Fundamental analysis · SEC EDGAR · TTM through 31/05/2026

Fundamental analysis of Carnival Corp Ltd.

CCL · NYSE · Industrial

Fundamental quality

ATTRACTIVE

80

out of 100

Carnival Corp Ltd. grows profitably: it increases revenue at double digits (33.4% a year) without giving up profitability (net margin 11.2%). On fundamental quality it scores 80 out of 100, profiling it as a company with solid fundamentals. Its weakest area is its financial strength (net debt 3.18× EBITDA). Whether it's cheap or expensive depends on the current price, which you can compute in the tool.

What the company does

Carnival is the world's largest cruise group: nine brands, from festive Carnival to Britain's Cunard, and more passengers than anyone. Its post-pandemic story is a single one: fill ships at good prices to pay down the colossal debt that saved its life.

What will shape its future

  • Deleveraging: every point of debt paid down is value passing from bondholder to shareholder.
  • Cabin prices and advance bookings, its quarterly vital signs.
  • Fuel costs and geopolitical itineraries, its perennial risks.

Breakdown by area

I.Growth
95

EPS growth: 40.3% · Revenue growth: 33.4%

II.Profitability
79

Net margin: 11.2% · ROE: 23.7% · ROIC: 12.2%

III.Financial health
64

Net debt/EBITDA: 3.18x · FCF: 11.7%

Source: SEC EDGAR · TTM through 31/05/2026

The score includes +1 for dividend strength: 4 consecutive years of increases. Keeping that streak demands growing cash generation and balance-sheet discipline.

The score combines growth, profitability and financial strength. Here its growth weighs in its favor, while its financial strength drags it down the most.

Versus its sector

Percentile against the other 69 Industrial companies in our coverage: how far it beats them on each metric (100 = best in sector).

Net marginbeats 59%
ROEbeats 66%
Growthbeats 93%
Cash generationbeats 55%
Less debtbeats 22%

Computed from the daily dataset scores. A high percentile places the company among the best in its sector on that metric; it is not a buy recommendation.

Key concepts

What do these metrics mean? Fundamental analysis · What is the P/E · What is EPS · What is ROE · Net & gross margin · Free cash flow

Carnival Corp Ltd. strengths

  • Growing earnings per share (40.3% annualized).
  • Revenue growing strongly (33.4% annualized).
  • Strong return on equity (ROE of 23.7%): it puts shareholder capital to good use.
  • It has turned profitable after years of losses.

Carnival Corp Ltd. risks and weaknesses

  • Its net debt has grown over the period.
  • Erratic free cash flow, with several years in the red.

Carnival Corp Ltd. historical evolution

YearRevenueNet incomeFree cash flowNet debt
20205,595-10,236-9,92118,068
20211,908-9,501-7,71625,031
202212,168-6,093-6,61031,586
202321,593-7499728,924
202425,0211,9161,29727,003
202526,6222,7602,60725,455

Between 2020 and 2025, revenue went from $5,595M to $26,622M (+376%) and net income went from -$10,236M to $2,760M (+127%).

Annual figures in millions of U.S. dollars ($M) per SEC filings. Net debt is total debt minus cash.

Latest results

Versus the same period a year earlier

Figures for the half-year ended May 31, 2026, versus the half-year ended May 31, 2025 (SEC filings):

  • Revenue+5.7%
  • Net income+63.6%

Automatic comparison between the two most recent periods filed with the SEC. One quarter doesn't make a trend: read it alongside the historical evolution above.

Dividend

$1.95

per share, yearly

4 straight years raising it

Growth

The dividend yield depends on today's price. Compute it in the analyzer → · See all dividend-paying stocks →

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Is Carnival Corp Ltd. cheap or expensive?

That depends on the current price. Look it up, enter it in the tool and get the full valuation verdict (P/E against its sector).

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Frequently asked questions

Is Carnival Corp Ltd. a good company to invest in?

In terms of business quality, Carnival Corp Ltd. scores 80 out of 100 in our analysis, placing it as a company of high fundamental quality. That said, this isn't a recommendation: whether it's a good investment also depends on its current price and your goals.

Is Carnival Corp Ltd. a profitable company?

Yes. Carnival Corp Ltd. shows a net margin of 11.2% and an ROE of 23.7%, a sign of a profitable business.

Does Carnival Corp Ltd. have a lot of debt?

Yes, its leverage is high: net debt is 3.18 times its EBITDA, and it has been rising.

Is Carnival Corp Ltd. growing?

Its revenue has grown 33.4% annualized in recent years and its earnings per share 40.3%.

Does Carnival Corp Ltd. generate cash?

Yes. It converts about 11.7% of its revenue into free cash flow.

The thresholds are general and the system doesn't judge qualitative factors. See the full methodology and use this analysis as a first filter, never as a final decision.

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