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CCL

CCL

Consumer Cyclical · Travel Services

$30.34+0.75%
Mkt Cap: $42.03BDY: 1.00%

Performance

CCL (CCL) Stock Analysis 2026

Rule-based · Updated daily · Not financial advice

CCL (CCL) operates in the Travel Services space within the Consumer Cyclical sector. With a market cap of $42.0B, it qualifies as a mid-cap company. Growth is moderate and the business remains profitable, offering a balanced risk/reward profile compared to high-multiple peers.

Bull Case5
  • Low P/E of 13.4× suggests the stock may be undervalued relative to earnings
  • Forward P/E (11.6×) is lower than trailing P/E (13.4×) — analysts expect earnings to improve
  • Revenue growth of 6% YoY shows solid business momentum
  • Healthy profit margin of 11.5%
  • ROE of 27.9% shows management efficiently converts equity into profit
Bear Case3
  • High debt-to-equity of 203.90× increases financial risk, especially with elevated interest rates
  • Current ratio below 1 (0.30×) — short-term liabilities exceed current assets
  • High beta of 2.33 — this stock is significantly more volatile than the broader market

Verdict

Buy / Hold

More positives than negatives. Fundamentals support holding while monitoring key risks.

AI Insight

Powered by Claude

AI-generated analysis for informational purposes only. Not financial advice.

Related Articles

Revenue & Results

Dividends

Current DY

1.00%

5Y Avg Annual

$1.2700

Last Payment

$0.1500

Ex-Date

05/18/2026

Annual dividends paid per share

2011
2016
2026
Ex-DatePaymentAmountEst. DY
Latest05/18/2026
05/29/2026$0.15001.98%
02/13/2026
02/24/2026$0.15001.98%
02/20/2020
03/02/2020$0.50006.59%
11/21/2019
12/02/2019$0.50006.59%
08/22/2019
09/02/2019$0.50006.59%
05/23/2019
06/03/2019$0.50006.59%
02/21/2019
03/04/2019$0.50006.59%
11/21/2018
12/02/2018$0.50006.59%

Magic Number

Shares needed to self-fund your next purchase

$30.35

Price

÷

$0.1500

Last div. (yearly)

=

203

shares

Own 203 CCL shares ($6,160.04) and each yearly dividend pays for 1 new share — the snowball runs on its own.

Investment target

$6,160.04

New shares / year

+1 shares

If You Had Invested…

Hypothetical return based on historical prices

$

* Dividend reinvestment calculated at ex-date price. For informational purposes only.

Earnings

Next Earnings

Jun 23, 2026

7

days

EPS (TTM)

$2.27

P/E (TTM)

13.4

Fwd P/E

11.6

Earnings History

SEC EDGAR · official filings

SEC filings

SEC Filings

Official EDGAR documents

All filings

Key Statistics

Valuation

Market Cap$42.03B
P/E Ratio13.37
Forward P/E11.63
P/B Ratio
PEG Ratio1.08
EPS (TTM)$2.27

Trading

Open
Day High
Day Low
52W High$34.03
52W Low$22.58
Volume
Avg Volume (3M)28,124,871
Beta2.33

Dividends

Dividend Yield1.00%
Annual Rate$0.30
Ex-Div Date2026-05-18
Payout Ratio6.61%

Profitability

Profit Margin11.48%
Operating Margin9.83%
ROE27.85%
ROA5.52%
Revenue Growth6.10%
Earnings Growth

Balance Sheet

Total Revenue$26.98B
Total Debt$26.61B
Debt / Equity203.90
Current Ratio0.30
Free Cash Flow$2.17B

Fair Value Estimates

Current price: $30.34

Graham Number

√(22.5 × EPS × Book Value)

$21.92

-27.8% downside

Benjamin Graham's intrinsic value formula. Assumes a fair stock trades at no more than 22.5× the product of EPS and book value per share.

Bazin Ceiling Price

Avg. Annual DPS (5Y) ÷ 6%

$24.67

-18.7% downside

Décio Bazin's dividend-based ceiling. The max price you should pay so that dividends alone deliver at least 6% annual yield on your cost basis.

These are simplified estimates. Not financial advice.

Buy & Hold Checklist

Quality criteria for long-term holding

7/10

78% score

Pays dividends

15Y hist.

15+ years of dividend history

Dividend consistency (5Y+)

15 yrs

Uninterrupted dividend payments for at least 5 years

ROE above 10%

27.9%

Return on equity — measures how efficiently capital is used

Positive profit margin

11.5%

Net profit margin must be positive — company earns more than it spends

Revenue growth (annual)

+6.1%

Annual revenue must be growing compared to the prior year

Earnings growth (annual)

Annual earnings must be growing compared to the prior year

Debt/Equity below 2×

203.90×

Low financial leverage reduces risk of distress

Current ratio above 1

0.30×

Short-term assets must cover short-term liabilities

Daily liquidity above $5M

$853M/day

High trading volume ensures easy entry and exit

Dividend yield above 0%

1.00%

Stock must distribute income to shareholders

Related Assets

Consumer Cyclical

About CCL

Carnival Corporation Ltd., a cruise company, provides leisure travel services in North America, Australia, Europe, and internationally. The company operates through four segments: North America 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 Ltd. was founded in 1972 and is headquartered in Miami, Florida.

Sector

Consumer Cyclical

Industry

Travel Services

Location

Miami, United States

Employees

160,000