COMP <GO>
LUV vs UAL // EV/EBITDA & P/E VALUATION
Southwest Airlines Company (NYSE) VS. United Airlines Holdings Inc. (NASDAQ) • 15-METRIC TALLY: LUV 4
— UAL 8
▲ EV/EBITDA & P/E VALUATION LEADER: UAL
LAST: $42.43 (-2.86%) • MKT CAP: $21.39B
valuation
16.0x
LAST: $104.24 (-0.92%) • MKT CAP: $34.18B
valuation
6.5x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (LUV VS. UAL)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | LUV | UAL | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 3.20% | 14.00% | -10.80 | UAL | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 16.0x | 6.5x | +9.50 | UAL | /valuation <GO> |
| Free Cash Flow Yield | 2.71% | 16.89% | -14.18 | UAL | /fcf-yield <GO> |
| Operating Margin | 1.50% | 8.00% | -6.50 | UAL | /operating-margins <GO> |
| Net Profit Margin | 1.60% | 5.70% | -4.10 | UAL | /net-margins <GO> |
| Revenue Growth (YoY) | 2.10% | 3.50% | -1.40 | UAL | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.87% | 0.00% | +1.87 | LUV | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.51 | 1.57 | +0.94 | LUV | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 6/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 59.7 | 50.8 | +8.90 | LUV | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.01 | 0.90 | +0.11 | LUV | /macro-sensitivity <GO> |
| Forward P/E Multiple | 45.1x | 9.5x | +35.60 | UAL | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $21.39B | $34.18B | -$12.80B | UAL | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | LUV REV | UAL REV | LUV GROSS % | UAL GROSS % | LUV FCF | UAL FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $28.06B | $59.07B | — | — | $579.2M | $5.77B |
| FY 2024 | $27.48B | $57.06B | — | — | -$774.7M | $6.88B |
| FY 2023 | $26.09B | $53.72B | — | — | $1.99B | $4.49B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
LUV // BETA 1.01
UAL // BETA 0.90