WallStSmart

American Airlines Group (AAL)vsAlaska Air Group Inc (ALK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

American Airlines Group generates 289% more annual revenue ($55.99B vs $14.40B). ALK leads profitability with a 0.5% profit margin vs 0.4%. AAL appears more attractively valued with a PEG of 0.83. ALK earns a higher WallStSmart Score of 50/100 (C-).

AAL

Hold

47

out of 100

Grade: D+

Growth: 4.0Profit: 3.5Value: 7.3Quality: 4.5
Piotroski: 3/9Altman Z: 0.59

ALK

Buy

50

out of 100

Grade: C-

Growth: 5.3Profit: 3.5Value: 6.0Quality: 4.0
Piotroski: 4/9Altman Z: 1.08
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AALUndervalued (+30.5%)

Margin of Safety

+30.5%

Fair Value

$20.66

Current Price

$13.50

$7.16 discount

UndervaluedFair: $20.66Overvalued
ALKUndervalued (+54.2%)

Margin of Safety

+54.2%

Fair Value

$125.55

Current Price

$42.82

$82.73 discount

UndervaluedFair: $125.55Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AAL3 strengths · Avg: 8.7/10
Debt/EquityHealth
-8.5610/10

Conservative balance sheet, low leverage

PEG RatioValuation
0.838/10

Growing faster than its price suggests

Free Cash FlowQuality
$3.41B8/10

Generating 3.4B in free cash flow

ALK1 strengths · Avg: 10.0/10
Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Areas to Watch

AAL4 concerns · Avg: 2.8/10
Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

Profit MarginProfitability
0.4%3/10

0.4% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

P/E RatioValuation
48.3x2/10

Premium valuation, high expectations priced in

ALK4 concerns · Avg: 2.8/10
Return on EquityProfitability
2.0%3/10

ROE of 2.0% — below average capital efficiency

Profit MarginProfitability
0.5%3/10

0.5% margin — thin

Debt/EquityHealth
1.793/10

Elevated debt levels

P/E RatioValuation
96.6x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : AAL

The strongest argument for AAL centers on Debt/Equity, PEG Ratio, Free Cash Flow. Revenue growth of 10.8% demonstrates continued momentum. PEG of 0.83 suggests the stock is reasonably priced for its growth.

Bull Case : ALK

The strongest argument for ALK centers on Price/Book. PEG of 1.20 suggests the stock is reasonably priced for its growth.

Bear Case : AAL

The primary concerns for AAL are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 48.3x leaves little room for execution misses. Thin 0.4% margins leave little buffer for downturns.

Bear Case : ALK

The primary concerns for ALK are Return on Equity, Profit Margin, Debt/Equity. A P/E of 96.6x leaves little room for execution misses. Debt-to-equity of 1.79 is elevated, increasing financial risk.

Key Dynamics to Monitor

AAL carries more volatility with a beta of 1.36 — expect wider price swings.

AAL is growing revenue faster at 10.8% — sustainability is the question.

AAL generates stronger free cash flow (3.4B), providing more financial flexibility.

Monitor AIRLINES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

ALK scores higher overall (50/100 vs 47/100). AAL offers better value entry with a 30.5% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

American Airlines Group

INDUSTRIALS · AIRLINES · USA

American Airlines Group Inc. is an American publicly traded airline holding company headquartered in Fort Worth, Texas.

Alaska Air Group Inc

INDUSTRIALS · AIRLINES · USA

Alaska Air Group is an airline holding company based in SeaTac, Washington, United States.

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