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RCL$291.43+2.39%
Fair $291.43+0.0%

RCL

Royal Caribbean Cruises Ltd.

Consumer Cyclical / Travel ServicesNYSE

$291.43

+6.79 (+2.39%)

Fairly Valued+0.0%Fair Value $291.43Fund rank 22/100 · Data gapFallback financials|
SA 41/C
F-Score: 7/9
High Debt

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 34% · confianza 20%

FCF escenarios

weak_data · normalized FCF $1.2B · quality 27.0/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

41/100

C

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 18Warnings: 1unknown: 18
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Debt-to-Equity ratio is 2.20, above the 2.0 threshold
Thesis & Journal · RCLLocal privado en este navegador · Royal Caribbean Cruises Ltd.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$78.2B

P/E

17.8x

↑

EV/EBITDA

14.3x

↑

ROE

42.5%

↑

Gross Margin

49.4%

↑

Debt/Equity

2.20

↑
52-Week Range$291
$232$367

TradingView lightweight chart

RCL price, volumen y niveles de valoración

Último $291.42Periodo +528.4%
Fair value: $291.43

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2008–2025 · 17 años de histórico normalizado

Revenue CAGR

+6.1%

FCF CAGR

—

FCF margin

6.9%

FCF / Net income

0.29x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $17.93B · net income $4.27B · FCF $1.24B

2008-FY → 2025-FY

Gross margin

49.4%— pts

Operating margin

27.4%+14.6% pts

Net margin

23.8%+15.0% pts

FCF margin

6.9%+24.5% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
Income Statement
Revenue$17.93B$17.93B$16.48B$13.90B$8.84B$1.53B$2.21B$10.95B$9.49B$8.78B$8.50B$8.30B$8.07B$7.96B$7.69B$7.54B$6.75B$5.89B$6.53B
Net Income$4.27B$4.27B$2.88B$1.70B$-2.16B$-5.26B$-5.80B$1.88B$1.81B$1.63B$1.28B$665.8M$764.1M$473.7M$18.3M$607.4M$515.7M$152.5M$573.7M
EBITDA$7.08B$7.08B$6.13B$4.57B$615.0M$-2.58B$-3.32B$3.33B$2.93B$2.70B$2.37B$1.70B$1.71B$1.55B$1.13B$1.63B$1.45B$1.06B$1.35B
EPS15.6115.6111.006.31-8.45-20.89-27.058.958.567.535.933.023.432.140.082.772.370.712.68
Gross Margin49.4%49.4%47.5%44.1%25.2%——————————————
Operating Margin27.4%27.4%24.9%20.7%-8.7%-252.6%-208.3%19.0%20.0%19.9%17.4%10.5%11.7%10.0%5.2%12.4%11.9%8.3%12.7%
Net Margin23.8%23.8%17.5%12.2%-24.4%-343.3%-262.5%17.2%19.1%18.5%15.1%8.0%9.5%6.0%0.2%8.1%7.6%2.6%8.8%
Balance Sheet
Debt/Equity2.202.202.754.688.36——————————0.931.011.02—
Current Ratio0.200.20—————————————————
Cash Flow
Free Cash Flow$1.24B$1.24B$2.00B$580.0M$-2.23B$-4.11B$-5.70B$691.7M$-180.9M$2.31B$22.3M$333.0M$-67.6M$648.3M$90.2M$282.1M$-524.2M$-1.63B$-1.15B
Returns
ROE42.5%42.5%38.0%35.9%-75.1%-103.4%-66.2%15.4%16.3%15.2%14.1%8.3%9.2%5.4%0.2%7.2%6.5%2.0%8.4%
Valuation
P/E17.7817.7820.8119.44———————————————
EV/EBITDA14.2714.2713.7512.3458.67——————————————
P/B7.967.968.457.354.89——————————————
Growth & Yield
Revenue Growth8.8%8.8%18.6%57.2%—-30.6%-79.8%15.3%8.2%3.3%2.4%2.8%1.4%3.5%2.0%11.6%14.6%-9.8%—
EPS Growth41.9%41.9%74.3%174.7%—22.8%-402.2%4.6%13.7%27.0%96.4%-12.0%60.3%2575.0%-97.1%16.9%233.8%-73.5%—
Dividend Yield1.8%1.8%—————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

18.3%

exigente

EPS terminal req.

$25.86

Spread vs growth

23.6%

5Y implied EPS CAGR

14.9%

razonable

EPS terminal req.

$31.29

Spread vs growth

27.0%

10Y implied EPS CAGR

12.4%

razonable

EPS terminal req.

$50.39

Spread vs growth

29.5%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +15.2%

Total return

+15.2%

Start / end P/E

23.4x → 18.7x

EPS bridge

11.00 → 15.61

Residual

-8.4%

EPS growth+41.9%
Multiple rerating-20.1%
Dividend+1.8%
Residual / FX / buybacks / cross-term-8.4%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.