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Viking Holdings Ltd (VIK) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Viking Holdings Ltd

VIKMarket cap $36BPrice $81.6

Country🇺🇸United States

SectorConsumer

IndustryHotels & Leisure

Operates luxury cruise ships and river vessels targeting affluent travelers seeking cultural experiences. Commands premium pricing in the cruise industry by focusing exclusively on adults-only voyages with no casinos or kids' clubs.

In Bastion Portfolios?

52W Return+34%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)+13%7

Rev CAGR (3y)+16%8

Rev CAGR (5y)+15%9

Earnings Forecast

EPS Growth Y+1+27%8

EPS Growth Y+2+34%9

EPS Growth Y+3+18%8

Quality

Margins

EBIT Margin23%8

Net Income Margin19%8

Free Cash Flow Margin17%7

Debt

Net Debt/EBITDA1.16

Efficiency

ROE142%10

ROA11%9

Earnings Stability66

GEAR+STRONG78

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)223

P/E Ratio (Forward 3y)164

P/BV22.41

EV Multiples

EV/EBITDA Fwd183

EV/EBIT Fwd233

Yield

Free Cash Flow Yield3.2%5

Dividend Yieldna–

Momentum

Short term

1 month return-5%5

3 month return-18%2

YTD return+14%7

Mid term

Price vs 52wHigh74%4

1 year return+37%8

Long term

3 year return+213%9

5 year return+213%9

Risk Shield

Price Risk

Beta1.42

Volatility40%4

Free Cash Flow

Free Cash Flow Margin17%7

Free Cash Flow Yield3.2%5

Quality

ROCE24%9

Earnings Stability66

Net Debt/EBITDA1.16

02Growth

Is it actually growing, and how fast?

VIKViking Holdings

Revenue FY25$6.5B

GROWTH RATING↗

STRONG84 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+27%9

Revenue, next 1Y+13%7

Revenue, next 3Y, CAGR+16%8

Revenue, next 5Y, CAGR+15%9

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+27%8

EPS growth, FY27E+34%9

EPS growth, FY28E+18%8

GROWTH ASSESSMENT

STRENGTHS

It out-grows 84% of companies worldwide.

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

Revenue is set to grow 16%/yr over the next 3 years, ahead of most of the market.8/10

The runway holds up: revenue is set to grow 15%/yr over five years.9/10

Earnings are set to grow faster than sales (EPS about 27%/yr vs revenue 16%/yr), so margins should widen.

WATCH

Revenue grew 27%/yr over the last 3 years; forecasts see it cooling to 16%/yr.

WEAKNESSES

None flagged.

BOTTOM LINE

Elite Compounder

A top-tier grower that is slowing. The one thing to watch: the pace is cooling.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE55 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-5%5

3-month return-18%2

YTD return+14%7

MID & LONG-TERM▾SCORE

% of 52-week high74%4

1-year return+37%8

3-year return+213%9

5-year return+213%9

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +213% over three years and +213% over five, ahead of 80% of the market.

Strong recent results. The stock is outperforming so far this year (+14%).

WATCH

It's up 37% over the past year, but 26% below its 52-week high. That is a touch ahead of the market.

Returns sit at the market level over the past month (-5%).

WEAKNESSES

The stock is underperforming over three months (-18%).

BOTTOM LINE

Steady Compounder

Dependable multi-year returns with a calmer near-term tape. A reliable long-term trend rather than a short-term breakout. The one thing to watch: the stock is underperforming over three months.

04Value

Are you paying a fair price for it?

Stop guessing on Viking 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?

VIKViking Holdings

Revenue FY25$6.5B

GROWTH RATING↗

STRONG84 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+27%9

Revenue, next 1Y+13%7

Revenue, next 3Y, CAGR+16%8

Revenue, next 5Y, CAGR+15%9

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+27%8

EPS growth, FY27E+34%9

EPS growth, FY28E+18%8

GROWTH ASSESSMENT

STRENGTHS

It out-grows 84% of companies worldwide.

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

Revenue is set to grow 16%/yr over the next 3 years, ahead of most of the market.8/10

The runway holds up: revenue is set to grow 15%/yr over five years.9/10

Earnings are set to grow faster than sales (EPS about 27%/yr vs revenue 16%/yr), so margins should widen.

WATCH

Revenue grew 27%/yr over the last 3 years; forecasts see it cooling to 16%/yr.

WEAKNESSES

None flagged.

BOTTOM LINE

Elite Compounder

A top-tier grower that is slowing. The one thing to watch: the pace is cooling.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE55 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-5%5

3-month return-18%2

YTD return+14%7

MID & LONG-TERM▾SCORE

% of 52-week high74%4

1-year return+37%8

3-year return+213%9

5-year return+213%9

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +213% over three years and +213% over five, ahead of 80% of the market.

Strong recent results. The stock is outperforming so far this year (+14%).

WATCH

It's up 37% over the past year, but 26% below its 52-week high. That is a touch ahead of the market.

Returns sit at the market level over the past month (-5%).

WEAKNESSES

The stock is underperforming over three months (-18%).

BOTTOM LINE

Steady Compounder

Dependable multi-year returns with a calmer near-term tape. A reliable long-term trend rather than a short-term breakout. The one thing to watch: the stock is underperforming over three months.

04Value

Are you paying a fair price for it?

Stop guessing on Viking 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