JetBlue Airways Corp (JBLU)vsUnited Airlines Holdings Inc (UAL)
JBLU
JetBlue Airways Corp
$3.81
-5.22%
INDUSTRIALS · Cap: $1.49B
UAL
United Airlines Holdings Inc
$111.25
-6.01%
INDUSTRIALS · Cap: $39.17B
Smart Verdict
WallStSmart Research — data-driven comparison
United Airlines Holdings Inc generates 556% more annual revenue ($65.55B vs $9.99B). UAL leads profitability with a 5.5% profit margin vs -10.0%. JBLU appears more attractively valued with a PEG of 0.88. UAL earns a higher WallStSmart Score of 61/100 (C+).
JBLU
Buy52
out of 100
Grade: C-
UAL
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+69.4%
Fair Value
$19.00
Current Price
$3.81
$15.19 discount
Margin of Safety
-67.7%
Fair Value
$71.91
Current Price
$111.25
$39.34 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
Revenue surging 21.1% year-over-year
Attractively priced relative to earnings
Every $100 of equity generates 20 in profit
Reasonable price relative to book value
17.4% revenue growth
Areas to Watch
Smaller company, higher risk/reward
ROE of -39.4% — below average capital efficiency
Earnings declined 82.9%
Negative free cash flow — burning cash
5.5% margin — thin
Elevated debt levels
Expensive relative to growth rate
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : UAL
The strongest argument for UAL centers on P/E Ratio, Return on Equity, Price/Book. Revenue growth of 17.4% demonstrates continued momentum.
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.
Bear Case : UAL
The primary concerns for UAL are Profit Margin, Debt/Equity, PEG Ratio. Debt-to-equity of 1.93 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.
JBLU generates stronger free cash flow (-465M), providing more financial flexibility.
Monitor AIRLINES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
UAL scores higher overall (61/100 vs 52/100) and 17.4% 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.
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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