Is Carnival Stock a Good Investment?

Carnival Investment Advice

CCL

To provide specific investment advice or recommendations on Carnival stock, we recommend investors consider the following general factors when evaluating Carnival. This will help you to make an informed decision on whether to include Carnival in one of your diversified portfolios:

Examine Carnival's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
Research Carnival's leadership team and their track record. Good management can help Carnival navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
Consider the overall health of the Hotels, Resorts & Cruise Lines space and any emerging trends that could impact Carnival's business and its evolving consumer preferences.
Compare Carnival's performance and market position to its competitors. Analyze how Carnival is positioned in terms of product offerings, innovation, and market share.
Check if Carnival pays a dividend and its dividend yield and payout ratio.
Review what financial analysts are saying about Carnival's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.

It's important to note that investing in Carnival stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Carnival is a good investment.

Sell

Buy

Strong Buy

Our investment recommendation module complements current analysts and expert consensus on Carnival. It analyzes the firm potential to grow using all fundamental, technical, and market related data available at the time. To make sure Carnival is not overpriced, please confirm all Carnival fundamentals, including its net income, book value per share, and the relationship between the revenue and total debt . Given that Carnival has a price to earning of 5.36 X, we suggest you to validate Carnival market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your prevailing risk tolerance and investing horizon.

Market Performance	OK	Details
Volatility	Very steady	Details
Hype Condition	Under hyped	Details
Current Valuation	Undervalued	Details
Odds Of Distress	Below Average	Details
Economic Sensitivity	Slowly supersedes the market	Details
Investor Sentiment	Impartial	Details
Analyst Consensus	Strong Buy	Details
Financial Strenth (F Score)	Healthy	Details
Financial Leverage	Not Rated	Details
Reporting Quality (M-Score)	Possible Manipulator	Details

Examine Carnival Stock

Researching Carnival's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 62.0% of the company shares are held by institutions such as insurance companies. The book value of Carnival was currently reported as 6.79. The company has Price/Earnings To Growth (PEG) ratio of 1.41. Carnival last dividend was issued on the 20th of February 2020. The entity had 2:1 split on the 15th of June 1998.

To determine if Carnival is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Carnival's research are outlined below:

	Carnival has 31.89 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. Note however, debt could still be an excellent tool for Carnival to invest in growth at high rates of return.
	The entity reported the last year's revenue of 16.46 B. Reported Net Loss for the year was (74 M) with profit before taxes, overhead, and interest of 12.72 B.
	About 62.0% of Carnival shares are held by institutions such as insurance companies
	Latest headline from finance.yahoo.com: 5 Discretionary Stocks to Buy as Inflation Shows Signs of Slowing

Carnival Quarterly Liabilities And Stockholders Equity

48.28 Billion

Carnival uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Carnival. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Carnival's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.

	25th of March 2024 Upcoming Quarterly Report	View
	24th of June 2024 Next Financial Report	View
	29th of February 2024 Next Fiscal Quarter End	View
	19th of December 2024 Next Fiscal Year End	View
	30th of November 2023 Last Quarter Report	View
	30th of November 2023 Last Financial Announcement	View

Earnings surprises can significantly impact Carnival's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Carnival's investors have experienced.

Reported	Fiscal Date	Estimated EPS	Reported EPS	Surprise
2012-12-20	2012-11-30	0.11	0.13	0.02	18
2001-12-20	2001-11-30	0.18	0.2	0.02	11
2001-03-21	2001-02-28	0.2	0.22	0.02	10
1998-03-20	1998-02-28	0.17	0.19	0.02	11
2013-06-25	2013-05-31	0.06	0.09	0.03	50
2011-06-21	2011-05-31	0.23	0.26	0.03	13
2010-06-22	2010-05-31	0.29	0.32	0.03	10
2004-03-22	2004-02-29	0.22	0.25	0.03	13

Carnival Target Price Consensus

Carnival target price is determined by taking all analyst projections and averaging them out. There is no one specific way to measure analysts' performance other than comparing it to past results via a very sophisticated attribution analysis. Carnival's target price projections below should be used in combination with other traditional price prediction techniques such as stock price forecasting, investor sentiment analysis, technical analysis, earnings estimate, and various momentum models.

29	Strong Buy

Most Carnival analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to help potential investors understand Carnival stock's fair price compared to its market value. Analysts arrive at stock ratings after researching the public financial statements of Carnival, talking to its executives and customers, or listening to those companies' conference calls.

Macroaxis Advice Exposure Valuation

Carnival Target Price Projection

Carnival's current and average target prices are 25.85 and 29.70, respectively. The current price of Carnival is the price at which Carnival is currently trading. On the other hand, Carnival's target price is what analysts think the stock is worth or could sell for in the future. The more significant the discrepancy between the two prices, the more it stimulates investors to act.

Current Price

Carnival Market Quote on 17th of January 2025

Low Price	25.17	Odds
High Price	26.11	Odds

25.85 Target Price

Analyst Consensus On Carnival Target Price

Low Estimate	27.03	Odds
High Estimate	32.97	Odds

29.7048

Historical

Lowest Forecast 27.03

Target Price 29.7

Highest Forecast 32.97

Note that most analysts generally publish their price targets in research reports on specific companies, along with recommendations for the company's stock.Although price targets are often quoted in the financial news media, there could be a delay between the publication of the latest analyst outlook on Carnival and the information provided on this page.

Carnival Analyst Ratings

Carnival's analyst stock recommendations are determined by taking an average estimate of all analysts we track and classifying them as Strong Buy, Buy, Hold, Strong Sell, or Sell. Ratings generally communicate what analysts sense about Carnival stock, and they use a lot of effort and time to analyze it and arrive at a rating. That suggests that analyst recommendations are the outcome of an objective and thorough examination of Carnival's financials, market performance, and future outlook by experienced professionals. Carnival's historical ratings below, therefore, can serve as a valuable tool for investors.

Know Carnival's Top Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Carnival is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Carnival backward and forwards among themselves. Carnival's institutional investor refers to the entity that pools money to purchase Carnival's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.

		Shares
Jpmorgan Chase & Co	2024-09-30	9.6 M
Viking Global Investors Lp	2024-09-30	9.6 M
Northern Trust Corp	2024-09-30	9.3 M
Bank Of America Corp	2024-09-30	7.6 M
Goldman Sachs Group Inc	2024-09-30	7.6 M
Mizuho Securities Usa Inc	2024-09-30	6.7 M
Two Sigma Investments Llc	2024-09-30	6.5 M
Primecap Management Company	2024-09-30	6.2 M
Dimensional Fund Advisors, Inc.	2024-09-30	6 M
Vanguard Group Inc	2024-09-30	112.6 M
Blackrock Inc	2024-09-30	69 M

Note, although Carnival's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Carnival's market capitalization trends

The company currently falls under 'Large-Cap' category with a total capitalization of 32.77 B.

Market Cap

20.29 Billion

Carnival's profitablity analysis

	Last Reported	Projected for Next Year
Return On Capital Employed	0.06	0.10
Return On Equity	(0.01)	(0.01)

The company has Net Profit Margin of 0.06 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of 0.28 %, which entails that for every 100 dollars of revenue, it generated $0.28 of operating income.

Determining Carnival's profitability involves analyzing its financial statements and using various financial metrics to determine if Carnival is a good buy. For example, gross profit margin measures Carnival's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Carnival's profitability and make more informed investment decisions.

Carnival's Earnings Breakdown by Geography

Evaluate Carnival's management efficiency

Carnival has Return on Asset of 0.0425 % which means that on every $100 spent on assets, it made $0.0425 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.2012 %, implying that it generated $0.2012 on every 100 dollars invested. Carnival's management efficiency ratios could be used to measure how well Carnival manages its routine affairs as well as how well it operates its assets and liabilities. Return On Capital Employed is expected to rise to 0.10 this year, although the value of Return On Tangible Assets are projected to rise to (0). At this time, Carnival's Fixed Asset Turnover is quite stable compared to the past year.

	Last Reported	Projected for Next Year
Book Value Per Share	4.91	4.66
Tangible Book Value Per Share	3.66	3.48
Enterprise Value Over EBITDA	12.82	10.23
Price Book Value Ratio	3.18	2.66
Price Fair Value	3.18	2.66
Enterprise Value Multiple	12.82	10.23
Enterprise Value	41.3 B	23 B

Carnival showcases strong leadership that adapts to market changes and drives innovation. Our analysis explores how this adaptability affects the stock's investment appeal.

Beta

2.668

Basic technical analysis of Carnival Stock

As of the 17th of January 2025, Carnival shows the Downside Deviation of 1.75, risk adjusted performance of 0.1321, and Mean Deviation of 1.54. Carnival technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the firm's future prices. Please confirm Carnival value at risk, and the relationship between the jensen alpha and semi variance to decide if Carnival is priced correctly, providing market reflects its regular price of 25.85 per share. Given that Carnival has jensen alpha of 0.324, we suggest you to validate Carnival's prevailing market performance to make sure the company can sustain itself at a future point.

Carnival's insider trading activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Carnival insiders, such as employees or executives, is commonly permitted as long as it does not rely on Carnival's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Carnival insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

		Randall Weisenburger over a year ago Purchase by Randall Weisenburger of 100000 shares of Carnival
		Randall Weisenburger over a year ago Carnival exotic insider transaction detected
		Stuart Subotnick over a year ago Exercise or conversion by Stuart Subotnick of 1200 shares of Carnival subject to Rule 16b-3

Carnival's Outstanding Corporate Bonds

Carnival issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Carnival uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Carnival bonds can be classified according to their maturity, which is the date when Carnival has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

	International Game Technology Corp Bond US460599AD57	View
	AerCap Global Aviation Corp Bond US00773HAA59	View

View All Carnival Corporate Bonds

Understand Carnival's technical and predictive indicators

Using predictive indicators to make investment decisions involves analyzing Carnival's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.

	Risk Adjusted Performance	0.1321
	Market Risk Adjusted Performance	1.16
	Mean Deviation	1.54
	Semi Deviation	1.44
	Downside Deviation	1.75
	Coefficient Of Variation	664.31
	Standard Deviation	2.21
	Variance	4.9
	Information Ratio	0.1476
	Jensen Alpha	0.324
	Total Risk Alpha	0.3323
	Sortino Ratio	0.1863
	Treynor Ratio	1.15
	Maximum Drawdown	12.51
	Value At Risk	(2.52)
	Potential Upside	4.83
	Downside Variance	3.07
	Semi Variance	2.07
	Expected Short fall	(1.84)
	Skewness	1.05
	Kurtosis	2.7

	Risk Adjusted Performance	0.1321
	Market Risk Adjusted Performance	1.16
	Mean Deviation	1.54
	Semi Deviation	1.44
	Downside Deviation	1.75
	Coefficient Of Variation	664.31
	Standard Deviation	2.21
	Variance	4.9
	Information Ratio	0.1476
	Jensen Alpha	0.324
	Total Risk Alpha	0.3323
	Sortino Ratio	0.1863
	Treynor Ratio	1.15
	Maximum Drawdown	12.51
	Value At Risk	(2.52)
	Potential Upside	4.83
	Downside Variance	3.07
	Semi Variance	2.07
	Expected Short fall	(1.84)
	Skewness	1.05
	Kurtosis	2.7

Consider Carnival's intraday indicators

Carnival intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Carnival stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

	Accumulation Distribution	768139.0
	Daily Balance Of Power	0.8511
	Rate Of Daily Change	1.03
	Day Median Price	25.64
	Day Typical Price	25.71
	Price Action Indicator	0.61
	Period Momentum Indicator	0.8

Carnival Corporate Filings

8K	13th of January 2025 Report filed with the SEC to announce major events that shareholders should know about	View Verify
F4	31st of October 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities	View Verify
10Q	27th of June 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations	View Verify
	29th of May 2024 Other Reports	View Verify

Carnival time-series forecasting models is one of many Carnival's stock analysis techniques aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Carnival's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Carnival Stock media impact

Far too much social signal, news, headlines, and media speculation about Carnival that are available to investors today. That information is available publicly through Carnival media outlets and privately through word of mouth or via Carnival internal channels. However, regardless of the origin, that massive amount of Carnival data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.

A primary focus of Carnival news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Carnival relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Carnival's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Carnival alpha.

Carnival Maximum Pain Price Across April 17th 2025 Option Contracts

Carnival's options can also be used to analyze investors' bias and current market sentiment in the context of behavioral finance. For example, Max pain usually refers to a trading concept that asserts that market manipulation can cause the market price of Carnival close to the expiration of its current option contract to expire worthlessly. According to most research, about 35% of options are not executed, with roughly 50% traded out before expiration. So, Max pain occurs when market makers reach a net favorable position across all options at a strike price where option holders stand to lose the most money. By contrast, option sellers may reap the most after selling more options than buying, causing them to expire worthlessly. Please continue to view the detailed analysis of Carnival's options.

Carnival Corporate Directors

Randall Weisenburger	Non-Executive Independent Director	Profile
Jeffrey Gearhart	Non-Executive Independent Director	Profile
John Parker	Non-Executive Independent Director	Profile
Richard Glasier	Non-Executive Independent Director	Profile

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: