PortfoliosLab logoPortfoliosLab logo
ISIN
US8447411088
CUSIP
844741108
Industry
Airlines
IPO Date
Jan 2, 1980

Highlights

Market Cap
$24.43B
Enterprise Value
$24.11B
EPS (TTM)
$1.56
PE Ratio
31.08
Total Revenue (TTM)
$28.88B
Gross Profit (TTM)
$6.36B
EBITDA (TTM)
$2.74B
Year Range
$28.98 - $55.11
Target Price
$51.27
ROA (TTM)
4.73%
ROE (TTM)
11.88%

Share Price Chart


Loading charts...

Compare stocks, funds, or ETFs

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


Performance

LUV Performance Chart

Southwest Airlines Co. (LUV) is up 18.5% since the beginning of the year. At $49 per share, LUV is trading 11.9% below its 52-week high of $55. Investors who bought $1,000 worth of LUV shares 5 years ago would now be looking at an investment worth $954.


Loading charts...

S&P 500 Index

Returns By Period

Southwest Airlines Co. (LUV) has returned 18.54% so far this year and 57.64% over the past 12 months. Over the last ten years, LUV has returned 3.66% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


Southwest Airlines Co.

1D
1.25%
1M
19.39%
YTD
18.54%
6M
16.49%
1Y
57.64%
3Y*
15.17%
5Y*
-0.93%
10Y*
3.66%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

LUV Monthly Returns History

Based on dividend-adjusted daily data since Jan 2, 1980, LUV's average daily return is +0.08%, while the average monthly return is +1.51%. At this rate, an investment would double in approximately 3.9 years.

Historically, 54% of months were positive and 46% were negative. The best month was Jan 1991 with a return of +35.0%, while the worst month was Jul 1981 at -26.8%. The longest winning streak lasted 17 consecutive months, and the longest losing streak was 7 months.

On a daily basis, LUV closed higher 48% of trading days. The best single day was Jan 29, 2026 with a return of +18.7%, while the worst single day was Sep 17, 2001 at -24.1%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202614.98%3.66%-23.40%0.93%13.26%13.58%18.54%
2025-8.66%1.14%8.75%-16.74%19.38%-2.26%-4.65%6.37%-2.46%-5.05%14.88%19.25%25.62%
20243.50%14.65%-14.37%-11.13%3.47%7.27%-5.84%7.35%3.08%3.21%5.82%4.44%19.11%
20236.78%-6.12%-2.58%-6.91%-1.39%21.87%-5.66%-7.49%-13.84%-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%

Benchmark Metrics

Southwest Airlines Co. has an annualized alpha of 8.75%, beta of 1.01, and R2 of 0.23 versus S&P 500 Index. Calculated based on daily prices since January 02, 1980.

  • This stock captured 118.96% of S&P 500 Index gains and 103.83% of its losses - amplifying both gains and losses, but participating more in upside than downside.
  • R2 of 0.23 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
8.75%
Beta
1.01
0.23
Upside Capture
118.96%
Downside Capture
103.83%

Return for Risk

Risk / Return Rank

LUV ranks 74 for risk / return — better than 74% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


LUV Risk / Return Rank: 7474
Overall Rank
LUV Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
LUV Sortino Ratio Rank: 7676
Sortino Ratio Rank
LUV Omega Ratio Rank: 7575
Omega Ratio Rank
LUV Calmar Ratio Rank: 7373
Calmar Ratio Rank
LUV Martin Ratio Rank: 7070
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Southwest Airlines Co. (LUV) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


LUVBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.75

Sortino ratioReturn per unit of downside risk

-0.73

Omega ratioGain probability vs. loss probability

1.25

1.37

-0.12

Calmar ratioReturn relative to maximum drawdown

1.73

2.78

-1.05

Martin ratioReturn relative to average drawdown

3.43

12.44

-9.01

Dividends

Dividend History

Southwest Airlines Co. provided a 1.48% dividend yield over the last twelve months, with an annual payout of $0.72 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$0.8020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.72$0.72$0.72$0.90$0.00$0.00$0.18$0.70$0.61$0.48$0.38$0.29

Dividend yield

1.48%1.74%2.14%3.12%0.00%0.00%0.39%1.30%1.30%0.73%0.75%0.66%

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
2026$0.00$0.00$0.18$0.00$0.00$0.18$0.36
2025$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.72
2024$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.72
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

Dividend Yield & Payout


Dividend Yield

Southwest Airlines Co. has a dividend yield of 1.48%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.

Payout Ratio

Southwest Airlines Co. has a payout ratio of 47.12%, which is quite average when compared to the overall market. This suggests that Southwest Airlines Co. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

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.


Loading charts...

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 78.25%, occurring on Mar 5, 2009. Recovery took 1257 trading sessions.

The current Southwest Airlines Co. drawdown is 18.29%.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-78.25%Mar 2009
8y 1mo5y
13y 1moJan 2001 - Mar 2014
Black Monday1987
-66.10%Dec 1987
4y 4mo3y 1mo
7y 6moJul 1983 - Jan 1991
2023 bear market2023
-64.76%Oct 2023
5y 10mo
8y 5moJan 2018 - now
1994 bear market1994
-59.29%Dec 1994
10mo 19d2y 12mo
3y 10moFeb 1994 - Dec 1997
1981 bear market1981
-49.38%Sep 1981
3mo 26d11mo 12d
1y 3moJun 1981 - Sep 1982

Drawdown Indicators


LUVBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-78.25%

-56.78%

-21.47%

Max Drawdown (1Y)

Largest decline over 1 year

-33.49%

-9.10%

-24.39%

Max Drawdown (3Y)

Largest decline over 3 years

-42.93%

-18.90%

-24.03%

Max Drawdown (5Y)

Largest decline over 5 years

-58.75%

-25.43%

-33.32%

Max Drawdown (10Y)

Largest decline over 10 years

-64.76%

-33.92%

-30.84%

Current Drawdown

Current decline from peak

-18.29%

-1.80%

-16.49%

Average Drawdown

Average peak-to-trough decline

-29.13%

-10.71%

-18.42%

Ulcer Index

Depth and duration of drawdowns from previous peaks

16.87%

2.03%

+14.84%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

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

Valuation

The Valuation section provides an overview of how Southwest Airlines Co. is priced in the market compared to other companies in the Airlines industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for LUV, comparing it with other companies in the Airlines industry. Currently, LUV has a P/E ratio of 31.1. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for LUV relative to other companies in the Airlines industry. Currently, LUV has a P/S ratio of 0.9. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for LUV in comparison with other companies in the Airlines industry. Currently, LUV has a P/B value of 3.6. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

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
Portfolio Analyzer

Build a portfolio with LUV

Add Southwest Airlines Co. to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with LUV