American Airlines Group (AAL)vsJetBlue Airways Corp (JBLU)
AAL
American Airlines Group
$13.31
-5.60%
INDUSTRIALS · Cap: $9.35B
JBLU
JetBlue Airways Corp
$3.81
-5.22%
INDUSTRIALS · Cap: $1.49B
Smart Verdict
WallStSmart Research — data-driven comparison
American Airlines Group generates 510% more annual revenue ($60.98B vs $9.99B). AAL leads profitability with a -0.8% profit margin vs -10.0%. AAL appears more attractively valued with a PEG of 0.23. JBLU earns a higher WallStSmart Score of 52/100 (C-).
AAL
Hold46
out of 100
Grade: D+
JBLU
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+35.1%
Fair Value
$22.11
Current Price
$13.31
$8.80 discount
Margin of Safety
+69.4%
Fair Value
$19.00
Current Price
$3.81
$15.19 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Conservative balance sheet, low leverage
19.3% revenue growth
Reasonable price relative to book value
Growing faster than its price suggests
Revenue surging 21.1% year-over-year
Areas to Watch
ROE of 0.0% — below average capital efficiency
Operating margin of 0.9%
Weak financial health signals
Earnings declined 88.2%
Smaller company, higher risk/reward
ROE of -39.4% — below average capital efficiency
Earnings declined 82.9%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : AAL
The strongest argument for AAL centers on PEG Ratio, Debt/Equity, Revenue Growth. Revenue growth of 19.3% demonstrates continued momentum. PEG of 0.23 suggests the stock is reasonably priced for its growth.
Bull Case : JBLU
The strongest argument for JBLU centers on Price/Book, PEG Ratio, Revenue Growth. Revenue growth of 21.1% demonstrates continued momentum. 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, Operating Margin, Piotroski F-Score.
Bear Case : JBLU
The primary concerns for JBLU are Market Cap, Return on Equity, EPS Growth. Debt-to-equity of 6.99 is elevated, increasing financial risk.
Key Dynamics to Monitor
JBLU carries more volatility with a beta of 1.90 — expect wider price swings.
JBLU is growing revenue faster at 21.1% — sustainability is the question.
JBLU generates stronger free cash flow (-465M), providing more financial flexibility.
Monitor AIRLINES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
JBLU scores higher overall (52/100 vs 46/100) and 21.1% revenue growth. AAL offers better value entry with a 35.1% 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.
JetBlue Airways Corp
INDUSTRIALS · AIRLINES · USA
JetBlue Airways Corporation provides passenger air transportation services. The company is headquartered in Long Island City, New York.
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