JetBlue Airways Corp (JBLU)vsUnited Airlines Holdings Inc (UAL)
JBLU
JetBlue Airways Corp
$4.40
+1.15%
INDUSTRIALS · Cap: $1.65B
UAL
United Airlines Holdings Inc
$113.99
+2.52%
INDUSTRIALS · Cap: $35.28B
Smart Verdict
WallStSmart Research — data-driven comparison
United Airlines Holdings Inc generates 562% more annual revenue ($62.90B vs $9.50B). UAL leads profitability with a 5.6% profit margin vs -9.3%. JBLU appears more attractively valued with a PEG of 0.88. UAL earns a higher WallStSmart Score of 57/100 (C).
JBLU
Hold50
out of 100
Grade: D+
UAL
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+68.3%
Fair Value
$18.33
Current Price
$4.40
$13.93 discount
Margin of Safety
-66.2%
Fair Value
$68.83
Current Price
$113.99
$45.16 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
Attractively priced relative to earnings
Every $100 of equity generates 21 in profit
Reasonable price relative to book value
16.0% revenue growth
Areas to Watch
Smaller company, higher risk/reward
ROE of -39.4% — below average capital efficiency
Earnings declined 82.9%
Negative free cash flow — burning cash
5.6% margin — thin
Expensive relative to growth rate
Earnings declined 17.2%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : JBLU
The strongest argument for JBLU centers on Price/Book, PEG Ratio. Revenue growth of 14.5% demonstrates continued momentum. PEG of 0.88 suggests the stock is reasonably priced for its growth.
Bull Case : UAL
The strongest argument for UAL centers on P/E Ratio, Return on Equity, Price/Book. Revenue growth of 16.0% demonstrates continued momentum.
Bear Case : JBLU
The primary concerns for JBLU are Market Cap, Return on Equity, EPS Growth. Debt-to-equity of 5.91 is elevated, increasing financial risk.
Bear Case : UAL
The primary concerns for UAL are Profit Margin, PEG Ratio, EPS Growth. Debt-to-equity of 2.02 is elevated, increasing financial risk.
Key Dynamics to Monitor
JBLU profiles as a turnaround stock while UAL is a growth play — different risk/reward profiles.
JBLU carries more volatility with a beta of 1.70 — expect wider price swings.
UAL is growing revenue faster at 16.0% — sustainability is the question.
UAL generates stronger free cash flow (267M), providing more financial flexibility.
Bottom Line
UAL scores higher overall (57/100 vs 50/100) and 16.0% revenue growth. JBLU offers better value entry with a 68.3% margin of safety. Both earn "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.
JetBlue Airways Corp
INDUSTRIALS · AIRLINES · USA
JetBlue Airways Corporation provides passenger air transportation services. The company is headquartered in Long Island City, New York.
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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