CUK:NYE-Carnival Plc ADS ADS (USD)

EQUITY | Leisure | New York Stock Exchange

Last Closing

USD 13.59

Change

+0.29 (+2.18)%

Market Cap

USD 38.85B

Volume

1.38M

Analyst Target

USD 44.00
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Carnival PLC is a cruise company. The Company has a portfolio of cruise brands that are sold in the vacation markets and is a provider of vacations to cruise destinations.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-15 )

Largest Industry Peers for Leisure

Symbol Name Price(Change) Market Cap
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PLNT Planet Fitness Inc

+1.08 (+1.51%)

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GOLF Acushnet Holdings Corp

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YETI YETI Holdings Inc

+0.08 (+0.19%)

USD 3.73B
LTH Life Time Group Holdings Inc

+0.48 (+2.74%)

USD 3.50B
PRKS United Parks & Resorts Inc

+1.68 (+3.33%)

USD 3.26B
MODG Callaway Golf Company

+0.79 (+5.27%)

USD 2.82B
FUN Cedar Fair LP

+2.46 (+5.57%)

USD 2.23B
SIX Six Flags Entertainment New

+1.94 (+7.08%)

USD 2.18B
VSTO Vista Outdoor Inc

+0.03 (+0.08%)

USD 2.08B

ETFs Containing CUK

D6RT:XETRA Deka MSCI Germany Climate.. 5.12 % 0.00 %

+0.21 (+0.00%)

USD 0.21B
SANE 4.84 % 0.00 %

N/A

N/A
VDXX:XETRA Vanguard Funds Public Lim.. 4.79 % 0.00 %

N/A

USD 0.11B
ELF0:F Deka DAX ex Financials 30.. 4.73 % 0.00 %

-0.04 (0.00%)

USD 0.02B
ELF0:XETRA Deka DAX ex Financials 30.. 4.73 % 0.00 %

+0.35 (+0.00%)

USD 0.02B
EXH7:F iShares (DE) I - iShares .. 4.19 % 0.00 %

N/A

USD 0.18B
EXH7:XETRA iShares (DE) I - iShares .. 4.19 % 0.00 %

+0.54 (+0.00%)

USD 0.18B
DXW:CA Dynamic Active Internatio.. 4.04 % 0.00 %

+0.16 (+0.00%)

CAD 0.02B
E909:XETRA Lyxor 1 DAX 50 ESG (DR) U.. 3.94 % 0.00 %

+0.20 (+0.00%)

USD 0.30B
E909:F Lyxor 1 DAX® 50 ESG UCIT.. 3.94 % 0.00 %

N/A

USD 0.30B
E909:SW Lyxor 1 DAX 50 ESG (DR) U.. 3.94 % 0.00 %

+0.19 (+0.00%)

USD 0.30B
DECD:XETRA Amundi DAX 50 ESG UCITS E.. 3.94 % 0.00 %

+0.82 (+0.00%)

USD 0.02B
DESG:SW Amundi DAX 50 ESG UCITS E.. 3.94 % 0.00 %

N/A

USD 0.02B
XZEC:XETRA Xtrackers MSCI Europe Con.. 3.85 % 0.00 %

+0.48 (+0.00%)

USD 7.18M
SRHE:XETRA Amundi Index Solutions - .. 3.54 % 0.00 %

+1.10 (+0.00%)

USD 0.19B
EESG:PA Amundi Index Solutions - .. 3.54 % 0.00 %

+1.18 (+0.00%)

N/A
XDDX:LSE Xtrackers DAX Income UCIT.. 3.53 % 0.00 %

+171.00 (+0.00%)

USD 0.42B
CDIS:LSE SPDR® MSCI Europe Consum.. 3.50 % 0.00 %

+1.26 (+0.00%)

USD 0.13B
XDDX:F Xtrackers DAX Income UCIT.. 3.49 % 0.00 %

+1.62 (+0.00%)

USD 0.41B
XDDX:XETRA Xtrackers DAX Income UCIT.. 3.49 % 0.00 %

+1.52 (+0.00%)

USD 0.29B
XDCH:SW Xtrackers DAX ESG Screene.. 3.49 % 0.00 %

+0.17 (+0.00%)

USD 9.36M
XDUD:SW Xtrackers DAX ESG Screene.. 3.49 % 0.00 %

N/A

USD 5.78M
ESIC:LSE iShares MSCI Europe Consu.. 3.48 % 0.00 %

+0.05 (+0.00%)

USD 0.29B
SRHE:LSE Amundi Index Solutions - .. 3.40 % 0.00 %

+111.50 (+0.00%)

USD 0.21B
ESIC:XETRA iShares MSCI Europe Consu.. 3.38 % 0.00 %

+0.04 (+0.00%)

USD 0.28B
STR:PA SPDR® MSCI Europe Consum.. 3.37 % 0.00 %

+1.26 (+0.00%)

USD 0.13B
SPYR:F SSgA SPDR ETFs Europe II .. 3.37 % 0.00 %

+1.60 (+0.00%)

USD 0.13B
SPYR:XETRA SPDR® MSCI Europe Consum.. 3.37 % 0.00 %

+1.28 (+0.00%)

USD 0.14B
CDCE:LSE SPDR® MSCI Europe Consum.. 3.37 % 0.00 %

+1.30 (+0.00%)

USD 0.13B
STRX:SW SPDR® MSCI Europe Consum.. 3.37 % 0.00 %

+1.26 (+0.00%)

USD 0.13B
OCEN IndexIQ ETF Trust - IQ Cl.. 3.00 % 0.00 %

+0.37 (+0.00%)

USD 5.26M
CG1:PA Amundi ETF DAX UCITS ETF .. 2.89 % 0.00 %

+4.80 (+0.00%)

USD 0.65B
CG1G:XETRA Amundi ETF DAX UCITS ETF .. 2.89 % 0.00 %

+4.80 (+0.00%)

USD 0.65B
CG1G:F AMUNDI ETF DAX UCITS ETF 2.89 % 0.00 %

N/A

USD 0.65B
DAX:PA Multi Units Luxembourg - .. 2.89 % 0.00 %

+2.36 (+0.00%)

USD 0.66B
LYY7:F Multi Units Luxembourg - .. 2.89 % 0.00 %

+1.32 (+0.00%)

USD 0.66B
LYY7:XETRA Multi Units Luxembourg - .. 2.89 % 0.00 %

+2.44 (+0.00%)

USD 0.72B
LYDAX:SW MULTI-UNITS LUXEMBOURG - .. 2.89 % 0.00 %

N/A

USD 0.66B
LDAX:XETRA MULTI-UNITS LUXEMBOURG - .. 2.89 % 0.00 %

+1.04 (+0.00%)

USD 0.72B
XDAX:LSE Xtrackers DAX UCITS ETF 1.. 2.87 % 0.00 %

+242.00 (+0.00%)

USD 4.47B
CG1:LSE Amundi ETF DAX UCITS ETF .. 2.86 % 0.00 %

+460.00 (+0.00%)

USD 0.65B
DAXX:LSE MULTI-UNITS LUXEMBOURG - .. 2.86 % 0.00 %

+238.00 (+0.00%)

USD 0.66B
DAX Global X DAX Germany ETF 2.83 % 0.20 %

+0.43 (+0.00%)

USD 0.07B
FLGR Franklin FTSE Germany ETF 2.80 % 0.09 %

+0.44 (+0.00%)

USD 0.02B
EWG iShares MSCI Germany ETF 2.79 % 0.47 %

+0.60 (+0.00%)

USD 0.95B
IPKW Invesco International Buy.. 2.75 % 0.55 %

+0.39 (+0.00%)

USD 0.10B
VGER:XETRA Vanguard Germany All Cap .. 2.64 % 0.00 %

+0.38 (+0.00%)

USD 0.16B
VGER:F Vanguard Funds Public Lim.. 2.64 % 0.00 %

+0.40 (+0.00%)

USD 0.16B
VGER:LSE Vanguard Germany All Cap .. 2.64 % 0.00 %

+0.36 (+0.00%)

USD 0.16B
VGER:SW Vanguard Germany All Cap .. 2.64 % 0.00 %

+0.13 (+0.00%)

USD 0.17B
36BB:F iShares MSCI World Consum.. 2.57 % 0.00 %

+0.06 (+0.00%)

USD 0.01B
WCDS:SW iShares MSCI World Consum.. 2.52 % 0.00 %

N/A

USD 0.01B
BJLE:XETRA BNP PARIBAS EASY - ECPI G.. 2.39 % 0.00 %

+0.12 (+0.00%)

USD 0.18B
BLUSD:PA BNP PARIBAS EASY - ECPI G.. 2.39 % 0.00 %

-0.10 (0.00%)

N/A
FTEK:LSE Invesco KBW NASDAQ Fintec.. 2.32 % 0.00 %

+1.05 (+0.00%)

USD 0.05B
PAYG:LSE Rize Digital Payments Eco.. 2.29 % 0.00 %

+2.48 (+0.00%)

USD 0.01B
PMNT:LSE Rize Digital Payments Eco.. 2.29 % 0.00 %

+0.07 (+0.00%)

USD 0.01B
ASR1:XETRA BNP PARIBAS EASY - ECPI G.. 2.28 % 0.00 %

+0.22 (+0.00%)

USD 0.22B
GENY:XETRA Lyxor Index Fund - Lyxor .. 1.82 % 0.00 %

+0.03 (+0.00%)

USD 0.11B
GENY:F Lyxor Index Fund - Lyxor .. 1.82 % 0.00 %

+0.09 (+0.00%)

USD 0.11B
MILL:PA Lyxor Index Fund - Lyxor .. 1.82 % 0.00 %

+0.07 (+0.00%)

N/A
MILL:SW Lyxor MSCI Millennials ES.. 1.82 % 0.00 %

N/A

N/A
GENY:LSE Lyxor Index Fund - Lyxor .. 1.76 % 0.00 %

+0.21 (+0.00%)

USD 0.11B
MILL:LSE Lyxor Index Fund - Lyxor .. 1.76 % 0.00 %

+0.05 (+0.00%)

USD 0.11B
V3ET:F VanEck Vectors ETFs N.V. .. 1.13 % 0.00 %

+0.40 (+0.00%)

USD 0.05B
V3ET:XETRA VanEck Sustainable Europe.. 1.13 % 0.00 %

+0.70 (+0.00%)

USD 0.05B
TEET:SW VanEck Sustainable Europe.. 1.13 % 0.00 %

N/A

USD 0.05B
TEET:LSE VanEck Sustainable Europe.. 1.11 % 0.00 %

+1.75 (+0.00%)

USD 0.05B
TEGB:LSE VanEck Sustainable Europe.. 1.11 % 0.00 %

+0.76 (+0.00%)

USD 0.05B
SQLV Royce Quant Small-Cap Qua.. 0.90 % 0.60 %

+0.31 (+0.00%)

USD 0.03B
FYT First Trust Small Cap Val.. 0.74 % 0.70 %

+0.67 (+0.00%)

USD 0.18B
EES WisdomTree U.S. SmallCap .. 0.60 % 0.38 %

+0.63 (+0.00%)

USD 0.61B
TSWE:F VanEck Sustainable World .. 0.45 % 0.00 %

+0.10 (+0.00%)

USD 0.72B
TSWE:XETRA VanEck Sustainable World .. 0.45 % 0.00 %

+0.17 (+0.00%)

USD 0.72B
TSWE:SW VanEck Sustainable World .. 0.45 % 0.00 %

N/A

USD 0.75B

Market Performance

  Market Performance vs. Industry/Classification (Leisure) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -19.40% 31% F 7% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return -19.40% 31% F 7% C-
Trailing 12 Months  
Capital Gain 38.11% 92% A 86% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 38.11% 92% A 84% B
Trailing 5 Years  
Capital Gain -74.08% 14% F 5% F
Dividend Return 3.81% 25% F 12% F
Total Return -70.27% 14% F 5% F
Average Annual (5 Year Horizon)  
Capital Gain 0.19% 25% F 41% F
Dividend Return 0.64% 33% F 30% F
Total Return 0.44% 25% F 11% F
Risk Return Profile  
Volatility (Standard Deviation) 63.80% 33% F 13% F
Risk Adjusted Return 1.00% 25% F 27% F
Market Capitalization 38.85B 100% F 88% B+

Key Financial Ratios

  Ratio vs. Industry/Classification (Leisure) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 15.60 23% 16%
Price/Book Ratio 2.46 50% 35%
Price / Cash Flow Ratio 3.93 93% 67%
Price/Free Cash Flow Ratio 9.62 69% 44%
Management Effectiveness  
Return on Equity 6.30% 60% 43%
Return on Invested Capital 4.92% 13% 43%
Return on Assets 2.94% 23% 55%
Debt to Equity Ratio 413.88% 7% 6%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Underpriced on cashflow basis

The stock is trading low compared to its peers on a price to cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Superior Dividend Growth

This stock has shown top quartile dividend growth in the previous 5 years compared to its sector

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector