American Airlines Group (AAL)vsDelta Air Lines Inc (DAL)
AAL
American Airlines Group
$10.43
-3.43%
INDUSTRIALS · Cap: $7.17B
DAL
Delta Air Lines Inc
$63.44
-2.42%
INDUSTRIALS · Cap: $39.74B
Smart Verdict
WallStSmart Research — data-driven comparison
Delta Air Lines Inc generates 16% more annual revenue ($63.36B vs $54.63B). AAL leads profitability with a 20.0% profit margin vs 7.9%. AAL appears more attractively valued with a PEG of 0.09. DAL earns a higher WallStSmart Score of 67/100 (B-).
AAL
Hold44
out of 100
Grade: D
DAL
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1076.2%
Fair Value
$1.22
Current Price
$10.43
$9.21 premium
Margin of Safety
+80.1%
Fair Value
$358.49
Current Price
$63.44
$295.05 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Keeps 20 of every $100 in revenue as profit
Attractively priced relative to earnings
Every $100 of equity generates 28 in profit
Reasonable price relative to book value
Earnings expanding 44.6% YoY
Generating 1.4B in free cash flow
Areas to Watch
2.5% revenue growth
ROE of 0.0% — below average capital efficiency
Operating margin of 3.6%
Weak financial health signals
2.9% revenue growth
7.9% margin — thin
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : AAL
The strongest argument for AAL centers on PEG Ratio, Profit Margin. Profitability is solid with margins at 20.0% and operating margin at 3.6%. PEG of 0.09 suggests the stock is reasonably priced for its growth.
Bull Case : DAL
The strongest argument for DAL centers on P/E Ratio, Return on Equity, Price/Book.
Bear Case : AAL
The primary concerns for AAL are Revenue Growth, Return on Equity, Operating Margin. A P/E of 60.3x leaves little room for execution misses.
Bear Case : DAL
The primary concerns for DAL are Revenue Growth, Profit Margin, PEG Ratio.
Key Dynamics to Monitor
DAL carries more volatility with a beta of 1.35 — expect wider price swings.
DAL is growing revenue faster at 2.9% — sustainability is the question.
DAL generates stronger free cash flow (1.4B), providing more financial flexibility.
Monitor AIRLINES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
DAL scores higher overall (67/100 vs 44/100). Both earn "Strong 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.
Delta Air Lines Inc
INDUSTRIALS · AIRLINES · USA
Delta Air Lines, Inc., typically referred to as Delta, is one of the major airlines of the United States and a legacy carrier. It is headquartered in Atlanta, Georgia.
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