American Airlines Group (AAL)vsJetBlue Airways Corp (JBLU)
AAL
American Airlines Group
$12.79
-4.19%
INDUSTRIALS · Cap: $8.46B
JBLU
JetBlue Airways Corp
$4.96
-2.94%
INDUSTRIALS · Cap: $1.90B
Smart Verdict
WallStSmart Research — data-driven comparison
American Airlines Group generates 511% more annual revenue ($55.99B vs $9.16B). AAL leads profitability with a 0.4% profit margin vs -7.8%. AAL appears more attractively valued with a PEG of 0.51. AAL earns a higher WallStSmart Score of 47/100 (D+).
AAL
Hold47
out of 100
Grade: D+
JBLU
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+72.3%
Fair Value
$51.88
Current Price
$12.79
$39.09 discount
Margin of Safety
+78.9%
Fair Value
$27.58
Current Price
$4.96
$22.62 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Generating 3.4B in free cash flow
Reasonable price relative to book value
Growing faster than its price suggests
Areas to Watch
ROE of 0.0% — below average capital efficiency
0.4% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
4.7% revenue growth
Smaller company, higher risk/reward
ROE of -33.5% — below average capital efficiency
Earnings declined 82.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : AAL
The strongest argument for AAL centers on PEG Ratio, Free Cash Flow. Revenue growth of 10.8% demonstrates continued momentum. PEG of 0.51 suggests the stock is reasonably priced for its growth.
Bull Case : JBLU
The strongest argument for JBLU centers on Price/Book, PEG Ratio. PEG of 0.88 suggests the stock is reasonably priced for its growth.
Bear Case : AAL
The primary concerns for AAL are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 41.3x leaves little room for execution misses. Thin 0.4% margins leave little buffer for downturns.
Bear Case : JBLU
The primary concerns for JBLU are Revenue Growth, Market Cap, Return on Equity. Debt-to-equity of 4.84 is elevated, increasing financial risk.
Key Dynamics to Monitor
AAL profiles as a value stock while JBLU is a turnaround play — different risk/reward profiles.
JBLU carries more volatility with a beta of 1.69 — expect wider price swings.
AAL is growing revenue faster at 10.8% — sustainability is the question.
AAL generates stronger free cash flow (3.4B), providing more financial flexibility.
Bottom Line
AAL scores higher overall (47/100 vs 46/100) and 10.8% revenue growth. JBLU offers better value entry with a 78.9% margin of safety. Both earn "Hold" 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.
JetBlue Airways Corp
INDUSTRIALS · AIRLINES · USA
JetBlue Airways Corporation provides passenger air transportation services. The company is headquartered in Long Island City, New York.
Compare with Other AIRLINES Stocks
Want to dig deeper into these stocks?