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NCLH vs. RCL
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

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.


-0.50.00.51.00.8

Performance

NCLH vs. RCL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Norwegian Cruise Line Holdings Ltd. (NCLH) and Royal Caribbean Cruises Ltd. (RCL). The values are adjusted to include any dividend payments, if applicable.

0.00%200.00%400.00%600.00%800.00%SeptemberOctoberNovemberDecember2025February
-2.74%
641.79%
NCLH
RCL

Key characteristics

Sharpe Ratio

NCLH:

0.98

RCL:

2.89

Sortino Ratio

NCLH:

1.63

RCL:

3.48

Omega Ratio

NCLH:

1.22

RCL:

1.48

Calmar Ratio

NCLH:

0.64

RCL:

5.41

Martin Ratio

NCLH:

3.70

RCL:

19.03

Ulcer Index

NCLH:

13.25%

RCL:

5.49%

Daily Std Dev

NCLH:

50.18%

RCL:

36.20%

Max Drawdown

NCLH:

-87.81%

RCL:

-89.49%

Current Drawdown

NCLH:

-62.19%

RCL:

-14.75%

Fundamentals

Market Cap

NCLH:

$10.60B

RCL:

$63.05B

EPS

NCLH:

$1.14

RCL:

$10.95

PE Ratio

NCLH:

21.15

RCL:

21.39

PEG Ratio

NCLH:

0.32

RCL:

0.98

Total Revenue (TTM)

NCLH:

$7.37B

RCL:

$16.49B

Gross Profit (TTM)

NCLH:

$2.57B

RCL:

$7.09B

EBITDA (TTM)

NCLH:

$1.91B

RCL:

$5.72B

Returns By Period

In the year-to-date period, NCLH achieves a -6.30% return, which is significantly lower than RCL's 1.55% return. Over the past 10 years, NCLH has underperformed RCL with an annualized return of -6.91%, while RCL has yielded a comparatively higher 13.14% annualized return.


NCLH

YTD

-6.30%

1M

-6.11%

6M

37.77%

1Y

49.10%

5Y*

-9.35%

10Y*

-6.91%

RCL

YTD

1.55%

1M

0.93%

6M

44.32%

1Y

93.05%

5Y*

21.65%

10Y*

13.14%

*Annualized

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Risk-Adjusted Performance

NCLH vs. RCL — Risk-Adjusted Performance Rank

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

NCLH
The Risk-Adjusted Performance Rank of NCLH is 7575
Overall Rank
The Sharpe Ratio Rank of NCLH is 7878
Sharpe Ratio Rank
The Sortino Ratio Rank of NCLH is 7474
Sortino Ratio Rank
The Omega Ratio Rank of NCLH is 7373
Omega Ratio Rank
The Calmar Ratio Rank of NCLH is 7272
Calmar Ratio Rank
The Martin Ratio Rank of NCLH is 7676
Martin Ratio Rank

RCL
The Risk-Adjusted Performance Rank of RCL is 9696
Overall Rank
The Sharpe Ratio Rank of RCL is 9797
Sharpe Ratio Rank
The Sortino Ratio Rank of RCL is 9494
Sortino Ratio Rank
The Omega Ratio Rank of RCL is 9494
Omega Ratio Rank
The Calmar Ratio Rank of RCL is 9898
Calmar Ratio Rank
The Martin Ratio Rank of RCL is 9797
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.

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.


The chart of Sharpe ratio for NCLH, currently valued at 0.98, compared to the broader market-2.000.002.000.982.89
The chart of Sortino ratio for NCLH, currently valued at 1.63, compared to the broader market-4.00-2.000.002.004.006.001.633.48
The chart of Omega ratio for NCLH, currently valued at 1.22, compared to the broader market0.501.001.502.001.221.48
The chart of Calmar ratio for NCLH, currently valued at 0.64, compared to the broader market0.002.004.006.000.645.41
The chart of Martin ratio for NCLH, currently valued at 3.70, compared to the broader market-10.000.0010.0020.0030.003.7019.03
NCLH
RCL

The current NCLH Sharpe Ratio is 0.98, which is lower than the RCL Sharpe Ratio of 2.89. The chart below compares the historical Sharpe Ratios of NCLH and RCL, 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 Ratio0.001.002.003.004.005.00SeptemberOctoberNovemberDecember2025February
0.98
2.89
NCLH
RCL

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 0.41%.


TTM20242023202220212020201920182017201620152014
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.
0.41%0.41%0.00%0.00%0.00%1.04%2.22%2.66%1.81%2.08%1.33%1.33%

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.


-80.00%-60.00%-40.00%-20.00%0.00%SeptemberOctoberNovemberDecember2025February
-62.19%
-14.75%
NCLH
RCL

Volatility

NCLH vs. RCL - Volatility Comparison

The current volatility for Norwegian Cruise Line Holdings Ltd. (NCLH) is 13.93%, while Royal Caribbean Cruises Ltd. (RCL) has a volatility of 16.43%. This indicates that NCLH experiences smaller price fluctuations and is considered to be less risky than RCL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


6.00%8.00%10.00%12.00%14.00%16.00%18.00%SeptemberOctoberNovemberDecember2025February
13.93%
16.43%
NCLH
RCL

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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items