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CUK 
Carnival Plc ADS (CUK)
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Upturn Advisory Summary
12/03/2025: 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 12/03/2025 |
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, founded in 1972 as Carnival Cruise Lines, has grown to become the world's largest cruise company. Initially focused on Caribbean cruises, it expanded through acquisitions of established brands like Holland America Line, Princess Cruises, and Cunard Line, becoming a dual-listed company in 2003.
Core Business Areas
- Cruises: Carnival's core business is operating cruise vacations globally. This includes passenger fares, onboard spending (food, beverage, retail, excursions), and related services.
Leadership and Structure
Josh Weinstein serves as the CEO of Carnival Corporation & plc. The company operates with a dual-listed structure, with Carnival Corporation (CCL) listed in the US and Carnival plc (CUK) in the UK. Operations are decentralized among the various cruise line brands.
Top Products and Market Share
Key Offerings
- Carnival Cruise Line: Carnival Cruise Line focuses on fun, affordable cruises targeted at families and younger adults. It holds a significant portion of the North American cruise market. Competitors include Royal Caribbean and Norwegian Cruise Line. Market share can be estimated at ~18% based on passenger capacity.
- Princess Cruises: Princess Cruises offers premium cruise experiences with destinations worldwide. It caters to a mature and affluent clientele. Competitors include Holland America Line and Viking Ocean Cruises. Market share can be estimated at ~8% based on passenger capacity.
- Holland America Line: Holland America Line offers premium cruises to destinations around the world and has a mature client base. Competitors include Princess Cruises, Viking Ocean Cruises. Market share can be estimated at ~6% based on passenger capacity.
- Seabourn Cruise Line: Seabourn is known for its luxury yacht-like cruises that have a more intimate and luxury experience. Competitors include Regent Seven Seas and Silversea. Market share is lower compared to the main cruise lines.
Market Dynamics
Industry Overview
The cruise industry is highly competitive and cyclical, influenced by economic conditions, geopolitical events, and consumer spending habits. Demand is recovering from the COVID-19 pandemic.
Positioning
Carnival is the market leader in the cruise industry, leveraging its scale, diverse brand portfolio, and extensive distribution network. Their competitive advantage lies in brand recognition and extensive market reach.
Total Addressable Market (TAM)
The global cruise market was valued at approximately $30 billion to $40 billion pre-pandemic. Carnival's position allows it to capture a significant portion of the TAM, with potential for further growth in emerging markets.
Upturn SWOT Analysis
Strengths
- Largest cruise operator globally
- Strong brand portfolio
- Extensive distribution network
- Economies of scale
Weaknesses
- High debt levels
- Vulnerability to economic downturns
- Environmental concerns
- Dependence on consumer discretionary spending
Opportunities
- Growth in emerging markets
- Increased demand for experiential travel
- Technological innovation (e.g., automation, personalization)
- New ship builds with better fuel efficiency
Threats
- Economic recessions
- Geopolitical instability
- Environmental regulations
- Health crises (pandemics)
- Increased competition
Competitors and Market Share
Key Competitors
- RCL
- NCLH
Competitive Landscape
Carnival benefits from scale but faces stiff competition from Royal Caribbean and Norwegian Cruise Line. Competitive advantages include brand recognition and diverse offerings.
Major Acquisitions
P&O Princess Cruises
- Year: 2003
- Acquisition Price (USD millions):
- Strategic Rationale: Expanded Carnival's brand portfolio and market presence.
Growth Trajectory and Initiatives
Historical Growth: Carnival experienced steady growth before the pandemic. Growth was driven by increasing demand for cruises and expansion into new markets.
Future Projections: Analysts expect Carnival to experience strong revenue growth as cruise operations fully recover. Profitability is expected to improve as cost-cutting measures take effect.
Recent Initiatives: Carnival is focusing on debt reduction, cost optimization, and improving the guest experience. Investments in new, more efficient ships are also underway.
Summary
Carnival is the leading cruise operator recovering from a significant downturn. It is working to reduce debt and improve profitability, but faces external threats such as economic conditions and environmental regulations. Brand recognition and its diverse portfolio are important assets. Successful execution of cost reduction and efficiency strategies will be critical for future success.
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Sources and Disclaimers
Data Sources:
- Company reports
- Analyst estimates
- Industry publications
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market share percentages are estimates.
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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