WallStSmart

Carnival Plc ADS (CUK)vsTravel + Leisure Co (TNL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Carnival Plc ADS generates 562% more annual revenue ($26.62B vs $4.02B). CUK leads profitability with a 10.4% profit margin vs 5.7%. TNL appears more attractively valued with a PEG of 0.54. CUK earns a higher WallStSmart Score of 69/100 (B-).

CUK

Strong Buy

69

out of 100

Grade: B-

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

TNL

Buy

60

out of 100

Grade: C+

Growth: 6.0Profit: 5.5Value: 10.0Quality: 5.8
Piotroski: 5/9Altman Z: 2.07
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CUKUndervalued (+65.3%)

Margin of Safety

+65.3%

Fair Value

$94.54

Current Price

$25.68

$68.86 discount

UndervaluedFair: $94.54Overvalued
TNLUndervalued (+46.1%)

Margin of Safety

+46.1%

Fair Value

$134.18

Current Price

$71.88

$62.30 discount

UndervaluedFair: $134.18Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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

Every $100 of equity generates 26 in profit

PEG RatioValuation
0.848/10

Growing faster than its price suggests

P/E RatioValuation
12.6x8/10

Attractively priced relative to earnings

Price/BookValuation
2.7x8/10

Reasonable price relative to book value

EPS GrowthGrowth
35.8%8/10

Earnings expanding 35.8% YoY

TNL3 strengths · Avg: 8.0/10
PEG RatioValuation
0.548/10

Growing faster than its price suggests

Operating MarginProfitability
21.4%8/10

Strong operational efficiency at 21.4%

EPS GrowthGrowth
20.2%8/10

Earnings expanding 20.2% YoY

Areas to Watch

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

Distress zone — elevated risk

Debt/EquityHealth
2.281/10

Elevated debt levels

TNL2 concerns · Avg: 3.0/10
Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

Profit MarginProfitability
5.7%3/10

5.7% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : CUK

The strongest argument for CUK centers on Return on Equity, PEG Ratio, P/E Ratio. PEG of 0.84 suggests the stock is reasonably priced for its growth.

Bull Case : TNL

The strongest argument for TNL centers on PEG Ratio, Operating Margin, EPS Growth. PEG of 0.54 suggests the stock is reasonably priced for its growth.

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.

Bear Case : TNL

The primary concerns for TNL are Return on Equity, Profit Margin.

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.

TNL generates stronger free cash flow (92M), providing more financial flexibility.

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

Bottom Line

CUK scores higher overall (69/100 vs 60/100). TNL offers better value entry with a 46.1% margin of safety. Both earn "Strong Buy" and "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 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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Travel + Leisure Co

CONSUMER CYCLICAL · TRAVEL SERVICES · USA

Travel Leisure Co. offers hospitality products and services in the United States and internationally. The company is headquartered in Orlando, Florida.

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