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RCL

RCL

Consumer Cyclical · Travel Services

$314.10+0.14%
Mkt Cap: $84.24BDY: 1.59%

Performance

RCL (RCL) Stock Analysis 2026

Rule-based · Updated daily · Not financial advice

RCL (RCL) operates in the Travel Services space within the Consumer Cyclical sector. With a market cap of $84.2B, it qualifies as a mid-cap company. The company is growing revenue strongly while maintaining healthy profitability — a combination that investors typically reward with a premium valuation.

Bull Case5
  • Forward P/E (15.7×) is lower than trailing P/E (19.2×) — analysts expect earnings to improve
  • Revenue growth of 11% YoY shows solid business momentum
  • Earnings grew 29% YoY — bottom-line is expanding fast
  • Exceptional profit margin of 24.4% — the business retains a large share of each dollar earned
  • ROE of 49.6% shows management efficiently converts equity into profit
Bear Case3
  • High debt-to-equity of 217.31× increases financial risk, especially with elevated interest rates
  • Current ratio below 1 (0.20×) — short-term liabilities exceed current assets
  • High beta of 1.78 — 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

1.59%

5Y Avg Annual

$2.2380

Last Payment

$1.5000

Ex-Date

06/03/2026

Annual dividends paid per share

2011
2017
2026
Ex-DatePaymentAmountEst. DY
Latest06/03/2026
07/02/2026$1.50001.91%
03/06/2026
04/04/2026$1.50001.91%
12/26/2025
01/24/2026$1.00001.27%
09/25/2025
10/24/2025$1.00001.27%
06/04/2025
07/03/2025$0.75000.96%
03/07/2025
04/05/2025$0.75000.96%
12/27/2024
01/25/2025$0.55000.70%
09/20/2024
10/19/2024$0.40000.51%

Magic Number

Shares needed to self-fund your next purchase

$314.10

Price

÷

$1.5000

Last div. (quarterly)

=

210

shares

Own 210 RCL shares ($65,961.00) and each quarterly dividend pays for 1 new share — the snowball runs on its own.

Investment target

$65,961.00

New shares / year

+4 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

Jul 28, 2026

42

days

EPS (TTM)

$16.40

P/E (TTM)

19.2

Fwd P/E

15.7

Earnings History

SEC EDGAR · official filings

SEC filings

SEC Filings

Official EDGAR documents

All filings

Key Statistics

Valuation

Market Cap$84.24B
P/E Ratio19.15
Forward P/E15.69
P/B Ratio
PEG Ratio1.39
EPS (TTM)$16.40

Trading

Open
Day High
Day Low
52W High$366.50
52W Low$232.10
Volume
Avg Volume (3M)2,722,076
Beta1.78

Dividends

Dividend Yield1.59%
Annual Rate$5.00
Ex-Div Date2026-06-03
Payout Ratio25.93%

Profitability

Profit Margin24.36%
Operating Margin26.17%
ROE49.58%
ROA8.08%
Revenue Growth11.30%
Earnings Growth28.90%

Balance Sheet

Total Revenue$18.39B
Total Debt$21.79B
Debt / Equity217.31
Current Ratio0.20
Free Cash Flow$-194,875,008

Fair Value Estimates

Current price: $314.10

Graham Number

√(22.5 × EPS × Book Value)

$116.18

-63.0% 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%

$35.97

-88.5% 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

8/10

80% 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%

49.6%

Return on equity — measures how efficiently capital is used

Positive profit margin

24.4%

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

Revenue growth (annual)

+11.3%

Annual revenue must be growing compared to the prior year

Earnings growth (annual)

+28.9%

Annual earnings must be growing compared to the prior year

Debt/Equity below 2×

217.31×

Low financial leverage reduces risk of distress

Current ratio above 1

0.20×

Short-term assets must cover short-term liabilities

Daily liquidity above $5M

$855M/day

High trading volume ensures easy entry and exit

Dividend yield above 0%

1.59%

Stock must distribute income to shareholders

Related Assets

Consumer Cyclical

About RCL

Royal Caribbean Cruises Ltd. operates as a cruise company worldwide. The company operates cruises under the Royal Caribbean International, Celebrity Cruises, and Silversea Cruises brands, which comprise a range of itineraries. As of December 31, 2025, it operated 69 ships. Royal Caribbean Cruises Ltd. was founded in 1968 and is headquartered in Miami, Florida.

Sector

Consumer Cyclical

Industry

Travel Services

Location

Miami, United States

Employees

107,950