Correlation
The correlation between LUV and NCLH is 0.49, 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.
LUV vs. NCLH
Compare and contrast key facts about Southwest Airlines Co. (LUV) and Norwegian Cruise Line Holdings Ltd. (NCLH).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LUV or NCLH.
Performance
LUV vs. NCLH - Performance Comparison
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Key characteristics
LUV:
0.87
NCLH:
0.13
LUV:
1.19
NCLH:
0.65
LUV:
1.17
NCLH:
1.09
LUV:
0.46
NCLH:
0.13
LUV:
2.85
NCLH:
0.49
LUV:
10.02%
NCLH:
20.39%
LUV:
40.91%
NCLH:
52.56%
LUV:
-78.23%
NCLH:
-87.81%
LUV:
-44.65%
NCLH:
-72.40%
Fundamentals
LUV:
$18.74B
NCLH:
$8.08B
LUV:
$0.90
NCLH:
$1.71
LUV:
36.54
NCLH:
10.26
LUV:
0.56
NCLH:
0.46
LUV:
0.68
NCLH:
0.86
LUV:
2.00
NCLH:
5.71
LUV:
$27.58B
NCLH:
$9.42B
LUV:
$5.08B
NCLH:
$3.60B
LUV:
$2.58B
NCLH:
$1.96B
Returns By Period
In the year-to-date period, LUV achieves a 0.86% return, which is significantly higher than NCLH's -31.60% return. Over the past 10 years, LUV has outperformed NCLH with an annualized return of -0.11%, while NCLH has yielded a comparatively lower -10.73% annualized return.
LUV
0.86%
23.66%
5.34%
35.29%
-7.99%
2.13%
-0.11%
NCLH
-31.60%
1.27%
-34.62%
6.73%
2.80%
2.36%
-10.73%
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Risk-Adjusted Performance
LUV vs. NCLH — Risk-Adjusted Performance Rank
LUV
NCLH
LUV vs. NCLH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Southwest Airlines Co. (LUV) 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.
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Dividends
LUV vs. NCLH - Dividend Comparison
LUV's dividend yield for the trailing twelve months is around 2.14%, while NCLH has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LUV Southwest Airlines Co. | 2.14% | 2.14% | 3.12% | 0.00% | 0.00% | 0.39% | 1.30% | 1.30% | 0.73% | 0.75% | 0.66% | 0.52% |
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
LUV vs. NCLH - Drawdown Comparison
The maximum LUV drawdown since its inception was -78.23%, smaller than the maximum NCLH drawdown of -87.81%. Use the drawdown chart below to compare losses from any high point for LUV and NCLH.
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Volatility
LUV vs. NCLH - Volatility Comparison
The current volatility for Southwest Airlines Co. (LUV) is 8.71%, while Norwegian Cruise Line Holdings Ltd. (NCLH) has a volatility of 16.81%. This indicates that LUV 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.
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Financials
LUV vs. NCLH - Financials Comparison
This section allows you to compare key financial metrics between Southwest Airlines Co. 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.
Total Revenue: Total amount of money received from sales and other business activities
LUV vs. NCLH - Profitability Comparison
LUV - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Southwest Airlines Co. reported a gross profit of 867.00M and revenue of 6.43B. Therefore, the gross margin over that period was 13.5%.
NCLH - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Norwegian Cruise Line Holdings Ltd. reported a gross profit of 823.62M and revenue of 2.13B. Therefore, the gross margin over that period was 38.7%.
LUV - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Southwest Airlines Co. reported an operating income of -223.00M and revenue of 6.43B, resulting in an operating margin of -3.5%.
NCLH - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Norwegian Cruise Line Holdings Ltd. reported an operating income of 200.94M and revenue of 2.13B, resulting in an operating margin of 9.4%.
LUV - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Southwest Airlines Co. reported a net income of -149.00M and revenue of 6.43B, resulting in a net margin of -2.3%.
NCLH - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Norwegian Cruise Line Holdings Ltd. reported a net income of -40.30M and revenue of 2.13B, resulting in a net margin of -1.9%.