Delta Air Lines Inc (DAL)vsGE Aerospace (GE)
DAL
Delta Air Lines Inc
$80.36
-1.35%
INDUSTRIALS · Cap: $49.59B
GE
GE Aerospace
$301.36
+1.17%
INDUSTRIALS · Cap: $325.62B
Smart Verdict
WallStSmart Research — data-driven comparison
Delta Air Lines Inc generates 42% more annual revenue ($71.80B vs $50.64B). GE leads profitability with a 17.7% profit margin vs 4.6%. GE appears more attractively valued with a PEG of 4.06. GE earns a higher WallStSmart Score of 65/100 (C+).
DAL
Buy55
out of 100
Grade: C
GE
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-31.2%
Fair Value
$58.52
Current Price
$80.36
$21.84 premium
Intrinsic value data unavailable for GE.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 21.1% year-over-year
Mega-cap, among the largest globally
Every $100 of equity generates 52 in profit
Strong operational efficiency at 20.6%
Revenue surging 21.1% year-over-year
Generating 1.8B in free cash flow
Areas to Watch
4.6% margin — thin
Expensive relative to growth rate
Earnings declined 47.0%
Distress zone — elevated risk
Premium valuation, high expectations priced in
Trading at 17.7x book value
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : DAL
The strongest argument for DAL centers on P/E Ratio, Price/Book, Revenue Growth. Revenue growth of 21.1% demonstrates continued momentum.
Bull Case : GE
The strongest argument for GE centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 17.7% and operating margin at 20.6%. Revenue growth of 21.1% demonstrates continued momentum.
Bear Case : DAL
The primary concerns for DAL are Profit Margin, PEG Ratio, EPS Growth. Thin 4.6% margins leave little buffer for downturns.
Bear Case : GE
The primary concerns for GE are P/E Ratio, Price/Book, Altman Z-Score.
Key Dynamics to Monitor
GE carries more volatility with a beta of 1.37 — expect wider price swings.
GE is growing revenue faster at 21.1% — sustainability is the question.
GE generates stronger free cash flow (1.8B), providing more financial flexibility.
Monitor AIRLINES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GE scores higher overall (65/100 vs 55/100), backed by strong 17.7% margins and 21.1% revenue growth. 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.
GE Aerospace
INDUSTRIALS · AEROSPACE & DEFENSE · USA
General Electric Company (GE) is an American multinational conglomerate incorporated in New York City and headquartered in Boston. As of 2018, the company operates through the following segments: aviation, healthcare, power, renewable energy, digital industry, additive manufacturing and venture capital and finance.
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