COMPARE · Data as of August 27, 2026
DAL vs FDX
Verdict: Side-by-side breakdown using the Bull Rankings model. DAL scored 85.0, FDX scored 61.4 — DAL leads.
Compare another set
DAL
Delta Air Lines, Inc.
85
$83.08
fundamentals as of
Score gap
23.6
DAL leads
FDX
FedEx Corporation
61.4
$331.41 · $78.4B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestDAL13.9x
- Fastest growthDAL+10.3%
- Strongest balance sheetDAL0.97
- Highest qualityFDX56 / 100
- Largest discount to fair valueFDX-2%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
Fundamentals, head-to-head
DAL
FDX
$3.7bB
FCF
$5.1bB+
+10.3%B
Rev
+7.7%B
0.97C+
D/E
1.36C
13.9xA-
P/E
17.9xA-
0.21A
PEG
1.41B
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
DAL
FDX
—
Price vs fair valuelower is cheaper
2% below
—
Growth the price implies10-yr FCF · lower = less priced in
~10%/yr
—
1-yr DCF upside
-14%
—
5-yr DCF upside
+2%
—
10-yr DCF upside
+32%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
The companies
DALDelta Air Lines, Inc.
Why now
Airlines · market cap n/a. 13% off the 52-week high of $95.68. Revenue growing +10%, comfortably above the S&P median. PEG 0.21 — paying under fair value for the growth rate. 24 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $105.02 (implying +26% upside).
Moat
ROE 18% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
FDXFedEx Corporation
Why now
Integrated Freight & Logistics · market cap $78.4b. 4% off the 52-week high of $345.37. 26 sell-side analysts rate this a Buy with a mean 1-yr target of $356.37 (implying +8% upside).
Moat
ROE 14% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 115% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined. $78.4b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Net margin 4.7% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
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