RCL

ACCE-researched
Royal Caribbean Cruises Ltd. Common Stock
Consumer Cyclical · Travel Services · NYSE · United States
$245.81-1.57%
Market cap $65.7BNext earnings 2026-10-27Updated Sep 20, 2026
FAIR VALUE · CONSENSUS
$245.81+0.0%
confidence-weighted across 5 of 6 models
Now $245.81
$245.81
$114.96$314.78
TrimBronze48
Price vs fair value
31.5% above
-23.9% to fair value
ACCE score
50
out of 100
Analysts
78% buy
27 covering
P/E
15.2x
forward 12.1x
1-year return
-24.6%
Dividend yield
2.44%
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Overview

Investor warnings · 3 flags
  • high
    Extreme leverage risk
    Debt/Equity of 2.13 is very high; cruise assets are capital-intensive and rate-sensitive, limiting financial flexibility in downturns.
  • moderate
    Low momentum quality score
    Momentum sub-score of 56/100 is the weakest component, suggesting price momentum may be fading despite strong earnings growth.
  • moderate
    Elevated short interest
    Short interest at 6.9% signals meaningful bearish conviction, likely tied to macro/consumer spending and high debt concerns.
Reports in 36 days, last quarter beat by 0.1%.

Walk me through this stock

Plain-English pros, cons, and what to watch. Pro feature.

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Price

-25.3% · 1Y

Valuation

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Full valuation engine INVESTOR FEATURE

Six independent models converge on one confidence-weighted fair value, with full methodology and editable assumptions.

  • +All six models: DCF, P/E and EV/EBITDA comps, Graham, dividend discount, residual income
  • +Scenario bands, sensitivity tornado, and the 5-year historical valuation range
  • +Editable DCF workbench with saved scenarios

Quality

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Quality and conviction INVESTOR FEATURE

The full quality picture: conviction breakdown, earnings quality, score history, and backtested returns.

  • +Conviction score breakdown and earnings-quality grade
  • +Growth / value / quality / momentum component scores
  • +90-day score history and score-threshold backtests

Analysts

Wall Street consensus

Bullish78% buy · 27 covering analysts
Strong buy 15 Buy 6 Hold 6 Sell 0 Strong sell 0
Analyst intelligence INVESTOR FEATURE

The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.

  • +Price-target low / average / high vs the current price, with implied upside
  • +Forward revenue and EPS consensus by fiscal year
  • +ACCE fair-value models lined up against the Street

Smart Money

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Smart money tracking PRO FEATURE

Follow the institutions: 13F position changes, insider trades, and active 13D activist filings.

  • +Quarter-over-quarter institutional position changes
  • +Recent open-market insider transactions
  • +Active 13D activist filings and top holders

Compare

Where it sits vs peers

This stock Peer Peer median weaker → stronger
P/Ebetter than 67% of peers
low 7.9x15.2xhigh 37.9x
ROEbetter than 50% of peers
low 16%45%high 226%
Div yieldbetter than 100% of peers
low 0.0%2.4%high 2.4%

Algorithmic peers (6)

TickerCompanyMcapP/EROED/EYieldQuality
ABNBAirbnb Inc. Class A Common Stock$99.5B37.934.5%0.240.0%-Compare
VIKViking Holdings Ltd Ordinary Shares$37.6B28.0139.6%5.030.0%-Compare
BKNGBooking Holdings Inc. Common Stock$126.2B18.7225.7%-3.361.0%-Compare
EXPEExpedia Group Inc. Common Stock$33.5B17.689.5%4.800.7%-Compare
CCLCarnival Corporation Common Stock$29.9B9.826.7%2.171.4%-Compare
TCOMTrip.com Group Limited American Depositary Shares$25.6B7.915.7%0.180.0%-Compare

Sector report card

Where RCL ranks against its sector peers on each metric.

Computing percentiles…

News and Record

Reports in 36 days, last quarter beat by 0.1%.

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Recent performance

1 week
-5.5%
1 month
-18.2%
3 months
-21.3%
6 months
-6.8%
YTD
-11.9%
1 year
-24.6%

SEC filings

40 filings
August 2026
Aug 20
8-KCurrent reportPeriod 2026-08-20
Aug 7
8-KCurrent reportPeriod 2026-08-06
Aug 3
Form 4Insider transactionPeriod 2026-07-31
37 more filings + AI summaries on Investor+.INVESTOR