WallStSmart

Carnival Corporation (CCL)vsU.S. Bancorp (USB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Carnival Corporation generates 1% more annual revenue ($26.98B vs $26.65B). USB leads profitability with a 29.3% profit margin vs 11.5%. CCL appears more attractively valued with a PEG of 1.09. USB earns a higher WallStSmart Score of 71/100 (B).

CCL

Strong Buy

70

out of 100

Grade: B

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

USB

Strong Buy

71

out of 100

Grade: B

Growth: 6.0Profit: 7.5Value: 6.3Quality: 5.3
Piotroski: 5/9Altman Z: 0.39
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CCLUndervalued (+30.7%)

Margin of Safety

+30.7%

Fair Value

$47.73

Current Price

$26.38

$21.35 discount

UndervaluedFair: $47.73Overvalued

Intrinsic value data unavailable for USB.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CCL4 strengths · Avg: 8.8/10
P/E RatioValuation
11.9x10/10

Attractively priced relative to earnings

Return on EquityProfitability
27.9%9/10

Every $100 of equity generates 28 in profit

Price/BookValuation
2.8x8/10

Reasonable price relative to book value

EPS GrowthGrowth
35.8%8/10

Earnings expanding 35.8% YoY

USB6 strengths · Avg: 9.3/10
P/E RatioValuation
11.6x10/10

Attractively priced relative to earnings

Price/BookValuation
1.5x10/10

Reasonable price relative to book value

Operating MarginProfitability
37.8%10/10

Strong operational efficiency at 37.8%

Market CapQuality
$85.86B9/10

Large-cap with strong market position

Profit MarginProfitability
29.3%9/10

Keeps 29 of every $100 in revenue as profit

Free Cash FlowQuality
$1.34B8/10

Generating 1.3B in free cash flow

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

USB3 concerns · Avg: 3.3/10
PEG RatioValuation
1.924/10

Expensive relative to growth rate

Revenue GrowthGrowth
4.6%4/10

4.6% revenue growth

Altman Z-ScoreHealth
0.392/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : CCL

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

Bull Case : USB

The strongest argument for USB centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 29.3% and operating margin at 37.8%.

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 : USB

The primary concerns for USB are PEG Ratio, Revenue Growth, Altman Z-Score.

Key Dynamics to Monitor

CCL carries more volatility with a beta of 2.33 — expect wider price swings.

CCL is growing revenue faster at 6.1% — sustainability is the question.

USB generates stronger free cash flow (1.3B), providing more financial flexibility.

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

Bottom Line

USB scores higher overall (71/100 vs 70/100), backed by strong 29.3% margins. CCL offers better value entry with a 30.7% 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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U.S. Bancorp

FINANCIAL SERVICES · BANKS - REGIONAL · USA

U.S. Bancorp is an American bank holding company based in Minneapolis, Minnesota, and incorporated in Delaware. The company provides banking, investment, mortgage, trust, and payment services products to individuals, businesses, governmental entities, and other financial institutions.

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