COMPARE · Data as of August 27, 2026
DAL vs GXO
Verdict: Side-by-side breakdown using the Bull Rankings model. DAL scored 85.0, GXO scored 50.6 — DAL leads.
Compare another set
DAL
Delta Air Lines, Inc.
85
$83.08
fundamentals as of
Score gap
34.4
DAL leads
GXO
GXO Logistics, Inc.
50.6
$47.98 · $5.5B
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 qualityGXO39 / 100
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
GXO
$3.7bB
FCF
$180mC
+10.3%B
Rev
+7.6%B
0.97C+
D/E
2.02C
13.9xA-
P/E
42.5xC
0.21A
PEG
1.29B
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
GXO
—
Price vs fair valuelower is cheaper
122% above
—
Growth the price implies10-yr FCF · lower = less priced in
~32%/yr
—
1-yr DCF upside
-62%
—
5-yr DCF upside
-55%
—
10-yr DCF upside
-43%
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.
GXOGXO Logistics, Inc.
Why now
Integrated Freight & Logistics · market cap $5.5b. Down 28% from 52-week high of $66.85 — deep drawdown territory. 17 sell-side analysts publish a mean 1-yr target of $68.71 (implying +43% upside).
Moat
FCF converts 137% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
D/E 2.02 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Beta 1.55 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Trailing P/E 42x 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
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