Added to YB: 2024-12-26
Pitch date: 2024-11-10
RCL [bullish]
Royal Caribbean Cruises Ltd.
+15.52%
current return
Author Info
No bio for this author
Company Info
Royal Caribbean Cruises Ltd. operates as a cruise company worldwide. The company operates cruises under the Royal Caribbean International, Celebrity Cruises, and Silversea Cruises brands, which comprise a range of itineraries.
Market Cap
$70.9B
Pitch Price
$225.36
Price Target
N/A
Dividend
2.27%
EV/EBITDA
12.27
P/E
16.08
EV/Sales
5.02
Sector
Hotels, Restaurants and Leisure
Category
growth
Royal Caribbean Cruises Ltd. - $RCL
RCL: Leader in mass-market cruises. Strong EPS growth algorithm: MSD capacity + LSD-MSD pricing = HSD/LDD revenue. Private destinations (CocoCay, future projects) drive 10-20% ticket premiums, high-margin onshore spend. $250M CocoCay investment generates $400M+ EBITDA. 20%+ EPS CAGR possible. Trades at mid-teens 2025 P/E.
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