NCLH vs. SHAK: A Head-to-Head Stock Comparison
Updated onHere’s a clear look at NCLH and SHAK, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.
Company Profile
| Symbol | NCLH | SHAK |
|---|---|---|
| Company Name | Norwegian Cruise Line Holdings Ltd. | Shake Shack Inc. |
| Country | United States | United States |
| GICS Sector | Consumer Discretionary | Consumer Discretionary |
| GICS Industry | Hotels, Restaurants & Leisure | Hotels, Restaurants & Leisure |
| Market Capitalization | 10.97 billion USD | 4.08 billion USD |
| Exchange | NYSE | NYSE |
| Listing Date | January 18, 2013 | January 30, 2015 |
| Security Type | Common Stock | Common Stock |
Historical Performance
This chart compares the performance of NCLH and SHAK by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period. Data is adjusted for dividends and splits.
Historical Performance at a Glance
| Symbol | NCLH | SHAK |
|---|---|---|
| 5-Day Price Return | -2.15% | 2.15% |
| 13-Week Price Return | 12.35% | -31.90% |
| 26-Week Price Return | 26.44% | 5.08% |
| 52-Week Price Return | 23.97% | -8.57% |
| Month-to-Date Return | -2.15% | 2.15% |
| Year-to-Date Return | -6.34% | -26.33% |
| 10-Day Avg. Volume | 11.51M | 1.07M |
| 3-Month Avg. Volume | 15.01M | 1.32M |
| 3-Month Volatility | 39.86% | 44.97% |
| Beta | 2.11 | 1.68 |
Profitability
Return on Equity (TTM)
NCLH
51.86%
Hotels, Restaurants & Leisure Industry
- Max
- 84.03%
- Q3
- 40.12%
- Median
- 17.38%
- Q1
- 7.45%
- Min
- -33.94%
In the upper quartile for the Hotels, Restaurants & Leisure industry, NCLH’s Return on Equity of 51.86% signals a highly effective use of shareholder capital to drive profitability compared to most of its peers.
SHAK
4.20%
Hotels, Restaurants & Leisure Industry
- Max
- 84.03%
- Q3
- 40.12%
- Median
- 17.38%
- Q1
- 7.45%
- Min
- -33.94%
SHAK’s Return on Equity of 4.20% is in the lower quartile for the Hotels, Restaurants & Leisure industry. This indicates a less efficient generation of profit from its equity base when compared to its competitors.
Net Profit Margin (TTM)
NCLH
7.52%
Hotels, Restaurants & Leisure Industry
- Max
- 25.61%
- Q3
- 14.65%
- Median
- 8.66%
- Q1
- 3.36%
- Min
- -9.83%
NCLH’s Net Profit Margin of 7.52% is aligned with the median group of its peers in the Hotels, Restaurants & Leisure industry. This indicates its ability to convert revenue into profit is typical for the sector.
SHAK
1.50%
Hotels, Restaurants & Leisure Industry
- Max
- 25.61%
- Q3
- 14.65%
- Median
- 8.66%
- Q1
- 3.36%
- Min
- -9.83%
Falling into the lower quartile for the Hotels, Restaurants & Leisure industry, SHAK’s Net Profit Margin of 1.50% indicates weaker profitability. This means the company retains a smaller portion of each dollar in sales as profit compared to its competitors.
Operating Profit Margin (TTM)
NCLH
14.77%
Hotels, Restaurants & Leisure Industry
- Max
- 45.80%
- Q3
- 22.44%
- Median
- 14.98%
- Q1
- 6.59%
- Min
- -15.28%
NCLH’s Operating Profit Margin of 14.77% is around the midpoint for the Hotels, Restaurants & Leisure industry, indicating that its efficiency in managing core business operations is typical for the sector.
SHAK
1.32%
Hotels, Restaurants & Leisure Industry
- Max
- 45.80%
- Q3
- 22.44%
- Median
- 14.98%
- Q1
- 6.59%
- Min
- -15.28%
SHAK’s Operating Profit Margin of 1.32% is in the lower quartile for the Hotels, Restaurants & Leisure industry. This indicates weaker profitability from core operations, which may stem from inefficiencies or competitive pressures on pricing.
Profitability at a Glance
| Symbol | NCLH | SHAK |
|---|---|---|
| Return on Equity (TTM) | 51.86% | 4.20% |
| Return on Assets (TTM) | 3.48% | 1.16% |
| Net Profit Margin (TTM) | 7.52% | 1.50% |
| Operating Profit Margin (TTM) | 14.77% | 1.32% |
| Gross Profit Margin (TTM) | 41.35% | 47.03% |
Financial Strength
Current Ratio (MRQ)
NCLH
0.18
Hotels, Restaurants & Leisure Industry
- Max
- 2.73
- Q3
- 1.63
- Median
- 1.12
- Q1
- 0.73
- Min
- 0.18
NCLH’s Current Ratio of 0.18 falls into the lower quartile for the Hotels, Restaurants & Leisure industry. This indicates a tighter liquidity situation and a more constrained capacity to handle short-term debt than many of its competitors.
SHAK
1.92
Hotels, Restaurants & Leisure Industry
- Max
- 2.73
- Q3
- 1.63
- Median
- 1.12
- Q1
- 0.73
- Min
- 0.18
SHAK’s Current Ratio of 1.92 is in the upper quartile for the Hotels, Restaurants & Leisure industry. This signifies a strong liquidity position, suggesting the company is well-equipped to cover its immediate liabilities compared to its peers.
Debt-to-Equity Ratio (MRQ)
NCLH
8.77
Hotels, Restaurants & Leisure Industry
- Max
- 11.29
- Q3
- 4.71
- Median
- 1.65
- Q1
- 0.27
- Min
- 0.00
NCLH’s leverage is in the upper quartile of the Hotels, Restaurants & Leisure industry, with a Debt-to-Equity Ratio of 8.77. While this approach can boost equity growth, it also exposes the company to greater financial vulnerability.
SHAK
0.53
Hotels, Restaurants & Leisure Industry
- Max
- 11.29
- Q3
- 4.71
- Median
- 1.65
- Q1
- 0.27
- Min
- 0.00
SHAK’s Debt-to-Equity Ratio of 0.53 is typical for the Hotels, Restaurants & Leisure industry, indicating its use of leverage is in line with the sector norm. This suggests a balanced approach to its capital structure.
Interest Coverage Ratio (TTM)
NCLH
2.16
Hotels, Restaurants & Leisure Industry
- Max
- 21.72
- Q3
- 11.40
- Median
- 4.02
- Q1
- 1.19
- Min
- -11.84
NCLH’s Interest Coverage Ratio of 2.16 is positioned comfortably within the norm for the Hotels, Restaurants & Leisure industry, indicating a standard and healthy capacity to cover its interest payments.
SHAK
11.14
Hotels, Restaurants & Leisure Industry
- Max
- 21.72
- Q3
- 11.40
- Median
- 4.02
- Q1
- 1.19
- Min
- -11.84
SHAK’s Interest Coverage Ratio of 11.14 is positioned comfortably within the norm for the Hotels, Restaurants & Leisure industry, indicating a standard and healthy capacity to cover its interest payments.
Financial Strength at a Glance
| Symbol | NCLH | SHAK |
|---|---|---|
| Current Ratio (MRQ) | 0.18 | 1.92 |
| Quick Ratio (MRQ) | 0.07 | 1.83 |
| Debt-to-Equity Ratio (MRQ) | 8.77 | 0.53 |
| Interest Coverage Ratio (TTM) | 2.16 | 11.14 |
Growth
Revenue Growth
EPS Growth
Dividend
Dividend Yield (TTM)
NCLH
0.00%
Hotels, Restaurants & Leisure Industry
- Max
- 6.81%
- Q3
- 2.73%
- Median
- 0.74%
- Q1
- 0.00%
- Min
- 0.00%
NCLH currently does not pay a dividend, resulting in a yield of 0%. This is a common strategy for growth-focused companies that prioritize reinvesting earnings, though it may be less typical in mature, income-oriented sectors.
SHAK
0.00%
Hotels, Restaurants & Leisure Industry
- Max
- 6.81%
- Q3
- 2.73%
- Median
- 0.74%
- Q1
- 0.00%
- Min
- 0.00%
SHAK currently does not pay a dividend, resulting in a yield of 0%. This is a common strategy for growth-focused companies that prioritize reinvesting earnings, though it may be less typical in mature, income-oriented sectors.
Dividend Payout Ratio (TTM)
NCLH
0.00%
Hotels, Restaurants & Leisure Industry
- Max
- 128.39%
- Q3
- 61.60%
- Median
- 21.91%
- Q1
- 0.00%
- Min
- 0.00%
NCLH has a Dividend Payout Ratio of 0%, indicating it does not currently pay a dividend. This is a common strategy for growth-oriented companies that reinvest all profits back into the business.
SHAK
0.00%
Hotels, Restaurants & Leisure Industry
- Max
- 128.39%
- Q3
- 61.60%
- Median
- 21.91%
- Q1
- 0.00%
- Min
- 0.00%
SHAK has a Dividend Payout Ratio of 0%, indicating it does not currently pay a dividend. This is a common strategy for growth-oriented companies that reinvest all profits back into the business.
Dividend at a Glance
| Symbol | NCLH | SHAK |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.00% |
| Dividend Payout Ratio (TTM) | 0.00% | 0.00% |
Valuation
Price-to-Earnings Ratio (TTM)
NCLH
15.33
Hotels, Restaurants & Leisure Industry
- Max
- 56.96
- Q3
- 33.82
- Median
- 21.30
- Q1
- 15.75
- Min
- 6.06
In the lower quartile for the Hotels, Restaurants & Leisure industry, NCLH’s P/E Ratio of 15.33 suggests the stock may be undervalued compared to its peers, potentially presenting an attractive entry point for investors.
SHAK
207.71
Hotels, Restaurants & Leisure Industry
- Max
- 56.96
- Q3
- 33.82
- Median
- 21.30
- Q1
- 15.75
- Min
- 6.06
At 207.71, SHAK’s P/E Ratio is exceptionally high, exceeding the typical maximum for the Hotels, Restaurants & Leisure industry. This suggests the stock may be significantly overvalued compared to its peers and implies high market expectations that could be difficult to meet.
Price-to-Sales Ratio (TTM)
NCLH
1.15
Hotels, Restaurants & Leisure Industry
- Max
- 7.19
- Q3
- 3.99
- Median
- 1.93
- Q1
- 1.26
- Min
- 0.17
In the lower quartile for the Hotels, Restaurants & Leisure industry, NCLH’s P/S Ratio of 1.15 indicates its revenue is valued more conservatively than most of its peers. This could present a compelling opportunity if the market has overlooked its sales-generating capabilities.
SHAK
3.12
Hotels, Restaurants & Leisure Industry
- Max
- 7.19
- Q3
- 3.99
- Median
- 1.93
- Q1
- 1.26
- Min
- 0.17
SHAK’s P/S Ratio of 3.12 aligns with the market consensus for the Hotels, Restaurants & Leisure industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.
Price-to-Book Ratio (MRQ)
NCLH
5.77
Hotels, Restaurants & Leisure Industry
- Max
- 24.89
- Q3
- 11.60
- Median
- 4.91
- Q1
- 2.29
- Min
- 0.37
NCLH’s P/B Ratio of 5.77 is within the conventional range for the Hotels, Restaurants & Leisure industry. This shows a balanced market view, where the stock’s price is neither at a significant premium nor a discount to the book value of its peers.
SHAK
11.56
Hotels, Restaurants & Leisure Industry
- Max
- 24.89
- Q3
- 11.60
- Median
- 4.91
- Q1
- 2.29
- Min
- 0.37
SHAK’s P/B Ratio of 11.56 is within the conventional range for the Hotels, Restaurants & Leisure industry. This shows a balanced market view, where the stock’s price is neither at a significant premium nor a discount to the book value of its peers.
Valuation at a Glance
| Symbol | NCLH | SHAK |
|---|---|---|
| Price-to-Earnings Ratio (TTM) | 15.33 | 207.71 |
| Price-to-Sales Ratio (TTM) | 1.15 | 3.12 |
| Price-to-Book Ratio (MRQ) | 5.77 | 11.56 |
| Price-to-Free Cash Flow Ratio (TTM) | 20.53 | 89.39 |