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JBLU vs. ALGT
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

JBLU vs. ALGT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JetBlue Airways Corporation (JBLU) and Allegiant Travel Company (ALGT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, JBLU achieves a 4.62% return, which is significantly higher than ALGT's -3.47% return. Over the past 10 years, JBLU has underperformed ALGT with an annualized return of -12.50%, while ALGT has yielded a comparatively higher -4.72% annualized return.


JBLU

1D
-1.86%
1M
-6.85%
YTD
4.62%
6M
-3.84%
1Y
-4.99%
3Y*
-13.95%
5Y*
-24.05%
10Y*
-12.50%

ALGT

1D
-2.15%
1M
-0.87%
YTD
-3.47%
6M
0.09%
1Y
41.30%
3Y*
-7.94%
5Y*
-16.87%
10Y*
-4.72%
*Multi-year figures are annualized to reflect compound growth (CAGR)

JBLU vs. ALGT - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
JBLU
JetBlue Airways Corporation
4.62%-42.11%41.62%-14.35%-54.49%-2.06%-22.33%16.56%-28.11%-0.36%
ALGT
Allegiant Travel Company
-3.47%-9.40%16.03%23.44%-63.65%-1.16%9.32%76.98%-33.95%-5.16%

Correlation

The correlation between JBLU and ALGT is 0.73, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.73

Correlation (3Y)
Calculated over the trailing 3-year period

0.64

Correlation (5Y)
Calculated over the trailing 5-year period

0.68

Correlation (10Y)
Calculated over the trailing 10-year period

0.64

Correlation (All Time)
Calculated using the full available price history since Dec 8, 2006

0.56

The correlation between JBLU and ALGT shifts across timeframes, from 0.56 (all time) to 0.73 (1 year), reflecting how their relationship changes across market environments.

Fundamentals

EPS

JBLU:

-$2.61

ALGT:

-$1.89

PS Ratio

JBLU:

0.14

ALGT:

0.56

Total Revenue (TTM)

JBLU:

$9.16B

ALGT:

$2.64B

Gross Profit (TTM)

JBLU:

$3.64B

ALGT:

$815.04M

EBITDA (TTM)

JBLU:

$151.00M

ALGT:

$340.03M

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Return for Risk

JBLU vs. ALGT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

JBLU
JBLU Risk / Return Rank: 3838
Overall Rank
JBLU Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
JBLU Sortino Ratio Rank: 3939
Sortino Ratio Rank
JBLU Omega Ratio Rank: 3838
Omega Ratio Rank
JBLU Calmar Ratio Rank: 3838
Calmar Ratio Rank
JBLU Martin Ratio Rank: 3737
Martin Ratio Rank

ALGT
ALGT Risk / Return Rank: 6464
Overall Rank
ALGT Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
ALGT Sortino Ratio Rank: 6666
Sortino Ratio Rank
ALGT Omega Ratio Rank: 6161
Omega Ratio Rank
ALGT Calmar Ratio Rank: 6464
Calmar Ratio Rank
ALGT Martin Ratio Rank: 6565
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.

JBLU vs. ALGT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JetBlue Airways Corporation (JBLU) and Allegiant Travel Company (ALGT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


JBLUALGTDifference
Sharpe ratioReturn per unit of total volatility

-0.72

Sortino ratioReturn per unit of downside risk

-1.15

Omega ratioGain probability vs. loss probability

1.04

1.16

-0.12

Calmar ratioReturn relative to maximum drawdown

-0.13

1.06

-1.19

Martin ratioReturn relative to average drawdown

-0.28

2.50

-2.78

JBLU vs. ALGT - Sharpe Ratio Comparison

The current JBLU Sharpe Ratio is -0.08, which is lower than the ALGT Sharpe Ratio of 0.64. The chart below compares the historical Sharpe Ratios of JBLU and ALGT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


JBLUALGTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.08

0.64

-0.72

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.40

-0.31

-0.09

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.23

-0.09

-0.14

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.08

0.15

-0.23

Drawdowns

JBLU vs. ALGT - Drawdown Comparison

The maximum JBLU drawdown since its inception was -90.91%, which is greater than ALGT's maximum drawdown of -86.01%. Use the drawdown chart below to compare losses from any high point for JBLU and ALGT.


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Drawdown Indicators


JBLUALGTDifference

Max Drawdown

Largest peak-to-trough decline

-90.91%

-86.01%

-4.90%

Max Drawdown (1Y)

Largest decline over 1 year

-37.62%

-39.13%

+1.51%

Max Drawdown (3Y)

Largest decline over 3 years

-63.29%

-70.95%

+7.66%

Max Drawdown (5Y)

Largest decline over 5 years

-81.64%

-82.17%

+0.53%

Max Drawdown (10Y)

Largest decline over 10 years

-85.58%

-86.01%

+0.43%

Current Drawdown

Current decline from peak

-84.76%

-68.32%

-16.44%

Average Drawdown

Average peak-to-trough decline

-60.43%

-31.68%

-28.75%

Ulcer Index

Depth and duration of drawdowns from previous peaks

17.83%

16.55%

+1.28%

Volatility

JBLU vs. ALGT - Volatility Comparison

The current volatility for JetBlue Airways Corporation (JBLU) is 17.63%, while Allegiant Travel Company (ALGT) has a volatility of 21.43%. This indicates that JBLU experiences smaller price fluctuations and is considered to be less risky than ALGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


JBLUALGTDifference

Volatility (1M)

Calculated over the trailing 1-month period

17.63%

21.43%

-3.80%

Volatility (6M)

Calculated over the trailing 6-month period

48.30%

43.09%

+5.21%

Volatility (1Y)

Calculated over the trailing 1-year period

60.61%

64.83%

-4.22%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

60.02%

54.69%

+5.33%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

54.37%

51.27%

+3.10%

Dividends

JBLU vs. ALGT - Dividend Comparison

Neither JBLU nor ALGT has paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
ALGT
Allegiant Travel Company
0.00%0.00%1.27%1.45%0.00%0.00%0.37%1.61%2.79%1.81%1.44%1.64%
JBLU
JetBlue Airways Corporation
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

JBLU vs. ALGT - Financials Comparison

This section allows you to compare key financial metrics between JetBlue Airways Corporation and Allegiant Travel Company. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


500.00M1.00B1.50B2.00B2.50B20222023202420252026
2.24B
732.43M
(JBLU) Total Revenue
(ALGT) Total Revenue
Values in USD except per share items

JBLU vs. ALGT - Profitability Comparison

The chart below illustrates the profitability comparison between JetBlue Airways Corporation and Allegiant Travel Company over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-40.0%-20.0%0.0%20.0%40.0%60.0%20222023202420252026
43.1%
65.4%
Portfolio components
JBLU - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, JetBlue Airways Corporation reported a gross profit of 966.00M and revenue of 2.24B. Therefore, the gross margin over that period was 43.1%.

ALGT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Allegiant Travel Company reported a gross profit of 479.13M and revenue of 732.43M. Therefore, the gross margin over that period was 65.4%.

JBLU - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, JetBlue Airways Corporation reported an operating income of -224.00M and revenue of 2.24B, resulting in an operating margin of -10.0%.

ALGT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Allegiant Travel Company reported an operating income of 81.10M and revenue of 732.43M, resulting in an operating margin of 11.1%.

JBLU - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, JetBlue Airways Corporation reported a net income of -319.00M and revenue of 2.24B, resulting in a net margin of -14.2%.

ALGT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Allegiant Travel Company reported a net income of 42.48M and revenue of 732.43M, resulting in a net margin of 5.8%.


Frequently Asked Questions


JBLU and ALGT have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ALGT has higher volatility (21.43%) compared to JBLU (17.63%). In terms of maximum drawdown, JBLU dropped -90.91% vs ALGT's -86.01%.

ALGT currently has the higher Sharpe Ratio (0.64 vs -0.08), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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