Delta Air Lines Inc (DAL)vsUnited Airlines Holdings Inc (UAL)
DAL
Delta Air Lines Inc
$71.20
-2.90%
INDUSTRIALS · Cap: $48.18B
UAL
United Airlines Holdings Inc
$96.62
-2.97%
INDUSTRIALS · Cap: $32.32B
Smart Verdict
WallStSmart Research — data-driven comparison
Delta Air Lines Inc generates 8% more annual revenue ($65.18B vs $60.47B). DAL leads profitability with a 6.9% profit margin vs 6.1%. UAL appears more attractively valued with a PEG of 6.50. UAL earns a higher WallStSmart Score of 67/100 (B-).
DAL
Strong Buy67
out of 100
Grade: B-
UAL
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+19.6%
Fair Value
$88.87
Current Price
$71.20
$17.67 discount
Margin of Safety
+14.6%
Fair Value
$133.39
Current Price
$96.62
$36.77 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Every $100 of equity generates 25 in profit
Reasonable price relative to book value
Earnings expanding 44.6% YoY
Generating 1.2B in free cash flow
Attractively priced relative to earnings
Earnings expanding 84.5% YoY
Every $100 of equity generates 26 in profit
Reasonable price relative to book value
Generating 3.1B in free cash flow
Areas to Watch
6.9% margin — thin
Operating margin of 3.2%
Expensive relative to growth rate
6.1% margin — thin
Operating margin of 4.3%
Expensive relative to growth rate
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : DAL
The strongest argument for DAL centers on P/E Ratio, Return on Equity, Price/Book. Revenue growth of 12.9% demonstrates continued momentum.
Bull Case : UAL
The strongest argument for UAL centers on P/E Ratio, EPS Growth, Return on Equity. Revenue growth of 10.6% demonstrates continued momentum.
Bear Case : DAL
The primary concerns for DAL are Profit Margin, Operating Margin, PEG Ratio.
Bear Case : UAL
The primary concerns for UAL are Profit Margin, Operating Margin, PEG Ratio. Debt-to-equity of 2.39 is elevated, increasing financial risk.
Key Dynamics to Monitor
DAL carries more volatility with a beta of 1.25 — expect wider price swings.
DAL is growing revenue faster at 12.9% — sustainability is the question.
UAL generates stronger free cash flow (3.1B), providing more financial flexibility.
Monitor AIRLINES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
DAL scores higher overall (67/100 vs 67/100) and 12.9% revenue growth. Both earn "Strong Buy" and "Strong 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.
United Airlines Holdings Inc
INDUSTRIALS · AIRLINES · USA
United Airlines Holdings, Inc. (formerly known as United Continental Holdings, Inc., UAL Corporation, Allegis Corporation and founded originally as UAL, Inc.) is a publicly traded airline holding company headquartered in the Willis Tower in Chicago. UAH owns and operates United Airlines, Inc.
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