DELTA AIR LINES, INC. vs SKYWEST INC, two Airlines stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where DAL and SKYW diverge most: on implied growth (priced in), DAL reads +3.7% and SKYW reads -1.4%; on dividend yield, DAL reads 0.8% and SKYW reads 0.1%. The rest of the comparable metrics sit closer together. On valuation, today's DAL price has a different growth bar priced in than SKYW (+3.7% implied for DAL vs -1.4% for SKYW); the higher figure is the steeper assumption to clear, not a better or worse stock. What DAL's price implies is a bet that sits within the historical range (segment-resolved basis). What SKYW's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | DAL | SKYW |
|---|---|---|
| Price | $87.42 | $106.92 |
| Market cap | $57.5B | $4.2B |
| Sector | Airlines | Airlines |
| Stage | Mature | Mature |
| Implied growth (priced in) | +3.7% | -1.4% |
| P/E | 14.5 | 10.6 |
| P/B | 2.64 | 1.53 |
| P/S | 0.84 | 1.01 |
| EV/EBITDA | 8.5 | 7.4 |
| Revenue growth | +10.2% | +9.2% |
| Operating margin | 9.4% | 14.1% |
| Net margin | 6.7% | 9.8% |
| Return on equity | 21.0% | 14.8% |
| Return on assets | 5.3% | 5.5% |
| Return on invested capital | 11.7% | 7.5% |
| FCF yield | 8.5% | 4.1% |
| Dividend yield | 0.8% | 0.1% |
| Debt / equity | 0.72 | 1.07 |
| Current ratio | 0.42 | 0.57 |
| Altman Z (solvency) | 6.82 | 7.12 |
| Piotroski F (quality) | 7 / 9 | 8 / 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.