NCLH vs. LUV
Compare and contrast key facts about Norwegian Cruise Line Holdings Ltd. (NCLH) and Southwest Airlines Co. (LUV).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NCLH or LUV.
Performance
NCLH vs. LUV - Performance Comparison
Returns By Period
In the year-to-date period, NCLH achieves a 34.03% return, which is significantly higher than LUV's 12.67% return. Over the past 10 years, NCLH has underperformed LUV with an annualized return of -4.42%, while LUV has yielded a comparatively higher -0.87% annualized return.
NCLH
34.03%
14.79%
67.87%
86.66%
-13.06%
-4.42%
LUV
12.67%
4.04%
20.60%
32.50%
-10.00%
-0.87%
Fundamentals
| NCLH | LUV | |
|---|---|---|
| Market Cap | $11.45B | $19.05B |
| EPS | $1.14 | -$0.08 |
| PEG Ratio | 0.33 | 0.48 |
| Total Revenue (TTM) | $9.36B | $27.38B |
| Gross Profit (TTM) | $3.65B | -$1.70B |
| EBITDA (TTM) | $2.22B | $1.90B |
Key characteristics
| NCLH | LUV | |
|---|---|---|
| Sharpe Ratio | 1.70 | 0.87 |
| Sortino Ratio | 2.33 | 1.30 |
| Omega Ratio | 1.32 | 1.19 |
| Calmar Ratio | 1.12 | 0.53 |
| Martin Ratio | 5.89 | 2.09 |
| Ulcer Index | 14.72% | 15.53% |
| Daily Std Dev | 50.87% | 37.35% |
| Max Drawdown | -87.81% | -78.23% |
| Current Drawdown | -57.87% | -48.09% |
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Correlation
The correlation between NCLH and LUV 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.
Risk-Adjusted Performance
NCLH vs. LUV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Norwegian Cruise Line Holdings Ltd. (NCLH) and Southwest Airlines Co. (LUV). 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.
Dividends
NCLH vs. LUV - Dividend Comparison
NCLH has not paid dividends to shareholders, while LUV's dividend yield for the trailing twelve months is around 2.25%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
LUV Southwest Airlines Co. | 2.25% | 3.12% | 0.00% | 0.00% | 0.39% | 1.30% | 1.30% | 0.73% | 0.75% | 0.66% | 0.52% | 0.69% |
Drawdowns
NCLH vs. LUV - Drawdown Comparison
The maximum NCLH drawdown since its inception was -87.81%, which is greater than LUV's maximum drawdown of -78.23%. Use the drawdown chart below to compare losses from any high point for NCLH and LUV. For additional features, visit the drawdowns tool.
Volatility
NCLH vs. LUV - Volatility Comparison
Norwegian Cruise Line Holdings Ltd. (NCLH) has a higher volatility of 11.70% compared to Southwest Airlines Co. (LUV) at 7.85%. This indicates that NCLH's price experiences larger fluctuations and is considered to be riskier than LUV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
NCLH vs. LUV - Financials Comparison
This section allows you to compare key financial metrics between Norwegian Cruise Line Holdings Ltd. and Southwest Airlines Co.. 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