COMPARE · Reviewed August 1, 2026
DAL vs PBI
Verdict: Side-by-side breakdown using the Bull Rankings model. DAL scored 62.0, PBI scored 61.1 — DAL leads.
Compare another set
DAL
Delta Air Lines, Inc.
62
$87.44 · $57.5B
fundamentals as of
Score gap
0.9
DAL leads
PBI
Pitney Bowes Inc.
61.1
$17.53 · $2.4B
fundamentals as of
The model, pillar by pillar (0–100 each)
DAL
stronger →← stronger
PBI
66
Qualityreturns · margins · balance sheet
75
50
Growthrevenue & earnings expansion
42
73
Valuevaluation vs sector peers
72
DAL and PBI split the three pillars evenly.
Fundamentals, head-to-head
DAL
PBI
$3.7bB
FCF
$415mC
+10.3%B
Rev
-5.3%D
0.97C+
D/E
—
14.5xA-
P/E
14.3xA-
0.21A
PEG
0.74A-
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
DAL
PBI
17% below
Price vs fair valuelower is cheaper
48% below
~10%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-11%/yr
-7%
1-yr DCF upside
+80%
+21%
5-yr DCF upside
+92%
+78%
10-yr DCF upside
+108%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
DAL
Why this score
- Raising its dividend
- Durable high returns
- Cyclical growth
PBI
Why this score
- Buying back stock
- Raising its dividend
- Short track record
The companies
DALDelta Air Lines, Inc.
Why now
Airlines · market cap $57.5b. 9% 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 $105.52 (implying +21% 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. $57.5b 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
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.
PBIPitney Bowes Inc.
Why now
Integrated Freight & Logistics · market cap $2.4b. 8% off the 52-week high of $19.07. Revenue -5% — in contraction; any catalyst that reverses this triggers re-rating. PEG 0.74 — paying under fair value for the growth rate. 5 sell-side analysts rate this a Hold with a mean 1-yr target of $17.96 (implying +2% upside).
Moat
Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
Revenue contracting -5% — the operational turn is not yet visible in the top line. Beta 1.61 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. ROE -22% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.