American Airlines Group (AAL)vsDelta Air Lines Inc (DAL)
AAL
American Airlines Group
$13.01
+1.25%
INDUSTRIALS · Cap: $8.57B
DAL
Delta Air Lines Inc
$79.91
+2.13%
INDUSTRIALS · Cap: $51.93B
Smart Verdict
WallStSmart Research — data-driven comparison
Delta Air Lines Inc generates 17% more annual revenue ($68.29B vs $58.34B). DAL leads profitability with a 5.8% profit margin vs -0.6%. AAL appears more attractively valued with a PEG of 0.09. DAL earns a higher WallStSmart Score of 57/100 (C).
AAL
Hold46
out of 100
Grade: D+
DAL
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+32.7%
Fair Value
$21.33
Current Price
$13.01
$8.32 discount
Margin of Safety
-41.8%
Fair Value
$55.52
Current Price
$79.91
$24.39 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Conservative balance sheet, low leverage
16.3% revenue growth
Large-cap with strong market position
Attractively priced relative to earnings
Reasonable price relative to book value
18.7% revenue growth
Areas to Watch
ROE of 0.0% — below average capital efficiency
Operating margin of 2.8%
Weak financial health signals
Earnings declined 88.2%
5.8% margin — thin
Expensive relative to growth rate
Earnings declined 25.4%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : AAL
The strongest argument for AAL centers on PEG Ratio, Debt/Equity, Revenue Growth. Revenue growth of 16.3% demonstrates continued momentum. PEG of 0.09 suggests the stock is reasonably priced for its growth.
Bull Case : DAL
The strongest argument for DAL centers on Market Cap, P/E Ratio, Price/Book. Revenue growth of 18.7% demonstrates continued momentum.
Bear Case : AAL
The primary concerns for AAL are Return on Equity, Operating Margin, Piotroski F-Score.
Bear Case : DAL
The primary concerns for DAL are Profit Margin, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
AAL carries more volatility with a beta of 1.33 — expect wider price swings.
DAL is growing revenue faster at 18.7% — sustainability is the question.
DAL generates stronger free cash flow (395M), providing more financial flexibility.
Monitor AIRLINES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
DAL scores higher overall (57/100 vs 46/100) and 18.7% revenue growth. AAL offers better value entry with a 32.7% 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.
American Airlines Group
INDUSTRIALS · AIRLINES · USA
American Airlines Group Inc. is an American publicly traded airline holding company headquartered in Fort Worth, Texas.
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.
Compare with Other AIRLINES Stocks
Want to dig deeper into these stocks?