NCLH vs AGNCM

Comparison between Norwegian Cruise Line Holdings Ltd (NCLH, Company) and AGNC Investment Corp (AGNCM, Company).

NCLH is from the Consumer Cyclical sector, while AGNCM is from the Real Estate sector.

5-Year PerformanceAGNCM has outperformed NCLH, delivering a return of +7.8% compared to -4.7%

NCLH vs AGNCM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NCLH(COMPANY)	AGNCM(COMPANY)
Market Cap	$8.87B	$8.87B
Max Drawdown	87.81%	56.16%
Sharpe Ratio	-0.23	0.76
5Y Beta	1.84	0.13
Industry	Travel Services	Reit - Mortgage
P/E Ratio	15.50	30.46
Forward P/E	10.88	N/A
PEG Ratio	0.96	N/A
Dividend Yield	N/A	5.78%
5Y Dividends CAGR	N/A	9.54%
Debt to Equity	0.00%	N/A
Free Cash Flow Yield	-10.69%	N/A
P/S Ratio	0.89	4.94
P/B Ratio	3.67	2.30

Market Cap

Winner

NCLH

$8.87B

AGNCM

$8.87B

Max Drawdown

NCLH

87.81%

Winner

AGNCM

56.16%

Sharpe Ratio

NCLH

-0.23

Winner

AGNCM

0.76

5Y Beta

NCLH

1.84

Winner

AGNCM

0.13

Industry

NCLH

Travel Services

AGNCM

Reit - Mortgage

P/E Ratio

Winner

NCLH

15.50

AGNCM

30.46

Forward P/E

NCLH

10.88

AGNCM

N/A

PEG Ratio

NCLH

0.96

AGNCM

N/A

Dividend Yield

NCLH

N/A

AGNCM

5.78%

5Y Dividends CAGR

NCLH

N/A

AGNCM

9.54%

Debt to Equity

NCLH

0.00%

AGNCM

N/A

Free Cash Flow Yield

NCLH

-10.69%

AGNCM

N/A

P/S Ratio

Winner

NCLH

0.89

AGNCM

4.94

P/B Ratio

NCLH

3.67

Winner

AGNCM

2.30

NCLH vs AGNCM - Historical Returns

Returns include dividend reinvestment.

Period	NCLH	AGNCM
1 month	-5.70%	+1.58%
3 months	+10.12%	+2.48%
6 months	-3.98%	+4.48%
1 year	-16.12%	+8.47%
5 years(CAGR)	-4.68%	+7.77%
10 years(CAGR)	-7.17%	N/A
Max(CAGR)	-1.56%	+8.19%

NCLH

-5.70%

Winner

AGNCM

+1.58%

Winner

NCLH

+10.12%

AGNCM

+2.48%

NCLH

-3.98%

Winner

AGNCM

+4.48%

NCLH

-16.12%

Winner

AGNCM

+8.47%

5Y(CAGR)

NCLH

-4.68%

Winner

AGNCM

+7.77%

10Y(CAGR)

NCLH

-7.17%

AGNCM

N/A

Max(CAGR)

NCLH

-1.56%

Winner

AGNCM

+8.19%

NCLH vs AGNCM - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	NCLH	AGNCM
2026	-12.07%	+5.19%
2025	-13.89%	+6.51%
2024	+40.45%	+16.94%
2023	+68.97%	+25.53%
2022	-44.82%	-16.89%
2021	-12.60%	+12.21%
2020	-56.77%	+3.83%
2019	+37.82%	+9.96%
2018	-22.87%	N/A
2017	+24.44%	N/A
2016	-26.66%	N/A
2015	+25.48%	N/A
2014	+34.99%	N/A
2013	+43.08%	N/A

NCLH vs AGNCM Drawdown Comparison

The maximum drawdown for NCLH was -87.81%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The maximum drawdown for AGNCM was -55.99%, occurring on Mar 18, 2020. Recovery took 226 trading sessions.

The current NCLH drawdown is -68.59%. The current AGNCM drawdown is -0.80%.

Rank	NCLH	AGNCM
#1	-87.81% Nov 2, 2015 - Mar 18, 2020	-55.99% Feb 3, 2020 - Dec 23, 2020
#2	-19.67% Jan 16, 2014 - Sep 2, 2014	-28.38% Jan 3, 2022 - Jul 28, 2023
#3	-16.00% Sep 2, 2014 - Oct 30, 2014	-13.96% Sep 29, 2023 - Dec 26, 2023
#4	-12.22% Jul 31, 2015 - Oct 26, 2015	-6.49% Apr 1, 2025 - Jun 20, 2025
#5	-12.07% May 24, 2013 - Aug 13, 2013	-3.93% Jul 12, 2021 - Dec 31, 2021
#6	-11.75% Apr 9, 2015 - May 15, 2015	-3.65% Feb 18, 2026 - Apr 15, 2026
#7	-10.62% Dec 29, 2014 - Feb 19, 2015	-3.32% May 7, 2021 - Jun 9, 2021
#8	-10.18% Sep 19, 2013 - Nov 21, 2013	-3.04% Dec 30, 2020 - Mar 5, 2021
#9	-7.89% Nov 27, 2013 - Dec 20, 2013	-2.45% Aug 29, 2019 - Dec 18, 2019
#10	-7.34% Feb 19, 2013 - May 2, 2013	-2.36% Oct 7, 2025 - Dec 17, 2025
#11	-5.30% Jan 28, 2013 - Feb 4, 2013	-2.03% Aug 2, 2023 - Aug 24, 2023
#12	-5.18% Aug 15, 2013 - Sep 17, 2013	-1.97% Jun 24, 2025 - Jul 15, 2025
#13	-5.11% May 19, 2015 - Jul 10, 2015	-1.88% Dec 31, 2024 - Apr 1, 2025
#14	-4.73% Mar 20, 2015 - Mar 27, 2015	-1.82% Apr 21, 2021 - May 4, 2021
#15	-4.51% May 8, 2013 - May 20, 2013	-1.63% Dec 28, 2023 - Jan 8, 2024