Marketalyx
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Carnival Corporation Ltd. CCL

Consumer Cyclical · Travel Services · United States · S&P 500

50
Profitability
57
Growth
59
Valuation
97
Financial strength
16
Momentum
20

Based on the available data, Carnival Corporation Ltd. gets an algorithmic score of 50/100. It trades at 25.11 $, with a bearish technical trend (RSI 61.6) and 49.5% annual volatility.

Updated: 2026-09-30

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Strengths

  • High ROE (24.0%): generates strong profit on equity.
  • Sustained revenue growth (29.8% compound annual).
  • Attractive free-cash-flow yield (7.7%).
  • Low valuation (P/E 9.8).

Weaknesses

  • High beta (1.85): amplifies index moves.

Fundamentals

P/E11.06
Forward P/E9.76
PEG0.76
P/B2.68
EV/EBITDA7.92
P/S1.22
ROE %24.02
ROA %5.39
Gross margin %55.39
Operating margin %26.31
Net margin %11.37
Revenue growth % (y/y)3.50
Earnings growth % (y/y)5.00
Revenue CAGR %29.81
Debt/Equity %177.11
Current ratio0.27
FCF yield %7.72
Dividend yield %1.79
Payout %19.82

Returns

1 month+1.4 %
3 months-11.7 %
6 months+6.0 %
YTD-17.5 %
1 year-16.7 %
3 years+81.6 %
5 years+11.1 %

Risk

1-year volatility49.5 %
Beta1.85
5-year max drawdown-75.8 %
Sharpe 1A-0.21

Macroeconomic context

Depends on employment, real wages and consumer confidence. Inflation and high rates erode discretionary spending; oil affects logistics costs. As a US company, its valuation depends on the Fed, 10-year Treasury yields and the US earnings cycle.

How the score is calculated

The score combines profitability (ROE, ROA, net margin), growth (revenue and earnings), valuation (P/E, EV/EBITDA, free cash flow), financial strength (debt and liquidity; not applied to banks and insurers) and momentum (6 and 12-month returns and trend). It is an educational quantitative filter, not a buy or sell recommendation.

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