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SWBI vs. CCL
Performance
Return for Risk
Drawdowns
Volatility
Dividends
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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Returns By Period

In the year-to-date period, SWBI achieves a 61.55% return, which is significantly higher than CCL's -11.93% return. Over the past 10 years, SWBI has outperformed CCL with an annualized return of -1.29%, while CCL has yielded a comparatively lower -3.91% annualized return.


SWBI

1D
0.42%
1M
7.02%
6M
51.42%
YTD
61.55%
1Y
91.68%
3Y*
10.67%
5Y*
-6.30%
10Y*
-1.29%

CCL

1D
-0.82%
1M
-8.81%
6M
-14.91%
YTD
-11.93%
1Y
-6.15%
3Y*
16.00%
5Y*
3.56%
10Y*
-3.91%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SWBI vs. CCL - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SWBI
Smith & Wesson Brands, Inc.
61.55%3.12%-22.59%62.17%-49.58%1.64%150.33%-27.84%0.16%-39.09%
CCL
Carnival Corporation & Plc
-11.93%22.55%34.41%130.02%-59.94%-7.11%-56.89%7.37%-23.40%30.76%

Correlation

The correlation between SWBI and CCL is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.21

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

0.20

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

0.28

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

0.19

Correlation (All Time)
Calculated using the full available price history since Aug 17, 1999

0.20

Fundamentals

Market Cap

SWBI:

$700.43M

CCL:

$36.45B

EPS

SWBI:

$0.41

CCL:

$2.20

PE Ratio

SWBI:

37.94

CCL:

12.11

PS Ratio

SWBI:

1.34

CCL:

1.36

PB Ratio

SWBI:

1.88

CCL:

2.85

Total Revenue (TTM)

SWBI:

$523.85M

CCL:

$27.31B

Gross Profit (TTM)

SWBI:

$141.10M

CCL:

$9.40B

EBITDA (TTM)

SWBI:

-$1.98M

CCL:

$7.16B

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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: 9494
Overall Rank
SWBI Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
SWBI Sortino Ratio Rank: 9696
Sortino Ratio Rank
SWBI Omega Ratio Rank: 9494
Omega Ratio Rank
SWBI Calmar Ratio Rank: 9393
Calmar Ratio Rank
SWBI Martin Ratio Rank: 9595
Martin Ratio Rank

CCL
CCL Risk / Return Rank: 3838
Overall Rank
CCL Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
CCL Sortino Ratio Rank: 3838
Sortino Ratio Rank
CCL Omega Ratio Rank: 3737
Omega Ratio Rank
CCL Calmar Ratio Rank: 3939
Calmar Ratio Rank
CCL Martin Ratio Rank: 3838
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.

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.


SWBICCLDifference
Sharpe ratioReturn per unit of total volatility

+2.20

Sortino ratioReturn per unit of downside risk

+3.70

Omega ratioGain probability vs. loss probability

1.46

1.02

+0.44

Calmar ratioReturn relative to maximum drawdown

4.44

-0.21

+4.65

Martin ratioReturn relative to average drawdown

14.80

-0.41

+15.20

SWBI vs. CCL - Sharpe Ratio Comparison

The current SWBI Sharpe Ratio is 2.07, which is higher than the CCL Sharpe Ratio of -0.13. The chart below compares the historical Sharpe Ratios of SWBI and CCL, 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

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

-20.78%

-29.30%

+8.52%

Max Drawdown (3Y)

Largest decline over 3 years

-54.24%

-42.33%

-11.91%

Max Drawdown (5Y)

Largest decline over 5 years

-66.07%

-75.82%

+9.75%

Max Drawdown (10Y)

Largest decline over 10 years

-81.49%

-90.37%

+8.88%

Current Drawdown

Current decline from peak

-46.54%

-59.38%

+12.84%

Average Drawdown

Average peak-to-trough decline

-49.47%

-28.63%

-20.84%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.33%

15.16%

-8.83%

Volatility

SWBI vs. CCL - Volatility Comparison

Smith & Wesson Brands, Inc. (SWBI) has a higher volatility of 18.41% compared to Carnival Corporation & Plc (CCL) at 14.66%. 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

18.41%

14.66%

+3.75%

Volatility (6M)

Calculated over the trailing 6-month period

29.80%

38.55%

-8.75%

Volatility (1Y)

Calculated over the trailing 1-year period

44.63%

47.29%

-2.66%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

46.26%

55.56%

-9.30%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

51.89%

57.70%

-5.81%

Dividends

SWBI vs. CCL - Dividend Comparison

SWBI's dividend yield for the trailing twelve months is around 3.32%, more than CCL's 1.13% yield.


PositionTTM20252024202320222021202020192018201720162015
CCL
Carnival Corporation & Plc
1.13%0.00%0.00%0.00%0.00%0.00%2.31%3.93%3.96%2.41%2.59%2.02%
SWBI
Smith & Wesson Brands, Inc.
3.32%5.27%5.05%3.39%4.38%1.63%0.56%0.00%0.00%0.00%0.00%0.00%

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
178.39M
6.66B
(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
29.8%
25.7%
Portfolio components
SWBI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Smith & Wesson Brands, Inc. reported a gross profit of 53.09M and revenue of 178.39M. Therefore, the gross margin over that period was 29.8%.

CCL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Carnival Corporation & Plc reported a gross profit of 1.72B and revenue of 6.66B. Therefore, the gross margin over that period was 25.7%.

SWBI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Smith & Wesson Brands, Inc. reported an operating income of 21.34M and revenue of 178.39M, resulting in an operating margin of 12.0%.

CCL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Carnival Corporation & Plc reported an operating income of 851.00M and revenue of 6.66B, resulting in an operating margin of 12.8%.

SWBI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Smith & Wesson Brands, Inc. reported a net income of 16.22M and revenue of 178.39M, resulting in a net margin of 9.1%.

CCL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Carnival Corporation & Plc reported a net income of 537.00M and revenue of 6.66B, resulting in a net margin of 8.1%.


Frequently Asked Questions


SWBI and CCL have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SWBI has higher volatility (18.41%) compared to CCL (14.66%). In terms of maximum drawdown, SWBI dropped -96.15% vs CCL's -90.37%.

SWBI currently has the higher Sharpe Ratio (2.07 vs -0.13), 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.

Portfolio Optimizer

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