WallStSmart

Carnival Corporation (CCL)vsCanadian Imperial Bank Of Commerce (CM)

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Smart Verdict

WallStSmart Research — data-driven comparison

Canadian Imperial Bank Of Commerce generates 3% more annual revenue ($27.91B vs $26.98B). CM leads profitability with a 33.5% profit margin vs 11.5%. CCL appears more attractively valued with a PEG of 1.09. CM earns a higher WallStSmart Score of 73/100 (B).

CCL

Strong Buy

72

out of 100

Grade: B

Growth: 8.7Profit: 6.5Value: 7.3Quality: 3.0
Piotroski: 5/9Altman Z: 0.89

CM

Strong Buy

73

out of 100

Grade: B

Growth: 9.3Profit: 7.5Value: 5.7Quality: 3.0
Piotroski: 5/9Altman Z: -0.62
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CCLUndervalued (+23.3%)

Margin of Safety

+23.3%

Fair Value

$43.12

Current Price

$28.06

$15.06 discount

UndervaluedFair: $43.12Overvalued

Intrinsic value data unavailable for CM.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CCL4 strengths · Avg: 8.3/10
Return on EquityProfitability
23.8%9/10

Every $100 of equity generates 24 in profit

P/E RatioValuation
12.4x8/10

Attractively priced relative to earnings

Price/BookValuation
3.0x8/10

Reasonable price relative to book value

EPS GrowthGrowth
35.8%8/10

Earnings expanding 35.8% YoY

CM6 strengths · Avg: 8.8/10
Profit MarginProfitability
33.5%10/10

Keeps 34 of every $100 in revenue as profit

Operating MarginProfitability
44.7%10/10

Strong operational efficiency at 44.7%

Market CapQuality
$106.24B9/10

Large-cap with strong market position

P/E RatioValuation
16.6x8/10

Attractively priced relative to earnings

Price/BookValuation
2.2x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
16.7%8/10

16.7% revenue growth

Areas to Watch

CCL2 concerns · Avg: 1.5/10
Altman Z-ScoreHealth
0.892/10

Distress zone — elevated risk

Debt/EquityHealth
2.041/10

Elevated debt levels

CM4 concerns · Avg: 2.3/10
PEG RatioValuation
2.104/10

Expensive relative to growth rate

Free Cash FlowQuality
$-2.49B2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
-0.622/10

Distress zone — elevated risk

Debt/EquityHealth
2.661/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : CCL

The strongest argument for CCL centers on Return on Equity, P/E Ratio, Price/Book. PEG of 1.09 suggests the stock is reasonably priced for its growth.

Bull Case : CM

The strongest argument for CM centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 33.5% and operating margin at 44.7%. Revenue growth of 16.7% demonstrates continued momentum.

Bear Case : CCL

The primary concerns for CCL are Altman Z-Score, Debt/Equity. Debt-to-equity of 2.04 is elevated, increasing financial risk.

Bear Case : CM

The primary concerns for CM are PEG Ratio, Free Cash Flow, Altman Z-Score. Debt-to-equity of 2.66 is elevated, increasing financial risk.

Key Dynamics to Monitor

CCL profiles as a value stock while CM is a growth play — different risk/reward profiles.

CCL carries more volatility with a beta of 2.33 — expect wider price swings.

CM is growing revenue faster at 16.7% — sustainability is the question.

CCL generates stronger free cash flow (697M), providing more financial flexibility.

Bottom Line

CM scores higher overall (73/100 vs 72/100), backed by strong 33.5% margins and 16.7% revenue growth. CCL offers better value entry with a 23.3% margin of safety. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Carnival Corporation

CONSUMER CYCLICAL · TRAVEL SERVICES · USA

Carnival Corporation & plc is a British-American cruise operator, currently the world's largest travel leisure company, with a combined fleet of over 100 vessels across 10 cruise line brands.

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Canadian Imperial Bank Of Commerce

FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA

Canadian Imperial Bank of Commerce, a diversified financial institution, offers a variety of financial products and services to personal, commercial, public sector, and institutional clients in Canada, the United States, and internationally. The company is headquartered in Toronto, Canada.

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