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Norwegian Cruise Line Holdings Ltd. (NCLH) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated today

Norwegian Cruise Line Holdings Ltd.

NCLHMarket cap $7.11BPrice $15.5

Country🇺🇸United States

SectorConsumer

IndustryHotels & Leisure

Operates cruise ships under Norwegian, Oceania, and Regent brands, ferrying millions of vacationers across oceans each year. It's the third-largest cruise operator globally, betting big on all-inclusive luxury to lure travelers away from land-based resorts.

In Bastion Portfolios?

52W Return-32%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+27%9

Revenue Forecast

Rev CAGR (1y)+2%3

Rev CAGR (3y)+4%4

Rev CAGR (5y)+5%5

Earnings Forecast

EPS Growth Y+1+64%10

EPS Growth Y+2+9%6

EPS Growth Y+3+18%8

Quality

Margins

EBIT Margin15%6

Net Income Margin7%5

Free Cash Flow Margin-12%2

Debt

Net Debt/EBITDA5.81

Efficiency

ROE37%10

ROA3%5

Earnings Stability55

GEAR+WEAK23

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)127

P/E Ratio (Forward 3y)89

P/BV2.85

EV Multiples

EV/EBITDA Fwd97

EV/EBIT Fwd165

Yield

Free Cash Flow Yield-16.7%1

Dividend Yieldna–

Momentum

Short term

1 month return+4%9

3 month return-22%2

YTD return-31%1

Mid term

Price vs 52wHigh62%2

1 year return-33%2

Long term

3 year return-7%2

5 year return-41%2

Risk Shield

Price Risk

Beta1.52

Volatility55%3

Free Cash Flow

Free Cash Flow Margin-12%2

Free Cash Flow Yield-16.7%1

Quality

ROCE9%5

Earnings Stability55

Net Debt/EBITDA5.81

02Growth

Is it actually growing, and how fast?

NCLHNorwegian Cruise Line Holdings

Revenue FY25$9.8B

GROWTH RATING↗

AVERAGE46 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+27%9

Revenue, next 1Y+2%3

Revenue, next 3Y, CAGR+4%4

Revenue, next 5Y, CAGR+5%5

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+64%10

EPS growth, FY27E+9%6

EPS growth, FY28E+18%8

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 27%/yr over the last 3 years, ahead of 80% of companies worldwide.9/10

Earnings are set to grow faster than sales (EPS about 18%/yr vs revenue 4%/yr), so margins should widen.

WATCH

A mid-pack grower, ahead of 46% of companies worldwide.

Revenue is set to grow 4%/yr over the next 3 years, a little behind the market.4/10

Revenue grew 27%/yr over the last 3 years; forecasts see it cooling to 4%/yr.

Over five years revenue is set to grow 5%/yr, about average versus companies worldwide.5/10

WEAKNESSES

None flagged.

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower that is slowing. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

VERY WEAK13 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+4%9

3-month return-22%2

YTD return-31%1

MID & LONG-TERM▾SCORE

% of 52-week high62%2

1-year return-33%2

3-year return-7%2

5-year return-41%2

MOMENTUM ASSESSMENT

STRENGTHS

Strong recent results. The stock is outperforming over the past month (+4%).

WATCH

None flagged.

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (-7% over three years and -41% over five), behind 80% of the market.

It's down 33% over the past year, now 38% below its 52-week high. That is lagging the market.

The stock is underperforming over three months (-22%) and so far this year (-31%).

BOTTOM LINE

Weak Tape

Returns across short and long horizons rank poorly versus the market. Momentum offers no support here; the case has to come from other factors. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on Norwegian Cruise Line Holdings Ltd.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

NCLHNorwegian Cruise Line Holdings

Revenue FY25$9.8B

GROWTH RATING↗

AVERAGE46 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+27%9

Revenue, next 1Y+2%3

Revenue, next 3Y, CAGR+4%4

Revenue, next 5Y, CAGR+5%5

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+64%10

EPS growth, FY27E+9%6

EPS growth, FY28E+18%8

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 27%/yr over the last 3 years, ahead of 80% of companies worldwide.9/10

Earnings are set to grow faster than sales (EPS about 18%/yr vs revenue 4%/yr), so margins should widen.

WATCH

A mid-pack grower, ahead of 46% of companies worldwide.

Revenue is set to grow 4%/yr over the next 3 years, a little behind the market.4/10

Revenue grew 27%/yr over the last 3 years; forecasts see it cooling to 4%/yr.

Over five years revenue is set to grow 5%/yr, about average versus companies worldwide.5/10

WEAKNESSES

None flagged.

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower that is slowing. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

VERY WEAK13 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+4%9

3-month return-22%2

YTD return-31%1

MID & LONG-TERM▾SCORE

% of 52-week high62%2

1-year return-33%2

3-year return-7%2

5-year return-41%2

MOMENTUM ASSESSMENT

STRENGTHS

Strong recent results. The stock is outperforming over the past month (+4%).

WATCH

None flagged.

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (-7% over three years and -41% over five), behind 80% of the market.

It's down 33% over the past year, now 38% below its 52-week high. That is lagging the market.

The stock is underperforming over three months (-22%) and so far this year (-31%).

BOTTOM LINE

Weak Tape

Returns across short and long horizons rank poorly versus the market. Momentum offers no support here; the case has to come from other factors. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on Norwegian Cruise Line Holdings Ltd.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community