NCLH vs. RCL
Compare and contrast key facts about Norwegian Cruise Line Holdings Ltd. (NCLH) and Royal Caribbean Cruises Ltd. (RCL).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NCLH or RCL.
Performance
NCLH vs. RCL - Performance Comparison
Returns By Period
In the year-to-date period, NCLH achieves a 34.03% return, which is significantly lower than RCL's 86.93% return. Over the past 10 years, NCLH has underperformed RCL with an annualized return of -4.42%, while RCL has yielded a comparatively higher 14.45% annualized return.
NCLH
34.03%
14.79%
67.87%
86.66%
-13.06%
-4.42%
RCL
86.93%
20.06%
63.08%
130.62%
15.63%
14.45%
Fundamentals
| NCLH | RCL | |
|---|---|---|
| Market Cap | $11.45B | $63.42B |
| EPS | $1.14 | $9.97 |
| PE Ratio | 22.84 | 23.66 |
| PEG Ratio | 0.33 | 0.67 |
| Total Revenue (TTM) | $9.36B | $16.06B |
| Gross Profit (TTM) | $3.65B | $6.47B |
| EBITDA (TTM) | $2.22B | $5.70B |
Key characteristics
| NCLH | RCL | |
|---|---|---|
| Sharpe Ratio | 1.70 | 3.87 |
| Sortino Ratio | 2.33 | 4.24 |
| Omega Ratio | 1.32 | 1.59 |
| Calmar Ratio | 1.12 | 5.97 |
| Martin Ratio | 5.89 | 25.95 |
| Ulcer Index | 14.72% | 5.03% |
| Daily Std Dev | 50.87% | 33.79% |
| Max Drawdown | -87.81% | -89.49% |
| Current Drawdown | -57.87% | 0.00% |
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Correlation
The correlation between NCLH and RCL is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Risk-Adjusted Performance
NCLH vs. RCL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Norwegian Cruise Line Holdings Ltd. (NCLH) and Royal Caribbean Cruises Ltd. (RCL). 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. RCL - Dividend Comparison
NCLH has not paid dividends to shareholders, while RCL's dividend yield for the trailing twelve months is around 0.17%.
| 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% |
RCL Royal Caribbean Cruises Ltd. | 0.17% | 0.00% | 0.00% | 0.00% | 1.04% | 2.22% | 2.66% | 1.81% | 2.08% | 1.33% | 1.33% | 1.56% |
Drawdowns
NCLH vs. RCL - Drawdown Comparison
The maximum NCLH drawdown since its inception was -87.81%, roughly equal to the maximum RCL drawdown of -89.49%. Use the drawdown chart below to compare losses from any high point for NCLH and RCL. For additional features, visit the drawdowns tool.
Volatility
NCLH vs. RCL - Volatility Comparison
Norwegian Cruise Line Holdings Ltd. (NCLH) has a higher volatility of 11.70% compared to Royal Caribbean Cruises Ltd. (RCL) at 10.56%. This indicates that NCLH's price experiences larger fluctuations and is considered to be riskier than RCL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
NCLH vs. RCL - Financials Comparison
This section allows you to compare key financial metrics between Norwegian Cruise Line Holdings Ltd. and Royal Caribbean Cruises 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