American Airlines Group (AAL)vsUnited Airlines Holdings Inc (UAL)
AAL
American Airlines Group
$10.43
-3.43%
INDUSTRIALS · Cap: $7.17B
UAL
United Airlines Holdings Inc
$89.95
-4.46%
INDUSTRIALS · Cap: $29.23B
Smart Verdict
WallStSmart Research — data-driven comparison
United Airlines Holdings Inc generates 8% more annual revenue ($59.07B vs $54.63B). AAL leads profitability with a 20.0% profit margin vs 5.7%. AAL appears more attractively valued with a PEG of 0.09. UAL earns a higher WallStSmart Score of 60/100 (C).
AAL
Hold44
out of 100
Grade: D
UAL
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1076.2%
Fair Value
$1.22
Current Price
$10.43
$9.21 premium
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
Growing faster than its price suggests
Keeps 20 of every $100 in revenue as profit
Attractively priced relative to earnings
Every $100 of equity generates 24 in profit
Reasonable price relative to book value
Areas to Watch
2.5% revenue growth
ROE of 0.0% — below average capital efficiency
Operating margin of 3.6%
Weak financial health signals
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 : AAL
The strongest argument for AAL centers on PEG Ratio, Profit Margin. Profitability is solid with margins at 20.0% and operating margin at 3.6%. PEG of 0.09 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.
Bear Case : AAL
The primary concerns for AAL are Revenue Growth, Return on Equity, Operating Margin. A P/E of 60.3x leaves little room for execution misses.
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
UAL carries more volatility with a beta of 1.25 — expect wider price swings.
UAL is growing revenue faster at 4.8% — sustainability is the question.
UAL generates stronger free cash flow (-604M), providing more financial flexibility.
Monitor AIRLINES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
UAL scores higher overall (60/100 vs 44/100). 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.
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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