Delta Air Lines Inc (DAL)vsJetBlue Airways Corp (JBLU)
DAL
Delta Air Lines Inc
$86.56
-5.22%
INDUSTRIALS · Cap: $60.66B
JBLU
JetBlue Airways Corp
$3.81
-5.22%
INDUSTRIALS · Cap: $1.49B
Smart Verdict
WallStSmart Research — data-driven comparison
Delta Air Lines Inc generates 619% more annual revenue ($71.80B vs $9.99B). DAL leads profitability with a 4.6% profit margin vs -10.0%. JBLU appears more attractively valued with a PEG of 0.88. DAL earns a higher WallStSmart Score of 55/100 (C).
DAL
Buy55
out of 100
Grade: C
JBLU
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-57.5%
Fair Value
$58.56
Current Price
$86.56
$28.00 premium
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
Large-cap with strong market position
Reasonable price relative to book value
Revenue surging 21.1% year-over-year
Reasonable price relative to book value
Growing faster than its price suggests
Revenue surging 21.1% year-over-year
Areas to Watch
4.6% margin — thin
Expensive relative to growth rate
Earnings declined 47.0%
Distress zone — elevated risk
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 : DAL
The strongest argument for DAL centers on Market Cap, Price/Book, Revenue Growth. Revenue growth of 21.1% demonstrates continued momentum.
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 : DAL
The primary concerns for DAL are Profit Margin, PEG Ratio, EPS Growth. Thin 4.6% margins leave little buffer for downturns.
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.
DAL generates stronger free cash flow (300M), providing more financial flexibility.
Monitor AIRLINES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
DAL scores higher overall (55/100 vs 52/100) and 21.1% revenue growth. JBLU offers better value entry with a 69.4% margin of safety. Both earn "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.
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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