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CUK 
Carnival Plc ADS (CUK)
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Upturn Advisory Summary
06/27/2025: CUK (5-star) is a STRONG-BUY. BUY since 32 days. Profits (20.36%). Updated daily EoD!
Upturn Star Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Number of Analysts
0 Analysts rated it
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Year Target Price $31
Year Target Price $31
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Under performing |
| 0 | Sell |
Analysis of Past Performance
Type Stock | Historic Profit 117.81% | Avg. Invested days 36 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 06/27/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 31.84B USD | Price to earnings Ratio 12.97 | 1Y Target Price 31 |
Price to earnings Ratio 12.97 | 1Y Target Price 31 | ||
Volume (30-day avg) - | Beta 2.58 | 52 Weeks Range 12.65 - 26.14 | Updated Date 06/29/2025 |
52 Weeks Range 12.65 - 26.14 | Updated Date 06/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.91 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 9.72% | Operating Margin (TTM) 14.76% |
Management Effectiveness
Return on Assets (TTM) 5.16% | Return on Equity (TTM) 30.02% |
Valuation
Trailing PE 12.97 | Forward PE 14.66 | Enterprise Value 58602528501 | Price to Sales(TTM) 1.23 |
Enterprise Value 58602528501 | Price to Sales(TTM) 1.23 | ||
Enterprise Value to Revenue 2.26 | Enterprise Value to EBITDA 8.68 | Shares Outstanding 145602000 | Shares Floating 1266746466 |
Shares Outstanding 145602000 | Shares Floating 1266746466 | ||
Percent Insiders 0.02 | Percent Institutions 30.69 |
Analyst Ratings
Rating - | Target Price 31 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Carnival Plc ADS
Company Overview
History and Background
Carnival Corporation & plc was founded in 1972 by Ted Arison as Carnival Cruise Lines. It has grown to become the world's largest cruise company, acquiring and developing numerous brands over time.
Core Business Areas
- North America Cruise Brands: Includes Carnival Cruise Line, Holland America Line, Princess Cruises, and Seabourn. These brands primarily cater to the North American market with a wide range of itineraries and cruise experiences.
- Europe Cruise Brands: Consists of AIDA Cruises, Costa Cruises, Cunard, P&O Cruises (UK) and P&O Cruises (Australia). These brands serve the European and Australian markets with diverse offerings tailored to local preferences.
- Cruise Operations: This segment covers all aspects of operating cruise ships, including onboard services, entertainment, food and beverage, port operations, and shore excursions.
Leadership and Structure
The CEO is Josh Weinstein. The organizational structure includes a corporate headquarters overseeing multiple cruise line brands, each with its own management team.
Top Products and Market Share
Key Offerings
- Carnival Cruise Line: A popular, value-oriented cruise line. Carnival is the largest cruise brand with around 9% market share. Competitors are Royal Caribbean and Norwegian Cruise Line.
- Princess Cruises: A premium cruise line known for its itineraries and onboard experiences. The competitors are Viking Ocean Cruises and Oceania Cruises.
- Holland America Line: Focuses on longer, destination-focused voyages. Viking Ocean Cruises and Oceania Cruises are competitors.
Market Dynamics
Industry Overview
The cruise industry is recovering from the pandemic, with increasing demand and occupancy rates. Key trends include focus on sustainability, personalized experiences, and technological innovation.
Positioning
Carnival is positioned as the world's largest cruise company, offering a wide range of brands and experiences to cater to different market segments. Its competitive advantages include its scale, brand recognition, and diversified portfolio.
Total Addressable Market (TAM)
The total addressable market for the cruise industry is estimated at approximately $40 billion. Carnival is well-positioned to capture a significant portion of this TAM, given its market share and brand portfolio.
Upturn SWOT Analysis
Strengths
- Largest cruise company globally
- Diversified brand portfolio
- Strong brand recognition
- Extensive global network
- Economies of scale
Weaknesses
- High debt levels
- Vulnerability to economic downturns
- Environmental concerns
- Negative brand perception due to past incidents
- High fixed costs
Opportunities
- Growing demand for cruise travel
- Expansion into new markets
- Technological innovation
- Focus on sustainable cruising
- Partnerships with travel agencies
Threats
- Economic recessions
- Geopolitical instability
- Pandemics and health crises
- Environmental regulations
- Increased competition
Competitors and Market Share
Key Competitors
- RCL
- NCLH
Competitive Landscape
Carnival has a large market share but faces competition from Royal Caribbean and Norwegian Cruise Line. It needs to continue to evolve and modernize its fleet as well as expand into other regions to strengthen its financial state.
Major Acquisitions
P&O Cruises (Australia)
- Year: 2000
- Acquisition Price (USD millions): 600
- Strategic Rationale: Expanded presence in the Australian cruise market.
Growth Trajectory and Initiatives
Historical Growth: Historical growth was strong prior to the pandemic, but has been impacted by the pandemic.
Future Projections: Future projections are based on analyst estimates and depend on the recovery of the cruise industry. It is forecasted to reach pre-pandemic levels in 2025-2026.
Recent Initiatives: Recent initiatives include fleet optimization, cost-cutting measures, and enhanced health and safety protocols.
Summary
Carnival Plc ADS is the largest cruise company in the world. The company has a strong brand and diversified portfolio which allows it to attract a broad demographic of people. Carnival has many weaknesses which include high debt and high fixed costs. Carnival needs to monitor for threats such as economic recessions and pandemics.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Industry reports
- Analyst estimates
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered as financial advice. Market conditions and company performance are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Carnival Plc ADS
Exchange NYSE | Headquaters Miami, FL, United States | ||
IPO Launch date 2000-10-23 | CEO & Director Mr. Joshua Ian Weinstein | ||
Sector Consumer Cyclical | Industry Travel Services | Full time employees 115000 | Website https://www.carnivalcorp.com |
Full time employees 115000 | Website https://www.carnivalcorp.com | ||
Carnival Corporation & plc, a cruise company, provides leisure travel services in North America, Australia, Europe, and internationally. The company operates through four segments: NAA Cruise Operations, Europe Cruise Operations, Cruise Support, and Tour and Other. It operates port destinations and islands, as well as owns and operates hotels, lodges, glass-domed railcars, and motorcoaches. The company offers its services under the AIDA Cruises, Carnival Cruise Line, Costa Cruises, Cunard, Holland America Line, P&O Cruises (Australia), P&O Cruises (UK), Princess Cruises, and Seabourn brands. It sells its cruises through travel agents, tour operators, vacation planners, websites, and onboard future cruise consultants. Carnival Corporation & plc was founded in 1972 and is headquartered in Miami, Florida.
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