Delta Air Lines Inc (DAL)vsNorthrop Grumman Corporation (NOC)
DAL
Delta Air Lines Inc
$64.83
-3.04%
INDUSTRIALS · Cap: $42.34B
NOC
Northrop Grumman Corporation
$679.00
-1.88%
INDUSTRIALS · Cap: $96.91B
Smart Verdict
WallStSmart Research — data-driven comparison
Delta Air Lines Inc generates 51% more annual revenue ($63.36B vs $41.95B). NOC leads profitability with a 10.0% profit margin vs 7.9%. NOC appears more attractively valued with a PEG of 5.15. DAL earns a higher WallStSmart Score of 64/100 (C+).
DAL
Buy64
out of 100
Grade: C+
NOC
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+80.1%
Fair Value
$358.49
Current Price
$64.83
$293.66 discount
Margin of Safety
+24.9%
Fair Value
$904.35
Current Price
$679.00
$225.35 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Every $100 of equity generates 28 in profit
Reasonable price relative to book value
Earnings expanding 44.6% YoY
Generating 1.4B in free cash flow
Large-cap with strong market position
Every $100 of equity generates 26 in profit
Generating 3.2B in free cash flow
Areas to Watch
2.9% revenue growth
7.9% margin — thin
Expensive relative to growth rate
Grey zone — moderate risk
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : DAL
The strongest argument for DAL centers on P/E Ratio, Return on Equity, Price/Book.
Bull Case : NOC
The strongest argument for NOC centers on Market Cap, Return on Equity, Free Cash Flow.
Bear Case : DAL
The primary concerns for DAL are Revenue Growth, Profit Margin, PEG Ratio.
Bear Case : NOC
The primary concerns for NOC are Altman Z-Score, Debt/Equity, Piotroski F-Score.
Key Dynamics to Monitor
DAL carries more volatility with a beta of 1.35 — expect wider price swings.
NOC is growing revenue faster at 9.6% — sustainability is the question.
NOC generates stronger free cash flow (3.2B), providing more financial flexibility.
Monitor AIRLINES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
DAL scores higher overall (64/100 vs 56/100). NOC offers better value entry with a 24.9% 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.
Northrop Grumman Corporation
INDUSTRIALS · AEROSPACE & DEFENSE · USA
Northrop Grumman Corporation (NYSE: NOC) is an American multinational aerospace and defense technology company.
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