COMPARE · Data as of August 12, 2026
DAL vs FDXF
Verdict: Side-by-side breakdown using the Bull Rankings model. DAL scored 61.9, FDXF scored 33.7 — DAL leads.
Compare another set
DAL
Delta Air Lines, Inc.
61.9
$89.93 · $59.5B
fundamentals as of
Score gap
28.2
DAL leads
FDXF
FedEx Freight Holding Company, Inc.
33.7
$141.24 · $21.1B
fundamentals as of
The model, pillar by pillar (0–100 each)
DAL
stronger →← stronger
FDXF
66
Qualityreturns · margins · balance sheet
34
50
Growthrevenue & earnings expansion
37
72
Valuevaluation vs sector peers
30
DAL is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
DAL
FDXF
$3.7bB
FCF
-$212mF
+10.3%B
Rev
-1.1%D+
0.97C+
D/E
—
15.0xA-
P/E
—
0.21A
PEG
—
—
P/S
2.4xB
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
DAL
FDXF
13% below
Price vs fair valuelower is cheaper
—
~11%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
-12%
1-yr DCF upside
—
+15%
5-yr DCF upside
—
+69%
10-yr DCF upside
—
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
FDXF
Why this score
- Short track record
The companies
DALDelta Air Lines, Inc.
Why now
Airlines · market cap $59.5b. 6% 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 publish a mean 1-yr target of $105.52 (implying +17% 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. $59.5b 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.
FDXFFedEx Freight Holding Company, Inc.
Why now
Integrated Freight & Logistics · market cap $21.1b. Down 29% from 52-week high of $200.00 — deep drawdown territory. 12 sell-side analysts publish a mean 1-yr target of $169.42 (implying +20% upside).
Moat
Higher-variance name — the moat signals on the quantitative card are modest, so the durability case rests on execution (turning current growth into durable earnings power) or an un-monetized asset (IP / network effects / first-mover position) rather than an entrenched competitive position.
Risk
Free cash flow is negative (-$212m) — capital raises or debt issuance likely required; dilution / leverage risk. Trailing P/E 32x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. ROE -132% 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.
Where DAL and FDXF diverge
On the headline score the gap is 28.2 points in favour of DAL. The widest single difference is Value, where DAL leads by 41.6 points.
- ValueDAL 72.1 · FDXF 30.5DAL +41.6
- QualityDAL 65.6 · FDXF 34.1DAL +31.5
- GrowthDAL 50.0 · FDXF 37.0DAL +13.0
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.