The theme: Carriers, cruise lines, hotels and the booking platforms that sell them — one demand cycle running through four very different business models, from capital-heavy fleets to asset-light marketplaces.
How this ranking works
Standard classifications describe what a company files as, not what it's a bet on. This is a curated list of the Airlines & Travel names in our US universe: the pure-plays, plus the larger companies for which Airlines & Travel is a real, reported driver rather than a passing mention. Each carries the same 0–100 quality-growth score used everywhere on the site (how it's built), and re-scores every trading day.
The 14 members report under 3 different industries, which is exactly why no standard sector view groups them:
Travel Services6
Airlines5
Lodging3
What kind of businesses these are
Average pillar scores across the 14 scored members, against every stock the model scores:
Pillar
Airlines & Travel
Market
Read
Quality
63.3
56.0
7.3 above
Growth
50.0
61.7
11.7 below
Value
51.0
44.1
6.9 above
Pillars run 0–100 against sector peers. A low Value reading means the group is expensive relative to what it earns, not that the businesses are weak — for an early-stage theme that is the normal shape.
Scores across the group run from EXPE at 67.7 down to ALK at 40.3, with a median of 53.2. A theme is a thesis, not a quality filter — membership says a company is exposed to Airlines & Travel, and the score says what the model makes of the business.
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.