Each point was worked out with the data available that day. Scale 0-10: 5 is the index average and 10 is the cap (+3 standard deviations), not perfection. The vertical axis zooms to fit this company, so two charts are not comparable by eye.
Market and Valuation
Price & Market
Prev Close Price:$17.94
Open:$17.89
Day's Low:$17.27
Day's High:$17.91
Bid / Ask:-
Market Cap:8.00B
Enterprise Value:24.01B
52-Week Range
52-Week Low:$13.63
52-Week High:$25.13
Current position in 52-week range
52w Low-52w High
50-Day Avg:$15.40
200-Day Avg:$18.67
Volume
Volume Today:17,820,407
Avg Volume (3m):18,561,232
Avg Volume (10d):25,142,750
52-Week Change:-4.52%
vs S&P 500, 52 weeks:-
Beta:1.96
Valuation Multiples
P/E (trailing):9.52
Diluted EPS for the last 12 months: the four quarters ended Sep 30, 2026, from the accounts filed with the SEC on Oct 29, 2026. The P/E is the price divided by that EPS.
P/E (forward):12.27
PEG Ratio:1.50
Price / Book:2.54
Price / Sales (TTM):0.79
EV / Revenue:2.36
EV / EBITDA:9.57
Dividends
Current yield:-
Annual Dividend Rate:-
Dividend Trailing:$0.00
Yield Trailing:0.00%
5-Year Avg Yield:-
Payout Ratio:0.00%
Last Ex-Dividend Date:-
Valuation Context
P/E vs sector (indicative)
Most Recent Quarter:-
Fiscal Year (Next):-
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Date
Open
High
Low
Close
Volume
Financial Statements TTM (Trailing 12 Months)
Income Statement
Total Revenue (TTM):10.16B
Gross Profit:4.21B
EBITDA:2.51B
Net Income (TTM):832.94M
Rev Growth (YoY):+0.30%
Earnings Growth (YoY):+24.30%
Quarterly earnings growth (YoY):+17.20%
Margins
Gross Margin:-
EBITDA Margin:-
Operating Margin:-
Net Margin:-
Per Share
EPS Trailing (TTM):$1.83
Diluted EPS for the last 12 months: the four quarters ended Sep 30, 2026, from the accounts filed with the SEC on Oct 29, 2026. The P/E is the price divided by that EPS.
EPS Forward (Est.):$1.42
Revenue Per Share:$22.21
Cash Per Share:-
Book Value:$6.86
Last Dividend:-
Ex-Dividend Date:-
Last Split:-
Balance Sheet & Liquidity
Total cash:256.51M
Total Debt:16.03B
Net Debt (Debt - Cash):15.77B
Debt / Equity:508.96%
Current Ratio:0.23
Quick Ratio:0.09
Cash Flows
Operating Cash Flow:2.17B
Free Cash Flow (FCF):−1.05B
FCF Yield (FCF / Market Cap):-
Enterprise Value:24.01B
EV / Revenue:2.36
EV / EBITDA:9.57
Profitability
ROE (Return on Equity):31.18%
ROA (Return on Assets):3.87%
P/E (trailing):9.52
P/E (forward):12.27
Price / Book:2.54
PEG Ratio:1.50
52-Week Change:-4.52%
S&P 500 change, 52 weeks:+11.37%
Historical Evolution (Last 4 Years)
Income Statement
Balance Sheet
Cash Flow
EPS and Earnings Per Share
Key EPS Metrics
EPS Trailing (TTM):$1.83
Diluted EPS for the last 12 months: the four quarters ended Sep 30, 2026, from the accounts filed with the SEC on Oct 29, 2026. The P/E is the price divided by that EPS.
EPS Forward (Est.):$1.42
P/E (forward):12.27
PEG Ratio:1.50
Growth and Margins
Earnings Growth YoY:-
Quarterly Earnings Growth YoY:-
Rev Growth YoY:-
Net Margin:-
Gross Margin:-
EBITDA Margin:-
Per Share
Revenue Per Share:$22.21
Cash Per Share:-
Book Value:$6.86
Cash Flows (TTM)
Free Cash Flow:−1.05B
Operating Cash Flow:2.17B
EBITDA:2.51B
Total Revenue (TTM):10.16B
Net Income (TTM):832.94M
Fiscal Year (Last):-
EPS Surprise History - Last 4 Quarters
Actual vs. Analyst Estimates · Green = beat expectations · Red = missed
Quarter
Period
Actual EPS
Estimated EPS
Difference
Surprise %
Currency
Ownership Structure
Ownership Distribution
% Insiders:-
% Institutional:-
% Inst. (of Float):-
No. of Institutions:-
Visual distribution
InsidersInstitutionalFree Float
Shares & Short Interest
Shares Outstanding:459,275,445
Float (free shares):455,435,902
Short interest (shares):89,234,696
Short % of float:-
Short Ratio (days to cover):4.21
Short interest, prior month:-
Short Interest Date:-
Governance Score (1=Best, 10=Worst)
Overall risk:-
Audit Risk:-
Board risk:-
Compensation Risk:-
Shareholder rights risk:-
Top Institutional Holders
Position Change: ▲ Increased · ▼ Reduced · = Unchanged
Organization
Report Date
% Shares
No. Shares
Value (USD)
Change %
Top Mutual Funds
Position Change: ▲ Increased ▼ Decreased = Unchanged
Fund
Report Date
% Shares
No. Shares
Value (USD)
Change %
Recent Insider Trades
Executive / Insider
Title
Date
Action
Shares
Options Chain
CALLS
Strike
Last
Bid
Ask
Vol.
O.I.
IV
PUTS
Strike
Last
Bid
Ask
Vol.
O.I.
IV
Sentiment Metrics
Put/Call Ratio (Volume):-
Put/Call Ratio (O.I.):-
Max Pain (estimated):-
Total O.I. Calls:-
Total O.I. Puts:-
Expected move
Average IV (Calls ATM):-
Average IV (Puts ATM):-
Days to Expiration:-
Expected move (±):-
Norwegian Cruise Line Holdings Ltd. (NCLH) SEC filings: 10-K, 10-Q and 8-K
Direct links to financial reports filed with the SEC.
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.
Executive VP, General Counsel, Chief Development Officer & Secretary
56
1.64M
Mr. Jason M. Montague
Chief Luxury Officer
51
2.06M
Captain Patrik Dahlgren
Executive VP and Chief Vessel Operations & Newbuild Officer
48
2.11M
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
-
-
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Norwegian Cruise Line Holdings Ltd. (NCLH): Quantitative Analysis
Norwegian Cruise Line Holdings Ltd. (NCLH) — Consumer Cyclical — Travel Services. NCLH is in the S&P 500 today. Model factor scores and market data, recalculated every trading day.
So far in 2026, NCLH has returned −22.0% against +11.4% for the S&P 500 (SPY): total return, dividends included on both sides, from Dec 31, 2025 to Nov 3, 2026.
NCLH ranks 347 of 461 on today's multifactor score, and 33 of the 46 Consumer Cyclical companies that score. Its strongest factor is value (Z 0.96, ranked 41 of 489); its weakest is momentum (Z -0.94, ranked 419 of 494). Each factor ranks only the companies with data for it, and the multifactor score only those with all four: that is why the totals differ.
Factor scores
The Z-Score is how many standard deviations the company sits from the index average: 0 is average, positive is better than average, negative is worse.
Frequently asked questions about Norwegian Cruise Line (NCLH)
When does Norwegian Cruise Line report earnings?
Norwegian Cruise Line has no announced date in the Nasdaq public calendar checked (Nov 3, 2026 to Dec 7, 2026). Of its last 12 earnings announcements: 12 before the open (SEC filings through Oct 29, 2026). NCLH earnings dates and times, quarter by quarter →
What is Norwegian Cruise Line's P/E ratio?
Norwegian Cruise Line's P/E (price over earnings per share for the last twelve months) is 9.5 at the Nov 3, 2026 close. That EPS is the 12-month diluted figure from the SEC, the four quarters ended Sep 30, 2026. The median of the 52 Consumer Cyclical companies with a P/E is 20.2, and the S&P 500's, 23.5: Norwegian Cruise Line is below its sector median. Consumer Cyclical stocks, company by company →
Where does Norwegian Cruise Line rank on Quant500?
In the Nov 3, 2026 multi-factor ranking, Norwegian Cruise Line ranks 347 of 461, and 33 of the 46 Consumer Cyclical companies that score. The ranking orders S&P 500 companies by the average of four factors (momentum, value, quality and growth) and is recalculated every trading day. It is a model output, not investment advice. The full ranking →How it is calculated →
Have Norwegian Cruise Line insiders bought or sold shares?
The latest open-market purchase of Norwegian Cruise Line shares filed with the SEC (Form 4) was on Jun 2, 2026, by a director, for $12.4M. The latest sale was on Dec 12, 2025, by an officer, for $110k. In total, from August 2025 through Nov 3, 2026: 16 purchases and 1 sale by directors, officers and large shareholders. All NCLH insider trades →
What sector is Norwegian Cruise Line in, and which index?
Norwegian Cruise Line is classified in the Consumer Cyclical sector (industry: Travel Services), per the data provider's classification (similar to GICS, not identical). It is in the S&P 500 today. It is one of the 54 S&P 500 companies in that sector. Consumer Cyclical stocks →
What is behind these numbers
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Quality and low volatilityWhere the quality score comes from, and why it is the factor with the most competing definitions, all of them called the same thing.
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