember2025FebruaryMarchApril
52.10%
34.44%
CUK
CCL

Key characteristics

Sharpe Ratio

CUK:

0.61

CCL:

0.62

Sortino Ratio

CUK:

1.17

CCL:

1.18

Omega Ratio

CUK:

1.15

CCL:

1.16

Calmar Ratio

CUK:

0.38

CCL:

0.39

Martin Ratio

CUK:

2.00

CCL:

2.07

Ulcer Index

CUK:

15.23%

CCL:

14.98%

Daily Std Dev

CUK:

50.25%

CCL:

49.68%

Max Drawdown

CUK:

-91.43%

CCL:

-90.37%

Current Drawdown

CUK:

-74.36%

CCL:

-71.76%

Fundamentals

Market Cap

CUK:

$21.49B

CCL:

$24.36B

EPS

CUK:

$1.60

CCL:

$1.59

PE Ratio

CUK:

10.48

CCL:

11.62

PEG Ratio

CUK:

0.60

CCL:

1.41

PS Ratio

CUK:

0.85

CCL:

0.96

PB Ratio

CUK:

2.39

CCL:

2.73

Total Revenue (TTM)

CUK:

$25.43B

CCL:

$25.43B

Gross Profit (TTM)

CUK:

$9.73B

CCL:

$9.73B

EBITDA (TTM)

CUK:

$6.32B

CCL:

$6.32B

Returns By Period

The year-to-date returns for both investments are quite close, with CUK having a -25.01% return and CCL slightly higher at -24.96%. Over the past 10 years, CUK has underperformed CCL with an annualized return of -8.39%, while CCL has yielded a comparatively higher -7.18% annualized return.


CUK

YTD

-25.01%

1M

-11.62%

6M

-11.58%

1Y

24.12%

5Y*

9.43%

10Y*

-8.39%

CCL

YTD

-24.96%

1M

-12.04%

6M

-10.57%

1Y

24.58%

5Y*

9.47%

10Y*

-7.18%

*Annualized

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Risk-Adjusted Performance

CUK vs. CCL — Risk-Adjusted Performance Rank

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

CUK
The Risk-Adjusted Performance Rank of CUK is 7272
Overall Rank
The Sharpe Ratio Rank of CUK is 7575
Sharpe Ratio Rank
The Sortino Ratio Rank of CUK is 7171
Sortino Ratio Rank
The Omega Ratio Rank of CUK is 7070
Omega Ratio Rank
The Calmar Ratio Rank of CUK is 7070
Calmar Ratio Rank
The Martin Ratio Rank of CUK is 7474
Martin Ratio Rank

CCL
The Risk-Adjusted Performance Rank of CCL is 7272
Overall Rank
The Sharpe Ratio Rank of CCL is 7575
Sharpe Ratio Rank
The Sortino Ratio Rank of CCL is 7171
Sortino Ratio Rank
The Omega Ratio Rank of CCL is 7070
Omega Ratio Rank
The Calmar Ratio Rank of CCL is 7070
Calmar Ratio Rank
The Martin Ratio Rank of CCL is 7474
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.

CUK vs. CCL - Risk-Adjusted Performance Comparison

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


The chart of Sharpe ratio for CUK, currently valued at 0.61, compared to the broader market-2.00-1.000.001.002.003.00
CUK: 0.61
CCL: 0.62
The chart of Sortino ratio for CUK, currently valued at 1.17, compared to the broader market-6.00-4.00-2.000.002.004.00
CUK: 1.17
CCL: 1.18
The chart of Omega ratio for CUK, currently valued at 1.15, compared to the broader market0.501.001.502.00
CUK: 1.15
CCL: 1.16
The chart of Calmar ratio for CUK, currently valued at 0.38, compared to the broader market0.001.002.003.004.005.00
CUK: 0.38
CCL: 0.39
The chart of Martin ratio for CUK, currently valued at 2.00, compared to the broader market-10.00-5.000.005.0010.0015.0020.00
CUK: 2.00
CCL: 2.07

The current CUK Sharpe Ratio is 0.61, which is comparable to the CCL Sharpe Ratio of 0.62. The chart below compares the historical Sharpe Ratios of CUK and CCL, 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 Ratio0.000.501.001.502.00NovemberDecember2025FebruaryMarchApril
0.61
0.62
CUK
CCL

Dividends

CUK vs. CCL - Dividend Comparison

Neither CUK nor CCL has paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
CUK
Carnival Corporation & Plc
0.00%0.00%0.00%0.00%0.00%2.67%4.15%4.00%2.41%2.64%1.93%2.22%
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%

Drawdowns

CUK vs. CCL - Drawdown Comparison

The maximum CUK drawdown since its inception was -91.43%, roughly equal to the maximum CCL drawdown of -90.37%. Use the drawdown chart below to compare losses from any high point for CUK and CCL. For additional features, visit the drawdowns tool.


-75.00%-70.00%-65.00%-60.00%NovemberDecember2025FebruaryMarchApril
-74.36%
-71.76%
CUK
CCL

Volatility

CUK vs. CCL - Volatility Comparison

Carnival Corporation & Plc (CUK) and Carnival Corporation & Plc (CCL) have volatilities of 27.34% and 27.00%, 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.


10.00%15.00%20.00%25.00%30.00%NovemberDecember2025FebruaryMarchApril
27.34%
27.00%
CUK
CCL

Financials

CUK vs. CCL - Financials Comparison

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