COMPARE · Reviewed July 29, 2026
SKYW vs WAB
Verdict: Side-by-side breakdown using the Bull Rankings model. SKYW scored 62.6, WAB scored 61.5 — SKYW leads.
Compare another set
SKYW
SkyWest, Inc.
62.6
$108.46 · $4.3B
fundamentals as of
Score gap
1.1
SKYW leads
WAB
Westinghouse Air Brake Technolo
61.5
$292.08 · $49.3B
fundamentals as of
The model, pillar by pillar (0–100 each)
SKYW
stronger →← stronger
WAB
71
Qualityreturns · margins · balance sheet
64
50
Growthrevenue & earnings expansion
85
70
Valuevaluation vs sector peers
42
SKYW is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
SKYW
WAB
$909mC+
FCF
$1.7bC+
+9.1%B
Rev
+13.4%B+
0.86B
D/E
0.62B
10.8xA
P/E
39.3xC+
1.66C+
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
SKYW
WAB
63% below
Price vs fair valuelower is cheaper
46% above
~-18%/yr
Growth the price implies10-yr FCF · lower = less priced in
~18%/yr
+147%
1-yr DCF upside
-40%
+172%
5-yr DCF upside
-31%
+211%
10-yr DCF upside
-15%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
SKYW
Why this score
- Buying back stock
- Cyclical growth
WAB
Why this score
- Raising its dividend
The companies
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.
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.