Carnival

ISIN GB0031215220

WKN 120071

Market cap (in EUR)

4,328 m

Country

United Kingdom

Sector

Consumer Services

Dividend yield

0.58%

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 following segments: North America Cruise Operations (North America), Europe Cruise Operations (Europe), Cruise Support, and Tour and Other. The North America segment includes Carnival Cruise Line, Holland America Line, P and O Cruises (Australia), Princess and Seabourn. The Europe 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.

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Consumer Services Hospitality Services United Kingdom

Chart

Financials

Key metrics

Market capitalisation, EUR	4,328 m
EPS, EUR	1.95
P/B ratio	2.7
P/E ratio	11.4
Dividend yield	0.58%

Income statement (2025)

Revenue, EUR	23,844 m
Net income, EUR	2,472 m
Profit margin	10.37%

What ETF is Carnival in?

There are 43 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)
Ossiam Bloomberg Europe ex Eurozone PAB NR UCITS ETF 1C (EUR)	0.29%	Equity Europe Social/Environmental Climate Change	240
Amundi MSCI World Small Cap ESG Broad Transition UCITS ETF Acc	0.01%	Equity World Small Cap Climate Change	409
iShares MSCI UK Small Cap UCITS ETF (Acc)	0.84%	Equity United Kingdom Small Cap	109
Xtrackers Portfolio UCITS ETF 1C	0.01%	Equity World Multi-Asset Strategy	723
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Acc)	0.09%	Equity United Kingdom	445
iShares FTSE 250 UCITS ETF	0.89%	Equity United Kingdom Mid Cap	725
Franklin STOXX Europe 600 Paris Aligned Climate UCITS ETF	0.01%	Equity Europe Social/Environmental Climate Change	33
Vanguard FTSE 250 UCITS ETF (GBP) Accumulating	0.89%	Equity United Kingdom Mid Cap	692
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Dist)	0.09%	Equity United Kingdom	382
Vanguard FTSE 250 UCITS ETF Distributing	0.89%	Equity United Kingdom Mid Cap	1,690
JPMorgan UK Equity Core Active UCITS ETF GBP (acc)	0.17%	Equity United Kingdom	474
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.01%	Equity World Multi-Factor Strategy	197
State Street SPDR MSCI Europe Small Cap UCITS ETF EUR	0.23%	Equity Europe Small Cap	291
Jupiter Origin Global Smaller Companies Active UCITS ETF (Acc)	0.31%	Equity World Small Cap	17
Amundi MSCI Europe Small Cap ESG Broad Transition UCITS ETF Acc	0.22%	Equity Europe Small Cap Climate Change	98
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.03%	Equity Europe Social/Environmental	35
iShares MSCI World Small Cap UCITS ETF	0.03%	Equity World Small Cap	6,817
State Street SPDR MSCI World Small Cap UCITS ETF USD Unhedged (Dist)	0.04%	Equity World Small Cap	32
First Trust United Kingdom AlphaDEX UCITS ETF Dist	1.11%	Equity United Kingdom Multi-Factor Strategy	4
Xtrackers FTSE 250 UCITS ETF 1D	0.89%	Equity United Kingdom Mid Cap	34
Xtrackers MSCI Europe Small Cap UCITS ETF 1C	0.26%	Equity Europe Small Cap	3,012
JPMorgan UK Equity Core Active UCITS ETF GBP (dist)	0.17%	Equity United Kingdom	117
First Trust United Kingdom AlphaDEX UCITS ETF Acc	1.11%	Equity United Kingdom Multi-Factor Strategy	10
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.01%	Equity World	5,248
State Street SPDR MSCI World Small Cap UCITS ETF USD Unhedged (Acc)	0.04%	Equity World Small Cap	1,573
Amundi UK Equity All Cap UCITS ETF Dist	0.10%	Equity United Kingdom	933
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.00%	Equity World Social/Environmental	531
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating	0.03%	Equity Europe Social/Environmental	119
HSBC FTSE 250 UCITS ETF GBP	0.90%	Equity United Kingdom Mid Cap	57
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.01%	Equity World	107
Amundi Prime UK Mid and Small Cap UCITS ETF DR GBP (D)	1.47%	Equity United Kingdom Mid Cap	227
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	0.02%	Equity Europe	55
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	0.02%	Equity Europe	125
Amundi Core Stoxx Europe 600 UCITS ETF Acc	0.02%	Equity Europe	18,517
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.01%	Equity World Multi-Factor Strategy	1,160
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	0.03%	Equity Europe Social/Environmental	1,721
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)	0.22%	Equity Europe Equal Weighted	191
iShares MSCI World Small Cap ESG Enhanced CTB UCITS ETF USD (Acc)	0.01%	Equity World Small Cap	360
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.00%	Equity World Social/Environmental	875
State Street SPDR MSCI Europe Small Cap Value Weighted UCITS ETF EUR	0.10%	Equity Europe Small Cap	649
iShares STOXX Europe 600 Travel & Leisure UCITS ETF (DE)	3.12%	Equity Europe Travel & Leisure	63
Amundi MSCI Europe Small Cap ESG Broad Transition UCITS ETF Dist	0.22%	Equity Europe Small Cap Climate Change	135
iShares MSCI Europe Small Cap UCITS ETF EUR (Acc)	0.24%	Equity Europe Small Cap	7

Performance

Returns overview

YTD	-
1 month	-
3 months	-
6 months	-
1 year	-
3 years	-
5 years	-
Since inception (MAX)	-
2025	+26.54%
2024	+35.20%
2023	+123.14%
2022	-58.01%

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%.

ETF returns include dividend payments (if applicable).