Carnival Stock Performance

CCL Stock  USD 23.57  0.30  1.26%   
On a scale of 0 to 100, Carnival holds a performance score of 5. The firm shows a Beta (market volatility) of 2.03, 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

Modest

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Carnival are ranked lower than 5 (%) 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
(1.26)
Five Day Return
(2.96)
Year To Date Return
(5.76)
Ten Year Return
(50.10)
All Time Return
498.22
Last Split Factor
2:1
Dividend Date
2020-03-13
Ex Dividend Date
2020-02-20
Last Split Date
1998-06-15
1
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Begin Period Cash Flow2.4 B

Carnival Relative Risk vs. Return Landscape

If you would invest  2,089  in Carnival on March 15, 2025 and sell it today you would earn a total of  268.00  from holding Carnival or generate 12.83% return on investment over 90 days. Carnival is generating 0.2727% of daily returns assuming volatility of 3.9975% on return distribution over 90 days investment horizon. In other words, 35% of stocks are less volatile than Carnival, and above 95% of all equities are expected to generate higher returns over the next 90 days.
  Expected Return   
       Risk  
Considering the 90-day investment horizon Carnival is expected to generate 2.39 times more return on investment than the market. However, the company is 2.39 times more volatile than its market benchmark. It trades about 0.07 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.03 per unit of 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 = 0.0682

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Estimated Market Risk

 4.0
  actual daily
35
65% of assets are more volatile

Expected Return

 0.27
  actual daily
5
95% of assets have higher returns

Risk-Adjusted Return

 0.07
  actual daily
5
95% of assets perform better
Based on monthly moving average Carnival is performing at about 5% 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.

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 ReportedProjected for Next Year
Days Of Inventory On Hand 10.65  11.52 
Return On Tangible Assets 0.05  0.07 
Return On Capital Employed 0.11  0.10 
Return On Assets 0.04  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 had very high historical volatility 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 68.0% of Carnival shares are held by institutions such as insurance companies
Latest headline from zacks.com: Heres Why Carnival is a Strong Momentum Stock
Evaluating Carnival's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Carnival's stock performance include:
  • 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.
It's essential to remember that evaluating Carnival's stock performance is not an exact science, and many factors can impact Carnival's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
When determining whether Carnival is a strong investment it is important to analyze Carnival's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Carnival's future performance. For an informed investment choice regarding Carnival Stock, refer to the following important reports:
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 Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..
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
1.51
Revenue Per Share
19.781
Quarterly Revenue Growth
0.075
Return On Assets
0.0481
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.