Company / Shareholders' Equity
Carnival Shareholders' Equity History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Shareholders' Equity
$12.3B
FY2025
5-year range
$6.9B / $12.3B
FY2021-FY2025
Trend
+32.8%
vs FY2024
Sector context
#9 of 231
Consumer Discretionary
What the data says
Among 231 Consumer Discretionary companies, Carnival is in the top 4% for shareholders' equity. Improved from $6.9B to $12.3B over the past 2 years.
Based on SEC 10-K filings.
$12.3B in FY2025 with a 5-year CAGR of -12.9%. Top quartile in the Consumer Discretionary sector.
Improved from $6.9B to $12.3B over the past 2 years.
Consumer Discretionary sector context is included.
Shareholders' Equity over time
Growth rates
- 3-Year CAGR
- +20.2%
- 5-Year CAGR
- -12.9%
- 10-Year CAGR
- -
Sector benchmark
Top 4% in Consumer DiscretionaryTop 4% of 231This company $12.3B Sector average $4.4B
▼
+178.9% above sector average
Key checks
Key Insights
- 5-year CAGR of -12.9%, indicating a declining trend.
- In FY2025, shareholders' equity increased 32.8% year-over-year.
- Ranks #9 out of 231 companies in the Consumer Discretionary sector.
- Peak shareholders' equity was recorded in FY2019.
Company context
Key Data Points
- Altman Z-Score 0.87 (distress zone, below 1.8 threshold)
- High earnings quality (cash-backed earnings)
- Strong return on equity: 23.1%
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Shareholders' EquityValue | YoY GrowthYoY |
|---|---|---|
| FY2025 | $12.3B | +32.8% |
| FY2024 | $9.3B | +34.4% |
| FY2023 | $6.9B | -2.6% |
| FY2022 | $7.1B | -41.8% |
| FY2021 | $12.1B | -50.3% |
| FY2020 | $24.4B | -3.6% |
| FY2019 | $25.4B | +3.8% |
| FY2018 | $24.4B | +0.9% |
| FY2017 | $24.2B | +7.2% |
| FY2016 | $22.6B | -4.9% |
As of FY2025 · SEC Form 10-K · Last checked Jun 30, 2026