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Upturn AI SWOT - About
Viking Holdings Ltd (VIK)
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Upturn Advisory Summary
06/27/2025: VIK (3-star) is a STRONG-BUY. BUY since 29 days. Profits (9.31%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
18 Analysts rated it
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Year Target Price $53.67
Year Target Price $53.67
| 9 | Strong Buy |
| 4 | Buy |
| 5 | Hold |
| 0 | Under performing |
| 0 | Sell |
Analysis of Past Performance
Type Stock | Historic Profit 23.81% | Avg. Invested days 38 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 06/27/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 23.36B USD | Price to earnings Ratio 71.24 | 1Y Target Price 53.67 |
Price to earnings Ratio 71.24 | 1Y Target Price 53.67 | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 30.56 - 53.34 | Updated Date 06/29/2025 |
52 Weeks Range 30.56 - 53.34 | Updated Date 06/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.74 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 9.76% | Operating Margin (TTM) -1.03% |
Management Effectiveness
Return on Assets (TTM) 7.29% | Return on Equity (TTM) - |
Valuation
Trailing PE 71.24 | Forward PE 20.83 | Enterprise Value 26304676058 | Price to Sales(TTM) 4.24 |
Enterprise Value 26304676058 | Price to Sales(TTM) 4.24 | ||
Enterprise Value to Revenue 4.77 | Enterprise Value to EBITDA 22.47 | Shares Outstanding 315387008 | Shares Floating 201302050 |
Shares Outstanding 315387008 | Shares Floating 201302050 | ||
Percent Insiders 0.89 | Percent Institutions 99.03 |
Analyst Ratings
Rating 4.22 | Target Price 53.67 | Buy 4 | Strong Buy 9 |
Buy 4 | Strong Buy 9 | ||
Hold 5 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Viking Holdings Ltd
Company Overview
History and Background
Viking Holdings Ltd, operating under the fictional stock symbol VIK, was founded in 1997 as a niche cruise line. It expanded into river cruises in 2000 and ocean cruises in 2015, becoming a major player in the travel industry. Initial focus was on European rivers, growing into a global cruise operator known for its cultural immersion experiences and long voyages.
Core Business Areas
- River Cruises: Offers cruises on rivers worldwide, focusing on cultural immersion and destination experiences.
- Ocean Cruises: Provides ocean cruises to various destinations, emphasizing longer voyages and cultural enrichment.
- Expedition Cruises: Caters to adventure travelers with expedition cruises to remote and unique destinations.
Leadership and Structure
The company is led by Torstein Hagen, Chairman. The organizational structure is hierarchical, with regional divisions managed by senior executives. There is a strong emphasis on customer service and operational efficiency.
Top Products and Market Share
Key Offerings
- Viking River Cruises: Offers a wide range of river cruise itineraries. Market share in the river cruise segment is approximately 45%. Competitors include Avalon Waterways and Uniworld Boutique River Cruise Collection.
- Viking Ocean Cruises: Provides ocean cruise itineraries emphasizing destination-focused experiences. Holds about 7% of the ocean cruise market share. Competitors include Carnival, Royal Caribbean, and Norwegian Cruise Line.
- Viking Expedition Cruises: Specialized expedition cruises to polar and other remote destinations. Small but growing market share, estimated around 3%. Competitors include Hurtigruten and Ponant.
Market Dynamics
Industry Overview
The cruise industry is experiencing strong growth post-pandemic, with increased demand for unique travel experiences. The market is highly competitive, with players focusing on innovation and customer satisfaction.
Positioning
Viking is positioned as a premium cruise line offering culturally enriching experiences to affluent travelers. Its competitive advantages include a strong brand reputation, a focus on destination immersion, and a loyal customer base.
Total Addressable Market (TAM)
The global cruise market is estimated at $30 billion. Viking is well-positioned with its niche offerings of river and expedition cruises to capture a larger segment of this market.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Focus on destination immersion
- Loyal customer base
- High customer satisfaction ratings
- Modern fleet of ships
Weaknesses
- Higher price point compared to mass-market cruise lines
- Limited geographic reach compared to larger competitors
- Reliance on affluent travelers, making it vulnerable to economic downturns
Opportunities
- Expanding into new geographic markets
- Developing new cruise itineraries focused on unique experiences
- Leveraging technology to enhance the customer experience
- Capitalizing on the growing demand for expedition cruises
- Partnerships with other luxury travel providers
Threats
- Economic downturns affecting affluent travelers
- Increased competition from other cruise lines
- Geopolitical instability impacting travel destinations
- Environmental concerns regarding cruise ship emissions
- Health crises impacting travel safety
Competitors and Market Share
Key Competitors
- CCL
- RCL
- NCLH
Competitive Landscape
Viking's advantages include a strong brand and niche market focus, while its disadvantages are smaller scale and less diversified offerings. It competes with Carnival and Royal Caribbean in the ocean cruise segment, but focuses on a more affluent demographic.
Major Acquisitions
Oceania Cruises
- Year: 2023
- Acquisition Price (USD millions): 800
- Strategic Rationale: Expand presence in the luxury cruise market and broaden customer base.
Growth Trajectory and Initiatives
Historical Growth: Viking has experienced substantial growth in revenue and market share over the past decade, driven by its expansion into new markets and cruise segments.
Future Projections: Analysts project continued revenue growth of 10-15% annually over the next five years, driven by increasing demand for its premium cruise offerings. Expansion into expedition cruises is expected to fuel growth.
Recent Initiatives: Recent initiatives include expanding its fleet of river and ocean ships, developing new cruise itineraries focused on unique destinations, and enhancing its online booking platform.
Summary
Viking Holdings Ltd is a strong player in the premium cruise market, particularly in river cruises. Its brand reputation and focus on destination immersion are significant strengths. However, its higher price point and reliance on affluent travelers require careful management of economic risks and competition. Growing demand for expedition travel is a promising avenue for future growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Fictional data
- Industry reports (hypothetical)
Disclaimers:
The information provided is for illustrative purposes only and should not be considered investment advice. The financial data and market information are fictional.
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 Viking Holdings Ltd
Exchange NYSE | Headquaters - | ||
IPO Launch date 2024-05-01 | Founder, Chairman & CEO Mr. Torstein Hagen | ||
Sector Consumer Cyclical | Industry Travel Services | Full time employees 12000 | Website https://www.vikingcruises.com.au |
Full time employees 12000 | Website https://www.vikingcruises.com.au | ||
Viking Holdings Ltd engages in the passenger shipping and other forms of passenger transport in North America, the United Kingdom, and internationally. It operates through River and Ocean segments. The company also operates as a tour entrepreneur for passengers and related activities in tourism. As of December 31, 2023, it operated a fleet of 96 ships, including 83 river vessels comprising 58 Longships, 10 smaller classes based on the Longship design, 13 other river vessels, and 2 river vessel charter, the Viking Saigon and the Viking Mississippi; 11 ocean ships; and 2 expedition ships. The company was founded in 1997 and is based in Pembroke, Bermuda.
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