JetBlue Airways Corp (JBLU)vsUnited Airlines Holdings Inc (UAL)
JBLU
JetBlue Airways Corp
$6.00
+0.21%
INDUSTRIALS · Cap: $2.15B
UAL
United Airlines Holdings Inc
$136.11
+1.12%
INDUSTRIALS · Cap: $42.37B
Smart Verdict
WallStSmart Research — data-driven comparison
United Airlines Holdings Inc generates 560% more annual revenue ($60.47B vs $9.16B). UAL leads profitability with a 6.1% profit margin vs -7.8%. JBLU appears more attractively valued with a PEG of 0.88. UAL earns a higher WallStSmart Score of 67/100 (B-).
JBLU
Hold47
out of 100
Grade: D+
UAL
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+68.3%
Fair Value
$18.34
Current Price
$6.00
$12.34 discount
Intrinsic value data unavailable for UAL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
Attractively priced relative to earnings
Earnings expanding 84.5% YoY
Every $100 of equity generates 23 in profit
Reasonable price relative to book value
Generating 3.1B in free cash flow
Areas to Watch
4.7% revenue growth
ROE of -39.4% — below average capital efficiency
Earnings declined 82.9%
Distress zone — elevated risk
6.1% margin — thin
Operating margin of 4.3%
Elevated debt levels
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : JBLU
The strongest argument for JBLU centers on Price/Book, PEG Ratio. PEG of 0.88 suggests the stock is reasonably priced for its growth.
Bull Case : UAL
The strongest argument for UAL centers on P/E Ratio, EPS Growth, Return on Equity. Revenue growth of 10.6% demonstrates continued momentum.
Bear Case : JBLU
The primary concerns for JBLU are Revenue Growth, Return on Equity, EPS Growth. Debt-to-equity of 5.16 is elevated, increasing financial risk.
Bear Case : UAL
The primary concerns for UAL are Profit Margin, Operating Margin, Debt/Equity. Debt-to-equity of 1.95 is elevated, increasing financial risk.
Key Dynamics to Monitor
JBLU profiles as a turnaround stock while UAL is a value play — different risk/reward profiles.
JBLU carries more volatility with a beta of 1.75 — expect wider price swings.
UAL is growing revenue faster at 10.6% — sustainability is the question.
UAL generates stronger free cash flow (3.1B), providing more financial flexibility.
Bottom Line
UAL scores higher overall (67/100 vs 47/100) and 10.6% revenue growth. JBLU offers better value entry with a 68.3% 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.
JetBlue Airways Corp
INDUSTRIALS · AIRLINES · USA
JetBlue Airways Corporation provides passenger air transportation services. The company is headquartered in Long Island City, New York.
United Airlines Holdings Inc
INDUSTRIALS · AIRLINES · USA
United Airlines Holdings, Inc. (formerly known as United Continental Holdings, Inc., UAL Corporation, Allegis Corporation and founded originally as UAL, Inc.) is a publicly traded airline holding company headquartered in the Willis Tower in Chicago. UAH owns and operates United Airlines, Inc.
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