WallStSmart

Copa Holdings SA (CPA)vsSouthwest Airlines Company (LUV)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Southwest Airlines Company generates 676% more annual revenue ($28.06B vs $3.62B). CPA leads profitability with a 18.6% profit margin vs 1.6%. LUV appears more attractively valued with a PEG of 0.20. CPA earns a higher WallStSmart Score of 77/100 (B+).

CPA

Strong Buy

77

out of 100

Grade: B+

Growth: 6.0Profit: 8.5Value: 10.0Quality: 6.5
Piotroski: 3/9Altman Z: 2.09

LUV

Buy

63

out of 100

Grade: C+

Growth: 7.3Profit: 4.5Value: 4.7Quality: 6.5
Piotroski: 6/9Altman Z: 1.84
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CPAUndervalued (+40.6%)

Margin of Safety

+40.6%

Fair Value

$253.50

Current Price

$108.98

$144.52 discount

UndervaluedFair: $253.50Overvalued
LUVSignificantly Overvalued (-39.1%)

Margin of Safety

-39.1%

Fair Value

$36.97

Current Price

$39.41

$2.44 premium

UndervaluedFair: $36.97Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CPA5 strengths · Avg: 8.6/10
P/E RatioValuation
7.0x10/10

Attractively priced relative to earnings

Return on EquityProfitability
26.1%9/10

Every $100 of equity generates 26 in profit

PEG RatioValuation
0.958/10

Growing faster than its price suggests

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

Operating MarginProfitability
22.5%8/10

Strong operational efficiency at 22.5%

LUV3 strengths · Avg: 9.3/10
PEG RatioValuation
0.2010/10

Growing faster than its price suggests

EPS GrowthGrowth
50.8%10/10

Earnings expanding 50.8% YoY

Price/BookValuation
2.5x8/10

Reasonable price relative to book value

Areas to Watch

CPA1 concerns · Avg: 3.0/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

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

Grey zone — moderate risk

Return on EquityProfitability
4.8%3/10

ROE of 4.8% — below average capital efficiency

Profit MarginProfitability
1.6%3/10

1.6% margin — thin

P/E RatioValuation
50.9x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : CPA

The strongest argument for CPA centers on P/E Ratio, Return on Equity, PEG Ratio. Profitability is solid with margins at 18.6% and operating margin at 22.5%. PEG of 0.95 suggests the stock is reasonably priced for its growth.

Bull Case : LUV

The strongest argument for LUV centers on PEG Ratio, EPS Growth, Price/Book. PEG of 0.20 suggests the stock is reasonably priced for its growth.

Bear Case : CPA

The primary concerns for CPA are Piotroski F-Score.

Bear Case : LUV

The primary concerns for LUV are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 50.9x leaves little room for execution misses. Thin 1.6% margins leave little buffer for downturns.

Key Dynamics to Monitor

CPA profiles as a mature stock while LUV is a value play — different risk/reward profiles.

LUV carries more volatility with a beta of 1.09 — expect wider price swings.

CPA is growing revenue faster at 9.6% — sustainability is the question.

CPA generates stronger free cash flow (352M), providing more financial flexibility.

Bottom Line

CPA scores higher overall (77/100 vs 63/100), backed by strong 18.6% margins. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Copa Holdings SA

INDUSTRIALS · AIRLINES · USA

Copa Holdings, SA, provides airline passenger and cargo services. The company is headquartered in Panama City, Panama.

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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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