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SWBI vs. CCL
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

SWBI vs. CCL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Smith & Wesson Brands, Inc. (SWBI) and Carnival Corporation & Plc (CCL). The values are adjusted to include any dividend payments, if applicable.

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SWBI vs. CCL - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SWBI
Smith & Wesson Brands, Inc.
46.55%3.12%-22.59%62.17%-49.58%1.64%150.33%-27.84%0.16%-39.09%
CCL
Carnival Corporation & Plc
-14.87%22.55%34.41%130.02%-59.94%-7.11%-56.89%7.37%-23.40%30.76%

Fundamentals

Market Cap

SWBI:

$642.34M

CCL:

$36.02B

EPS

SWBI:

$0.27

CCL:

$2.21

PE Ratio

SWBI:

53.23

CCL:

11.69

PS Ratio

SWBI:

1.31

CCL:

1.34

PB Ratio

SWBI:

1.77

CCL:

2.76

Total Revenue (TTM)

SWBI:

$486.22M

CCL:

$26.98B

Gross Profit (TTM)

SWBI:

$128.56M

CCL:

$10.13B

EBITDA (TTM)

SWBI:

$21.91M

CCL:

$7.23B

Returns By Period

In the year-to-date period, SWBI achieves a 46.55% return, which is significantly higher than CCL's -14.87% return. Over the past 10 years, SWBI has outperformed CCL with an annualized return of -2.04%, while CCL has yielded a comparatively lower -5.62% annualized return.


SWBI

1D
-0.42%
1M
21.55%
YTD
46.55%
6M
48.98%
1Y
61.69%
3Y*
9.85%
5Y*
-1.07%
10Y*
-2.04%

CCL

1D
8.01%
1M
-17.97%
YTD
-14.87%
6M
-10.07%
1Y
33.13%
3Y*
36.83%
5Y*
-0.65%
10Y*
-5.62%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

SWBI vs. CCL — Risk / Return Rank

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

SWBI
SWBI Risk / Return Rank: 8181
Overall Rank
SWBI Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
SWBI Sortino Ratio Rank: 8181
Sortino Ratio Rank
SWBI Omega Ratio Rank: 8686
Omega Ratio Rank
SWBI Calmar Ratio Rank: 7979
Calmar Ratio Rank
SWBI Martin Ratio Rank: 7777
Martin Ratio Rank

CCL
CCL Risk / Return Rank: 6464
Overall Rank
CCL Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
CCL Sortino Ratio Rank: 6363
Sortino Ratio Rank
CCL Omega Ratio Rank: 6262
Omega Ratio Rank
CCL Calmar Ratio Rank: 6565
Calmar Ratio Rank
CCL Martin Ratio Rank: 6666
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.

SWBI vs. CCL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Smith & Wesson Brands, Inc. (SWBI) and Carnival Corporation & Plc (CCL). 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.


SWBICCLDifference

Sharpe ratio

Return per unit of total volatility

1.34

0.66

+0.67

Sortino ratio

Return per unit of downside risk

2.15

1.27

+0.88

Omega ratio

Gain probability vs. loss probability

1.34

1.17

+0.17

Calmar ratio

Return relative to maximum drawdown

2.20

1.05

+1.15

Martin ratio

Return relative to average drawdown

4.76

2.66

+2.10

SWBI vs. CCL - Sharpe Ratio Comparison

The current SWBI Sharpe Ratio is 1.34, which is higher than the CCL Sharpe Ratio of 0.66. The chart below compares the historical Sharpe Ratios of SWBI and CCL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


SWBICCLDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.34

0.66

+0.67

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.02

-0.01

-0.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.04

-0.10

+0.06

Sharpe Ratio (All Time)

Calculated using the full available price history

0.16

0.17

-0.01

Correlation

The correlation between SWBI and CCL is 0.20, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

SWBI vs. CCL - Dividend Comparison

SWBI's dividend yield for the trailing twelve months is around 3.63%, more than CCL's 0.58% yield.


TTM20252024202320222021202020192018201720162015
SWBI
Smith & Wesson Brands, Inc.
3.63%5.27%5.05%3.39%4.38%1.63%0.56%0.00%0.00%0.00%0.00%0.00%
CCL
Carnival Corporation & Plc
0.58%0.00%0.00%0.00%0.00%0.00%2.31%3.93%3.96%2.41%2.59%2.02%

Drawdowns

SWBI vs. CCL - Drawdown Comparison

The maximum SWBI drawdown since its inception was -96.15%, which is greater than CCL's maximum drawdown of -90.37%. Use the drawdown chart below to compare losses from any high point for SWBI and CCL.


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Drawdown Indicators


SWBICCLDifference

Max Drawdown

Largest peak-to-trough decline

-96.15%

-90.37%

-5.78%

Max Drawdown (1Y)

Largest decline over 1 year

-27.81%

-29.30%

+1.49%

Max Drawdown (5Y)

Largest decline over 5 years

-75.38%

-79.62%

+4.24%

Max Drawdown (10Y)

Largest decline over 10 years

-81.49%

-90.37%

+8.88%

Current Drawdown

Current decline from peak

-51.50%

-60.74%

+9.24%

Average Drawdown

Average peak-to-trough decline

-49.48%

-28.41%

-21.07%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.84%

11.59%

+1.25%

Volatility

SWBI vs. CCL - Volatility Comparison

Smith & Wesson Brands, Inc. (SWBI) has a higher volatility of 18.34% compared to Carnival Corporation & Plc (CCL) at 16.87%. This indicates that SWBI's price experiences larger fluctuations and is considered to be riskier than CCL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SWBICCLDifference

Volatility (1M)

Calculated over the trailing 1-month period

18.34%

16.87%

+1.47%

Volatility (6M)

Calculated over the trailing 6-month period

33.43%

34.83%

-1.40%

Volatility (1Y)

Calculated over the trailing 1-year period

46.41%

50.11%

-3.70%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

48.05%

55.00%

-6.95%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

52.12%

57.15%

-5.03%

Financials

SWBI vs. CCL - Financials Comparison

This section allows you to compare key financial metrics between Smith & Wesson Brands, Inc. and Carnival Corporation & Plc. 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
135.71M
6.17B
(SWBI) Total Revenue
(CCL) Total Revenue
Values in USD except per share items

SWBI vs. CCL - Profitability Comparison

The chart below illustrates the profitability comparison between Smith & Wesson Brands, Inc. and Carnival Corporation & Plc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-40.0%-20.0%0.0%20.0%40.0%20222023202420252026
26.2%
36.1%
Portfolio components
SWBI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Smith & Wesson Brands, Inc. reported a gross profit of 35.59M and revenue of 135.71M. Therefore, the gross margin over that period was 26.2%.

CCL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Carnival Corporation & Plc reported a gross profit of 2.23B and revenue of 6.17B. Therefore, the gross margin over that period was 36.1%.

SWBI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Smith & Wesson Brands, Inc. reported an operating income of 6.71M and revenue of 135.71M, resulting in an operating margin of 5.0%.

CCL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Carnival Corporation & Plc reported an operating income of 607.00M and revenue of 6.17B, resulting in an operating margin of 9.9%.

SWBI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Smith & Wesson Brands, Inc. reported a net income of 3.75M and revenue of 135.71M, resulting in a net margin of 2.8%.

CCL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Carnival Corporation & Plc reported a net income of 258.00M and revenue of 6.17B, resulting in a net margin of 4.2%.