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Upturn AI SWOT - About
LIND 
Lindblad Expeditions Holdings Inc (LIND)
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Upturn Advisory Summary
07/03/2025: LIND (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
3 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $15
1 Year Target Price $15
| 2 | Strong Buy |
| 0 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -43.29% | Avg. Invested days 24 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/03/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 691.51M USD | Price to earnings Ratio - | 1Y Target Price 15 |
Price to earnings Ratio - | 1Y Target Price 15 | ||
Volume (30-day avg) 3 | Beta 2.65 | 52 Weeks Range 6.75 - 14.34 | Updated Date 07/3/2025 |
52 Weeks Range 6.75 - 14.34 | Updated Date 07/3/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.57 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -3.88% | Operating Margin (TTM) 6.02% |
Management Effectiveness
Return on Assets (TTM) 2.13% | Return on Equity (TTM) -1946.89% |
Valuation
Trailing PE - | Forward PE 19.23 | Enterprise Value 1130519462 | Price to Sales(TTM) 1.03 |
Enterprise Value 1130519462 | Price to Sales(TTM) 1.03 | ||
Enterprise Value to Revenue 1.69 | Enterprise Value to EBITDA 13.84 | Shares Outstanding 54707900 | Shares Floating 37621015 |
Shares Outstanding 54707900 | Shares Floating 37621015 | ||
Percent Insiders 31.84 | Percent Institutions 75.58 |
Upturn AI SWOT
Lindblad Expeditions Holdings Inc
Company Overview
History and Background
Lindblad Expeditions was founded in 1958 by Lars-Eric Lindblad, a pioneer in expedition travel. The company focused on providing educational and environmentally conscious voyages to remote destinations. Over time, it has expanded its fleet and offerings to become a leading provider of expedition cruises.
Core Business Areas
- Expedition Cruises: Offers small-ship expedition cruises to remote and exotic destinations worldwide, focusing on educational and experiential travel.
- Land-Based Tours: Provides curated land-based tours that complement expedition cruises or serve as standalone travel experiences.
- Charter Services: Offers charter services for private groups or organizations seeking exclusive expedition experiences.
Leadership and Structure
Sven-Olof Lindblad is the CEO. The company operates with a structured executive team managing different operational aspects, including expedition cruises, finance, sales and marketing, and vessel operations.
Top Products and Market Share
Key Offerings
- Alaskan Cruises: Expedition cruises to Alaska, focusing on wildlife viewing and exploration of fjords and glaciers. They hold an estimated 10-15% of market share within the small-ship Alaska cruise market. Competitors include UnCruise Adventures and Ponant.
- Antarctic Cruises: Expedition cruises to Antarctica, offering unique experiences like penguin encounters and polar exploration. Lindblad holds an estimated 20-25% market share in the niche Antarctica cruise segment. Competitors include Quark Expeditions and Hurtigruten.
- Galapagos Cruises: Small-ship cruises around the Galapagos Islands, focusing on wildlife and nature exploration. In partnership with National Geographic. Lindblad commands a significant portion of the Galapagos cruise market, estimated at 30-35%. Competitors include Celebrity Cruises and Metropolitan Touring.
Market Dynamics
Industry Overview
The expedition cruise market is a niche segment within the broader cruise industry, characterized by small ships, remote destinations, and a focus on education and adventure. The industry is experiencing growth driven by increasing demand for unique travel experiences.
Positioning
Lindblad Expeditions is positioned as a premium provider of expedition cruises, known for its expertise, partnerships with National Geographic, and commitment to sustainability. It has a strong brand reputation and loyal customer base.
Total Addressable Market (TAM)
The total addressable market is estimated to be USD 7-8 billion. Lindblad's positioning allows it to tap into the premium expedition travel segment, representing a significant opportunity for growth. The company's TAM represents a significant growth trajectory.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Partnership with National Geographic
- Experienced expedition staff
- High customer loyalty
- Commitment to sustainability
Weaknesses
- High operating costs
- Dependence on specific destinations
- Vulnerability to geopolitical events and natural disasters
- Limited marketing budget compared to larger cruise lines
Opportunities
- Expansion into new destinations
- Development of new expedition products
- Increased demand for sustainable tourism
- Growing interest in adventure travel
- Leveraging technology for enhanced guest experience
Threats
- Economic downturns
- Increased competition
- Environmental regulations
- Geopolitical instability
- Pandemics or other health crises
Competitors and Market Share
Key Competitors
- CCL
- NCLH
- RCL
Competitive Landscape
Lindblad Expeditions differentiates itself through its expertise in expedition travel, partnership with National Geographic, and commitment to sustainability. However, it faces competition from larger cruise lines with greater resources and broader market reach.
Major Acquisitions
Off the Beaten Path
- Year: 2021
- Acquisition Price (USD millions):
- Strategic Rationale: To expand Lindbladu2019s land-based tour offerings.
Growth Trajectory and Initiatives
Historical Growth: Lindblad Expeditions has experienced growth in revenue and bookings over the past several years, driven by the increasing popularity of expedition travel.
Future Projections: Analyst estimates project continued growth for Lindblad Expeditions, driven by expansion into new destinations and the development of new expedition products. Specific numbers would be here if they were available.
Recent Initiatives: Recent initiatives include the introduction of new expedition ships, expansion into new destinations (like French Polynesia), and investments in sustainable tourism practices.
Summary
Lindblad Expeditions is a strong brand in the expedition cruise market, benefiting from its partnership with National Geographic and commitment to sustainability. While its high operating costs and dependence on specific destinations present challenges, the growing demand for adventure travel creates significant opportunities. Lindblad needs to manage competition from larger cruise lines and navigate potential geopolitical risks to sustain its growth trajectory. The brand has seen steady growth over the past decade by adding new ships to the fleet and leveraging the partnership with National Geographic.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- Industry Reports
- Analyst Estimates
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Market share data is estimated and may vary.
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 Lindblad Expeditions Holdings Inc
Exchange NASDAQ | Headquaters New York, NY, United States | ||
IPO Launch date 2015-07-09 | Senior VP & Assistant to CEO Ms. Pamela Fingleton | ||
Sector Consumer Cyclical | Industry Travel Services | Full time employees 1230 | Website https://www.expeditions.com |
Full time employees 1230 | Website https://www.expeditions.com | ||
Lindblad Expeditions Holdings, Inc. provides marine expedition adventures and travel experience worldwide. It operates through Lindblad and Land Experiences segments. The Lindblad segment provides ship-based expeditions aboard customized, nimble, and intimately-scaled vessels, which offers up-close experiences in the planet's wild and remote places, and capitals of culture; and offers expedition ship which is equipped with state-of-the-art tools for in-depth exploration with infrastructure and ports, such as Antarctica and the Arctic, and places that accessed by a ship comprising Galápagos Islands, Alaska, Baja California's Sea of Cortez and Panama, and foster engagement activities. The Land Experiences segment comprises natural habitats, which provides over 100 different expedition itineraries in more than 45 countries across seven continents, with eco-conscious expeditions and nature-focused, and small-group tours including polar bear tours and bear adventure; and DuVine provides intimate group cycling and adventure tours around the world with local cycling experts as guides in local cultural, cuisine, and accommodations. This segment also offers off the beaten path, including small group travel, led by local, and experienced guides with focus on wildlife, hiking national parks, and culture; and classic journey, a curated active small-group and private custom journeys centered around cinematic walks led by expert local guides over 50 countries across the world. In addition, it has an agreement with National Geographic Partners, LLC, which provides lecturers and National Geographic experts, including photographers, marine biologists, writers, naturalists, field researchers, and film crews; and partnered with World Wildlife Fund to offer conservation travel. Lindblad Expeditions Holdings, Inc. was founded in 1979 and is headquartered in New York, New York.
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