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RCL vs. MCD
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

RCL vs. MCD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Royal Caribbean Cruises Ltd. (RCL) and McDonald's Corporation (MCD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, RCL achieves a 6.66% return, which is significantly higher than MCD's -5.66% return. Over the past 10 years, RCL has outperformed MCD with an annualized return of 16.48%, while MCD has yielded a comparatively lower 11.46% annualized return.


RCL

1D
2.23%
1M
13.68%
YTD
6.66%
6M
7.04%
1Y
16.02%
3Y*
46.74%
5Y*
27.43%
10Y*
16.48%

MCD

1D
0.01%
1M
3.75%
YTD
-5.66%
6M
-8.96%
1Y
-3.37%
3Y*
1.94%
5Y*
6.16%
10Y*
11.46%
*Multi-year figures are annualized to reflect compound growth (CAGR)

RCL vs. MCD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RCL
Royal Caribbean Cruises Ltd.
6.66%22.46%78.98%161.97%-35.72%2.96%-43.50%39.94%-16.13%48.22%
MCD
McDonald's Corporation
-5.66%7.89%0.14%15.06%0.51%27.79%11.30%13.97%5.78%45.05%

Correlation

The correlation between RCL and MCD is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.27

Correlation (3Y)
Calculated over the trailing 3-year period

0.19

Correlation (5Y)
Calculated over the trailing 5-year period

0.23

Correlation (10Y)
Calculated over the trailing 10-year period

0.23

Correlation (All Time)
Calculated using the full available price history since Apr 28, 1993

0.24

Fundamentals

Market Cap

RCL:

$79.78B

MCD:

$203.21B

EPS

RCL:

$16.41

MCD:

$12.13

PE Ratio

RCL:

17.94

MCD:

23.48

PEG Ratio

RCL:

0.82

MCD:

3.78

PS Ratio

RCL:

4.37

MCD:

7.42

Total Revenue (TTM)

RCL:

$18.39B

MCD:

$27.45B

Gross Profit (TTM)

RCL:

$8.68B

MCD:

$12.10B

EBITDA (TTM)

RCL:

$7.13B

MCD:

$14.46B

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Return for Risk

RCL vs. MCD — Risk / Return Rank

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

RCL
RCL Risk / Return Rank: 5151
Overall Rank
RCL Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
RCL Sortino Ratio Rank: 5151
Sortino Ratio Rank
RCL Omega Ratio Rank: 4848
Omega Ratio Rank
RCL Calmar Ratio Rank: 5252
Calmar Ratio Rank
RCL Martin Ratio Rank: 5050
Martin Ratio Rank

MCD
MCD Risk / Return Rank: 3232
Overall Rank
MCD Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
MCD Sortino Ratio Rank: 2727
Sortino Ratio Rank
MCD Omega Ratio Rank: 2828
Omega Ratio Rank
MCD Calmar Ratio Rank: 3737
Calmar Ratio Rank
MCD Martin Ratio Rank: 3434
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.

RCL vs. MCD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Royal Caribbean Cruises Ltd. (RCL) and McDonald's Corporation (MCD). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


RCLMCDDifference
Sharpe ratioReturn per unit of total volatility

+0.50

Sortino ratioReturn per unit of downside risk

+0.98

Omega ratioGain probability vs. loss probability

1.09

0.98

+0.11

Calmar ratioReturn relative to maximum drawdown

0.39

-0.20

+0.59

Martin ratioReturn relative to average drawdown

0.66

-0.50

+1.17

RCL vs. MCD - Sharpe Ratio Comparison

The current RCL Sharpe Ratio is 0.27, which is higher than the MCD Sharpe Ratio of -0.23. The chart below compares the historical Sharpe Ratios of RCL and MCD, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

RCL vs. MCD - Drawdown Comparison

The maximum RCL drawdown since its inception was -89.49%, which is greater than MCD's maximum drawdown of -73.20%. Use the drawdown chart below to compare losses from any high point for RCL and MCD.


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Drawdown Indicators


RCLMCDDifference

Max Drawdown

Largest peak-to-trough decline

-89.49%

-73.20%

-16.29%

Max Drawdown (1Y)

Largest decline over 1 year

-32.36%

-19.05%

-13.31%

Max Drawdown (3Y)

Largest decline over 3 years

-35.02%

-19.05%

-15.97%

Max Drawdown (5Y)

Largest decline over 5 years

-67.64%

-19.05%

-48.59%

Max Drawdown (10Y)

Largest decline over 10 years

-83.30%

-36.90%

-46.40%

Current Drawdown

Current decline from peak

-18.16%

-15.46%

-2.70%

Average Drawdown

Average peak-to-trough decline

-27.76%

-14.89%

-12.87%

Ulcer Index

Depth and duration of drawdowns from previous peaks

19.15%

7.53%

+11.62%

Volatility

RCL vs. MCD - Volatility Comparison

Royal Caribbean Cruises Ltd. (RCL) has a higher volatility of 14.15% compared to McDonald's Corporation (MCD) at 4.96%. This indicates that RCL's price experiences larger fluctuations and is considered to be riskier than MCD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RCLMCDDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.15%

4.96%

+9.19%

Volatility (6M)

Calculated over the trailing 6-month period

38.00%

12.20%

+25.80%

Volatility (1Y)

Calculated over the trailing 1-year period

46.50%

16.62%

+29.88%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

48.52%

17.27%

+31.25%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

53.35%

20.40%

+32.95%

Dividends

RCL vs. MCD - Dividend Comparison

RCL's dividend yield for the trailing twelve months is around 1.70%, less than MCD's 2.58% yield.


PositionTTM20252024202320222021202020192018201720162015
MCD
McDonald's Corporation
2.58%2.35%2.34%2.10%2.15%1.96%2.35%2.39%2.36%2.23%2.97%2.91%
RCL
Royal Caribbean Cruises Ltd.
1.70%1.25%0.41%0.00%0.00%0.00%1.04%2.22%2.66%1.81%2.08%1.33%

Financials

RCL vs. MCD - Financials Comparison

This section allows you to compare key financial metrics between Royal Caribbean Cruises Ltd. and McDonald's Corporation. 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


0.002.00B4.00B6.00B8.00B20222023202420252026
4.45B
6.52B
(RCL) Total Revenue
(MCD) Total Revenue
Values in USD except per share items

RCL vs. MCD - Profitability Comparison

The chart below illustrates the profitability comparison between Royal Caribbean Cruises Ltd. and McDonald's Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-80.0%-60.0%-40.0%-20.0%0.0%20.0%40.0%60.0%20222023202420252026
49.5%
0
Portfolio components
RCL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Royal Caribbean Cruises Ltd. reported a gross profit of 2.21B and revenue of 4.45B. Therefore, the gross margin over that period was 49.5%.

MCD - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, McDonald's Corporation reported a gross profit of 0.00 and revenue of 6.52B. Therefore, the gross margin over that period was 0.0%.

RCL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Royal Caribbean Cruises Ltd. reported an operating income of 1.16B and revenue of 4.45B, resulting in an operating margin of 26.1%.

MCD - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, McDonald's Corporation reported an operating income of 2.95B and revenue of 6.52B, resulting in an operating margin of 45.3%.

RCL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Royal Caribbean Cruises Ltd. reported a net income of 941.00M and revenue of 4.45B, resulting in a net margin of 21.1%.

MCD - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, McDonald's Corporation reported a net income of 1.98B and revenue of 6.52B, resulting in a net margin of 30.4%.


Frequently Asked Questions


RCL and MCD have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

RCL has higher volatility (14.15%) compared to MCD (4.96%). In terms of maximum drawdown, RCL dropped -89.49% vs MCD's -73.20%.

RCL currently has the higher Sharpe Ratio (0.27 vs -0.23), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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