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MSCI vs CCL

Comparison between MSCI Inc (MSCI, Company) and Carnival Corporation Ltd (Paired Stock) (CCL, Company).

MSCI is from the Financial Services sector, while CCL is from the Consumer Cyclical sector.

5-Year PerformanceMSCI has outperformed CCL, delivering a return of +4.1% compared to +2.1%

MSCI vs CCL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
MSCI
$42B
Winner
CCL
$43B
Max Drawdown
Winner
MSCI
69.06%
CCL
91.13%
Sharpe Ratio
MSCI
0.26
Winner
CCL
0.78
5Y Beta
Winner
MSCI
0.71
CCL
1.86
Industry
MSCI
Financial Data & Stock Exchanges
CCL
Travel Services
P/E Ratio
MSCI
32.85
Winner
CCL
15.68
Forward P/E
MSCI
30.96
Winner
CCL
13.04
PEG Ratio
MSCI
1.56
CCL
N/A
Dividend Yield
Winner
MSCI
1.23%
CCL
0.49%
5Y Dividends CAGR
MSCI
24.94%
CCL
N/A
5Y EPS CAGR
Winner
MSCI
17.64%
CCL
-14.63%
Debt to Equity
Winner
MSCI
-230.84%
CCL
194.08%
Free Cash Flow Yield
MSCI
3.69%
Winner
CCL
7.01%

MSCI vs CCL - Historical Returns

Returns include dividend reinvestment.

1M
MSCI
-0.50%
Winner
CCL
+23.93%
3M
MSCI
+4.77%
Winner
CCL
+28.54%
6M
MSCI
+4.12%
Winner
CCL
+10.10%
1Y
MSCI
+8.39%
Winner
CCL
+32.16%
5Y(CAGR)
Winner
MSCI
+4.09%
CCL
+2.06%
10Y(CAGR)
Winner
MSCI
+24.30%
CCL
-2.99%
Max(CAGR)
Winner
MSCI
+19.01%
CCL
+0.64%

MSCI vs CCL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMSCICCL
2026+3.60%+0.91%
2025-2.69%+22.11%
2024+9.21%+44.13%
2023+23.97%+132.62%
2022-21.13%-62.35%
2021+40.95%-1.28%
2020+69.23%-57.29%
2019+77.76%+6.21%
2018+16.88%-23.83%
2017+62.75%+30.56%
2016+12.99%-1.26%
2015+53.19%+22.18%
2014+10.40%+16.78%
2013+36.07%+10.20%
2012-5.55%+16.49%
2011-16.53%-28.34%
2010+21.83%+45.42%
2009+70.51%+24.03%
2008-47.53%-41.13%
2007+47.13%-10.04%
2006N/A-8.04%
2005N/A-5.27%
2004N/A+46.41%
2003N/A+57.36%
2002N/A-6.86%
2001N/A+0.63%
2000N/A-33.11%
1999N/A+9.37%

MSCI vs CCL Drawdown Comparison

The maximum drawdown for MSCI was -69.06%, occurring on Nov 20, 2008. Recovery took 750 trading sessions.

The maximum drawdown for CCL was -90.36%, occurring on Oct 10, 2022. This drawdown has not yet recovered.

The current MSCI drawdown is -9.73%. The current CCL drawdown is -52.86%.

RankMSCICCL
#1-69.06%
Dec 31, 2007 - Dec 21, 2010
-90.36%
Jan 29, 2018 - Oct 10, 2022
#2-43.74%
Nov 16, 2021 - Jun 1, 2026
-71.08%
Dec 28, 2004 - Dec 24, 2014
#3-36.06%
Dec 27, 2010 - Sep 16, 2013
-63.29%
Jan 14, 2000 - Jun 23, 2004
#4-32.21%
Feb 19, 2020 - Apr 27, 2020
-23.98%
Dec 29, 2015 - Jan 5, 2017
#5-25.58%
Sep 4, 2018 - Feb 28, 2019
-13.11%
Dec 6, 1999 - Jan 14, 2000
#6-14.93%
Jul 31, 2015 - Nov 2, 2015
-12.28%
Jul 31, 2015 - Oct 23, 2015
#7-14.85%
Jul 18, 2019 - Nov 1, 2019
-11.54%
Nov 16, 1999 - Dec 6, 1999
#8-14.11%
Aug 31, 2016 - Feb 3, 2017
-10.90%
Apr 7, 2015 - Jun 18, 2015
#9-13.71%
Jul 27, 2020 - Nov 4, 2020
-10.17%
Jul 1, 2004 - Sep 16, 2004
#10-13.50%
May 18, 2020 - Jul 6, 2020
-8.79%
Jan 26, 2015 - Mar 18, 2015
#11-13.49%
Sep 18, 2014 - Nov 24, 2014
-8.61%
Aug 31, 2017 - Jan 12, 2018
#12-13.30%
Dec 29, 2015 - Feb 22, 2016
-8.28%
Oct 29, 2015 - Dec 21, 2015
#13-13.21%
Jan 12, 2021 - Apr 12, 2021
-5.49%
May 9, 2017 - May 26, 2017
#14-12.38%
Mar 12, 2014 - Jul 1, 2014
-5.29%
Mar 20, 2015 - Mar 27, 2015
#15-11.20%
Sep 24, 2021 - Oct 29, 2021
-5.22%
Nov 12, 2004 - Dec 1, 2004

Correlation

Correlation between MSCI and CCL is -0.41 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.41
-101

Dividend Comparison (1999 - 2026)

MSCI vs CCL dividend yield comparison.

YearMSCICCL
20260.71%0.97%
20251.25%0.00%
20241.07%0.00%
20230.98%0.00%
20220.98%0.00%
20210.59%0.00%
20200.65%2.31%
20190.98%3.93%
20181.30%3.96%
20171.04%2.41%
20161.27%2.59%
20151.11%2.02%
20140.38%2.21%
20130.00%2.49%
20120.00%4.08%
20110.00%3.06%
20100.00%0.87%
20080.00%6.58%
20070.00%3.09%
20060.00%2.09%
20050.00%1.50%
20040.00%0.91%
20030.00%1.11%
20020.00%3.42%
20010.00%1.50%
20000.00%1.36%
19990.00%0.22%

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