LIND
Lindblad Expeditions Holdings, Inc.
Consumer Cyclical · Travel Services · NCM
$22.57
Close 2026-05-28
✓ ETHICAL PASS

UNKNOWN MOAT
MODERATE
Data Confidence: 71%
Some financial metrics pending
Market Cap
$1.5B
Trailing P/E
Forward P/E
67.36
Rev Growth
+15.7%
Profit Margin
-3.0%
ROE
Analyst Target
$25.00
Recommendation
NONE
About Lindblad Expeditions Holdings, Inc.

Lindblad Expeditions Holdings, Inc. provides marine expedition adventures and travel experience worldwide. It operates through Lindblad and Land Experiences segments. The Lindblad segment provides ship-based expeditions aboard customized, nimble, and intimately-scaled vessels, which offers up-close experiences in the planet's wild and remote places, and capitals of culture; and offers expedition ship which is equipped with state-of-the-art tools for in-depth exploration with infrastructure and ports, such as Antarctica and the Arctic, and places that accessed by a ship comprising Galápagos Islands, Alaska, Baja California's Sea of Cortez and Panama, and foster engagement activities. The Land Experiences segment comprises natural habitats, which provides various expedition itineraries in more than 45 countries across seven continents, with eco-conscious expeditions and nature-focused, and small-group tours including polar bear tours and bear adventure; and DuVine provides intimate group cycling and adventure tours around the world with local cycling experts as guides in local cultural, cuisine, and accommodations. This segment also offers off the beaten path, including small group travel, led by local, and experienced guides with focus on wildlife, hiking national parks, and culture; and classic journey, a curated active small-group and private custom journeys centered around cinematic walks led by expert local guides over 50 countries across the world. In addition, it collaborates with National Geographic on expedition planning and to enhance the guest experience by having National Geographic experts, including photographers, writers, marine biologists, naturalists, field researchers and film crews; and partnered with World Wildlife Fund to offer conservation travel. Lindblad Expeditions Holdings, Inc. was founded in 1979 and is headquartered in New York, New York.

Ethical Screen
Business ActivityPASS
Debt RatioN/A
Cash RatioN/A
Receivables RatioN/A
Revenue Ratio (0.00%)PASS
OverallPASS
Score Ethical: 64.7
Score Valuation: 22.5
Score Quality: 40.0
Score Combined: 34.6

Full Analysis

Opportunity scores, earnings history, insider transactions, institutional holders, analyst consensus, and more.

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Opportunity Scores
Valuation15.0
Quality45.0
Cash Flow89.2
Moat40.0
Balance Sheet50.0
Debt Purity50.0
Liquid Purity50.0
Rev Purity100.0
Compliance100.0
Tier: BRONZE · Score: 47.1 · Rank: #2646
Insider Transactions
No insider transaction data.
Top Institutional Holders
No institutional holder data.
Additional Fundamentals
Enterprise Value
$1.9B
Price/Book
-7.91
Beta
2.219
Analysts
5
Total Revenue (TTM)
$799.3M
Total Debt
$672.1M
Short Ratio
6.65
Short % Float
0.1%
Employees
1,440

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Trade Consideration
The Opportunity
Score 34.6 (P29 — top 71.3% of scored tickers). Unknown Moat. Ethical PASS. 5 analysts at None.
Price: $22.57 | Target: $24.00 (+6%)
Score
35
Moat
Unknown
Conviction
Standard
Upside
+6%
The Fundamentals
Revenue Growth+15.7%
Profit Margin-3.0%
Forward P/E67.4
Market Cap$1.5B
Position Sizing Scenarios
Stop: $19.18 (-15%) | Entry: $22.57
SharesCostProfit to TargetR:R
To Consensus ($24.00, 5 analysts)
10$225.70+$14.30 (6%)0.4R
50$1,128.50+$71.50 (6%)0.4R
100$2,257.00+$143.00 (6%)0.4R
Risk Factors
  • High beta (2.22) — amplifies market moves by 2.22x
  • Elevated short interest (6.65 days to cover)
  • Valuation stretched on forward earnings
The Verdict
Lindblad Expeditions Holdings, Inc. passes all ethical screens and holds a unknown competitive moat.
Quantitative Grade

A single score combining all analytical layers below. A is strongest, D is weakest.

A
Quant Score
72.2
Risk Grade
LOW_RISK
Layers
7
Quality: HIGH_SORTINO
Risk Profile

How much could this ticker lose on a bad day? These metrics measure worst-case scenarios from historical data.

VaR 95%
-4.7%
worst expected daily loss, 19 in 20 days
CVaR 95%
-7.0%
avg loss on the worst 5% of days
Annual Volatility
Sortino Ratio
1.67
above 1.0 is good
Max Drawdown
-43.8%
Worst Day
Forward Outlook

Based on 10,000 simulated price paths, here is the probability of where this ticker could be in 30, 60, and 90 days.

30d Prob Up
90d Prob Up
Median Return 30d
Liquidity Score
75
Liquidity Grade
LIQUID
Trend & Momentum

What direction is this ticker actually moving, filtered through noise? Is it speeding up or slowing down?

Kalman Trend
Trend Strength
Momentum Signal
HMM Regime
RSI Signal
Technical Signals

Classic chart signals that institutional traders monitor. Golden Cross is bullish, Death Cross is bearish.

MA Crossover
ABOVE_200
Bollinger Position
ABOVE_UPPER
Beta
Relative Volume
1.1x
Short Interest
Financial Health

Is this company financially sound? The Z-Score measures bankruptcy risk. The F-Score measures fundamental strength.

Altman Z-Score
below 1.81 = distress zone
Piotroski F-Score
Earnings Beat Rate
Earnings Consistency
Correlations

These tickers tend to move together (positive) or in opposite directions (negative). Useful for portfolio diversification.

Most Correlated
TickerCorrelation
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NCLH0.575
IWM0.559
RCL0.550
TTAM0.521
Inverse Correlated
TickerCorrelation
OSOS.KW-0.168
BAES.L-0.149
CINECO.BH-0.148
SUNC-0.139
ED-0.135
Seasonality

Does this ticker have consistent patterns on certain days or months? Historical tendencies, not guarantees.

Best Day
Tuesday
Worst Day
Thursday
Best Month
May
Worst Month
Mar
Fri-Mon Effect
-0.012332204252077095
Momentum Rankings

How does this ticker's recent performance compare to the entire universe? Ranked across 1, 3, 6, and 12-month returns.

1M Return
+28.7%
3M Return
+13.6%
6M Return
+95.9%
12M Return
+114.6%
Momentum Rank
#323
Momentum Signal
STRONG_UP

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