Carnival Stock Performance
| CCL Stock | USD 23.74 0.11 0.47% |
The firm shows a Beta (market volatility) of 0.74, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Carnival's returns are expected to increase less than the market. However, during the bear market, the loss of holding Carnival is expected to be smaller as well. At this point, Carnival has a negative expected return of -0.0793%. Please make sure to confirm Carnival's value at risk, rate of daily change, relative strength index, as well as the relationship between the kurtosis and market facilitation index , to decide if Carnival performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Carnival has generated negative risk-adjusted returns adding no value to investors with long positions. Despite quite persistent fundamental indicators, Carnival is not utilizing all of its potentials. The latest stock price mess, may contribute to short-term losses for the institutional investors. ...more
Actual Historical Performance (%)
One Day Return 1.77 | Five Day Return (7.66) | Year To Date Return (5.52) | Ten Year Return (46.16) | All Time Return 499.75 |
Last Split Factor 2:1 | Dividend Date 2020-03-13 | Ex Dividend Date 2020-02-20 | Last Split Date 1998-06-15 |
1 | Disposition of 1570 shares by Enrique Miguez of Carnival at 17.0456 subject to Rule 16b-3 | 01/17/2025 |
2 | USAdvisors Wealth Management LLC Buys Shares of 9,465 Carnival Co. plc - MarketBeat | 01/30/2025 |
3 | Holland America Line and The HISTORY Channel Introduce Multi-Year Partnership Featuring Exclusive Historically Focused Itineraries and Immersive Shore Excursion... | 02/05/2025 |
4 | A Winter Carnival | 02/12/2025 |
5 | Carnival Corporation plc Announces the Redemption of Existing 1.0 Billion 10.500 percent Senior Unsecured Notes due 2030 and Launch of New Senior Unsecured Note... | 02/18/2025 |
6 | Life Is A Carnival For Los Angeles Chargers With A Game In Brazil | 02/19/2025 |
7 | Royal Caribbean and other cruise stocks are sinking after a top Trump official promised to make them pay | 02/20/2025 |
8 | Carnival Upgraded to Buy What Does It Mean for the Stock | 02/21/2025 |
9 | Carnival Ascends While Market Falls Some Facts to Note | 02/24/2025 |
| Begin Period Cash Flow | 2.4 B |
Carnival |
Carnival Relative Risk vs. Return Landscape
If you would invest 2,514 in Carnival on November 27, 2024 and sell it today you would lose (156.00) from holding Carnival or give up 6.21% of portfolio value over 90 days. Carnival is generating negative expected returns assuming volatility of 2.4445% on return distribution over 90 days investment horizon. In other words, 21% of stocks are less volatile than Carnival, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Carnival Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Carnival's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Carnival, and traders can use it to determine the average amount a Carnival's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0324
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CCL |
Estimated Market Risk
| 2.44 actual daily | 21 79% of assets are more volatile |
Expected Return
| -0.08 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Carnival is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Carnival by adding Carnival to a well-diversified portfolio.
Carnival Fundamentals Growth
Carnival Stock prices reflect investors' perceptions of the future prospects and financial health of Carnival, and Carnival fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Carnival Stock performance.
| Return On Equity | 0.24 | ||||
| Return On Asset | 0.0448 | ||||
| Profit Margin | 0.08 % | ||||
| Operating Margin | 0.09 % | ||||
| Current Valuation | 59.61 B | ||||
| Shares Outstanding | 1.16 B | ||||
| Price To Earning | 5.36 X | ||||
| Price To Book | 3.45 X | ||||
| Price To Sales | 1.28 X | ||||
| Revenue | 25.02 B | ||||
| Gross Profit | 13.39 B | ||||
| EBITDA | 6.23 B | ||||
| Net Income | 1.92 B | ||||
| Cash And Equivalents | 4.03 B | ||||
| Cash Per Share | 5.44 X | ||||
| Total Debt | 28.88 B | ||||
| Debt To Equity | 4.21 % | ||||
| Current Ratio | 0.65 X | ||||
| Book Value Per Share | 7.07 X | ||||
| Cash Flow From Operations | 5.92 B | ||||
| Earnings Per Share | 1.44 X | ||||
| Market Capitalization | 31.95 B | ||||
| Total Asset | 48.28 B | ||||
| Retained Earnings | 2.1 B | ||||
| Working Capital | (8.24 B) | ||||
| Current Asset | 1.69 B | ||||
| Current Liabilities | 7.07 B | ||||
About Carnival Performance
By examining Carnival's fundamental ratios, stakeholders can obtain critical insights into Carnival's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Carnival is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 18.18 | 11.90 | |
| Return On Tangible Assets | 0.05 | 0.07 | |
| Return On Capital Employed | 0.10 | 0.11 | |
| Return On Assets | 0.05 | 0.07 | |
| Return On Equity | 0.24 | 0.25 |
Things to note about Carnival performance evaluation
Checking the ongoing alerts about Carnival for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Carnival help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Carnival generated a negative expected return over the last 90 days | |
| Carnival has 28.88 B in debt with debt to equity (D/E) ratio of 4.21, demonstrating that the company may be unable to create cash to meet all of its financial commitments. Carnival has a current ratio of 0.64, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Note however, debt could still be an excellent tool for Carnival to invest in growth at high rates of return. | |
| About 65.0% of Carnival shares are held by institutions such as insurance companies | |
| Latest headline from finance.yahoo.com: Carnival Ascends While Market Falls Some Facts to Note |
- Analyzing Carnival's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Carnival's stock is overvalued or undervalued compared to its peers.
- Examining Carnival's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Carnival's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Carnival's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Carnival's stock. These opinions can provide insight into Carnival's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Carnival. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators. For more information on how to buy Carnival Stock please use our How to buy in Carnival Stock guide.You can also try the Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .
Is Hotels, Resorts & Cruise Lines space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Carnival. If investors know Carnival will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Carnival listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.599 | Earnings Share 1.44 | Revenue Per Share | Quarterly Revenue Growth 0.1 | Return On Assets |
The market value of Carnival is measured differently than its book value, which is the value of Carnival that is recorded on the company's balance sheet. Investors also form their own opinion of Carnival's value that differs from its market value or its book value, called intrinsic value, which is Carnival's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Carnival's market value can be influenced by many factors that don't directly affect Carnival's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Carnival's value and its price as these two are different measures arrived at by different means. Investors typically determine if Carnival is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Carnival's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.