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Carnival
ISIN GB0031215220
|WKN 120071
Market cap (in EUR)
3,841 m
Country
United Kingdom
Sector
Consumer Services
Dividend yield
0.00%
Overview
Quote
Description
Carnival Plc operates as a global cruise and vacation company. The firm offers holiday and vacation products to a customer base that is broadly varied in terms of cultures, languages and leisure-time preferences. It operates through the North America and Australia (NAA), Europe and Asia (EA), Cruise Support, and Tour and Other segments. The NAA segment includes Carnival Cruise Line, Holland America Line, P and O Cruises (Australia), Princess and Seabourn. The EA segment includes AIDA, Costa, Cunard, and P and O Cruises (UK). The Cruise Support segment includes a portfolio of port destinations and other services, all of which are operated for the benefit of cruise brands. The Tour and Other segment represents the hotel and transportation operations of Holland America Princess Alaska Tours and other operations. The company was founded on July 19, 2000 and is headquartered in Southampton, the United Kingdom.
Consumer Services Hospitality Services United Kingdom
Chart
Financials
Key metrics
| Market capitalisation, EUR | 3,841 m |
| EPS, EUR | 1.70 |
| P/B ratio | 2.6 |
| P/E ratio | 12.4 |
| Dividend yield | 0.00% |
Income statement (2024)
| Revenue, EUR | 23,054 m |
| Net income, EUR | 1,765 m |
| Profit margin | 7.66% |
What ETF is Carnival in?
There are 9 ETFs which contain Carnival. All of these ETFs are listed in the table below. The ETF with the largest weighting of Carnival is the iShares STOXX Europe 600 Travel & Leisure UCITS ETF (DE).
| ETF | Weight | Investment focus | Fund size (in m EUR) |
|---|---|---|---|
| Amundi Prime UK Mid and Small Cap UCITS ETF DR GBP (D) | 1.38% | Equity United Kingdom Mid Cap | 184 |
| Xtrackers FTSE 250 UCITS ETF 1D | 0.85% | Equity United Kingdom Mid Cap | 34 |
| Vanguard FTSE 250 UCITS ETF Distributing | 0.85% | Equity United Kingdom Mid Cap | 1,760 |
| L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing | 0.02% | Equity World Multi-Factor Strategy | 139 |
| Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing | 0.03% | Equity Europe Social/Environmental | 30 |
| L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating | 0.02% | Equity World Multi-Factor Strategy | 755 |
| Vanguard ESG Global All Cap UCITS ETF (USD) Distributing | 0.00% | Equity World Social/Environmental | 483 |
| Vanguard FTSE 250 UCITS ETF (GBP) Accumulating | 0.85% | Equity United Kingdom Mid Cap | 738 |
| iShares STOXX Europe 600 Travel & Leisure UCITS ETF (DE) | 2.83% | Equity Europe Travel & Leisure | 61 |
Performance
Returns overview
| YTD | -4.88% |
| 1 month | -4.16% |
| 3 months | -16.58% |
| 6 months | +8.07% |
| 1 year | -10.76% |
| 3 years | +147.04% |
| 5 years | +21.40% |
| Since inception (MAX) | -49.88% |
| 2024 | +41.64% |
| 2023 | +127.89% |
| 2022 | -60.30% |
| 2021 | +10.09% |
Monthly returns in a heat map
Risk
Risk metrics in this section:
- Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
- Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
- Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.
Risk overview
| Volatility 1 year | 45.55% |
| Volatility 3 years | 44.27% |
| Volatility 5 years | 50.76% |
| Return per risk 1 year | -0.24 |
| Return per risk 3 years | 0.79 |
| Return per risk 5 years | 0.08 |
| Maximum drawdown 1 year | -45.20% |
| Maximum drawdown 3 years | -45.20% |
| Maximum drawdown 5 years | -73.59% |
| Maximum drawdown since inception | -90.23% |
Rolling 1 year volatility
Latest articles
— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH. Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.