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Southwest Airlines Co. (LUV)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US8447411088

CUSIP

844741108

Sector

Industrials

Industry

Airlines

IPO Date

Jan 2, 1980

Highlights

Market Cap

$19.68B

EPS (TTM)

-$0.08

PEG Ratio

0.49

Total Revenue (TTM)

$27.38B

Gross Profit (TTM)

$4.04B

EBITDA (TTM)

$1.90B

Year Range

$23.44 - $36.12

Target Price

$31.54

Short %

7.42%

Short Ratio

5.70

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
LUV vs. DAL LUV vs. AAL LUV vs. NCLH LUV vs. SPY LUV vs. OXY LUV vs. VOO LUV vs. UAL LUV vs. RTX LUV vs. O LUV vs. VGT
Popular comparisons:
LUV vs. DAL LUV vs. AAL LUV vs. NCLH LUV vs. SPY LUV vs. OXY LUV vs. VOO LUV vs. UAL LUV vs. RTX LUV vs. O LUV vs. VGT

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Southwest Airlines Co., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


5,000.00%10,000.00%15,000.00%20,000.00%JulyAugustSeptemberOctoberNovemberDecember
20,557.98%
5,507.84%
LUV (Southwest Airlines Co.)
Benchmark (^GSPC)

Returns By Period

Southwest Airlines Co. had a return of 17.29% year-to-date (YTD) and 14.44% in the last 12 months. Over the past 10 years, Southwest Airlines Co. had an annualized return of -1.10%, while the S&P 500 had an annualized return of 11.06%, indicating that Southwest Airlines Co. did not perform as well as the benchmark.


LUV

YTD

17.29%

1M

4.75%

6M

18.07%

1Y

14.44%

5Y*

-8.55%

10Y*

-1.10%

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

Monthly Returns

The table below presents the monthly returns of LUV, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20243.50%14.65%-14.37%-11.13%3.47%7.27%-5.84%7.35%3.08%3.21%5.82%17.29%
20236.78%-6.12%-2.58%-6.91%-1.39%21.86%-5.66%-7.49%-13.83%-17.88%15.02%13.64%-11.82%
20224.48%-2.14%4.57%2.01%-1.84%-21.24%5.54%-3.73%-15.97%17.87%9.79%-15.64%-21.41%
2021-5.73%32.29%5.04%2.82%-2.10%-13.62%-4.84%-1.46%3.31%-8.07%-6.09%-3.51%-8.09%
20201.85%-15.99%-22.61%-12.24%2.72%6.48%-9.63%21.66%-0.21%5.41%17.23%0.58%-13.32%
201922.12%-1.27%-7.09%4.47%-12.23%7.08%1.48%1.90%3.23%3.93%2.69%-6.04%17.72%
2018-7.10%-4.87%-0.76%-7.77%-3.31%-0.08%14.31%5.67%1.88%-21.38%11.22%-14.64%-28.21%
20174.96%10.50%-6.83%4.58%6.88%3.63%-10.67%-5.85%7.36%-3.79%12.64%8.10%32.40%
2016-12.63%11.51%6.99%-0.42%-4.77%-7.48%-5.61%-0.08%5.45%2.98%16.38%7.16%16.80%
20156.76%-4.29%2.59%-8.44%-8.65%-10.51%9.40%1.57%3.65%21.69%-0.89%-6.00%2.44%
201411.20%7.11%5.40%2.37%9.43%1.78%5.29%13.41%5.50%2.10%21.29%1.34%126.31%
20139.47%4.37%15.31%1.63%3.43%-8.78%7.29%-7.11%13.66%18.27%7.96%1.56%85.59%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of LUV is 60, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of LUV is 6060
Overall Rank
The Sharpe Ratio Rank of LUV is 6565
Sharpe Ratio Rank
The Sortino Ratio Rank of LUV is 5757
Sortino Ratio Rank
The Omega Ratio Rank of LUV is 5858
Omega Ratio Rank
The Calmar Ratio Rank of LUV is 6161
Calmar Ratio Rank
The Martin Ratio Rank of LUV is 6060
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Southwest Airlines Co. (LUV) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for LUV, currently valued at 0.45, compared to the broader market-4.00-2.000.002.000.452.10
The chart of Sortino ratio for LUV, currently valued at 0.82, compared to the broader market-4.00-2.000.002.004.000.822.80
The chart of Omega ratio for LUV, currently valued at 1.12, compared to the broader market0.501.001.502.001.121.39
The chart of Calmar ratio for LUV, currently valued at 0.27, compared to the broader market0.002.004.006.000.273.09
The chart of Martin ratio for LUV, currently valued at 1.06, compared to the broader market-5.000.005.0010.0015.0020.0025.001.0613.49
LUV
^GSPC

The current Southwest Airlines Co. Sharpe ratio is 0.45. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Southwest Airlines Co. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
0.45
2.10
LUV (Southwest Airlines Co.)
Benchmark (^GSPC)

Dividends

Dividend History

Southwest Airlines Co. provided a 1.62% dividend yield over the last twelve months, with an annual payout of $0.54 per share.


0.00%0.50%1.00%1.50%2.00%2.50%3.00%3.50%$0.00$0.20$0.40$0.60$0.8020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.54$0.90$0.00$0.00$0.18$0.70$0.61$0.48$0.38$0.29$0.22$0.13

Dividend yield

1.62%3.12%0.00%0.00%0.39%1.30%1.30%0.73%0.75%0.66%0.52%0.69%

Monthly Dividends

The table displays the monthly dividend distributions for Southwest Airlines Co.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.00$0.54
2023$0.18$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.90
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2020$0.00$0.00$0.18$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.18
2019$0.00$0.00$0.16$0.00$0.00$0.18$0.00$0.18$0.00$0.00$0.00$0.18$0.70
2018$0.00$0.00$0.13$0.00$0.00$0.16$0.00$0.16$0.00$0.00$0.00$0.16$0.61
2017$0.00$0.00$0.10$0.00$0.00$0.13$0.00$0.13$0.00$0.00$0.00$0.13$0.48
2016$0.00$0.00$0.08$0.00$0.00$0.10$0.00$0.10$0.00$0.00$0.00$0.10$0.38
2015$0.00$0.00$0.06$0.00$0.00$0.08$0.00$0.08$0.00$0.00$0.00$0.08$0.29
2014$0.00$0.00$0.04$0.00$0.00$0.06$0.00$0.06$0.00$0.00$0.00$0.06$0.22
2013$0.01$0.00$0.00$0.04$0.00$0.04$0.00$0.00$0.00$0.04$0.13

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%1.6%
Southwest Airlines Co. has a dividend yield of 1.62%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%97.3%
Southwest Airlines Co. has a payout ratio of 97.30%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-45.96%
-2.62%
LUV (Southwest Airlines Co.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Southwest Airlines Co.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Southwest Airlines Co. was 78.23%, occurring on Mar 5, 2009. Recovery took 1257 trading sessions.

The current Southwest Airlines Co. drawdown is 45.96%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-78.23%Jan 8, 20012050Mar 5, 20091257Mar 4, 20143307
-65.27%Jul 25, 19831109Dec 10, 1987789Jan 24, 19911898
-64.75%Jan 3, 20181467Oct 31, 2023
-59.29%Feb 4, 1994221Dec 20, 1994755Dec 12, 1997976
-49.2%Jun 1, 198183Sep 25, 1981237Sep 2, 1982320

Volatility

Volatility Chart

The current Southwest Airlines Co. volatility is 6.34%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%JulyAugustSeptemberOctoberNovemberDecember
6.34%
3.79%
LUV (Southwest Airlines Co.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Southwest Airlines Co. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Southwest Airlines Co..


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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