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CUK 
Carnival Plc ADS (CUK)
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Upturn Advisory Summary
09/17/2025: CUK (5-star) is a STRONG-BUY. BUY since 88 days. Simulated Profits (37.17%). 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.
Analysis of Past Performance
Type Stock | Historic Profit 148.23% | Avg. Invested days 44 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/17/2025 |
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 (CCL) was founded in 1972 by Ted Arison. It has grown through acquisitions and organic expansion to become the world's largest cruise operator. Significant milestones include the acquisition of Holland America Line in 1989 and Princess Cruises in 2003.
Core Business Areas
- North America & Australia (NAA): Includes Carnival Cruise Line, Holland America Line, Princess Cruises, Seabourn, and P&O Cruises Australia. Focuses on cruise vacations primarily for North American and Australian markets.
- Europe: Includes Costa Cruises, AIDA Cruises, P&O Cruises (UK), and Cunard. Caters to European cruise vacationers.
- Cruise Support & Services: Provides port services, travel distribution, and other support services to the company's cruise brands and occasionally to third parties.
Leadership and Structure
Josh Weinstein serves as the CEO. The company operates under a dual-listed company structure, with Carnival Corporation (NYSE: CCL) and Carnival plc (NYSE: CUK) having equivalent economic rights. The organizational structure includes brand-specific management teams operating under the Carnival Corporation & plc umbrella.
Top Products and Market Share
Key Offerings
- Carnival Cruise Line: Offers fun, affordable cruises targeting families and younger travelers. Competitors include Royal Caribbean, Norwegian Cruise Line. Estimated market share is part of CCL's consolidated market share. Revenue is a significant portion of CCL's total revenue.
- Princess Cruises: Provides premium cruise experiences to destinations worldwide, targeting affluent travelers. Competitors include Viking Cruises, Celebrity Cruises. Estimated market share is part of CCL's consolidated market share. Revenue is a significant portion of CCL's total revenue.
- Holland America Line: Focuses on longer, more immersive cruise itineraries, catering to mature travelers. Competitors include Viking Cruises, Oceania Cruises. Estimated market share is part of CCL's consolidated market share. Revenue is a significant portion of CCL's total revenue.
Market Dynamics
Industry Overview
The cruise industry is recovering from a significant downturn due to the COVID-19 pandemic. The industry is experiencing increasing demand, particularly among younger demographics. Growth is driven by pent-up demand, innovative ship designs, and expanding destination offerings.
Positioning
Carnival Plc ADS holds the leading position in the global cruise industry. Its competitive advantages include economies of scale, a diverse portfolio of brands, and a strong global presence. Its main competitive advantages are a strong brand presence and efficient operation costs
Total Addressable Market (TAM)
The global cruise market size is expected to reach around $40 billion by 2028. Carnival Plc ADS is well-positioned to capture a significant portion of this market due to its brand portfolio and global reach.
Upturn SWOT Analysis
Strengths
- Largest cruise operator globally
- Diverse brand portfolio
- Extensive global network
- Strong brand recognition
- Economies of scale
Weaknesses
- High debt levels
- Vulnerability to economic downturns
- Exposure to fuel price fluctuations
- Negative publicity from incidents
- Seasonality
Opportunities
- Growing demand for cruise vacations
- Expansion into new markets (e.g., Asia)
- Development of new cruise experiences
- Technological innovation (e.g., improved booking platforms)
- Strategic partnerships
Threats
- Economic recession
- Geopolitical instability
- Environmental concerns and regulations
- Health crises and pandemics
- Increased competition
Competitors and Market Share
Key Competitors
- RCL
- NCLH
Competitive Landscape
Carnival enjoys economies of scale due to its size, but Royal Caribbean has focused on innovation and newer ships, and Norwegian is focusing on a premium all-inclusive strategy to better retain its customer base.
Major Acquisitions
Costa Cruises
- Year: 1997
- Acquisition Price (USD millions): 0
- Strategic Rationale: Expanded Carnival's presence in the European cruise market.
P&O Princess Cruises
- Year: 2003
- Acquisition Price (USD millions): 5400
- Strategic Rationale: Significantly increased Carnival's market share and broadened its brand portfolio.
Growth Trajectory and Initiatives
Historical Growth: Historical growth analysis requires gathering data from annual reports.
Future Projections: Future projections require gathering data from analyst reports.
Recent Initiatives: Recent initiatives include fleet modernization, expansion of destination offerings, and investments in sustainability.
Summary
Carnival Corporation & plc is the largest cruise company, benefiting from brand diversity and economies of scale. While the company faces challenges from high debt and economic volatility, its global presence and opportunities for expansion position it for future growth. Monitoring economic trends and managing debt effectively are crucial for sustained success. Fleet modernization and sustainable initiatives are important factors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Annual Reports
- Industry Research Reports
- Analyst Estimates
- Company SEC Filings
Disclaimers:
This analysis is based on publicly available information and analyst estimates. It is not financial advice. Investment decisions should be made based on individual circumstances and consultation with a financial advisor.
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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