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CUK 
Carnival Plc ADS (CUK)
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Upturn Advisory Summary
10/29/2025: CUK (5-star) is currently NOT-A-BUY. Pass it for now.
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.
Analysis of Past Performance
Type Stock | Historic Profit 133.9% | Avg. Invested days 45 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/29/2025 |
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 |
Upturn AI SWOT
Carnival Plc ADS
Company Overview
History and Background
Carnival Corporation & plc was founded in 1972 by Ted Arison. It has grown through acquisitions and organic expansion to become the world's largest cruise company, operating multiple brands catering to various demographics and travel styles.
Core Business Areas
- Cruises: Carnival's core business revolves around operating cruise lines that offer leisure travel experiences to various destinations worldwide. These experiences encompass onboard entertainment, dining, accommodations, and shore excursions.
Leadership and Structure
The current CEO is Josh Weinstein. Carnival operates with a dual-listed company structure, comprising Carnival Corporation (CCL) and Carnival plc (CUK).
Top Products and Market Share
Key Offerings
- Carnival Cruise Line: Carnival Cruise Line is their flagship brand, catering to a broad demographic with affordable and fun cruise experiences. Market share is a significant portion of Carnival's overall revenue and guest volume. Competitors include Royal Caribbean and Norwegian Cruise Line. Specific revenue breakdowns are generally not publicly released at a granular brand level.
- Princess Cruises: Princess Cruises offers premium cruise experiences with destinations worldwide. Competitors are Holland America and Celebrity Cruises. Specific revenue breakdowns are generally not publicly released at a granular brand level.
- Holland America Line: Holland America Line focuses on offering premium, destination-focused cruise experiences for mature travelers. Competitors are Princess and Viking. Specific revenue breakdowns are generally not publicly released at a granular brand level.
- Costa Cruises: Costa Cruises focuses on the European and especially Italian market, offering a fun cruise experience with emphasis on local culture, food and design. Competitors are MSC Cruises, AIDA Cruises.
Market Dynamics
Industry Overview
The cruise industry is a large and competitive market within the leisure travel sector. It is subject to economic cycles, geopolitical events, and consumer preferences. Demand has fluctuated significantly in recent years due to the COVID-19 pandemic but shows increasing recovery.
Positioning
Carnival is the world's largest cruise company, holding a significant market share and a diverse portfolio of brands. It maintains a competitive advantage through its scale, brand recognition, and marketing reach.
Total Addressable Market (TAM)
The global cruise market was valued at approximately $30 billion in 2023 and is expected to grow in the coming years. Carnival is positioned to capture a significant portion of this TAM through its various brands and global presence.
Upturn SWOT Analysis
Strengths
- Large Market Share
- Brand Portfolio
- Global Presence
- Economies of Scale
- Loyalty Programs
Weaknesses
- High Debt Levels
- Vulnerability to Economic Downturns
- Fuel Costs
- Negative Publicity (e.g., environmental concerns, onboard incidents)
Opportunities
- Growing Demand for Cruise Travel
- Expansion into New Markets
- Technological Innovation (e.g., smart ships, digital marketing)
- Strategic Partnerships
- Sustainable Tourism Initiatives
Threats
- Economic Recessions
- Geopolitical Instability
- Public Health Crises (e.g., pandemics)
- Increased Competition
- Environmental Regulations
Competitors and Market Share
Key Competitors
- Royal Caribbean Cruises Ltd. (RCL)
- Norwegian Cruise Line Holdings Ltd. (NCLH)
- MSC Cruises
Competitive Landscape
Carnival's advantages include its size and brand portfolio. Disadvantages include its high debt levels and vulnerability to economic cycles. Royal Caribbean offers higher-end products that command premium pricing.
Major Acquisitions
P&O Cruises Australia
- Year: 2000
- Acquisition Price (USD millions): 0
- Strategic Rationale: Strengthened Carnival's position in the Australian cruise market.
Growth Trajectory and Initiatives
Historical Growth: Growth has been strong historically, followed by a significant downturn during the pandemic and subsequent recovery phase.
Future Projections: Analyst projections indicate a continued recovery and growth trajectory for Carnival, contingent on economic conditions and consumer demand.
Recent Initiatives: Recent initiatives include fleet optimization, cost-cutting measures, and enhanced health and safety protocols.
Summary
Carnival Corporation is a dominant player in the cruise industry with a broad portfolio of brands and a strong global presence. The company faces challenges due to high debt and vulnerability to economic downturns. Recent initiatives focusing on cost reduction and fleet optimization are crucial for future growth, but they need to pay close attention to the rising cost of oil as well as geopolitical events.
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Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Industry Reports
- Analyst Estimates
Disclaimers:
The data provided is for informational purposes only and should not be considered 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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