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Upturn AI SWOT - About
LIND 
Lindblad Expeditions Holdings Inc (LIND)
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Upturn Advisory Summary
04/01/2025: LIND (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -85.42% | Avg. Invested days 25 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 522.94M USD | Price to earnings Ratio - | 1Y Target Price 15.33 |
Price to earnings Ratio - | 1Y Target Price 15.33 | ||
Volume (30-day avg) 366126 | Beta 3.13 | 52 Weeks Range 6.35 - 14.34 | Updated Date 04/2/2025 |
52 Weeks Range 6.35 - 14.34 | Updated Date 04/2/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.67 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -4.84% | Operating Margin (TTM) -1.26% |
Management Effectiveness
Return on Assets (TTM) 1.99% | Return on Equity (TTM) -1946.89% |
Valuation
Trailing PE - | Forward PE 19.23 | Enterprise Value 1044450683 | Price to Sales(TTM) 0.81 |
Enterprise Value 1044450683 | Price to Sales(TTM) 0.81 | ||
Enterprise Value to Revenue 1.62 | Enterprise Value to EBITDA 14.09 | Shares Outstanding 54586400 | Shares Floating 37334366 |
Shares Outstanding 54586400 | Shares Floating 37334366 | ||
Percent Insiders 32.33 | Percent Institutions 73.43 |
Analyst Ratings
Rating 4.5 | Target Price 15.5 | Buy - | Strong Buy 3 |
Buy - | Strong Buy 3 | ||
Hold 1 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Lindblad Expeditions Holdings Inc
Company Overview
History and Background
Lindblad Expeditions was founded in 1958 by Lars-Eric Lindblad, pioneering expedition travel. It has evolved into a global leader in expedition cruises and adventure travel, emphasizing sustainability and education.
Core Business Areas
- Expedition Cruises: Offers small-ship expedition cruises to remote and exotic destinations worldwide, focusing on natural history and cultural immersion. Includes destinations like Antarctica, Galapagos, Alaska, and the Arctic.
- Land-Based Tours: Provides land-based adventure tours that complement its cruise offerings or operate independently, often focusing on unique cultural experiences and natural encounters.
Leadership and Structure
Sven-Olof Lindblad is the CEO. The company has a board of directors and a management team overseeing various departments, including operations, sales, marketing, and finance.
Top Products and Market Share
Key Offerings
- Antarctica Expeditions: Expedition cruises to Antarctica, offering opportunities to see penguins, seals, whales, and stunning landscapes. The company is a leader in Antarctic tourism. Competitors include Hurtigruten Expeditions, Quark Expeditions, and Ponant. Revenue figures are not explicitly public but can be estimated as the largest product line. Market Share is estimated at 20-30% of the total Antarctic market.
- Galapagos Expeditions: Expedition cruises to the Galapagos Islands, known for unique wildlife and evolutionary history. The Galapagos is a key market. Competitors include Metropolitan Touring, and Ecoventura. Revenue figures are not explicitly public but are considered a core product line. Market Share is estimated at 25-35% of the total Galapagos market.
- Alaska Expeditions: Expedition cruises to Alaska, focus on wildlife viewing opportunities such as bear, whales, and other marine life. The Galapagos is a key market. Competitors include UnCruise Adventures and Alaskan Dream Cruises. Revenue figures are not explicitly public but are considered a core product line. Market Share is estimated at 10-20% of the total Alaska market.
Market Dynamics
Industry Overview
The expedition travel industry is growing, driven by increasing demand for authentic and sustainable travel experiences. It is fragmented with several niche players
Positioning
Lindblad Expeditions positions itself as a premium expedition travel provider, known for its expertise, sustainability focus, and educational approach. Its competitive advantage lies in its brand reputation, partnerships with National Geographic, and experienced staff.
Total Addressable Market (TAM)
The adventure travel market is estimated to be worth hundreds of billions of dollars globally. Lindblad's portion of the expedition segment is significant with respect to this TAM.
Upturn SWOT Analysis
Strengths
- Strong Brand Reputation
- Partnership with National Geographic
- Experienced Expedition Staff
- Commitment to Sustainability
- High Customer Loyalty
Weaknesses
- High Price Point
- Limited Scalability
- Vulnerability to Geopolitical Events
- Seasonality of Operations
Opportunities
- Expansion into New Destinations
- Development of New Product Offerings
- Increased Focus on Sustainable Tourism
- Growth in Adventure Travel Market
- Leveraging Digital Marketing
Threats
- Economic Downturns
- Increased Competition
- Geopolitical Instability
- Environmental Regulations
- Climate Change Impacts
Competitors and Market Share
Key Competitors
- Viking Holdings LTD (VIK.OL)
- Royal Caribbean Cruises (RCL)
- Carnival Corporation (CCL)
- Hurtigruten
Competitive Landscape
Lindblad Expeditions differentiates itself through its partnership with National Geographic and focus on high-end, educational expedition travel. Its smaller size and specialized focus allow for more personalized experiences, but it may lack the scale advantages of larger cruise operators.
Major Acquisitions
Off the Beaten Path
- Year: 2021
- Acquisition Price (USD millions): 96
- Strategic Rationale: To expand Lindblad's land-based adventure offerings and reach a broader customer base.
Growth Trajectory and Initiatives
Historical Growth: Lindblad Expeditions has experienced growth in revenue and profitability over the past decade, driven by increased demand for expedition travel.
Future Projections: Analysts project continued growth for Lindblad Expeditions, driven by expansion into new markets and development of new product offerings. This is subject to economic conditions.
Recent Initiatives: Recent initiatives include fleet expansion, new partnerships, and increased investment in digital marketing.
Summary
Lindblad Expeditions is a leading provider of expedition cruises, benefiting from a strong brand and a partnership with National Geographic. Its high price point and vulnerability to economic cycles are challenges. Fleet expansion and sustainable tourism are key growth areas. The company is well-positioned but must be mindful of economic downturns and increasing competition.
Similar Companies
RCL
Royal Caribbean Cruises Ltd
RCL
Royal Caribbean Cruises Ltd
Sources and Disclaimers
Data Sources:
- Lindblad Expeditions Investor Relations
- Company Filings (SEC)
- Industry Reports
- Analyst Estimates
Disclaimers:
This analysis is based on available public information and general industry knowledge. Financial data is illustrative. Market share data is estimated. This is not financial advice.
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://world.expeditions.com |
Full time employees 1230 | Website https://world.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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