DELTA AIR LINES, INC. vs JETBLUE AIRWAYS CORP, two Airlines stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where DAL and JBLU diverge most: on revenue growth, DAL reads +10.2% and JBLU reads -0.4%; on operating margin, DAL reads 9.4% and JBLU reads -10.0%. The rest of the comparable metrics sit closer together. What DAL's price implies is a bet that sits within the historical range (segment-resolved 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 | DAL | JBLU |
|---|---|---|
| Price | $85.05 | $5.28 |
| Market cap | $56.0B | $2.0B |
| Sector | Airlines | Airlines |
| Stage | Mature | Mature |
| Implied growth (priced in) | +0.9% | — |
| P/E | 14.1 | — |
| P/B | 2.57 | 1.08 |
| P/S | 0.82 | 0.21 |
| EV/EBITDA | 8.3 | 30.4 |
| Revenue growth | +10.2% | -0.4% |
| Operating margin | 9.4% | -10.0% |
| Net margin | 6.7% | -7.8% |
| Return on equity | 21.0% | -39.4% |
| Return on assets | 5.3% | -4.3% |
| Return on invested capital | 11.7% | -3.2% |
| FCF yield | 8.7% | -57.0% |
| Dividend yield | 0.8% | — |
| Debt / equity | 0.72 | 4.66 |
| Current ratio | 0.42 | 0.70 |
| Altman Z (solvency) | 6.82 | 6.44 |
| Piotroski F (quality) | 7 / 9 | 5 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
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.