CUK:NYE-Carnival Plc ADS ADS (USD)

EQUITY | Leisure | New York Stock Exchange

Last Closing

USD 13.6

Change

-0.12 (-0.87)%

Market Cap

USD 38.85B

Volume

1.79M

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: 2024-04-26 )

Largest Industry Peers for Leisure

Symbol Name Price(Change) Market Cap
AS Amer Sports Inc.

-0.80 (-5.44%)

USD 8.13B
PLNT Planet Fitness Inc

-0.17 (-0.27%)

USD 5.17B
GOLF Acushnet Holdings Corp

-2.41 (-3.68%)

USD 3.90B
YETI YETI Holdings Inc

-0.75 (-2.11%)

USD 3.18B
MODG Callaway Golf Company

-0.27 (-1.62%)

USD 2.87B
LTH Life Time Group Holdings Inc

-0.45 (-2.98%)

USD 2.76B
FUN Cedar Fair LP

+0.38 (+0.94%)

USD 2.00B
SIX Six Flags Entertainment New

-0.04 (-0.16%)

USD 1.97B
VSTO Vista Outdoor Inc

-0.24 (-0.67%)

USD 1.88B
MSGE Madison Square Garden Entertai..

-0.06 (-0.15%)

USD 1.82B

ETFs Containing CUK

SANE 4.84 % 0.00 %

N/A

N/A
XDDX:LSE Xtrackers DAX Income UCIT.. 3.47 % 0.00 %

+22.00 (+0.12%)

USD 0.34B
SRHE:LSE Amundi Index Solutions - .. 3.44 % 0.00 %

+54.00 (+0.12%)

USD 0.21B
CDIS:LSE SPDR® MSCI Europe Consum.. 3.40 % 0.00 %

-0.42 (0.12%)

USD 0.13B
ESIC:LSE iShares MSCI Europe Consu.. 3.32 % 0.00 %

-0.01 (0.12%)

USD 0.27B
CG1:LSE Amundi ETF DAX UCITS ETF .. 2.89 % 0.00 %

+112.50 (+0.12%)

USD 0.63B
DAXX:LSE MULTI-UNITS LUXEMBOURG - .. 2.89 % 0.00 %

+63.00 (+0.12%)

USD 0.61B
FLGR Franklin FTSE Germany ETF 2.77 % 0.09 %

+0.04 (+0.12%)

USD 0.02B
EESG:PA Amundi Index Solutions - .. 2.77 % 0.00 %

+0.48 (+0.12%)

N/A
EWG iShares MSCI Germany ETF 2.65 % 0.47 %

+0.07 (+0.12%)

USD 1.00B
FTEK:LSE Invesco KBW NASDAQ Fintec.. 2.32 % 0.00 %

-0.34 (0.12%)

USD 0.05B
ASR1:XETRA BNP PARIBAS EASY - ECPI G.. 2.28 % 0.00 %

+0.01 (+0.12%)

USD 0.22B
PAYG:LSE Rize Digital Payments Eco.. 2.22 % 0.00 %

-2.95 (0.12%)

USD 0.01B
MILL:LSE Lyxor Index Fund - Lyxor .. 1.75 % 0.00 %

N/A

USD 0.11B
GENY:LSE Lyxor Index Fund - Lyxor .. 1.75 % 0.00 %

-0.06 (0.12%)

USD 0.45M
TEET:LSE VanEck Sustainable Europe.. 1.11 % 0.00 %

+0.02 (+0.12%)

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

+0.27 (+0.12%)

USD 0.05B
SQLV Royce Quant Small-Cap Qua.. 0.78 % 0.60 %

+0.08 (+0.12%)

USD 0.03B
DAX Global X DAX Germany ETF 0.00 % 0.20 %

+0.15 (+0.12%)

USD 0.07B
EES WisdomTree U.S. SmallCap .. 0.00 % 0.38 %

-0.03 (0.12%)

USD 0.65B
IPKW Invesco International Buy.. 0.00 % 0.55 %

-0.12 (0.12%)

USD 0.09B
ELF0:F Deka DAX ex Financials 30.. 0.00 % 0.00 %

+0.27 (+0.12%)

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

N/A

USD 0.17B
ELF0:XETRA Deka DAX ex Financials 30.. 0.00 % 0.00 %

-0.01 (0.12%)

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

+0.28 (+0.12%)

USD 0.18B
VDXX:XETRA Vanguard Funds Public Lim.. 0.00 % 0.00 %

N/A

USD 0.11B
DXW:CA Dynamic Active Internatio.. 0.00 % 0.00 %

-0.15 (0.12%)

CAD 0.02B
36BB:XETRA iShares MSCI World Consum.. 0.00 % 0.00 %

-0.04 (0.12%)

USD 0.01B

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 -19.34% 23% F 8% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return -19.34% 23% F 8% B-
Trailing 12 Months  
Capital Gain 63.46% 100% F 95% A
Dividend Return N/A N/A N/A N/A N/A
Total Return 63.46% 100% F 95% A
Trailing 5 Years  
Capital Gain -74.63% 14% F 5% F
Dividend Return 3.73% 25% F 12% F
Total Return -70.90% 14% F 5% F
Average Annual (5 Year Horizon)  
Capital Gain -1.02% 25% F 35% F
Dividend Return -0.54% 25% F 25% F
Total Return 0.48% 25% F 11% F
Risk Return Profile  
Volatility (Standard Deviation) 64.00% 33% F 13% F
Risk Adjusted Return -0.84% 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 31% 15%
Price/Book Ratio 2.59 50% 33%
Price / Cash Flow Ratio 4.04 93% 66%
Price/Free Cash Flow Ratio 9.76 77% 43%
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% 7%

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.

Underpriced on free cash flow basis

The stock is trading low compared to its peers on a price to free 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.

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