Norwegian Cruise Line Stock Performance
| NCLH Stock | USD 20.71 0.31 1.52% |
The company secures a Beta (Market Risk) of 1.49, which conveys a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Norwegian Cruise will likely underperform. At this point, Norwegian Cruise Line has a negative expected return of -0.38%. Please make sure to verify Norwegian Cruise's kurtosis, as well as the relationship between the day median price and period momentum indicator , to decide if Norwegian Cruise Line 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 Norwegian Cruise Line has generated negative risk-adjusted returns adding no value to investors with long positions. Despite conflicting performance in the last few months, the Stock's essential indicators remain fairly strong which may send shares a bit higher in April 2025. The recent confusion may also be a sign of long-lasting up-swing for the firm traders. ...more
Actual Historical Performance (%)
One Day Return 1.54 | Five Day Return 5.92 | Year To Date Return (21.30) | Ten Year Return (60.98) | All Time Return (17.71) |
1 | Disposition of 4700 shares by Mark Kempa of Norwegian Cruise at 16.038 subject to Rule 16b-3 | 01/22/2025 |
2 | Insider Trading | 02/14/2025 |
3 | Explore Canada, New England, and Iceland with Oceania Cruises | 02/27/2025 |
4 | Norwegian Cruise Line Given New 28.00 Price Target at Wells Fargo Company | 02/28/2025 |
5 | Norwegian Cruise Line Holdings Earnings Are Of Questionable Quality | 03/06/2025 |
6 | Disposition of 2082 shares by Andrea DeMarco of Norwegian Cruise at 19.29 subject to Rule 16b-3 | 03/14/2025 |
7 | Norwegian Cruise Line Holdings Ltd Shares Up 3.56 percent on Mar 17 | 03/17/2025 |
8 | OCEANIA CRUISES TO DEBUT BESPOKE, LUXURIOUS NEW AQUAMAR BATH SKINCARE ESSENTIALS IN ALL GUEST ACCOMMODATIONS IN SPRING 2025 | 03/18/2025 |
9 | Are You a Growth Investor This 1 Stock Could Be the Perfect Pick | 03/19/2025 |
10 | 1 Wall Street Analyst Thinks Norwegian Cruise Line Stock Is Going to 30. Is It a Buy Around 20 | 03/20/2025 |
11 | Norwegian Cruise Line rating raised at Morgan Stanley | 03/21/2025 |
| Begin Period Cash Flow | 402.4 M |
Norwegian |
Norwegian Cruise Relative Risk vs. Return Landscape
If you would invest 2,642 in Norwegian Cruise Line on December 24, 2024 and sell it today you would lose (602.00) from holding Norwegian Cruise Line or give up 22.79% of portfolio value over 90 days. Norwegian Cruise Line is currently does not generate positive expected returns and assumes 2.7823% risk (volatility on return distribution) over the 90 days horizon. In different words, 24% of stocks are less volatile than Norwegian, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Norwegian Cruise Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Norwegian Cruise's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Norwegian Cruise Line, and traders can use it to determine the average amount a Norwegian Cruise'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 = -0.1383
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | NCLH |
Estimated Market Risk
| 2.78 actual daily | 24 76% of assets are more volatile |
Expected Return
| -0.38 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.14 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Norwegian Cruise 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 Norwegian Cruise by adding Norwegian Cruise to a well-diversified portfolio.
Norwegian Cruise Fundamentals Growth
Norwegian Stock prices reflect investors' perceptions of the future prospects and financial health of Norwegian Cruise, and Norwegian Cruise 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 Norwegian Stock performance.
| Return On Equity | 1.05 | ||||
| Return On Asset | 0.0464 | ||||
| Profit Margin | 0.1 % | ||||
| Operating Margin | 0.10 % | ||||
| Current Valuation | 21.88 B | ||||
| Shares Outstanding | 439.94 M | ||||
| Price To Earning | 12.65 X | ||||
| Price To Book | 6.30 X | ||||
| Price To Sales | 0.95 X | ||||
| Revenue | 9.48 B | ||||
| Gross Profit | 3.79 B | ||||
| EBITDA | 2.49 B | ||||
| Net Income | 910.26 M | ||||
| Cash And Equivalents | 1.19 B | ||||
| Cash Per Share | 2.82 X | ||||
| Total Debt | 13.1 B | ||||
| Current Ratio | 0.46 X | ||||
| Book Value Per Share | 3.24 X | ||||
| Cash Flow From Operations | 2.05 B | ||||
| Earnings Per Share | 1.89 X | ||||
| Market Capitalization | 8.97 B | ||||
| Total Asset | 19.97 B | ||||
| Retained Earnings | (5.99 B) | ||||
| Working Capital | (4.77 B) | ||||
| Current Asset | 340.41 M | ||||
| Current Liabilities | 2.37 B | ||||
About Norwegian Cruise Performance
By evaluating Norwegian Cruise's fundamental ratios, stakeholders can gain valuable insights into Norwegian Cruise's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Norwegian Cruise has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Norwegian Cruise has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 9.61 | 8.25 | |
| Return On Tangible Assets | 0.05 | 0.05 | |
| Return On Capital Employed | 0.10 | 0.11 | |
| Return On Assets | 0.05 | 0.05 | |
| Return On Equity | 0.64 | 0.67 |
Things to note about Norwegian Cruise Line performance evaluation
Checking the ongoing alerts about Norwegian Cruise for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Norwegian Cruise Line help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Norwegian Cruise generated a negative expected return over the last 90 days | |
| Norwegian Cruise Line currently holds 13.1 B in liabilities. Norwegian Cruise Line has a current ratio of 0.45, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Note, when we think about Norwegian Cruise's use of debt, we should always consider it together with its cash and equity. | |
| Norwegian Cruise has a strong financial position based on the latest SEC filings | |
| Over 81.0% of the company shares are owned by institutional investors | |
| Latest headline from finance.yahoo.com: Norwegian Cruise Line rating raised at Morgan Stanley |
- Analyzing Norwegian Cruise'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 Norwegian Cruise's stock is overvalued or undervalued compared to its peers.
- Examining Norwegian Cruise'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 Norwegian Cruise's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Norwegian Cruise's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Norwegian Cruise's stock. These opinions can provide insight into Norwegian Cruise's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Norwegian Stock analysis
When running Norwegian Cruise's price analysis, check to measure Norwegian Cruise's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Norwegian Cruise is operating at the current time. Most of Norwegian Cruise's value examination focuses on studying past and present price action to predict the probability of Norwegian Cruise's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Norwegian Cruise's price. Additionally, you may evaluate how the addition of Norwegian Cruise to your portfolios can decrease your overall portfolio volatility.
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| Top Crypto Exchanges Search and analyze digital assets across top global cryptocurrency exchanges | |
| Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals | |
| Portfolio Anywhere Track or share privately all of your investments from the convenience of any device | |
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments |