Delta Air Lines Inc (DAL)vsDeere & Company (DE)
DAL
Delta Air Lines Inc
$64.83
-3.04%
INDUSTRIALS · Cap: $42.34B
DE
Deere & Company
$566.64
-1.97%
INDUSTRIALS · Cap: $153.05B
Smart Verdict
WallStSmart Research — data-driven comparison
Delta Air Lines Inc generates 36% more annual revenue ($63.36B vs $46.73B). DE leads profitability with a 10.3% profit margin vs 7.9%. DE appears more attractively valued with a PEG of 1.71. DAL earns a higher WallStSmart Score of 64/100 (C+).
DAL
Buy64
out of 100
Grade: C+
DE
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+80.1%
Fair Value
$358.49
Current Price
$64.83
$293.66 discount
Margin of Safety
-369.7%
Fair Value
$120.63
Current Price
$566.64
$446.01 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Large-cap with strong market position
Areas to Watch
2.9% revenue growth
7.9% margin — thin
Expensive relative to growth rate
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Earnings declined 24.1%
Comparative Analysis Report
WallStSmart ResearchBull Case : DAL
The strongest argument for DAL centers on P/E Ratio, Return on Equity, Price/Book.
Bull Case : DE
The strongest argument for DE centers on Market Cap. Revenue growth of 13.0% demonstrates continued momentum.
Bear Case : DAL
The primary concerns for DAL are Revenue Growth, Profit Margin, PEG Ratio.
Bear Case : DE
The primary concerns for DE are PEG Ratio, P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
DAL carries more volatility with a beta of 1.35 — expect wider price swings.
DE is growing revenue faster at 13.0% — 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 (64/100 vs 51/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
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.
Deere & Company
INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA
John Deere is the brand name of Deere & Company, an American corporation that manufactures agricultural, construction, and forestry machinery, diesel engines, drivetrains (axles, transmissions, gearboxes) used in heavy equipment, and lawn care equipment.
Compare with Other AIRLINES Stocks
Want to dig deeper into these stocks?