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

Performance

WS vs. CCL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Worthington Steel Inc (WS) 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, WS achieves a -4.44% return, which is significantly higher than CCL's -11.93% return.


WS

1D
-0.76%
1M
-24.51%
6M
-10.44%
YTD
-4.44%
1Y
1.64%
3Y*
5Y*
10Y*

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)

WS vs. CCL - Yearly Performance Comparison


2026 (YTD)202520242023
WS
Worthington Steel Inc
-4.44%11.18%15.44%16.60%
CCL
Carnival Corporation & Plc
-11.93%22.55%34.41%23.11%

Correlation

The correlation between WS and CCL is 0.41, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.41

Correlation (All Time)
Calculated using the full available price history since Dec 1, 2023

0.39

Fundamentals

Market Cap

WS:

$1.67B

CCL:

$36.45B

EPS

WS:

$0.33

CCL:

$2.20

PE Ratio

WS:

100.06

CCL:

12.11

PS Ratio

WS:

0.47

CCL:

1.36

PB Ratio

WS:

22.56

CCL:

2.85

Total Revenue (TTM)

WS:

$3.44B

CCL:

$27.31B

Gross Profit (TTM)

WS:

$402.60M

CCL:

$9.40B

EBITDA (TTM)

WS:

$175.70M

CCL:

$7.16B

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Return for Risk

WS vs. CCL — Risk / Return Rank

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

WS
WS Risk / Return Rank: 4545
Overall Rank
WS Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
WS Sortino Ratio Rank: 4343
Sortino Ratio Rank
WS Omega Ratio Rank: 4343
Omega Ratio Rank
WS Calmar Ratio Rank: 4545
Calmar Ratio Rank
WS Martin Ratio Rank: 4646
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.

WS vs. CCL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Worthington Steel Inc (WS) 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.


WSCCLDifference
Sharpe ratioReturn per unit of total volatility

+0.17

Sortino ratioReturn per unit of downside risk

+0.22

Omega ratioGain probability vs. loss probability

1.05

1.02

+0.03

Calmar ratioReturn relative to maximum drawdown

0.04

-0.21

+0.25

Martin ratioReturn relative to average drawdown

0.10

-0.41

+0.51

WS vs. CCL - Sharpe Ratio Comparison

The current WS Sharpe Ratio is 0.04, which is higher than the CCL Sharpe Ratio of -0.13. The chart below compares the historical Sharpe Ratios of WS 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

WS vs. CCL - Drawdown Comparison

The maximum WS drawdown since its inception was -50.98%, smaller than the maximum CCL drawdown of -90.37%. Use the drawdown chart below to compare losses from any high point for WS and CCL.


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Drawdown Indicators


WSCCLDifference

Max Drawdown

Largest peak-to-trough decline

-50.98%

-90.37%

+39.39%

Max Drawdown (1Y)

Largest decline over 1 year

-42.00%

-29.30%

-12.70%

Max Drawdown (3Y)

Largest decline over 3 years

-42.33%

Max Drawdown (5Y)

Largest decline over 5 years

-75.82%

Max Drawdown (10Y)

Largest decline over 10 years

-90.37%

Current Drawdown

Current decline from peak

-32.05%

-59.38%

+27.33%

Average Drawdown

Average peak-to-trough decline

-21.91%

-28.63%

+6.72%

Ulcer Index

Depth and duration of drawdowns from previous peaks

16.18%

15.16%

+1.02%

Volatility

WS vs. CCL - Volatility Comparison

Worthington Steel Inc (WS) has a higher volatility of 17.18% compared to Carnival Corporation & Plc (CCL) at 14.66%. This indicates that WS'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


WSCCLDifference

Volatility (1M)

Calculated over the trailing 1-month period

17.18%

14.66%

+2.52%

Volatility (6M)

Calculated over the trailing 6-month period

38.43%

38.55%

-0.12%

Volatility (1Y)

Calculated over the trailing 1-year period

46.64%

47.29%

-0.65%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

52.53%

55.56%

-3.03%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

52.53%

57.70%

-5.17%

Dividends

WS vs. CCL - Dividend Comparison

WS's dividend yield for the trailing twelve months is around 1.95%, 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%
WS
Worthington Steel Inc
1.95%1.85%2.01%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

WS vs. CCL - Financials Comparison

This section allows you to compare key financial metrics between Worthington Steel 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


0.002.00B4.00B6.00B8.00BOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026April
929.20M
6.66B
(WS) Total Revenue
(CCL) Total Revenue
Values in USD except per share items

WS vs. CCL - Profitability Comparison

The chart below illustrates the profitability comparison between Worthington Steel 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%October2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026April
12.7%
25.7%
Portfolio components
WS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Worthington Steel Inc reported a gross profit of 118.10M and revenue of 929.20M. Therefore, the gross margin over that period was 12.7%.

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%.

WS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Worthington Steel Inc reported an operating income of -53.70M and revenue of 929.20M, resulting in an operating margin of -5.8%.

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%.

WS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Worthington Steel Inc reported a net income of -49.20M and revenue of 929.20M, resulting in a net margin of -5.3%.

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


WS and CCL have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

WS has higher volatility (17.18%) compared to CCL (14.66%). In terms of maximum drawdown, WS dropped -50.98% vs CCL's -90.37%.

WS currently has the higher Sharpe Ratio (0.04 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

Find the right allocation for WS and CCL

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