WallStSmart

Carnival Corporation (CCL)vsCarnival Plc ADS (CUK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Carnival Plc ADS generates 0% more annual revenue ($26.62B vs $26.62B). CUK leads profitability with a 10.4% profit margin vs 10.4%. CUK appears more attractively valued with a PEG of 0.85. CCL earns a higher WallStSmart Score of 72/100 (B).

CCL

Strong Buy

72

out of 100

Grade: B

Growth: 8.7Profit: 7.0Value: 10.0Quality: 3.0
Piotroski: 5/9Altman Z: 0.89

CUK

Strong Buy

69

out of 100

Grade: B-

Growth: 8.7Profit: 7.0Value: 10.0Quality: 3.0
Piotroski: 5/9Altman Z: 0.89
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CCLUndervalued (+65.0%)

Margin of Safety

+65.0%

Fair Value

$94.54

Current Price

$24.12

$70.42 discount

UndervaluedFair: $94.54Overvalued
CUKUndervalued (+65.3%)

Margin of Safety

+65.3%

Fair Value

$94.54

Current Price

$24.08

$70.46 discount

UndervaluedFair: $94.54Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CCL4 strengths · Avg: 8.3/10
Return on EquityProfitability
25.6%9/10

Every $100 of equity generates 26 in profit

P/E RatioValuation
12.2x8/10

Attractively priced relative to earnings

Price/BookValuation
2.6x8/10

Reasonable price relative to book value

EPS GrowthGrowth
35.8%8/10

Earnings expanding 35.8% YoY

CUK5 strengths · Avg: 8.2/10
Return on EquityProfitability
25.6%9/10

Every $100 of equity generates 26 in profit

PEG RatioValuation
0.858/10

Growing faster than its price suggests

P/E RatioValuation
12.4x8/10

Attractively priced relative to earnings

Price/BookValuation
2.6x8/10

Reasonable price relative to book value

EPS GrowthGrowth
35.8%8/10

Earnings expanding 35.8% YoY

Areas to Watch

CCL2 concerns · Avg: 1.5/10
Altman Z-ScoreHealth
0.892/10

Distress zone — elevated risk

Debt/EquityHealth
2.281/10

Elevated debt levels

CUK2 concerns · Avg: 1.5/10
Altman Z-ScoreHealth
0.892/10

Distress zone — elevated risk

Debt/EquityHealth
2.281/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : CCL

The strongest argument for CCL centers on Return on Equity, P/E Ratio, Price/Book. PEG of 1.09 suggests the stock is reasonably priced for its growth.

Bull Case : CUK

The strongest argument for CUK centers on Return on Equity, PEG Ratio, P/E Ratio. PEG of 0.85 suggests the stock is reasonably priced for its growth.

Bear Case : CCL

The primary concerns for CCL are Altman Z-Score, Debt/Equity. Debt-to-equity of 2.28 is elevated, increasing financial risk.

Bear Case : CUK

The primary concerns for CUK are Altman Z-Score, Debt/Equity. Debt-to-equity of 2.28 is elevated, increasing financial risk.

Key Dynamics to Monitor

CUK carries more volatility with a beta of 2.46 — expect wider price swings.

CUK is growing revenue faster at 6.6% — sustainability is the question.

CUK generates stronger free cash flow (12M), providing more financial flexibility.

Monitor TRAVEL SERVICES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

CCL scores higher overall (72/100 vs 69/100). CUK offers better value entry with a 65.3% margin of safety. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Carnival Corporation

CONSUMER CYCLICAL · TRAVEL SERVICES · USA

Carnival Corporation & plc is a British-American cruise operator, currently the world's largest travel leisure company, with a combined fleet of over 100 vessels across 10 cruise line brands.

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Carnival Plc ADS

CONSUMER CYCLICAL · TRAVEL SERVICES · USA

Carnival Corporation & plc is a leisure travel company. The company is headquartered in Miami, Florida.

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