Orin
CCLNYSE·Leisure

Carnival Corporation & plc CCL

Market cap $30.2BP/E 9.4× trailingGross margin 34.4%Reports Mon 28 Sep, before the open
$22.05
+0.27 (+1.22%)live 11:30 ET
52-wk $21.45 – $34.03
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Orin's take
0.62conviction · moderate
Refreshed 30 Aug · take v7. A new filing or a print queues the next refresh.

Carnival's fundamental recovery remains intact — FY2025 net income grew 44% YoY to $2.76B on $26.62B revenue, FCF reached $2.6B, and total debt declined to $28.0B from $31.9B in FY2023 — but the technical picture has deteriorated sharply since the prior buy call. As of 2026-08-28, CCL closed at $24.76, below both its 50-day ($27.42) and 200-day ($27.86) moving averages, with a bearish MACD histogram of -0.309 and RSI at 34.03 signaling near-oversold conditions.

Rising oil prices and a gross margin contraction from 37.5% (FY2024) to 29.6% (FY2025) add near-term cost pressure, while smart money interest has thinned to just 2 funds as of Q2 2026. The valuation discount (PE 10.72x vs peer median 19.21x; EV/EBITDA 8.08x vs 12.84x) is compelling, but the downtrend and macro headwinds argue for patience until price stabilizes.

What could go wrong

  • Fuel cost inflation. Rising oil prices directly hit a major operating cost line; news on 2026-08-20 noted CCL fell 4% as crude climbed, and FY2025 gross margin already compressed to 29.6% from 37.5% in FY2024.
  • Technical breakdown. Stock at $24.76 is below both the 50-day MA ($27.42) and 200-day MA ($27.86) with a negative MACD histogram (-0.309), indicating sustained downward momentum.
  • Institutional exodus. Smart money fund count collapsed from 66 (Q1 2026) to 2 (Q2 2026) with a near-zero score of 0.0225, suggesting major holders may have exited or reduced positions.
  • Leverage overhang. Total debt of $28.0B against equity of $12.3B leaves a high leverage profile that amplifies sensitivity to any demand shock or rate environment.

What would change my mind

Price reclaims 50-day MA. CCL closes above $27.42 (50-day MA) on above-average volume, signaling trend reversalbullish
Oil prices decline. Crude oil drops meaningfully from current levels, easing fuel cost pressure and supporting gross margin recoverybullish
Q3 2026 earnings miss or guidance cut. Carnival reports quarterly results below consensus or lowers FY2026 guidance citing demand softness or cost pressurebearish
Break below $22 support. Stock closes below $22 on heavy volume, confirming a deeper technical breakdown from the current near-oversold zonebearish

Where this comes from: FMP annual fundamentals FY2025 · FMP annual fundamentals FY2023–FY2025 · Derived metrics FY2024–FY2025 · Peer relative as of latest. Orin's read on CCL; not advice.

Twelve months actual closes to 2026-09-24 · actual filings

Sept 25Nov 25Jan 26Mar 26May 26Jul 26

50-day average 200-day average · volume below

Largest holders · 13F Q1 2026

Money flow
FilerPositionOf fund
Vanguard Capital Management$1.9B0.0% of fund
Vanguard Portfolio Management$1.4B0.1% of fund
State Street$1.3B0.0% of fund
Geode Capital Management$847.8M0.1% of fund
Fmr$583.1M0.0% of fund
Jpmorgan Chase &$474.7M0.0% of fund

111 filers · quarter ended Q1 2026 · positions, not flows

Insiders, last 24 months: 74 Form 4 filings, net −$30.8M. Of the 50 on hand, 0 were open-market purchases and 5 sales— the rest are grants, option exercises and tax withholding.

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Where it trades

vs its own 5y · Consumer Cyclical
MetricNowOwn medianSector
P/E9.4×—79.6×
EV/EBITDA7.5×——
P/S1.09×1.28×—
P/B2.3×2.8×—

Its P/E sits 60th percentile of its own last 5 years (+0.53σ from its own mean).

What the price assumes

0.0%

free-cash-flow growth every year for 10 years, discounted at 10%, is what today’s price implies — starting from $2.6B of trailing free cash flow. It is an assumption the market is making, not a forecast Orin is making.

What Wall Street published

47 firms · 2026-09-24
Consensus target

$34

$28 – $42 · +56% against today's price

How they rate it
  • 28 buy or overweight
  • 17 hold
  • 2 underweight or sell

The analysts’ consensus and their own ratings, not Orin’s. A target is a twelve-month opinion published by the firm that wrote it.

Against the companies it is compared to

median P/E 17.1× of 7 peers
CompanyMarket capP/EEV/EBITDAGrossNetROE
CCLCarnival Corporation & plc$30B9.4×7.5×34.4%11.2%24%
CMGChipotle Mexican Grill, Inc.$41B29.4×20.3×24.1%11.4%53%
CPRTCopart, Inc.$26B18.0×11.7×44.7%31.8%16%
DHID.R. Horton, Inc.$39B13.3×10.8×22.6%9.2%13%
EBAYeBay Inc.$48B21.8×17.4×72.5%18.5%48%
LENLennar Corporation$20B15.4×11.9×9.5%4.1%6%
LVSLas Vegas Sands Corp.$25B15.0×8.0×50.9%12.8%142%
YUMYum! Brands, Inc.$38B17.1×17.2×45.8%25.4%-30%

The median is of the 7 peers listed above and nothing else — check it against the column. This company trades 45.0% below it. The peer set is the vendor’s, so a company can appear here that a person would not have chosen.

What it has traded at

P/E by fiscal year
FY14 26.7×FY25 12.3×

What its sector has traded at

Consumer Cyclical
FY14 393.1×FY26 81.0×

Two scales, drawn separately on purpose: a sector median and one company’s multiple are not the same number and putting them on one axis invites a comparison neither series supports.

Discounted cash flow

not recomputed since
ModelFair valueAgainstComputed
Standard DCF$-349$26.11 · −1435%2026-06-10
Levered DCF$-613$26.11 · −2450%2026-06-10

The vendor’s intrinsic-value models. Treat them as a low-growth anchor — for a fast grower the market routinely pays well above a DCF. These were computed against the price in the “against” column, not today’s.

Every estimate on one scale

price $22.05
52-week range$21 – $34
Analyst targets$28 – $42
Standard DCF$-349 as of 2026-06-10, when it was $26.11
Levered DCF$-613 as of 2026-06-10, when it was $26.11
At own 5y-median P/E (-2×)$-4
At 5y P/E range (-257–17×)$-593 – $39
At sector P/E (80×)$184

The vertical rule is the current price. Ranges and point estimates are the backend’s, published as they were calculated; an arrow means the estimate sits beyond this scale, and its number is on the right.