Carnival Plc ADS (CUK)vsUBS Group AG (UBS)
CUK
Carnival Plc ADS
$27.47
0.00%
CONSUMER CYCLICAL · Cap: $38.08B
UBS
UBS Group AG
$45.23
+1.85%
FINANCIAL SERVICES · Cap: $148.26B
Smart Verdict
WallStSmart Research — data-driven comparison
UBS Group AG generates 90% more annual revenue ($51.31B vs $26.98B). UBS leads profitability with a 17.8% profit margin vs 11.5%. UBS appears more attractively valued with a PEG of 0.53. UBS earns a higher WallStSmart Score of 79/100 (B+).
CUK
Strong Buy67
out of 100
Grade: B-
UBS
Strong Buy79
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+80.9%
Fair Value
$171.68
Current Price
$27.47
$144.21 discount
Intrinsic value data unavailable for UBS.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 28 in profit
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 35.8% YoY
Strong operational efficiency at 31.5%
Earnings expanding 84.4% YoY
Large-cap with strong market position
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : CUK
The strongest argument for CUK centers on Return on Equity, P/E Ratio, Price/Book. PEG of 1.05 suggests the stock is reasonably priced for its growth.
Bull Case : UBS
The strongest argument for UBS centers on Operating Margin, EPS Growth, Market Cap. Profitability is solid with margins at 17.8% and operating margin at 31.5%. Revenue growth of 13.8% demonstrates continued momentum.
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 : UBS
No major red flags identified for UBS, but monitor valuation.
Key Dynamics to Monitor
CUK profiles as a value stock while UBS is a mature play — different risk/reward profiles.
CUK carries more volatility with a beta of 2.33 — expect wider price swings.
UBS is growing revenue faster at 13.8% — sustainability is the question.
Monitor TRAVEL SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
UBS scores higher overall (79/100 vs 67/100), backed by strong 17.8% margins and 13.8% revenue growth. CUK offers better value entry with a 80.9% 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 Plc ADS
CONSUMER CYCLICAL · TRAVEL SERVICES · USA
Carnival Corporation & plc is a leisure travel company. The company is headquartered in Miami, Florida.
Visit Website →UBS Group AG
FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA
UBS Group AG, provides advice and financial solutions to private, institutional and corporate clients worldwide. The company is headquartered in Zurich, Switzerland.
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