Delta Air Lines Inc (DAL)vsGE Aerospace (GE)
DAL
Delta Air Lines Inc
$82.49
-1.55%
INDUSTRIALS · Cap: $53.74B
GE
GE Aerospace
$323.76
-0.84%
INDUSTRIALS · Cap: $307.92B
Smart Verdict
WallStSmart Research — data-driven comparison
Delta Air Lines Inc generates 35% more annual revenue ($65.18B vs $48.31B). GE leads profitability with a 17.9% profit margin vs 6.9%. GE appears more attractively valued with a PEG of 7.15. DAL earns a higher WallStSmart Score of 67/100 (B-).
DAL
Strong Buy67
out of 100
Grade: B-
GE
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-57.3%
Fair Value
$52.45
Current Price
$82.49
$30.04 premium
Intrinsic value data unavailable for GE.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Reasonable price relative to book value
Earnings expanding 44.6% YoY
Generating 1.2B in free cash flow
Mega-cap, among the largest globally
Every $100 of equity generates 48 in profit
Strong operational efficiency at 20.2%
Revenue surging 24.7% year-over-year
Generating 1.5B in free cash flow
Areas to Watch
6.9% margin — thin
Operating margin of 3.2%
Expensive relative to growth rate
Distress zone — elevated risk
Premium valuation, high expectations priced in
Trading at 18.2x book value
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : DAL
The strongest argument for DAL centers on P/E Ratio, Market Cap, Return on Equity. Revenue growth of 12.9% demonstrates continued momentum.
Bull Case : GE
The strongest argument for GE centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 17.9% and operating margin at 20.2%. Revenue growth of 24.7% demonstrates continued momentum.
Bear Case : DAL
The primary concerns for DAL are Profit Margin, Operating Margin, PEG Ratio.
Bear Case : GE
The primary concerns for GE are P/E Ratio, Price/Book, Altman Z-Score.
Key Dynamics to Monitor
DAL profiles as a value stock while GE is a growth play — different risk/reward profiles.
GE carries more volatility with a beta of 1.35 — expect wider price swings.
GE is growing revenue faster at 24.7% — sustainability is the question.
GE generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
DAL scores higher overall (67/100 vs 59/100) and 12.9% revenue growth. 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.
Delta Air Lines Inc
INDUSTRIALS · AIRLINES · USA
Delta Air Lines, Inc., typically referred to as Delta, is one of the major airlines of the United States and a legacy carrier. It is headquartered in Atlanta, Georgia.
GE Aerospace
INDUSTRIALS · AEROSPACE & DEFENSE · USA
General Electric Company (GE) is an American multinational conglomerate incorporated in New York City and headquartered in Boston. As of 2018, the company operates through the following segments: aviation, healthcare, power, renewable energy, digital industry, additive manufacturing and venture capital and finance.
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