Company Profile

NCLH insider trades (13 months) →

Today's multi-factor rank: 336 of 466 · see the ranking

Quant500 Scores

Momentum

3.4/10

Value

7.0/10

Growth

4.5/10

Quality

3.8/10

Multifactor

4.7/10

Market and Valuation

Price & Market

Prev Close Price:$14.39

Open:$14.35

Day's Low:$14.07

Day's High:$14.46

Bid / Ask:-

Market Cap:6.48B

Enterprise Value:22.24B

52-Week Range

52-Week Low:$14.07

52-Week High:$26.09

Current position in 52-week range

52w Low-52w High

50-Day Avg:$17.88

200-Day Avg:$19.71

Volume

Volume Today:22,725,501

Avg Volume (3m):15,335,848

Avg Volume (10d):16,231,820

52-Week Change:-43.32%

vs S&P 500, 52 weeks:-

Beta:1.88

Valuation Multiples

PER Trailing:8.72

PER Forward:8.34

PEG Ratio:1.21

Price / Book:2.52

Price / Sales (TTM):0.64

EV / Revenue:2.19

EV / EBITDA:8.58

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):-

Date Filter (Month):

Loading historical OHLCV database...

Financial Statements TTM (Trailing 12 Months)

Income Statement

Total Revenue (TTM):10.15B

Gross Profit:4.31B

EBITDA:2.59B

Net Income (TTM):760.77M

Rev Growth (YoY):+4.90%

Earnings Growth (YoY):+616.30%

Quarterly earnings growth (YoY):+642.00%

Margins

Gross Margin:-

EBITDA Margin:-

Operating Margin:-

Net Margin:-

Per Share

EPS Trailing (TTM):-

EPS Forward (Est.):$1.69

Revenue Per Share:$22.29

Cash Per Share:-

Book Value:$5.60

Last Dividend:-

Ex-Dividend Date:-

Last Split:-

Balance Sheet & Liquidity

Total cash:218.10M

Total Debt:15.98B

Net Debt (Debt - Cash):15.76B

Debt / Equity:621.05%

Current Ratio:0.20

Quick Ratio:0.08

Cash Flows

Operating Cash Flow:2.11B

Free Cash Flow (FCF):−1.68B

FCF Yield (FCF / Market Cap):-

Enterprise Value:22.24B

EV / Revenue:2.19

EV / EBITDA:8.58

Profitability

ROE (Return on Equity):36.73%

ROA (Return on Assets):4.25%

PER Trailing:8.72

PER Forward:8.34

Price / Book:2.52

PEG Ratio:1.21

52-Week Change:-43.32%

S&P 500 change, 52 weeks:+14.80%

Historical Evolution (Last 4 Years)

Income Statement

Balance Sheet

Cash Flow

EPS and Earnings Per Share

Key EPS Metrics

EPS Trailing (TTM):$1.62

EPS Forward (Est.):$1.69

PER Forward:-

PEG Ratio:1.21

Growth and Margins

Earnings Growth YoY:-

Quarterly Earnings Growth YoY:-

Rev Growth YoY:-

Net Margin:-

Gross Margin:-

EBITDA Margin:-

Per Share

Revenue Per Share:$22.29

Cash Per Share:-

Book Value:$5.60

Cash Flows (TTM)

Free Cash Flow:−1.68B

Operating Cash Flow:2.11B

EBITDA:2.59B

Total Revenue (TTM):10.15B

Net Income (TTM):760.77M

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:459,187,846

Float (free shares):455,349,036

Short interest (shares):86,449,099

Short % of float:-

Short Ratio (days to cover):6.17

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

Expiration Date:

CALLS

Strike	Last	Bid	Ask	Vol.	O.I.	IV

PUTS

Strike	Last	Bid	Ask	Vol.	O.I.	IV

Norwegian Cruise Line Holdings Ltd. (NCLH) SEC filings: 10-K, 10-Q and 8-K

Direct links to financial reports filed with the SEC.

Type	Date	Official link
8-K/A	2026-08-12	View filing ↗
10-Q	2026-08-03	View filing ↗
8-K	2026-07-30	View filing ↗
8-K	2026-06-16	View filing ↗
8-K	2026-05-29	View filing ↗
DEFA14A	2026-05-06	View filing ↗
10-Q	2026-05-04	View filing ↗
DEF 14A	2026-04-30	View filing ↗
8-K	2026-03-27	View filing ↗
8-K	2026-03-16	View filing ↗

Company and Executive Profile

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.

General Information

Headquarters:United States

City:Miami

Employees:44,500

Sector:Consumer Cyclical

Industry:Travel Services

Website:-

Key Executives

Name	Title	Age	Total pay
Mr. John W. Chidsey III, J.D.	President, CEO & Chairman	62	144,444
Mr. Mark A. Kempa	Executive VP & CFO	53	2.11M
Mr. Daniel S. Farkas J.D.	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	-	-

You have seen the engine room

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Norwegian Cruise Line Holdings Ltd. (NCLH): Quantitative Analysis

Name: Factor scores for Norwegian Cruise Line Holdings Ltd. (NCLH)
Creator: Quant500
License: https://quant500.com/legal

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 −36.7% against +12.2% for the S&P 500 (SPY): total return, dividends included on both sides, from Dec 31, 2025 to Sep 18, 2026.

NCLH ranks 336 of 466 on today's multifactor score, and 31 of the 47 Consumer Cyclical companies that score. Its strongest factor is value (Z 1.20, ranked 28 of 494); its weakest is momentum (Z -0.99, ranked 444 of 497). 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.

Factor	Z-Score	Rank
Multifactor	-0.198	336 of 466 ↓10
Momentum	-0.986	444 of 497 ↓11
Value	1.198	28 of 494 ↑2
Quality	-0.731	433 of 473 =
Growth	-0.273	323 of 494 =

Market data

Metric	Value
Price	$14.12
Market Cap	6.48B
P/E	8.72
Revenue (last 12 months)	10.15B
Price / book	2.52
Book value per share	$5.60
52-week range	$14.07 – $26.09
Beta	1.88
Average volume	15,335,848
Shares outstanding	459.19M
Short interest (% of float)	21.33% (as of Aug 31, 2026)

When does NCLH report earnings? 12 of its last 12, before the open →

What are NCLH insiders doing? 45 transactions filed with the SEC, of them 16 buys and 1 sell, the last one on Jun 2, 2026 →

Data as of Sep 18, 2026. Source: point-in-time SEC fundamentals and closing prices. Method and formulas are on the home page.

Company Profile

Market and Valuation

Price & Market

52-Week Range

Volume

Valuation Multiples

Dividends

Valuation Context

Financial Statements TTM (Trailing 12 Months)

Income Statement

Margins

Per Share

Balance Sheet & Liquidity

Cash Flows

Profitability

Historical Evolution (Last 4 Years)

Income Statement

Balance Sheet

Cash Flow

EPS and Earnings Per Share

Key EPS Metrics

Growth and Margins

Per Share

Cash Flows (TTM)

EPS Surprise History - Last 4 Quarters

Ownership Structure

Ownership Distribution

Shares & Short Interest

Governance Score (1=Best, 10=Worst)

Top Institutional Holders

Top Mutual Funds

Recent Insider Trades

Options Chain

CALLS

PUTS

Sentiment Metrics

Expected move

Norwegian Cruise Line Holdings Ltd. (NCLH) SEC filings: 10-K, 10-Q and 8-K

Company and Executive Profile

General Information

Key Executives

You have seen the engine room

Norwegian Cruise Line Holdings Ltd. (NCLH): Quantitative Analysis

Factor scores

Market data