Carnival Plc (Brazil) Performance
| C1CL34 Stock | BRL 158.84 5.39 3.51% |
On a scale of 0 to 100, Carnival Plc holds a performance score of 26. The firm shows a Beta (market volatility) of 0.3, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Carnival Plc's returns are expected to increase less than the market. However, during the bear market, the loss of holding Carnival Plc is expected to be smaller as well. Please check Carnival Plc's sortino ratio, maximum drawdown, and the relationship between the total risk alpha and treynor ratio , to make a quick decision on whether Carnival Plc's price patterns will revert.
Risk-Adjusted Performance
26 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Carnival plc are ranked lower than 26 (%) of all global equities and portfolios over the last 90 days. Despite somewhat weak fundamental indicators, Carnival Plc sustained solid returns over the last few months and may actually be approaching a breakup point. ...more
| Begin Period Cash Flow | 9.7 B | |
| Total Cashflows From Investing Activities | -3.5 B |
Carnival |
Carnival Plc Relative Risk vs. Return Landscape
If you would invest 9,215 in Carnival plc on September 3, 2024 and sell it today you would earn a total of 6,669 from holding Carnival plc or generate 72.37% return on investment over 90 days. Carnival plc is generating 0.9039% of daily returns and assumes 2.7252% volatility on return distribution over the 90 days horizon. Simply put, 24% of stocks are less volatile than Carnival, and 82% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Carnival Plc Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Carnival Plc's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Carnival plc, and traders can use it to determine the average amount a Carnival Plc's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.3317
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | C1CL34 | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 2.73 actual daily | 24 76% of assets are more volatile |
Expected Return
| 0.9 actual daily | 17 83% of assets have higher returns |
Risk-Adjusted Return
| 0.33 actual daily | 26 74% of assets perform better |
Based on monthly moving average Carnival Plc is performing at about 26% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Carnival Plc by adding it to a well-diversified portfolio.
Carnival Plc Fundamentals Growth
Carnival Stock prices reflect investors' perceptions of the future prospects and financial health of Carnival Plc, and Carnival Plc fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Carnival Stock performance.
| Return On Equity | -0.63 | |||
| Return On Asset | -0.047 | |||
| Profit Margin | (0.50) % | |||
| Operating Margin | (0.32) % | |||
| Current Valuation | 207.7 B | |||
| Shares Outstanding | 1.3 B | |||
| Price To Book | 1.39 X | |||
| Price To Sales | 6.21 X | |||
| Revenue | 1.91 B | |||
| EBITDA | (5.69 B) | |||
| Cash And Equivalents | 7.07 B | |||
| Cash Per Share | 5.44 X | |||
| Total Debt | 28.51 B | |||
| Debt To Equity | 4.21 % | |||
| Book Value Per Share | 5.61 X | |||
| Cash Flow From Operations | (4.11 B) | |||
| Earnings Per Share | (43.13) X | |||
| Total Asset | 53.34 B | |||
About Carnival Plc Performance
By analyzing Carnival Plc's fundamental ratios, stakeholders can gain valuable insights into Carnival Plc's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Carnival Plc has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Carnival Plc has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Carnival Corporation plc operates as a leisure travel company. Carnival Corporation plc was founded in 1972 and is headquartered in Miami, Florida. CARNIVAL CORDRN operates under Travel Services classification in Brazil and is traded on Sao Paolo Stock Exchange. It employs 40000 people.Things to note about Carnival plc performance evaluation
Checking the ongoing alerts about Carnival Plc for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Carnival plc help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Carnival plc has accumulated 28.51 B in total debt with debt to equity ratio (D/E) of 4.21, indicating the company may have difficulties to generate enough cash to satisfy its financial obligations. Carnival plc has a current ratio of 0.64, indicating that it has a negative working capital and may not be able to pay financial obligations in time and when they become due. Debt can assist Carnival Plc until it has trouble settling it off, either with new capital or with free cash flow. So, Carnival Plc's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Carnival plc sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Carnival to invest in growth at high rates of return. When we think about Carnival Plc's use of debt, we should always consider it together with cash and equity. | |
| The entity reported the revenue of 1.91 B. Net Loss for the year was (9.5 B) with profit before overhead, payroll, taxes, and interest of 3.81 B. | |
| Carnival plc has accumulated about 7.07 B in cash with (4.11 B) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 5.44. |
- Analyzing Carnival Plc's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Carnival Plc's stock is overvalued or undervalued compared to its peers.
- Examining Carnival Plc's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Carnival Plc's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Carnival Plc's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Carnival Plc's stock. These opinions can provide insight into Carnival Plc's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Carnival Stock analysis
When running Carnival Plc's price analysis, check to measure Carnival Plc's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Carnival Plc is operating at the current time. Most of Carnival Plc's value examination focuses on studying past and present price action to predict the probability of Carnival Plc's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Carnival Plc's price. Additionally, you may evaluate how the addition of Carnival Plc to your portfolios can decrease your overall portfolio volatility.
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Latest Portfolios Quick portfolio dashboard that showcases your latest portfolios | |
| Money Managers Screen money managers from public funds and ETFs managed around the world | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios |