Delta Air Lines Inc (DAL)vsUnited Airlines Holdings Inc (UAL)
DAL
Delta Air Lines Inc
$63.44
-2.42%
INDUSTRIALS · Cap: $39.74B
UAL
United Airlines Holdings Inc
$89.95
-4.46%
INDUSTRIALS · Cap: $29.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Delta Air Lines Inc generates 7% more annual revenue ($63.36B vs $59.07B). DAL leads profitability with a 7.9% profit margin vs 5.7%. UAL appears more attractively valued with a PEG of 5.95. DAL earns a higher WallStSmart Score of 67/100 (B-).
DAL
Strong Buy67
out of 100
Grade: B-
UAL
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+80.1%
Fair Value
$358.49
Current Price
$63.44
$295.05 discount
Margin of Safety
+43.5%
Fair Value
$201.55
Current Price
$89.95
$111.60 discount
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
Attractively priced relative to earnings
Every $100 of equity generates 24 in profit
Reasonable price relative to book value
Areas to Watch
2.9% revenue growth
7.9% margin — thin
Expensive relative to growth rate
4.8% revenue growth
5.7% margin — thin
Expensive relative to growth rate
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : DAL
The strongest argument for DAL centers on P/E Ratio, Return on Equity, Price/Book.
Bull Case : UAL
The strongest argument for UAL centers on P/E Ratio, Return on Equity, Price/Book.
Bear Case : DAL
The primary concerns for DAL are Revenue Growth, Profit Margin, PEG Ratio.
Bear Case : UAL
The primary concerns for UAL are Revenue Growth, Profit 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 1.35 — expect wider price swings.
UAL is growing revenue faster at 4.8% — 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 60/100). UAL offers better value entry with a 43.5% margin of safety. Both earn "Strong 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.
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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