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

Performance

UAL vs. CCL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in United Airlines Holdings, Inc. (UAL) 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, UAL achieves a 3.31% return, which is significantly higher than CCL's -3.42% return. Over the past 10 years, UAL has outperformed CCL with an annualized return of 10.62%, while CCL has yielded a comparatively lower -3.28% annualized return.


UAL

1D
2.58%
1M
24.42%
YTD
3.31%
6M
8.12%
1Y
56.11%
3Y*
29.50%
5Y*
15.37%
10Y*
10.62%

CCL

1D
3.77%
1M
19.15%
YTD
-3.42%
6M
6.79%
1Y
31.61%
3Y*
24.35%
5Y*
-0.29%
10Y*
-3.28%
*Multi-year figures are annualized to reflect compound growth (CAGR)

UAL vs. CCL - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
UAL
United Airlines Holdings, Inc.
3.31%15.16%135.34%9.44%-13.89%1.23%-50.90%5.21%24.23%-7.52%
CCL
Carnival Corporation & Plc
-3.42%22.55%34.41%130.02%-59.94%-7.11%-56.89%7.37%-23.40%30.76%

Correlation

The correlation between UAL and CCL is 0.66, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.66

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

0.59

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

0.66

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

0.62

Correlation (All Time)
Calculated using the full available price history since Feb 6, 2006

0.51

The correlation between UAL and CCL shifts across timeframes, from 0.51 (all time) to 0.66 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

UAL:

$37.75B

CCL:

$40.62B

EPS

UAL:

$11.21

CCL:

$2.21

PE Ratio

UAL:

10.31

CCL:

13.18

PS Ratio

UAL:

0.62

CCL:

1.51

PB Ratio

UAL:

2.38

CCL:

3.12

Total Revenue (TTM)

UAL:

$60.47B

CCL:

$26.98B

Gross Profit (TTM)

UAL:

$38.71B

CCL:

$10.13B

EBITDA (TTM)

UAL:

$7.99B

CCL:

$7.23B

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Return for Risk

UAL vs. CCL — Risk / Return Rank

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

UAL
UAL Risk / Return Rank: 7272
Overall Rank
UAL Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
UAL Sortino Ratio Rank: 7272
Sortino Ratio Rank
UAL Omega Ratio Rank: 6868
Omega Ratio Rank
UAL Calmar Ratio Rank: 7474
Calmar Ratio Rank
UAL Martin Ratio Rank: 7474
Martin Ratio Rank

CCL
CCL Risk / Return Rank: 6060
Overall Rank
CCL Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
CCL Sortino Ratio Rank: 5959
Sortino Ratio Rank
CCL Omega Ratio Rank: 5656
Omega Ratio Rank
CCL Calmar Ratio Rank: 6161
Calmar Ratio Rank
CCL Martin Ratio Rank: 6161
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.

UAL vs. CCL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for United Airlines Holdings, Inc. (UAL) 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.


UALCCLDifference
Sharpe ratioReturn per unit of total volatility

+0.46

Sortino ratioReturn per unit of downside risk

+0.58

Omega ratioGain probability vs. loss probability

1.19

1.13

+0.06

Calmar ratioReturn relative to maximum drawdown

1.80

0.86

+0.94

Martin ratioReturn relative to average drawdown

4.25

1.73

+2.51

UAL vs. CCL - Sharpe Ratio Comparison

The current UAL Sharpe Ratio is 0.98, which is higher than the CCL Sharpe Ratio of 0.53. The chart below compares the historical Sharpe Ratios of UAL 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

UAL vs. CCL - Drawdown Comparison

The maximum UAL drawdown since its inception was -93.50%, roughly equal to the maximum CCL drawdown of -90.37%. Use the drawdown chart below to compare losses from any high point for UAL and CCL.


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Drawdown Indicators


UALCCLDifference

Max Drawdown

Largest peak-to-trough decline

-93.50%

-90.37%

-3.13%

Max Drawdown (1Y)

Largest decline over 1 year

-27.50%

-29.30%

+1.80%

Max Drawdown (3Y)

Largest decline over 3 years

-49.19%

-42.85%

-6.34%

Max Drawdown (5Y)

Largest decline over 5 years

-49.19%

-78.21%

+29.02%

Max Drawdown (10Y)

Largest decline over 10 years

-79.40%

-90.37%

+10.97%

Current Drawdown

Current decline from peak

-1.71%

-55.46%

+53.75%

Average Drawdown

Average peak-to-trough decline

-37.22%

-28.58%

-8.64%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.62%

14.54%

-2.92%

Volatility

UAL vs. CCL - Volatility Comparison

United Airlines Holdings, Inc. (UAL) has a higher volatility of 19.24% compared to Carnival Corporation & Plc (CCL) at 16.53%. This indicates that UAL'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


UALCCLDifference

Volatility (1M)

Calculated over the trailing 1-month period

19.24%

16.53%

+2.71%

Volatility (6M)

Calculated over the trailing 6-month period

37.96%

39.11%

-1.15%

Volatility (1Y)

Calculated over the trailing 1-year period

50.25%

47.77%

+2.48%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

48.85%

55.59%

-6.74%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

51.86%

57.65%

-5.79%

Dividends

UAL vs. CCL - Dividend Comparison

UAL has not paid dividends to shareholders, while CCL's dividend yield for the trailing twelve months is around 1.03%.


PositionTTM20252024202320222021202020192018201720162015
CCL
Carnival Corporation & Plc
1.03%0.00%0.00%0.00%0.00%0.00%2.31%3.93%3.96%2.41%2.59%2.02%
UAL
United Airlines Holdings, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

UAL vs. CCL - Financials Comparison

This section allows you to compare key financial metrics between United Airlines Holdings, 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


0.005.00B10.00B15.00B20222023202420252026
14.61B
6.17B
(UAL) Total Revenue
(CCL) Total Revenue
Values in USD except per share items

UAL vs. CCL - Profitability Comparison

The chart below illustrates the profitability comparison between United Airlines Holdings, 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%60.0%20222023202420252026
62.4%
36.1%
Portfolio components
UAL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, United Airlines Holdings, Inc. reported a gross profit of 9.11B and revenue of 14.61B. Therefore, the gross margin over that period was 62.4%.

CCL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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%.

UAL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, United Airlines Holdings, Inc. reported an operating income of 997.00M and revenue of 14.61B, resulting in an operating margin of 6.8%.

CCL - Operating Margin

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

UAL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, United Airlines Holdings, Inc. reported a net income of 699.00M and revenue of 14.61B, resulting in a net margin of 4.8%.

CCL - Net Margin

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


Frequently Asked Questions


UAL and CCL have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

UAL has higher volatility (19.24%) compared to CCL (16.53%). In terms of maximum drawdown, UAL dropped -93.50% vs CCL's -90.37%.

UAL currently has the higher Sharpe Ratio (0.98 vs 0.53), 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

Find the right allocation for UAL and CCL

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