Carnival Stock Performance

CCL Stock  USD 32.09  0.15  0.47%   
On a scale of 0 to 100, Carnival holds a performance score of 9. The firm shows a Beta (market volatility) of -0.65, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning Carnival are expected to decrease at a much lower rate. During the bear market, Carnival is likely to outperform the market. Please check Carnival's semi variance, rate of daily change, and the relationship between the value at risk and kurtosis , to make a quick decision on whether Carnival's price patterns will revert.

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Carnival are ranked lower than 9 (%) of all global equities and portfolios over the last 90 days. Despite quite unfluctuating fundamental indicators, Carnival disclosed solid returns over the last few months and may actually be approaching a breakup point. ...more

Actual Historical Performance (%)

One Day Return
(1.99)
Five Day Return
1.45
Year To Date Return
1.71
Ten Year Return
(26.93)
All Time Return
698.22
Payout Ratio
0.0667
Last Split Factor
2:1
Dividend Date
2026-02-27
Ex Dividend Date
2026-02-13
Last Split Date
1998-06-15
1
What to know about Carnival season, Louisianas biggest celebration
01/02/2026
2
Guy Fieri Brings Worlds Biggest Tailgate to Bay Area for Big Game Weekend Guys Flavortown Tailgate Presented by SpotOn
01/13/2026
3
Carnival Expands Private Destinations And Sustainability As Revenue Reaches US26.6b
01/22/2026
4
Earnings To Watch ATT Reports Q4 Results Tomorrow
01/27/2026
5
Deckers To Report Earnings Tomorrow Here Is What To Expect
01/28/2026
6
Best Leisure Stocks To Follow Today January 29th
01/29/2026
7
Carnival Corp Soars 8.6 percent as 2026 Signals Clearer Waters
01/30/2026
8
Acquisition by Joshua Weinstein of 262257 shares of Carnival subject to Rule 16b-3
02/03/2026
9
Acquisition by Laura Weil of 12141 shares of Carnival subject to Rule 16b-3
02/04/2026
Begin Period Cash Flow1.2 B
Total Cashflows From Investing Activities-3.3 B

Carnival Relative Risk vs. Return Landscape

If you would invest  2,689  in Carnival on November 8, 2025 and sell it today you would earn a total of  520.00  from holding Carnival or generate 19.34% return on investment over 90 days. Carnival is generating 0.336% of daily returns assuming volatility of 2.9155% on return distribution over 90 days investment horizon. In other words, 26% of stocks are less volatile than Carnival, and above 94% of all equities are expected to generate higher returns over the next 90 days.
  Expected Return   
       Risk  
Considering the 90-day investment horizon Carnival is expected to generate 3.81 times more return on investment than the market. However, the company is 3.81 times more volatile than its market benchmark. It trades about 0.12 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.07 per unit of risk.

Carnival Target Price Odds to finish over Current Price

The tendency of Carnival Stock price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 32.09 90 days 32.09 
about 6.22
Based on a normal probability distribution, the odds of Carnival to move above the current price in 90 days from now is about 6.22 (This Carnival probability density function shows the probability of Carnival Stock to fall within a particular range of prices over 90 days) .
Considering the 90-day investment horizon Carnival has a beta of -0.65 suggesting as returns on the benchmark increase, returns on holding Carnival are expected to decrease at a much lower rate. During a bear market, however, Carnival is likely to outperform the market. Additionally Carnival has an alpha of 0.2473, implying that it can generate a 0.25 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).
   Carnival Price Density   
       Price  

Predictive Modules for Carnival

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Carnival. Regardless of method or technology, however, to accurately forecast the stock market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the stock market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Carnival's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
29.1732.0834.99
Details
Intrinsic
Valuation
LowRealHigh
28.8431.7534.66
Details
Naive
Forecast
LowNextHigh
32.9135.8238.72
Details
30 Analysts
Consensus
LowTargetHigh
34.5838.0042.18
Details

Carnival Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Carnival is not an exception. The market had few large corrections towards the Carnival's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Carnival, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Carnival within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
0.25
β
Beta against Dow Jones-0.65
σ
Overall volatility
2.35
Ir
Information ratio 0.06

Carnival Alerts and Suggestions

In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Carnival for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Carnival can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
Carnival has 27.99 B in debt with debt to equity (D/E) ratio of 4.21, demonstrating that the company may be unable to create cash to meet all of its financial commitments. Carnival has a current ratio of 0.64, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. That said, strategic use of leverage may enable Carnival to fund expansion initiatives and generate superior returns.
Carnival has a strong financial position based on the latest SEC filings
About 72.0% of Carnival shares are held by institutions such as insurance companies
Latest headline from simplywall.st: Acquisition by Laura Weil of 12141 shares of Carnival subject to Rule 16b-3

Carnival Price Density Drivers

Market volatility will typically increase when nervous long traders begin to feel the short-sellers pressure to drive the market lower. The future price of Carnival Stock often depends not only on the future outlook of the current and potential Carnival's investors but also on the ongoing dynamics between investors with different trading styles. Because the market risk indicators may have small false signals, it is better to identify suitable times to hedge a portfolio using different long/short signals. Carnival's indicators that are reflective of the short sentiment are summarized in the table below.
Common Stock Shares Outstanding1.4 B
Cash And Short Term Investments1.9 B

Carnival Fundamentals Growth

Carnival Stock prices reflect investors' perceptions of the future prospects and financial health of Carnival, and Carnival 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.

About Carnival Performance

By examining Carnival's fundamental ratios, stakeholders can obtain critical insights into Carnival's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Carnival is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
Last ReportedProjected for Next Year
Days Of Inventory On Hand 11.31  15.71 
Return On Tangible Assets 0.06  0.07 
Return On Capital Employed 0.13  0.10 
Return On Assets 0.06  0.07 
Return On Equity 0.26  0.27 

Things to note about Carnival performance evaluation

Checking the ongoing alerts about Carnival for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Carnival help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Carnival has 27.99 B in debt with debt to equity (D/E) ratio of 4.21, demonstrating that the company may be unable to create cash to meet all of its financial commitments. Carnival has a current ratio of 0.64, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. That said, strategic use of leverage may enable Carnival to fund expansion initiatives and generate superior returns.
Carnival has a strong financial position based on the latest SEC filings
About 72.0% of Carnival shares are held by institutions such as insurance companies
Latest headline from simplywall.st: Acquisition by Laura Weil of 12141 shares of Carnival subject to Rule 16b-3
Evaluating Carnival's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Carnival's stock performance include:
  • Analyzing Carnival'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's stock is overvalued or undervalued compared to its peers.
  • Examining Carnival'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's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Carnival's management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of Carnival's stock. These opinions can provide insight into Carnival's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Carnival's stock performance is not an exact science, and many factors can impact Carnival's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
When determining whether Carnival is a strong investment it is important to analyze Carnival's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Carnival's future performance. For an informed investment choice regarding Carnival Stock, refer to the following important reports:
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Carnival. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in private.
For more information on how to buy Carnival Stock please use our How to buy in Carnival Stock guide.
You can also try the Watchlist Optimization module to optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm.
Is Hotels, Resorts & Cruise Lines space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Carnival. Projected growth potential of Carnival fundamentally drives upward valuation adjustments. The financial industry is built on trying to define current growth potential and future valuation accurately. Comprehensive Carnival assessment requires weighing all these inputs, though not all factors influence outcomes equally.
Quarterly Earnings Growth
0.358
Earnings Share
1.98
Revenue Per Share
20.291
Quarterly Revenue Growth
0.066
Return On Assets
0.0541
Understanding Carnival requires distinguishing between market price and book value, where the latter reflects Carnival's accounting equity. The concept of intrinsic value - what Carnival's is actually worth based on fundamentals - guides informed investors toward better entry and exit points. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Market sentiment, economic cycles, and investor behavior can push Carnival's price substantially above or below its fundamental value.
It's important to distinguish between Carnival's intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding Carnival should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. In contrast, Carnival's trading price reflects the actual exchange value where willing buyers and sellers reach mutual agreement.