Norwegian Cruise Line Holdings (NCLH) is a hotels, resorts & cruise lines company in the Consumer Discretionary sector. Listed on the NASDAQ, Norwegian Cruise Line Holdings is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $17.92.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $17.92 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 4.85% |
| Risk / Std Dev (Annualized) | 57.70% |
| Sharpe Ratio (rf=4.5%) | 0.01 |
S&P 500 Context
- Sector: Consumer Discretionary
- Sub-Industry: Hotels, Resorts & Cruise Lines
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 4.85% with an annualized volatility of 57.70%. The Sharpe ratio of 0.01 (assuming 4.5% risk-free rate) indicates below-average risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 8.23B |
| Enterprise Value | 24.12B |
| Trailing P/E | 15.32 |
| Forward P/E | 8.88 |
| Price to Book | 3.38 |
| Price to Sales | 0.82 |
| EV/Revenue | 2.4 |
| EV/EBITDA | 9.21 |
| Profitability | | | Profit Margin | 5.66% | | Operating Margin | 10.52% | | ROE | 29.53% | | ROA | 4.44% |
| Growth | | | Revenue Growth | 9.6% |
| Financial Health | | | Total Revenue | 10.03B | | Total Debt | 16.08B | | Total Cash | 0.19B | | Free Cash Flow | -1.5B | | Operating Cash Flow | 2.22B |
| Price & Technical | | | 52W High | $27.18$ | | 52W Low | $14.53$ | | 50-Day Avg | $18.19$ | | 200-Day Avg | $21.2$ | | Beta | 1.91 | | Shares Outstanding | 0.46B | | Float Shares | 0.46B | | Insider Holdings | 0.55% | | Institutional Holdings | 98.49% | | Short Ratio | 2.67 | | Short % of Float | 17.38% |
| Analyst Targets | | | Target High | $32.0$ | | Target Low | $14.0$ | | Target Mean | $21.08$ | | Target Median | $20.5$ | | # of Analysts | 24 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.