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Carnival PLC

CUK

29.550USD

+0.150+0.51%
Market hours ETQuotes delayed by 15 min
4.28BMarket Cap
1.70P/E TTM

Carnival PLC

29.550

+0.150+0.51%

TradingKey Stock Score

Financial Health

Valuation Dimension

Forecast

Momentum

Institutional Confidence

Risk Assessment

Peers

TradingKey Stock Score

Financial Health

Valuation Dimension

Forecast

Momentum

Institutional Confidence

Risk Assessment

Peers

TradingKey Stock Score

Currency: USD Updated2025-08-27

Key Insights

The company's fundamentals are relatively healthy.Its valuation is considered fairly valued,and institutional recognition is very high.Despite a weak stock market performance, the company shows strong fundamentals and technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Industry Ranking
127 / 209
Overall Ranking
332 / 4755
Industry
Cyclical Consumer Services

Support & Resistance

No Data

Score Analysis

Current score
Previous score

Analysts' Target

Based on 0 analysts
--
Current Rating
--
Target Price
--
Upside Space
Disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Company Highlights

StrengthsRisks
Carnival PLC is a global cruise company. The Company’s segments include North America and Australia (NAA) cruise operations, Europe and Asia (EA) cruise operations, Cruise Support, and Tour and Other. NAA cruise operations include Carnival Cruise Line, Princess Cruises, Holland America Line, P&O Cruises (Australia), and Seabourn. The EA segment includes Costa Cruises (Costa), AIDA Cruises (AIDA), P&O Cruises (UK) and Cunard. Cruise Support segment includes its portfolio of port destinations and other services, all of which are operated for the benefit of its cruise brands. Tour and Other segment represent the hotel and transportation operations of Holland America Princess Alaska Tours and other operations. Holland America Princess Alaska Tours is a tour company in Alaska and the Canadian Yukon, which complements its Alaska cruise operations. The Company’s cruise line brands offer a range of vacation options for guests with a variety of leisure-time activities.
High Growth
The company's revenue has grown steadily over the past 3 years, averaging 105.63% year-on-year.
Turnaround to Profit
The company's performance has turned profitable, with the latest annual net income of USD 1.92B.%!(EXTRA int=2)
Overvalued
The company’s latest PE is 14.91, at a high 3-year percentile range.
Institutional Selling
The latest institutional holdings are 45.14M shares, decreasing 5.02% quarter-over-quarter.
Held by James Simons
Star Investor James Simons holds 2.42M shares of this stock.
Lower Market Activity
The company has less investor interest, with a 20-day turnover ratio of -0.16.

Financial Health

Currency: USD Updated2025-08-27

The company's current financial score is 6.90, which is lower than the Cyclical Consumer Services industry's average of 7.31. Its financial status is stable, and its operating efficiency is average. Its latest quarterly revenue reached 6.33B, representing a year-over-year increase of 9.46%, while its net profit experienced a year-over-year increase of 514.13%.

Score

Industry at a Glance

Previous score
6.90
Change
0

Financials

7.24

Related Indicators

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

No Data

Quality of Earnings

2.49

Operational Efficiency

7.74

Growth Potential

9.63

Shareholder Returns

7.38

Valuation Dimension

Currency: USD Updated2025-08-27

The company’s current valuation score is 3.60, which is higher than the Cyclical Consumer Services industry's average of 2.42. Its current P/E ratio is 14.91, which is -8.01% below the recent high of 13.71 and 152.33% above the recent low of -7.80.

Score

Industry at a Glance

Previous score
3.60
Change
0

Valuation Dimension

P/E

P/B

P/S

P/CF

Industry Ranking 127/209
No Data

Forecast

Currency: USD Updated2025-08-27

There is no earnings forecast score for this company; the Cyclical Consumer Services industry's average is 7.55.

Score

Industry at a Glance

Previous score
0.00
Change
0

Support & Resistance

No Data
No Data

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

No Data

Disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Momentum

Currency: USD Updated2025-08-27

The company’s current price momentum score is 9.67, which is higher than the Cyclical Consumer Services industry's average of 7.78. Sideways: Currently, the stock price is trading between the resistance level at 30.68 and the support level at 26.89, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score
9.49
Change
0.18

Support & Resistance

No Data

Indicators

The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators
Sell(1)
Neutral(1)
Buy(2)
Indicators
Value
Direction
MACD(12,26,9)
0.278
Buy
RSI(14)
69.677
Neutral
STOCH(KDJ)(9,3,3)
94.598
Overbought
ATR(14)
0.689
High Vlolatility
CCI(14)
161.269
Buy
Williams %R
1.765
Overbought
TRIX(12,20)
0.245
Sell
StochRSI(14)
100.000
Overbought
Moving Average
Sell(0)
Neutral(0)
Buy(6)
Indicators
Value
Direction
MA5
28.544
Buy
MA10
27.964
Buy
MA20
27.434
Buy
MA50
26.381
Buy
MA100
22.620
Buy
MA200
22.279
Buy

Institutional Confidence

Currency: USD Updated2025-08-27

The company’s current institutional recognition score is 3.00, which is lower than the Cyclical Consumer Services industry's average of 7.45. The latest institutional shareholding proportion is 23.97%, representing a quarter-over-quarter increase of 0.95%. The largest institutional shareholder is James Simons, holding a total of 2.42M shares, representing 1.66% of shares outstanding, with 9.95% decrease in holdings.

Score

Industry at a Glance

Previous score
3.00
Change
0

Institutional Shareholding

No Data

Shareholder Activity

Name
Shares Held
Chg %
Aristeia Capital, L.L.C.
12.39M
+2.16%
Norges Bank Investment Management (NBIM)
5.90M
+98.93%
Acadian Asset Management LLC
3.68M
-9.18%
Arrowstreet Capital, Limited Partnership
1.80M
-41.27%
Renaissance Technologies LLC
Star Investors
2.72M
+1.83%
Millennium Management LLC
1.14M
+15.34%
BofA Global Research (US)
967.84K
+1.11%
State of Wisconsin Investment Board
676.21K
--
Citadel Advisors LLC
576.49K
+285.53%
1
2

Risk Assessment

Currency: USD Updated2025-08-27

The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Cyclical Consumer Services domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The company’s current risk assessment score is 3.97, which is lower than the Cyclical Consumer Services industry's average of 4.22. The company's beta value is 2.77. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets.

Score

Industry at a Glance

Previous score
3.97
Change
0
Beta vs S&P 500 index
2.77
VaR
+5.32%
240-Day Maximum Drawdown
+43.10%
240-Day Volatility
+46.80%
Return
Best Daily Return
60 days
+7.83%
120 days
+18.39%
5 years
+18.39%
Worst Daily Return
60 days
-4.92%
120 days
-13.21%
5 years
-23.01%
Sharpe Ratio
60 days
+4.03
120 days
+1.72
5 years
+0.54
Risk Assessment
Maximum Drawdown
240 days
+43.10%
3 years
+43.10%
5 years
+79.03%
Return-to-Drawdown Ratio
240 days
+2.29
3 years
+3.06
5 years
+0.29
Skewness
240 days
+0.59
3 years
+0.48
5 years
+0.02
Volatility
Realised Volatility
240 days
+46.80%
5 years
+53.77%
Standardised True Range
240 days
+2.67%
5 years
+2.47%
Downside Risk-Adjusted Return
120 days
+233.21%
240 days
+233.21%
Maximum Daily Upside Volatility
60 days
+32.31%
Maximum Daily Downside Volatility
60 days
+27.31%
Liquidity
Average Turnover Rate
60 days
+0.16%
120 days
+0.15%
5 years
--
Turnover Deviation
20 days
-15.78%
60 days
+9.20%
120 days
+6.20%

Peers

Currency: USD Updated2025-08-27
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The Stock Score data is powered by TradingKey and updated daily. Rating data is sourced from LESG. Please use the data with caution for reference purposes only.

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