COMPARE · Reviewed July 29, 2026
DAL vs SKYW
Verdict: Side-by-side breakdown using the Bull Rankings model. DAL scored 52.4, SKYW scored 62.6 — SKYW leads.
Compare another set
DAL
Delta Air Lines Inc
52.4
$89.05 · $57.1B
Score gap
10.2
SKYW leads
SKYW
SkyWest, Inc.
62.6
$108.46 · $4.3B
fundamentals as of
The model, pillar by pillar (0–100 each)
DAL
stronger →← stronger
SKYW
70
Qualityreturns · margins · balance sheet
71
50
Growthrevenue & earnings expansion
50
41
Valuevaluation vs sector peers
70
SKYW is stronger on 1 of 3 pillars.
Fundamentals, head-to-head
DAL
SKYW
$8.4bB+
FCF
$909mC+
+5.2%C+
Rev
+9.1%B
0.68B
D/E
0.86B
14.6xB+
P/E
10.8xA
2.79C
PEG
1.66C+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
DAL
SKYW
45% below
Price vs fair valuelower is cheaper
63% below
~-11%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-18%/yr
+77%
1-yr DCF upside
+147%
+82%
5-yr DCF upside
+172%
+89%
10-yr DCF upside
+211%
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
SKYW
Why this score
- Buying back stock
- Cyclical growth
The companies
DALDelta Air Lines Inc
Why now
Airlines · market cap $57.1b. 7% off the 52-week high of $95.68.
Moat
ROE 19% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. $57.1b 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.
SKYWSkyWest, Inc.
Why now
Airlines · market cap $4.3b. 12% off the 52-week high of $123.94. 6 sell-side analysts rate this a Buy with a mean 1-yr target of $125.17 (implying +15% upside).
Moat
ROE 15% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. 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
Beta 1.46 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
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.