1Y Target$80.37Near-term target
5Y Target$101.89Compound horizon
10Y Target$130.06Long-dated conviction
FCF$3.9bTTM · 03/26BFCF $3.9b — solid, comfortably covers operations and capital return · TTM computed from 4 most-recent quarters (TTM · 03/26).
Rev+12.9%TTM YoYB+Revenue +12.9% — above sector median, healthy trajectory
D/E1.05C+D/E 1.05 — moderately levered, watch interest coverage
P/E11.1xA-P/E 11.1 — cheap relative to market and most sectors
PEG0.21APEG 0.21 — exceptional; paying well under fair value for growth
Why now
Airlines · market cap $50.0b. Trading near 52-week high of $77.10 — momentum setup, limited technical margin of safety. Revenue growing +13%, comfortably above the S&P median. PEG 0.21 — paying under fair value for the growth rate. 25 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $80.37 (implying +6% upside).
Moat
ROE 25% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. $50.0b 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
Trading within 1% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction.
Horizon
1-3 yr $80.37 (25-analyst consensus) — multiple re-rating thesis requires a catalyst. 5 yr $101.89 at ~6% CAGR — dividend + buyback compounding. 10 yr $130.06 if the moat survives secular pressure.
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.