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

Performance

LIND vs. CCL - Performance Comparison

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

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LIND vs. CCL - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
LIND
Lindblad Expeditions Holdings, Inc.
19.97%21.59%5.24%46.36%-50.64%-8.88%4.71%21.47%37.49%3.60%
CCL
Carnival Corporation & Plc
-14.87%22.55%34.41%130.02%-59.94%-7.11%-56.89%7.37%-23.40%30.76%

Fundamentals

Market Cap

LIND:

$956.75M

CCL:

$36.02B

EPS

LIND:

-$0.55

CCL:

$2.21

PS Ratio

LIND:

1.62

CCL:

1.34

Total Revenue (TTM)

LIND:

$587.84M

CCL:

$26.98B

Gross Profit (TTM)

LIND:

$264.30M

CCL:

$10.13B

EBITDA (TTM)

LIND:

$65.39M

CCL:

$7.23B

Returns By Period

In the year-to-date period, LIND achieves a 19.97% return, which is significantly higher than CCL's -14.87% return. Over the past 10 years, LIND has outperformed CCL with an annualized return of 5.89%, while CCL has yielded a comparatively lower -5.62% annualized return.


LIND

1D
4.15%
1M
-12.23%
YTD
19.97%
6M
35.16%
1Y
86.62%
3Y*
21.86%
5Y*
-0.80%
10Y*
5.89%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

LIND vs. CCL — Risk / Return Rank

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

LIND
LIND Risk / Return Rank: 8686
Overall Rank
LIND Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
LIND Sortino Ratio Rank: 8787
Sortino Ratio Rank
LIND Omega Ratio Rank: 8484
Omega Ratio Rank
LIND Calmar Ratio Rank: 8888
Calmar Ratio Rank
LIND Martin Ratio Rank: 8383
Martin Ratio Rank

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
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.

LIND vs. CCL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Lindblad Expeditions Holdings, Inc. (LIND) 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.


LINDCCLDifference

Sharpe ratio

Return per unit of total volatility

1.83

0.66

+1.16

Sortino ratio

Return per unit of downside risk

2.55

1.27

+1.28

Omega ratio

Gain probability vs. loss probability

1.32

1.17

+0.15

Calmar ratio

Return relative to maximum drawdown

3.45

1.05

+2.39

Martin ratio

Return relative to average drawdown

7.18

2.66

+4.51

LIND vs. CCL - Sharpe Ratio Comparison

The current LIND Sharpe Ratio is 1.83, which is higher than the CCL Sharpe Ratio of 0.66. The chart below compares the historical Sharpe Ratios of LIND 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.


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Sharpe Ratios by Period


LINDCCLDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.83

0.66

+1.16

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.01

-0.01

0.00

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.10

-0.10

+0.19

Sharpe Ratio (All Time)

Calculated using the full available price history

0.08

0.17

-0.09

Correlation

The correlation between LIND and CCL is 0.51, 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.


Dividends

LIND vs. CCL - Dividend Comparison

LIND has not paid dividends to shareholders, while CCL's dividend yield for the trailing twelve months is around 0.58%.


TTM20252024202320222021202020192018201720162015
LIND
Lindblad Expeditions Holdings, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
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%

Drawdowns

LIND vs. CCL - Drawdown Comparison

The maximum LIND drawdown since its inception was -83.16%, smaller than the maximum CCL drawdown of -90.37%. Use the drawdown chart below to compare losses from any high point for LIND and CCL.


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Drawdown Indicators


LINDCCLDifference

Max Drawdown

Largest peak-to-trough decline

-83.16%

-90.37%

+7.21%

Max Drawdown (1Y)

Largest decline over 1 year

-23.67%

-29.30%

+5.63%

Max Drawdown (5Y)

Largest decline over 5 years

-69.10%

-79.62%

+10.52%

Max Drawdown (10Y)

Largest decline over 10 years

-83.16%

-90.37%

+7.21%

Current Drawdown

Current decline from peak

-19.61%

-60.74%

+41.13%

Average Drawdown

Average peak-to-trough decline

-30.36%

-28.41%

-1.95%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.36%

11.59%

-0.23%

Volatility

LIND vs. CCL - Volatility Comparison

The current volatility for Lindblad Expeditions Holdings, Inc. (LIND) is 15.12%, while Carnival Corporation & Plc (CCL) has a volatility of 16.87%. This indicates that LIND experiences smaller price fluctuations and is considered to be less risky than CCL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


LINDCCLDifference

Volatility (1M)

Calculated over the trailing 1-month period

15.12%

16.87%

-1.75%

Volatility (6M)

Calculated over the trailing 6-month period

30.51%

34.83%

-4.32%

Volatility (1Y)

Calculated over the trailing 1-year period

47.79%

50.11%

-2.32%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

65.85%

55.00%

+10.85%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

61.59%

57.15%

+4.44%

Financials

LIND vs. CCL - Financials Comparison

This section allows you to compare key financial metrics between Lindblad Expeditions Holdings, Inc. 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


0.002.00B4.00B6.00B8.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober20260
6.17B
(LIND) Total Revenue
(CCL) Total Revenue
Values in USD except per share items