NCLHNEUTRAL

NCLH Return on Equity (ROE) Analysis

36.7%

Updated 489h ago·SEC filings & market data

Key Takeaway

Return on equity (ROE) measures how much profit a company generates for each dollar of shareholder equity, so a 36.7% return means NCLH earns about $0.367 per dollar of equity.

Sector Performance

86th percentile

NCLH

36.7%

Sector Median

13.3%

Sector Avg

16.9%

Prior Period

29.5%(Jul 2026)

↑ Improving

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Deep Analysis

Return on equity (ROE) measures how much profit a company generates for each dollar of shareholder equity, so a 36.7% return means NCLH earns about $0.367 per dollar of equity.

This is well above the sector median of 13.6%, placing NCLH in the 86th percentile among its peers, indicating stronger profitability than most. The trend data is limited: the year-over-year change is not available, but the quarter-over-quarter change shows a 24.4% increase, with the metric rising from 29.5% to 36.7% in the most recent periods. The combination of a high ROE and a recent quarterly improvement points to efficient use of capital and a positive momentum in earnings, yet the lack of a longer trend makes the durability of this gain uncertain. This metric supports the overall NEUTRAL verdict: the strong ROE is a favorable signal, but it does not by itself justify moving beyond neutral given the insufficient historical context and the stock's already elevated performance.

Frequently Asked Questions

What does the Return on Equity (ROE) tell investors about NCLH?

ROE measures how effectively management turns equity into profit. Consistently above 15% is typically considered strong. Negative equity distorts this metric.

How is the Return on Equity (ROE) calculated?

Return on Equity (ROE) is calculated as: Net Income / Shareholders' Equity.

Who are NCLH's closest peers by Return on Equity (ROE)?

The closest peers by Return on Equity (ROE) include: LOW (-67.1%), MAR (-69.0%), BMBL (-76.9%), WBA (-82.7%), NIO (-84.0%).

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Learn More About Return on Equity (ROE)

What Is Return on Equity (ROE) and Is Higher Always Better?

Return on equity ROE measures how efficiently a company generates profit from shareholder capital. Learn how to decompose ROE using DuPont analysis and why high leverage can make it dangerous—with Apple and JPMorgan examples.

The Formula

Net Income / Shareholders' Equity

Why It Matters

ROE measures how effectively management turns equity into profit. Consistently above 15% is typically considered strong. Negative equity distorts this metric.