Carnival Stock Performance
| CCL Stock | USD 25.14 0.20 0.79% |
On a scale of 0 to 100, Carnival holds a performance score of 24. The firm shows a Beta (market volatility) of 1.6, which signifies 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, Carnival will likely underperform. Please check Carnival's semi variance, rate of daily change, and the relationship between the value at risk and kurtosis , to make a quick decision on whether Carnival's price patterns will revert.
Risk-Adjusted Performance
24 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Carnival are ranked lower than 24 (%) of all global equities and portfolios over the last 90 days. Despite quite conflicting fundamental indicators, Carnival disclosed solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return (0.79) | Five Day Return (0.83) | Year To Date Return 45.4 | Ten Year Return (40.69) | All Time Return 538.48 |
Last Split Factor 2:1 | Dividend Date 2020-03-13 | Ex Dividend Date 2020-02-20 | Last Split Date 1998-06-15 |
1 | Oaks Day Race 4 - Lexus Melbourne Cup Carnival | 11/07/2024 |
2 | Winter Blitz Indoor Carnival Thrill Show to Bring Festive Family Fun to Hall of Fame Village | 11/14/2024 |
3 | Carnival Stock Moves -0.2 percent What You Should Know | 11/20/2024 |
4 | Royal Caribbean and Carnival accused of taking advantage of passengers with gambling credits | 11/21/2024 |
5 | Goldman Sachs Carnival Corporation plc Is A Top Growth Investor Stock | 11/22/2024 |
6 | Not your parents Love Boat The buzzy features bringing new passengers to cruise ships | 11/25/2024 |
7 | Leadership Shuffle At Carnival For Princess, Holland America, Seabourn | 11/26/2024 |
8 | Brokers Suggest Investing in Carnival Read This Before Placing a Bet | 11/27/2024 |
| Begin Period Cash Flow | 6 B |
Carnival |
Carnival Relative Risk vs. Return Landscape
If you would invest 1,634 in Carnival on August 31, 2024 and sell it today you would earn a total of 880.00 from holding Carnival or generate 53.86% return on investment over 90 days. Carnival is generating 0.7114% of daily returns assuming volatility of 2.2874% on return distribution over 90 days investment horizon. In other words, 20% of stocks are less volatile than Carnival, and above 86% 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 = 0.311
| Best Portfolio | Best Equity | |||
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| Small Returns | CCL | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 2.29 actual daily | 20 80% of assets are more volatile |
Expected Return
| 0.71 actual daily | 14 86% of assets have higher returns |
Risk-Adjusted Return
| 0.31 actual daily | 24 76% of assets perform better |
Based on monthly moving average Carnival is performing at about 24% of its full potential. 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 it 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 | 0.2 | ||||
| Return On Asset | 0.0425 | ||||
| Profit Margin | 0.06 % | ||||
| Operating Margin | 0.28 % | ||||
| Current Valuation | 62.49 B | ||||
| Shares Outstanding | 1.15 B | ||||
| Price To Earning | 5.36 X | ||||
| Price To Book | 3.92 X | ||||
| Price To Sales | 1.38 X | ||||
| Revenue | 21.59 B | ||||
| Gross Profit | 10.7 B | ||||
| EBITDA | 4.35 B | ||||
| Net Income | (74 M) | ||||
| Cash And Equivalents | 4.03 B | ||||
| Cash Per Share | 5.44 X | ||||
| Total Debt | 31.89 B | ||||
| Debt To Equity | 4.21 % | ||||
| Current Ratio | 0.65 X | ||||
| Book Value Per Share | 6.79 X | ||||
| Cash Flow From Operations | 4.28 B | ||||
| Earnings Per Share | 1.17 X | ||||
| Market Capitalization | 33.73 B | ||||
| Total Asset | 49.12 B | ||||
| Retained Earnings | 185 M | ||||
| Working Capital | (6.21 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 | 12.11 | 11.79 | |
| Return On Capital Employed | 0.06 | 0.10 | |
| Return On Equity | (0.01) | (0.01) |
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 has 31.89 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. | |
| The entity reported the last year's revenue of 21.59 B. Reported Net Loss for the year was (74 M) with profit before taxes, overhead, and interest of 10.7 B. | |
| About 63.0% of Carnival shares are held by institutions such as insurance companies | |
| Latest headline from zacks.com: Brokers Suggest Investing in Carnival Read This Before Placing a Bet |
- 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 Latest Portfolios module to quick portfolio dashboard that showcases your latest portfolios.
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 1.17 | Revenue Per Share 19.351 | Quarterly Revenue Growth 0.152 | Return On Assets 0.0425 |
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.