WallStSmart

Alaska Air Group Inc (ALK)vsSouthwest Airlines Company (LUV)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Southwest Airlines Company generates 104% more annual revenue ($30.07B vs $14.76B). LUV leads profitability with a 2.8% profit margin vs -1.2%. LUV appears more attractively valued with a PEG of 0.19. LUV earns a higher WallStSmart Score of 66/100 (B-).

ALK

Hold

47

out of 100

Grade: D+

Growth: 5.3Profit: 2.5Value: 7.0Quality: 3.5
Piotroski: 4/9Altman Z: 1.08

LUV

Strong Buy

66

out of 100

Grade: B-

Growth: 7.3Profit: 4.5Value: 7.0Quality: 5.5
Piotroski: 6/9Altman Z: 1.84
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ALKUndervalued (+54.2%)

Margin of Safety

+54.2%

Fair Value

$125.47

Current Price

$40.54

$84.93 discount

UndervaluedFair: $125.47Overvalued

Intrinsic value data unavailable for LUV.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ALK1 strengths · Avg: 10.0/10
Price/BookValuation
1.2x10/10

Reasonable price relative to book value

LUV4 strengths · Avg: 8.5/10
PEG RatioValuation
0.1910/10

Growing faster than its price suggests

Price/BookValuation
2.8x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
16.4%8/10

16.4% revenue growth

EPS GrowthGrowth
20.5%8/10

Earnings expanding 20.5% YoY

Areas to Watch

ALK4 concerns · Avg: 2.3/10
Return on EquityProfitability
2.0%3/10

ROE of 2.0% — below average capital efficiency

EPS GrowthGrowth
-68.3%2/10

Earnings declined 68.3%

Free Cash FlowQuality
$02/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
1.082/10

Distress zone — elevated risk

LUV4 concerns · Avg: 3.0/10
Altman Z-ScoreHealth
1.844/10

Grey zone — moderate risk

Profit MarginProfitability
2.8%3/10

2.8% margin — thin

Operating MarginProfitability
3.4%3/10

Operating margin of 3.4%

Free Cash FlowQuality
$-454.00M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : ALK

The strongest argument for ALK centers on Price/Book. PEG of 1.20 suggests the stock is reasonably priced for its growth.

Bull Case : LUV

The strongest argument for LUV centers on PEG Ratio, Price/Book, Revenue Growth. Revenue growth of 16.4% demonstrates continued momentum. PEG of 0.19 suggests the stock is reasonably priced for its growth.

Bear Case : ALK

The primary concerns for ALK are Return on Equity, EPS Growth, Free Cash Flow. Debt-to-equity of 2.08 is elevated, increasing financial risk.

Bear Case : LUV

The primary concerns for LUV are Altman Z-Score, Profit Margin, Operating Margin. Thin 2.8% margins leave little buffer for downturns.

Key Dynamics to Monitor

ALK profiles as a turnaround stock while LUV is a growth play — different risk/reward profiles.

ALK carries more volatility with a beta of 1.28 — expect wider price swings.

LUV is growing revenue faster at 16.4% — sustainability is the question.

Monitor AIRLINES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

LUV scores higher overall (66/100 vs 47/100) and 16.4% revenue growth. ALK offers better value entry with a 54.2% margin of safety. Both earn "Strong 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.

Alaska Air Group Inc

INDUSTRIALS · AIRLINES · USA

Alaska Air Group is an airline holding company based in SeaTac, Washington, United States.

Southwest Airlines Company

INDUSTRIALS · AIRLINES · USA

Southwest Airlines Co., typically referred to as Southwest, is one of the major airlines of the United States and the world's largest low-cost carrier airline. It is headquartered in Dallas, Texas.

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