Royal Caribbean Group (RCL) is a hotels, resorts & cruise lines company in the Consumer Discretionary sector. Listed on the NASDAQ, Royal Caribbean Group is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $268.73.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $268.73 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 34.20% |
| Risk / Std Dev (Annualized) | 48.45% |
| Sharpe Ratio (rf=4.5%) | 0.61 |
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 34.20% with an annualized volatility of 48.45%. The Sharpe ratio of 0.61 (assuming 4.5% risk-free rate) indicates moderate 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 | 72.07B |
| Enterprise Value | 93.57B |
| Trailing P/E | 16.4 |
| Forward P/E | 13.43 |
| Price to Book | 7.35 |
| Price to Sales | 3.92 |
| EV/Revenue | 5.09 |
| EV/EBITDA | 13.56 |
| Profitability | | | Profit Margin | 24.36% | | Operating Margin | 26.17% | | ROE | 49.58% | | ROA | 8.08% |
| Growth | | | Revenue Growth | 11.3% | | Earnings Growth | 28.9% |
| Dividend | | | Dividend Yield | 186.0% | | Payout Ratio | 25.93% | | 5Y Avg Yield | 252.0% |
| Financial Health | | | Total Revenue | 18.39B | | Total Debt | 21.79B | | Total Cash | 0.51B | | Free Cash Flow | -0.19B | | Operating Cash Flow | 6.67B |
| Price & Technical | | | 52W High | $366.5$ | | 52W Low | $232.1$ | | 50-Day Avg | $271.2$ | | 200-Day Avg | $292.31$ | | Beta | 1.78 | | Shares Outstanding | 0.27B | | Float Shares | 0.25B | | Insider Holdings | 1.82% | | Institutional Holdings | 90.33% | | Short Ratio | 4.14 | | Short % of Float | 7.33% |
| Analyst Targets | | | Target High | $425.0$ | | Target Low | $255.0$ | | Target Mean | $336.31$ | | Target Median | $342.5$ | | # of Analysts | 26 | | 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.