Carnival Corporation (CCL)vsCharles Schwab Corp (SCHW)
CCL
Carnival Corporation
$26.38
-2.30%
CONSUMER CYCLICAL · Cap: $37.40B
SCHW
Charles Schwab Corp
$88.61
-0.99%
FINANCIAL SERVICES · Cap: $156.82B
Smart Verdict
WallStSmart Research — data-driven comparison
Carnival Corporation generates 9% more annual revenue ($26.98B vs $24.80B). SCHW leads profitability with a 38.0% profit margin vs 11.5%. CCL appears more attractively valued with a PEG of 1.09. SCHW earns a higher WallStSmart Score of 75/100 (B+).
CCL
Strong Buy70
out of 100
Grade: B
SCHW
Strong Buy75
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+30.7%
Fair Value
$47.73
Current Price
$26.38
$21.35 discount
Intrinsic value data unavailable for SCHW.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Every $100 of equity generates 28 in profit
Reasonable price relative to book value
Earnings expanding 35.8% YoY
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 49.2%
Conservative balance sheet, low leverage
Large-cap with strong market position
Attractively priced relative to earnings
15.8% revenue growth
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : CCL
The strongest argument for CCL centers on P/E Ratio, Return on Equity, Price/Book. PEG of 1.09 suggests the stock is reasonably priced for its growth.
Bull Case : SCHW
The strongest argument for SCHW centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 38.0% and operating margin at 49.2%. Revenue growth of 15.8% demonstrates continued momentum.
Bear Case : CCL
The primary concerns for CCL are Altman Z-Score, Debt/Equity. Debt-to-equity of 2.28 is elevated, increasing financial risk.
Bear Case : SCHW
No major red flags identified for SCHW, but monitor valuation.
Key Dynamics to Monitor
CCL profiles as a value stock while SCHW is a growth play — different risk/reward profiles.
CCL carries more volatility with a beta of 2.33 — expect wider price swings.
SCHW is growing revenue faster at 15.8% — sustainability is the question.
SCHW generates stronger free cash flow (7.2B), providing more financial flexibility.
Bottom Line
SCHW scores higher overall (75/100 vs 70/100), backed by strong 38.0% margins and 15.8% revenue growth. CCL offers better value entry with a 30.7% 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.
Visit Website →Charles Schwab Corp
FINANCIAL SERVICES · CAPITAL MARKETS · USA
The Charles Schwab Corporation is an American multinational financial services company. It offers banking, commercial banking, an electronic trading platform, and wealth management advisory services to both retail and institutional clients.
Visit Website →Compare with Other TRAVEL SERVICES Stocks
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