NCLH:NGS-Norwegian Cruise Line Holdings Ltd. (USD)

EQUITY | Travel Services | Nasdaq Global Select

Last Closing

USD 27.87

Change

+0.05 (+0.18)%

Market Cap

USD 9.14B

Volume

8.56M

Analyst Target

USD 16.62
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Norwegian Cruise Line Holdings Ltd is a cruise company which operates the Norwegian, Oceania Cruises and Regent brands. It offers accommodations, multiple dining venues, bars and lounges, spa, casino and retail shopping areas.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-12 )

Largest Industry Peers for Travel Services

Symbol Name Price(Change) Market Cap
CCL Carnival Corporation

-0.04 (-0.16%)

USD 29.74B
TNL Travel + Leisure Co

+0.30 (+0.56%)

USD 3.32B
DESP Despegar.com Corp

-0.09 (-0.61%)

USD 1.05B
RCL Royal Caribbean Cruises Ltd

-3.17 (-1.34%)

N/A
VIK Viking Holdings Ltd

-0.28 (-0.61%)

N/A

ETFs Containing NCLH

CF1:PA Amundi ETF MSCI France UC.. 9.01 % 0.00 %

-0.90 (0.24%)

USD 9.66M
GMRC:PA 7.85 % 0.00 %

N/A

N/A
BEDZ AdvisorShares Hotel ETF 5.69 % 0.00 %

-0.18 (0.24%)

USD 3.70M
TRYP:LSE HANetf ICAV - The Travel .. 5.36 % 0.00 %

+0.08 (+0.24%)

USD 0.02B
EXH9:XETRA iShares (DE) I - iShares .. 5.02 % 0.00 %

+0.01 (+0.24%)

USD 0.32B
SPYU:XETRA SPDR® MSCI Europe Utilit.. 4.74 % 0.00 %

N/A

USD 0.16B
UTIL:LSE SPDR® MSCI Europe Utilit.. 4.72 % 0.00 %

+0.05 (+0.24%)

USD 0.13B
STU:PA SPDR® MSCI Europe Utilit.. 4.72 % 0.00 %

+0.12 (+0.24%)

USD 0.13B
STUX:SW SPDR® MSCI Europe Utilit.. 4.72 % 0.00 %

-0.38 (0.24%)

USD 0.14B
TRIP:LSE HANetf ICAV - The Travel .. 4.65 % 0.00 %

+7.00 (+0.24%)

N/A
7RIP:XETRA HANetf ICAV - Airlines Ho.. 4.53 % 0.00 %

+0.09 (+0.24%)

USD 0.02B
TRYP:PA HANetf ICAV - Airlines Ho.. 4.53 % 0.00 %

+0.07 (+0.24%)

N/A
KGHG 4.07 % 0.00 %

N/A

N/A
SAEF Schwab Strategic Trust 3.64 % 0.00 %

-0.06 (0.24%)

USD 0.02B
CRUZ Defiance Hotel Airline an.. 2.59 % 0.00 %

-0.03 (0.24%)

USD 0.02B
SPHB Invesco S&P 500® High Be.. 1.62 % 0.25 %

-0.38 (0.24%)

USD 0.38B
SMTV:LSE VanEck Morningstar US SMI.. 1.51 % 0.00 %

+0.04 (+0.24%)

USD 9.05M
HIBL Direxion Daily S&P 500® .. 0.97 % 0.00 %

-0.60 (0.24%)

USD 0.04B
RSPE Invesco Exchange-Traded F.. 0.69 % 0.00 %

+0.01 (+0.24%)

USD 0.02B
SPED:LSE Invesco S&P 500 Equal Wei.. 0.27 % 0.00 %

+0.21 (+0.24%)

USD 0.11B
SPEQ:LSE Invesco S&P 500 Equal Wei.. 0.27 % 0.00 %

+0.18 (+0.24%)

USD 0.48B
EWSP:LSE iShares S&P 500 Equal Wei.. 0.22 % 0.00 %

+0.03 (+0.24%)

N/A
SFYX SoFi Next 500 0.00 % 0.00 %

+0.19 (+0.24%)

USD 0.10B
PSM 0.00 % 0.00 %

N/A

N/A
XDEW:LSE Xtrackers S&P 500 Equal W.. 0.00 % 0.00 %

+0.28 (+0.24%)

N/A
XDWE:LSE Xtrackers (IE) Public Lim.. 0.00 % 0.00 %

+37.50 (+0.24%)

N/A
DXSA:F Xtrackers - Euro Stoxx Se.. 0.00 % 0.00 %

-0.10 (0.24%)

N/A
EXH9:F iShares (DE) I - iShares .. 0.00 % 0.00 %

N/A

N/A
ISPA:F iShares (DE) I - iShares .. 0.00 % 0.00 %

N/A

N/A
SPYU:F SSgA SPDR ETFs Europe II .. 0.00 % 0.00 %

+0.58 (+0.24%)

N/A
EHDV:XETRA 0.00 % 0.00 %

N/A

N/A
TRYP 0.00 % 0.00 %

N/A

N/A
IDIV-B:CA Manulife Smart Internatio.. 0.00 % 0.00 %

-0.02 (0.24%)

N/A
SDGPEX:SW iShares STOXX Global Sele.. 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Travel Services) Market Performance vs. Exchange (Nasdaq Global Select)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 39.07% 60% D- 89% A-
Dividend Return N/A N/A N/A N/A N/A
Total Return 39.07% 40% F 88% B+
Trailing 12 Months  
Capital Gain 98.65% 60% D- 96% N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return 98.65% 60% D- 95% A
Trailing 5 Years  
Capital Gain -46.82% 25% F 10% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -46.82% 25% F 8% B-
Average Annual (5 Year Horizon)  
Capital Gain 7.15% 40% F 59% D-
Dividend Return 7.15% 40% F 52% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 54.44% 80% B- 17% F
Risk Adjusted Return 13.14% 40% F 31% F
Market Capitalization 9.14B 75% C 86% B+

Key Financial Ratios

  Ratio vs. Industry/Classification (Travel Services) Ratio vs. Market (Nasdaq Global Select)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 15.10 50% 32%
Price/Book Ratio 15.12 67% 6%
Price / Cash Flow Ratio 5.29 100% 59%
Price/Free Cash Flow Ratio 10.85 25% 45%
Management Effectiveness  
Return on Equity 118.63% 100% 99%
Return on Invested Capital 6.62% 75% 55%
Return on Assets 3.89% 25% 66%
Debt to Equity Ratio 4,093.70% 25% 1%

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:
Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

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.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

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.

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.

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.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.