Added to YB: 2026-04-15
Pitch date: 2026-04-08
NCLH [neutral]
Norwegian Cruise Line Holdings Ltd.
+2.58%
current return
Author Info
No bio for this author
Company Info
Norwegian Cruise Line Holdings Ltd., together with its subsidiaries, operates as a cruise company in North America, Europe, the Asia-Pacific, and internationally.
Market Cap
$9.1B
Pitch Price
$19.75
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.10
P/E
21.81
EV/Sales
2.48
Sector
Hotels, Restaurants and Leisure
Category
turnaround
Patient Opportunity Equity Strategy Portfolio Holding: Norwegian Cruise Line Holdings Ltd.
NCLH (holding update): Down 16% on weak 2026 guide & Middle East geopolitics. CEO ousted; John Chidsey (Subway/Burger King turnaround vet) appointed. Elliott 10% stake pushing change. Higher leverage vs peers a concern, but confident FCF can deleverage. Trading at steep discount despite self-inflicted issues fixable under new mgmt. Cruise cost advantage intact.
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