SOUTHEAST AIRPORT GROUP vs JETBLUE AIRWAYS CORP, two Airlines stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where ASR and JBLU diverge most: on revenue growth, ASR reads +26.7% and JBLU reads -0.4%; on operating margin, ASR reads 55.9% and JBLU reads -10.0%. The rest of the comparable metrics sit closer together. What ASR's price implies is a bet that sits within the historical range (whole-company basis). What JBLU's price implies is a bet that sits within the historical range (revenue-multiple basis). The bull and bear cases for each are in their full reports below.
| Metric | ASR | JBLU |
|---|---|---|
| Price | $268.79 | $5.28 |
| Market cap | $8.1B | $2.0B |
| Sector | Airlines | Airlines |
| Stage | Growth | Mature |
| P/E | 12.2 | — |
| P/B | 2.68 | 1.08 |
| P/S | 5.28 | 0.21 |
| EV/EBITDA | 8.3 | 30.4 |
| Revenue growth | +26.7% | -0.4% |
| Operating margin | 55.9% | -10.0% |
| Net margin | 44.8% | -7.8% |
| Return on equity | 22.8% | -39.4% |
| Return on assets | 16.8% | -4.3% |
| Return on invested capital | 19.6% | -3.2% |
| FCF yield | 9.4% | -57.0% |
| Debt / equity | 0.00 | 4.66 |
| Current ratio | 4.36 | 0.70 |
| Altman Z (solvency) | 6.19 | 6.44 |
| Piotroski F (quality) | 8 / 9 | 5 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.