COMPARE · Reviewed July 29, 2026
DAL vs WAB
Verdict: Side-by-side breakdown using the Bull Rankings model. DAL scored 52.4, WAB scored 61.5 — WAB leads.
Compare another set
DAL
Delta Air Lines Inc
52.4
$89.05 · $57.1B
Score gap
9.1
WAB leads
WAB
Westinghouse Air Brake Technolo
61.5
$292.08 · $49.3B
fundamentals as of
The model, pillar by pillar (0–100 each)
DAL
stronger →← stronger
WAB
70
Qualityreturns · margins · balance sheet
64
50
Growthrevenue & earnings expansion
85
41
Valuevaluation vs sector peers
42
WAB is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
DAL
WAB
$8.4bB+
FCF
$1.7bC+
+5.2%C+
Rev
+13.4%B+
0.68B
D/E
0.62B
14.6xB+
P/E
39.3xC+
2.79C
PEG
1.37B
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
DAL
WAB
45% below
Price vs fair valuelower is cheaper
46% above
~-11%/yr
Growth the price implies10-yr FCF · lower = less priced in
~18%/yr
+77%
1-yr DCF upside
-40%
+82%
5-yr DCF upside
-31%
+89%
10-yr DCF upside
-15%
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
WAB
Why this score
- Raising its dividend
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.
WABWestinghouse Air Brake Technolo
Why now
Railroads · market cap $49.3b. 5% off the 52-week high of $306.64. Revenue growing +13%, comfortably above the S&P median. 12 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $324.25 (implying +11% upside).
Moat
ROE 11% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 135% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trailing P/E 39x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
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.