Norwegian Cruise Line Holdings Ltd (NCLH)
Fair ValueFondamentale
58
Prezzo
$14.76
Capitalizzazione
$6.57B
Parte 1 · Quanto vale l'azienda
Panoramica
Norwegian Cruise Line Holdings Ltd., together with its subsidiaries, operates as a cruise company in North America, Europe, the Asia-Pacific, and internationally. It offers itineraries to destinations, such as Europe, Asia, Australia, New Zealand, South America, Africa, Canada, Bermuda, the Caribbean, and Alaska; and inter-island itinerary in Hawaii. The company also provides features, amenities, and activities, including various accommodations, dining venues, bars and lounges, spas, casino and retail shopping areas, and entertainment choices; shore excursions at each port of call, and air transportation and hotel packages for stays before or after a voyage. It offers its products and services under the Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises brands. The company was founded in 1966 and is based in Miami, Florida.
Per questa società non c'è ancora una scheda redazionale
Concorrenti diretti
Con chi questa società si contende gli stessi clienti
Generato il 19 settembre 2026 con claude-haiku-4-5 — condiviso con tutti gli utenti
Norwegian la indica nel proprio 10-K come concorrente principale: Royal Caribbean vende crociere oceaniche contemporanee e premium agli stessi vacanzieri nordamericani ed europei, attraverso le stesse agenzie e gli stessi canali diretti.
È l'altro concorrente che Norwegian cita per primo nel 10-K: i marchi di Carnival (Carnival Cruise Line, Princess, Holland America, Costa) si rivolgono agli stessi passeggeri dei segmenti contemporary e premium, sugli stessi itinerari fra Caraibi, Alaska e Mediterraneo.
Citata da Norwegian come concorrente tramite Viking Ocean Cruises, si contende il pubblico benestante e attento alle destinazioni che Norwegian serve con i marchi premium e lusso Oceania Cruises e Regent Seven Seas.
Di proprietà privata della famiglia Aponte, MSC è il quarto grande operatore oceanico elencato da Norwegian nel 10-K e si contende direttamente i passeggeri di Caraibi e Mediterraneo, sempre più anche sul mercato statunitense con le navi basate a Miami.
Società privata (Virgin Group e Bain Capital), è nominata nel 10-K di Norwegian e punta allo stesso cliente adulto e informale che Norwegian corteggia con il posizionamento Freestyle Cruising sulle rotte caraibiche e mediterranee.
Stato Patrimoniale e Liquidità
Ricavi
$10.15B
Ultimi 12 mesi (al 30/06/2026)
Utile Netto
$761M
Ultimi 12 mesi (al 30/06/2026)
Free Cash Flow
$-1.17B
Patrimonio Netto Totale
$2.21B
Passività Totali
$20.33B
Rapporto di Liquidità
0.20
Copertura Interessi
-
Debito/EBITDA
5.87
Utile per Azione
Ricavi e Utile Netto
Free Cash Flow
Scomposizione Ricavi
Prospetto storico
Margini nel tempo
Il debito nel tempo
Quanto pesa il debito
Griglia della crescita
Crescita — Ricavi
Stima del Fair Value
Fair Value
$19.46
Prezzo Attuale
$14.76
Margine di Sicurezza
+24.1%
Range Fair Value
$16.67 - $22.25
Intervallo di dispersione tra i metodi di valutazione usati, non una stima statisticamente calibrata.
Metodi di Stima
Metriche di Valutazione
Rapporto P/E
8.87
ROE
19.2%
Rapporto P/B
2.61
P/FCF
-
Margine Lordo
42.5%
ROIC
6.8%
Radar Redditività
Creazione di Valore (Vantaggio Competitivo)
ROIC
6.8%
WACC
4.5%
ROIC − WACC
+2.3 pp
Il ROIC supera il costo del capitale: l'azienda sta creando valore per gli azionisti.
Criteri di Analisi Fondamentale
Superati (14)
- EPS shows upward trend
- ROIC 6.8%
- Gross Margin 42.5%
- P/B Ratio 2.61
- Operating Margin 15.1%
- Debt/EBITDA
- Return on Tangible Assets
- Low reliance on intangibles
- ROE 32.4%
- Revenue Growth 5Y 50.3%
- Earnings Surprise avg 21.4%
- Earnings Quality (OCF/NI) 2.77
- Share Dilution -4.5%
- Piotroski F-Score 7/9
Non superati (9)
- EPS CAGR 1.87%
- Price CAGR -10.01%
- Debt/Equity ratio
- Positive Free Cash Flow
- Current Ratio
- Price below Graham Number
- DCF valuation (Overvalued)
- Analyst Consensus 41% Buy
- Net Margin Trend 7.5% vs 7.5%
Non disponibili (5)
- P/FCF NaN
- Dividend Payout NaN%
- CapEx intensity
- Interest Coverage
- PEG Ratio (need PE > 0 and growth > 0)
Piotroski F-Score
Salute finanziaria forte
Qualità degli Utili
Alta qualità: utili supportati da cash
Diluizione Azionaria
Riacquisto azioni. Favorevole agli azionisti
Partecipazioni istituzionali
Nessuna dichiarazione istituzionale per questa azienda.
Governance
Team Dirigenziale
| Nome | Ruolo | Età |
|---|---|---|
| Mr. John W. Chidsey III, J.D. | President, CEO & Chairman | 62 |
| Mr. Mark A. Kempa | Executive VP & CFO | 53 |
| Mr. Daniel S. Farkas J.D. | Executive VP, General Counsel, Chief Development Officer & Secretary | 56 |
| Mr. Jason M. Montague | Chief Luxury Officer | 51 |
| Captain Patrik Dahlgren | Executive VP and Chief Vessel Operations & Newbuild Officer | 48 |
| Ms. Faye L. Ashby | Senior VP & Chief Accounting Officer | 53 |
| Mr. Daniel P. Henry | Executive VP and Chief Digital & Technology Officer | 54 |
| Ms. Sarah Inmon | Head of Investor Relations & Corporate Communications | - |
| Mr. Todd Hamilton | Senior Vice President of Sales | - |
| Mr. Lee D. Applbaum | Chief Marketing Officer | 54 |
Rischio Audit
5
Rischio CdA
9
Rischio Compensi
5
Rischio Diritti Azionisti
3
Parte 2 · Il prezzo e il momento d'ingresso
Questa parte non serve a capire se l'azienda vale: serve a scegliere quando comprarla, dopo che i fondamentali ti hanno convinto. Dentro: analisi tecnica, potenziale, drawdown storici, esposizione gamma.
Documenti
- Vedi documento
Relazione annuale (10-K)
Una panoramica annuale del business, dei risultati finanziari e dei rischi dell'azienda.
Depositato il 2026-03-02
- Vedi documento
Relazione trimestrale (10-Q)
Un aggiornamento sull'andamento finanziario degli ultimi tre mesi.
Depositato il 2026-08-03
- Vedi documento
Comunicazione price-sensitive (8-K)
Una comunicazione su un evento importante, come un cambio ai vertici o un grande annuncio.
Depositato il 2026-09-30
via SEC EDGAR
Storico Ricavi
via SEC EDGAR
Ultime Notizie
Ultime notizie per NCLH, da Markets Gazette.
- 3/16/2026NEGATIVENorthern Right Dumps 790,000 NCLH Shares Worth $19.5 Million
Northern Right has divested 790,000 shares of Norwegian Cruise Line Holdings (NCLH), a transaction valued at approximately $19.5 million. This significant sell-off by a major shareholder suggests a potential lack of confidence or a strategic shift, which could weigh on the stock's short-term performance. Investors will be monitoring NCLH's upcoming earnings reports and management commentary for signs of underlying business challenges or strategic adjustments to counter this bearish sentiment.
- 3/8/2026NEUTRALWhy Norwegian Cruise Lines Surged in February, Only to Retreat Again in March
Norwegian Cruise Line Holdings Ltd. (NCLH) experienced a significant surge in stock price throughout February, attracting investor attention. However, this upward momentum reversed in early March, leading to a notable pullback. The article questions whether this recent decline presents a buying opportunity for investors, suggesting a period of volatility and potential re-evaluation of the stock's valuation after its earlier gains. Further analysis is needed to determine the underlying causes of both the February rally and the subsequent March retreat.
- 3/6/2026NEGATIVEWhy Norwegian Cruise Lines Sank This Week
Norwegian Cruise Line Holdings Ltd. experienced a significant decline this week, despite reporting earnings that met expectations. The primary drivers for the sell-off appear to be the company's forward guidance and prevailing geopolitical concerns. Investors reacted negatively to the outlook provided by management, suggesting potential headwinds or a less optimistic future revenue stream. The broader geopolitical landscape also contributed to market uncertainty, impacting travel and leisure stocks. This combination of cautious future projections and external risks has led to a substantial drop in NCLH's stock price.
- 3/3/2026NEGATIVENorwegian Cruise Line Sinks on Earnings, War and Oil: Can It Hope to Float Again?
Norwegian Cruise Line Holdings Ltd. (NCLH) shares have underperformed significantly, remaining down approximately 60% from pre-pandemic levels. This persistent decline is attributed to ongoing operational challenges and substantial debt burdens that have hindered the company's recovery post-2020. The article highlights that NCLH has been the laggard among major cruise operators, with rivals Carnival and Royal Caribbean showing better recovery trajectories. Investors are cautioned about the company's ability to regain its footing amid these headwinds, suggesting a challenging outlook for the stock.
- 3/2/2026NEGATIVEWhy Norwegian Cruise Line Holdings Stock Sank Today
Norwegian Cruise Line Holdings experienced a notable decline in its stock value today, as the ongoing conflict in the Middle East presents a significant two-pronged threat to the cruise industry. Escalating geopolitical tensions in regions crucial for tourism and maritime trade are fueling investor concerns. The primary worries revolve around potential increases in operational costs, particularly fuel expenses, and a possible reduction in travel demand due to heightened uncertainty and perceived risks. Analysts suggest that this situation could erode profit margins and hinder the sector's post-pandemic recovery, placing considerable pressure on the company's financial performance.
- 3/2/2026NEUTRALNorwegian Cruise (NCLH) Earnings Call Transcript
Investors in Norwegian Cruise Line Holdings Ltd. (NCLH) were anticipating the release of the earnings call transcript, scheduled for March 2, 2026. However, the detailed content of this transcript has not been made available. This lack of information prevents a thorough analysis of the company's recent financial performance and future outlook, leaving market participants awaiting further clarification. Typically, such documents provide crucial insights into revenues, profits, guidance, and corporate strategies, which are fundamental elements for investment decisions in the cruise sector.
- 2/26/2026NEGATIVENorwegian Cruise Line Sails Into the Next Phase of Travel Recovery With Premium Demand in Focus
Benchstone Capital divested its entire stake in Norwegian Cruise Line during the fourth quarter, a move that signals potential institutional caution as the cruise industry navigates deeper into its post-reopening recovery phase. While Norwegian Cruise Line is strategically focusing on premium and luxury brands to sustain revenue strength amidst a normalizing broader travel surge, the exit of a capital firm suggests that the market might perceive underlying risks or limited upside potential. Investors should closely observe the company's execution of its high-end strategy and its ability to counteract potential pressures from normalizing travel demand and significant capital divestment.
via Markets Gazette